SPTL vs AIQ

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and Global X Artificial Intelligence & Technology ETF (AIQ, ETF).

5-Year PerformanceAIQ has outperformed SPTL, delivering a return of +14.8% compared to -6.5%

SPTL vs AIQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	AIQ(ETF)
Net Assets	$11B	$10B
Expense Ratio	0.03%	0.68%
Max Drawdown	50.17%	44.82%
Sharpe Ratio	0.07	1.10
5Y Beta	0.05	1.42
P/E Ratio	N/A	36.97
Forward P/E	N/A	20.41
PEG Ratio	N/A	0.24
5Y Dividends CAGR	9.17%	-23.38%
5Y EPS CAGR	N/A	26.37%
P/S Ratio	N/A	2.44
P/B Ratio	N/A	7.04

Net Assets

Winner

SPTL

$11B

AIQ

$10B

Expense Ratio

Winner

SPTL

0.03%

AIQ

0.68%

Max Drawdown

SPTL

50.17%

Winner

AIQ

44.82%

Sharpe Ratio

SPTL

0.07

Winner

AIQ

1.10

5Y Beta

Winner

SPTL

0.05

AIQ

1.42

P/E Ratio

SPTL

N/A

AIQ

36.97

Forward P/E

SPTL

N/A

AIQ

20.41

PEG Ratio

SPTL

N/A

AIQ

0.24

5Y Dividends CAGR

Winner

SPTL

9.17%

AIQ

-23.38%

5Y EPS CAGR

SPTL

N/A

AIQ

26.37%

P/S Ratio

SPTL

N/A

AIQ

2.44

P/B Ratio

SPTL

N/A

AIQ

7.04

SPTL vs AIQ - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	AIQ
1 month	-1.69%	-8.24%
3 months	-1.07%	+10.88%
6 months	-1.56%	+13.32%
1 year	+3.93%	+34.98%
5 years(CAGR)	-6.52%	+14.78%
10 years(CAGR)	-1.58%	+18.71%
Max(CAGR)	+3.21%	+18.71%

Winner

SPTL

-1.69%

AIQ

-8.24%

SPTL

-1.07%

Winner

AIQ

+10.88%

SPTL

-1.56%

Winner

AIQ

+13.32%

SPTL

+3.93%

Winner

AIQ

+34.98%

5Y(CAGR)

SPTL

-6.52%

Winner

AIQ

+14.78%

10Y(CAGR)

SPTL

-1.58%

Winner

AIQ

+18.71%

Max(CAGR)

SPTL

+3.21%

Winner

AIQ

+18.71%

SPTL vs AIQ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTL	AIQ
2026	-0.89%	+15.32%
2025	+5.24%	+32.51%
2024	-5.65%	+27.13%
2023	+1.56%	+55.31%
2022	-27.72%	-36.63%
2021	-4.85%	+18.22%
2020	+16.63%	+49.55%
2019	+13.32%	+38.33%
2018	-0.37%	-14.04%
2017	+8.59%	N/A
2016	+0.30%	N/A
2015	-2.28%	N/A
2014	+24.75%	N/A
2013	-11.41%	N/A
2012	+4.22%	N/A
2011	+30.74%	N/A
2010	+8.86%	N/A
2009	-11.11%	N/A
2008	+22.95%	N/A
2007	+9.65%	N/A

SPTL vs AIQ Drawdown Comparison

The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for AIQ was -44.66%, occurring on Oct 14, 2022. Recovery took 570 trading sessions.

The current SPTL drawdown is -37.32%. The current AIQ drawdown is -15.44%.

Rank	SPTL	AIQ
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-44.66% Nov 16, 2021 - Feb 26, 2024
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-31.88% Feb 19, 2020 - Jun 3, 2020
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-26.35% Feb 18, 2025 - Jun 24, 2025
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-23.65% Aug 29, 2018 - Mar 21, 2019
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-16.47% Jan 28, 2026 - Apr 17, 2026
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-15.44% Jun 2, 2026 - Jul 16, 2026
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-13.99% Jul 10, 2024 - Sep 26, 2024
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-12.04% May 3, 2019 - Jul 15, 2019
#9	-8.87% Dec 19, 2011 - May 15, 2012	-11.63% Nov 3, 2025 - Jan 28, 2026
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-11.30% Feb 16, 2021 - Jun 28, 2021
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-9.63% Jul 26, 2019 - Nov 25, 2019
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-9.58% Sep 2, 2020 - Oct 12, 2020
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-8.38% Sep 7, 2021 - Nov 4, 2021
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-8.07% Mar 12, 2024 - May 15, 2024
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-7.78% Oct 13, 2020 - Nov 5, 2020

Correlation

Correlation between SPTL and AIQ is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (2007 - 2026)

SPTL vs AIQ dividend yield comparison.

Year	SPTL	AIQ
2026	2.12%	0.00%
2025	4.12%	0.18%
2024	4.04%	0.14%
2023	3.24%	0.16%
2022	2.75%	0.56%
2021	1.68%	0.15%
2020	1.71%	0.50%
2019	2.45%	0.51%
2018	2.69%	0.51%
2017	2.53%	0.00%
2016	2.56%	0.00%
2015	2.60%	0.00%
2014	2.64%	0.00%
2013	2.98%	0.00%
2012	2.59%	0.00%
2011	3.01%	0.00%
2010	3.92%	0.00%
2009	4.27%	0.00%
2008	3.86%	0.00%
2007	2.65%	0.00%