SPTL vs IAGG

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceIAGG has outperformed SPTL, delivering a return of +0.9% compared to -6.7%

SPTL vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	IAGG(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.03%	0.07%
Max Drawdown	50.17%	15.86%
Sharpe Ratio	-0.48	-0.56
5Y Beta	0.07	0.04
5Y Dividends CAGR	7.52%	36.14%

Net Assets

SPTL

$11B

IAGG

$11B

Expense Ratio

Winner

SPTL

0.03%

IAGG

0.07%

Max Drawdown

SPTL

50.17%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

SPTL

-0.48

IAGG

-0.56

5Y Beta

SPTL

0.07

Winner

IAGG

0.04

5Y Dividends CAGR

SPTL

7.52%

Winner

IAGG

36.14%

SPTL vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	IAGG
1 month	-1.46%	+0.18%
3 months	-1.95%	+0.81%
6 months	-2.86%	+0.81%
1 year	-0.53%	+2.13%
5 years(CAGR)	-6.72%	+0.92%
10 years(CAGR)	-1.69%	+1.98%
Max(CAGR)	+3.14%	+2.49%

SPTL

-1.46%

Winner

IAGG

+0.18%

SPTL

-1.95%

Winner

IAGG

+0.81%

SPTL

-2.86%

Winner

IAGG

+0.81%

SPTL

-0.53%

Winner

IAGG

+2.13%

5Y(CAGR)

SPTL

-6.72%

Winner

IAGG

+0.92%

10Y(CAGR)

SPTL

-1.69%

Winner

IAGG

+1.98%

Max(CAGR)

Winner

SPTL

+3.14%

IAGG

+2.49%

SPTL vs IAGG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTL	IAGG
2026	-2.07%	+1.39%
2025	+5.24%	+3.18%
2024	-5.65%	+4.89%
2023	+1.56%	+7.70%
2022	-27.72%	-10.50%
2021	-4.85%	-1.82%
2020	+16.63%	+4.29%
2019	+13.32%	+7.93%
2018	-0.37%	+3.24%
2017	+8.59%	+2.38%
2016	+0.30%	+4.91%
2015	-2.28%	-0.09%
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 IAGG 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 IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current SPTL drawdown is -38.06%. The current IAGG drawdown is -0.44%.

Rank	SPTL	IAGG
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-8.87% Dec 19, 2011 - May 15, 2012	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-0.85% Apr 30, 2025 - May 30, 2025
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-0.83% Apr 5, 2016 - May 11, 2016
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between SPTL and IAGG is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2007 - 2026)

SPTL vs IAGG dividend yield comparison.

Year	SPTL	IAGG
2026	2.52%	1.43%
2025	4.12%	3.08%
2024	4.04%	4.28%
2023	3.24%	3.55%
2022	2.75%	2.27%
2021	1.68%	1.16%
2020	1.71%	1.95%
2019	2.45%	2.82%
2018	2.69%	3.02%
2017	2.53%	1.74%
2016	2.56%	1.56%
2015	2.60%	0.13%
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%