SPTI vs SCHZ
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).
5-Year PerformanceSCHZ has outperformed SPTI, delivering a return of -0.0% compared to -0.0%
SPTI vs SCHZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTI vs SCHZ - Historical Returns
Returns include dividend reinvestment.
SPTI vs SCHZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPTI | SCHZ |
|---|---|---|
| 2026 | -0.66% | -0.09% |
| 2025 | +7.38% | +7.19% |
| 2024 | +1.63% | +1.72% |
| 2023 | +3.84% | +4.98% |
| 2022 | -10.14% | -12.55% |
| 2021 | -2.58% | -1.62% |
| 2020 | +7.49% | +7.24% |
| 2019 | +6.09% | +8.39% |
| 2018 | +2.39% | -0.16% |
| 2017 | +1.11% | +3.26% |
| 2016 | +0.76% | +2.13% |
| 2015 | +1.54% | +0.27% |
| 2014 | +2.52% | +6.09% |
| 2013 | -1.21% | -1.85% |
| 2012 | +1.74% | +3.78% |
| 2011 | +6.49% | +4.23% |
| 2010 | +4.90% | N/A |
| 2009 | -1.02% | N/A |
| 2008 | +10.99% | N/A |
| 2007 | +7.17% | N/A |
SPTI vs SCHZ Drawdown Comparison
The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current SPTI drawdown is -2.70%. The current SCHZ drawdown is -2.85%.
| Rank | SPTI | SCHZ |
|---|---|---|
| #1 | -16.12% Aug 4, 2020 - Oct 20, 2022 | -18.74% Aug 4, 2020 - Oct 24, 2022 |
| #2 | -7.64% Oct 7, 2008 - Nov 14, 2008 | -10.27% Mar 6, 2020 - May 22, 2020 |
| #3 | -4.82% Dec 18, 2008 - May 6, 2010 | -4.89% May 2, 2013 - May 9, 2014 |
| #4 | -4.47% Mar 17, 2008 - Sep 15, 2008 | -4.35% Jul 8, 2016 - Aug 29, 2017 |
| #5 | -3.83% Jul 5, 2016 - Dec 31, 2018 | -3.51% Sep 7, 2017 - Jan 31, 2019 |
| #6 | -3.78% Nov 4, 2010 - Jun 8, 2011 | -2.78% Apr 17, 2015 - Feb 8, 2016 |
| #7 | -3.06% May 2, 2013 - Oct 8, 2014 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #8 | -2.25% Sep 4, 2019 - Jan 27, 2020 | -1.81% Feb 2, 2015 - Apr 15, 2015 |
| #9 | -2.07% Mar 9, 2020 - Mar 23, 2020 | -1.73% Sep 22, 2011 - Dec 14, 2011 |
| #10 | -1.91% Sep 17, 2008 - Oct 6, 2008 | -1.40% Jan 31, 2012 - Apr 23, 2012 |
| #11 | -1.61% Jan 30, 2015 - Sep 24, 2015 | -1.36% Aug 2, 2012 - Oct 1, 2012 |
| #12 | -1.57% Jan 31, 2012 - Apr 30, 2012 | -1.26% Dec 5, 2012 - Apr 5, 2013 |
| #13 | -1.56% Oct 14, 2015 - Jan 28, 2016 | -1.14% Aug 29, 2014 - Oct 7, 2014 |
| #14 | -1.46% Nov 26, 2007 - Jan 2, 2008 | -1.10% Aug 18, 2011 - Sep 2, 2011 |
| #15 | -1.43% Sep 22, 2011 - Nov 23, 2011 | -0.96% Oct 16, 2014 - Dec 12, 2014 |
Correlation
Correlation between SPTI and SCHZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
SPTI vs SCHZ dividend yield comparison.
| Year | SPTI | SCHZ |
|---|---|---|
| 2026 | 1.61% | 1.74% |
| 2025 | 3.79% | 4.05% |
| 2024 | 3.77% | 3.96% |
| 2023 | 2.99% | 3.28% |
| 2022 | 1.45% | 2.63% |
| 2021 | 0.53% | 2.16% |
| 2020 | 0.75% | 2.43% |
| 2019 | 2.02% | 2.79% |
| 2018 | 1.97% | 2.56% |
| 2017 | 1.46% | 2.40% |
| 2016 | 1.23% | 2.24% |
| 2015 | 1.18% | 2.11% |
| 2014 | 1.06% | 2.03% |
| 2013 | 1.47% | 2.01% |
| 2012 | 2.08% | 2.04% |
| 2011 | 2.12% | 0.76% |
| 2010 | 2.23% | 0.00% |
| 2009 | 2.33% | 0.00% |
| 2008 | 3.08% | 0.00% |
| 2007 | 2.67% | 0.00% |
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