SPTL vs CGUS

Comparison between SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF).

SPTL vs CGUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	CGUS(ETF)
Net Assets	$11B	$10B
Expense Ratio	0.03%	0.33%
Max Drawdown	50.17%	22.41%
Sharpe Ratio	-0.06	1.85
5Y Beta	0.05	0.92
P/E Ratio	N/A	30.37
Forward P/E	N/A	23.24
PEG Ratio	N/A	0.63
5Y Dividends CAGR	10.44%	N/A
5Y EPS CAGR	N/A	25.05%
P/S Ratio	N/A	3.40
P/B Ratio	N/A	5.85

Net Assets

Winner

SPTL

$11B

CGUS

$10B

Expense Ratio

Winner

SPTL

0.03%

CGUS

0.33%

Max Drawdown

SPTL

50.17%

Winner

CGUS

22.41%

Sharpe Ratio

SPTL

-0.06

Winner

CGUS

1.85

5Y Beta

Winner

SPTL

0.05

CGUS

0.92

P/E Ratio

SPTL

N/A

CGUS

30.37

Forward P/E

SPTL

N/A

CGUS

23.24

PEG Ratio

SPTL

N/A

CGUS

0.63

5Y Dividends CAGR

SPTL

10.44%

CGUS

N/A

5Y EPS CAGR

SPTL

N/A

CGUS

25.05%

P/S Ratio

SPTL

N/A

CGUS

3.40

P/B Ratio

SPTL

N/A

CGUS

5.85

SPTL vs CGUS - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	CGUS
1 month	-1.52%	+5.51%
3 months	-3.36%	+7.25%
6 months	-2.93%	+7.50%
1 year	+3.65%	+26.14%
5 years(CAGR)	-4.88%	+15.56%
10 years(CAGR)	-1.01%	N/A
Max(CAGR)	+3.25%	+15.56%

SPTL

-1.52%

Winner

CGUS

+5.51%

SPTL

-3.36%

Winner

CGUS

+7.25%

SPTL

-2.93%

Winner

CGUS

+7.50%

SPTL

+3.65%

Winner

CGUS

+26.14%

5Y(CAGR)

SPTL

-4.88%

Winner

CGUS

+15.56%

10Y(CAGR)

SPTL

-1.01%

CGUS

N/A

Max(CAGR)

SPTL

+3.25%

Winner

CGUS

+15.56%

SPTL vs CGUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTL	CGUS
2026	-0.85%	+7.38%
2025	+5.24%	+16.44%
2024	-5.65%	+25.86%
2023	+1.56%	+28.17%
2022	-27.72%	-7.93%
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 CGUS 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 CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.

The current SPTL drawdown is -37.29%. The current CGUS drawdown is -0.14%.

Rank	SPTL	CGUS
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-21.85% Mar 29, 2022 - Jul 12, 2023
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-18.06% Feb 6, 2025 - Jun 26, 2025
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-9.59% Jan 27, 2026 - Apr 14, 2026
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-8.29% Jul 31, 2023 - Nov 14, 2023
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-6.73% Jul 16, 2024 - Aug 21, 2024
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-5.60% Feb 25, 2022 - Mar 18, 2022
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-5.04% Oct 29, 2025 - Dec 24, 2025
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-4.65% Apr 1, 2024 - May 9, 2024
#9	-8.87% Dec 19, 2011 - May 15, 2012	-4.10% Dec 16, 2024 - Jan 23, 2025
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-3.98% Aug 30, 2024 - Sep 19, 2024
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-3.00% Oct 8, 2025 - Oct 24, 2025
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-2.86% Nov 8, 2024 - Dec 3, 2024
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-2.62% Jul 25, 2025 - Aug 13, 2025
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-2.43% Jan 12, 2026 - Jan 27, 2026
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-2.30% May 15, 2024 - Jun 10, 2024

Correlation

Correlation between SPTL and CGUS is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.27

-101

Dividend Comparison (2007 - 2026)

SPTL vs CGUS dividend yield comparison.

Year	SPTL	CGUS
2026	1.39%	0.21%
2025	4.12%	0.95%
2024	4.04%	1.02%
2023	3.24%	1.22%
2022	2.75%	1.10%
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%