SPTL vs BOXX
Comparison between SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX, ETF).
SPTL vs BOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPTL
$11B
Winner
BOXX
$11B
Expense Ratio
Winner
SPTL
0.03%
BOXX
0.19%
Max Drawdown
SPTL
50.17%
Winner
BOXX
0.26%
Sharpe Ratio
SPTL
-0.03
Winner
BOXX
1.50
5Y Beta
SPTL
0.05
Winner
BOXX
0.00
5Y Dividends CAGR
SPTL
10.44%
BOXX
N/A
SPTL vs BOXX - Historical Returns
Returns include dividend reinvestment.
1M
SPTL
-0.45%
Winner
BOXX
+0.33%
3M
SPTL
-0.51%
Winner
BOXX
+0.92%
6M
SPTL
-1.19%
Winner
BOXX
+2.06%
1Y
SPTL
+4.09%
Winner
BOXX
+4.15%
5Y(CAGR)
SPTL
-5.13%
BOXX
N/A
10Y(CAGR)
SPTL
-0.88%
BOXX
N/A
Max(CAGR)
SPTL
+3.31%
Winner
BOXX
+4.77%
SPTL vs BOXX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPTL | BOXX |
|---|---|---|
| 2026 | +0.30% | +1.32% |
| 2025 | +5.24% | +4.32% |
| 2024 | -5.65% | +5.20% |
| 2023 | +1.56% | +5.03% |
| 2022 | -27.72% | +0.07% |
| 2021 | -4.85% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +13.32% | N/A |
| 2018 | -0.37% | N/A |
| 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 BOXX 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 BOXX was -0.12%, occurring on Sep 22, 2023. Recovery took 2 trading sessions.
The current SPTL drawdown is -36.56%.
| Rank | SPTL | BOXX |
|---|---|---|
| #1 | -46.19% Aug 4, 2020 - Oct 19, 2023 | -0.12% Sep 21, 2023 - Sep 25, 2023 |
| #2 | -18.61% Dec 18, 2008 - Aug 16, 2010 | -0.11% Nov 29, 2024 - Dec 5, 2024 |
| #3 | -18.34% Jul 25, 2012 - Dec 8, 2014 | -0.07% Mar 31, 2026 - Apr 10, 2026 |
| #4 | -17.07% Jul 8, 2016 - Jun 20, 2019 | -0.04% Mar 7, 2023 - Mar 9, 2023 |
| #5 | -14.98% Mar 9, 2020 - Aug 4, 2020 | -0.04% Dec 29, 2023 - Jan 4, 2024 |
| #6 | -14.50% Jan 30, 2015 - Feb 11, 2016 | -0.04% Jan 30, 2024 - Feb 1, 2024 |
| #7 | -14.11% Aug 31, 2010 - Aug 4, 2011 | -0.04% Jun 25, 2024 - Jun 28, 2024 |
| #8 | -9.52% Oct 3, 2011 - Dec 19, 2011 | -0.04% Apr 4, 2025 - Apr 9, 2025 |
| #9 | -8.87% Dec 19, 2011 - May 15, 2012 | -0.03% May 18, 2023 - May 22, 2023 |
| #10 | -8.02% Aug 28, 2019 - Feb 20, 2020 | -0.03% Feb 6, 2024 - Feb 8, 2024 |
| #11 | -7.07% Sep 16, 2008 - Nov 19, 2008 | -0.03% Aug 4, 2023 - Aug 9, 2023 |
| #12 | -6.73% Mar 20, 2008 - Sep 5, 2008 | -0.03% Oct 6, 2023 - Oct 11, 2023 |
| #13 | -4.57% Nov 26, 2007 - Jan 15, 2008 | -0.03% Dec 1, 2023 - Dec 6, 2023 |
| #14 | -4.45% Feb 11, 2016 - Jun 3, 2016 | -0.03% Dec 12, 2023 - Dec 14, 2023 |
| #15 | -4.31% Sep 22, 2011 - Oct 3, 2011 | -0.03% Jan 4, 2024 - Jan 9, 2024 |
Correlation
Correlation between SPTL and BOXX is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
0.04
-101
Dividend Comparison (2007 - 2026)
SPTL vs BOXX dividend yield comparison.
| Year | SPTL | BOXX |
|---|---|---|
| 2026 | 1.38% | 0.00% |
| 2025 | 4.12% | 0.00% |
| 2024 | 4.04% | 0.26% |
| 2023 | 3.24% | 0.00% |
| 2022 | 2.75% | 0.00% |
| 2021 | 1.68% | 0.00% |
| 2020 | 1.71% | 0.00% |
| 2019 | 2.45% | 0.00% |
| 2018 | 2.69% | 0.00% |
| 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% |
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