SPTL vs IGF

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF).

5-Year PerformanceIGF has outperformed SPTL, delivering a return of +10.6% compared to -6.7%

SPTL vs IGF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	IGF(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.03%	0.39%
Max Drawdown	50.17%	59.46%
Sharpe Ratio	-0.48	0.86
5Y Beta	0.07	0.40
5Y Dividends CAGR	7.52%	11.43%

Net Assets

SPTL

$11B

Winner

IGF

$11B

Expense Ratio

Winner

SPTL

0.03%

IGF

0.39%

Max Drawdown

Winner

SPTL

50.17%

IGF

59.46%

Sharpe Ratio

SPTL

-0.48

Winner

IGF

0.86

5Y Beta

Winner

SPTL

0.07

IGF

0.40

5Y Dividends CAGR

SPTL

7.52%

Winner

IGF

11.43%

SPTL vs IGF - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	IGF
1 month	-1.46%	-1.82%
3 months	-1.95%	-0.34%
6 months	-2.86%	+1.74%
1 year	-0.53%	+12.57%
5 years(CAGR)	-6.72%	+10.62%
10 years(CAGR)	-1.69%	+7.96%
Max(CAGR)	+3.14%	+4.83%

Winner

SPTL

-1.46%

IGF

-1.82%

SPTL

-1.95%

Winner

IGF

-0.34%

SPTL

-2.86%

Winner

IGF

+1.74%

SPTL

-0.53%

Winner

IGF

+12.57%

5Y(CAGR)

SPTL

-6.72%

Winner

IGF

+10.62%

10Y(CAGR)

SPTL

-1.69%

Winner

IGF

+7.96%

Max(CAGR)

SPTL

+3.14%

Winner

IGF

+4.83%

SPTL vs IGF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTL	IGF
2026	-2.07%	+7.97%
2025	+5.24%	+20.40%
2024	-5.65%	+14.99%
2023	+1.56%	+6.19%
2022	-27.72%	-1.73%
2021	-4.85%	+12.40%
2020	+16.63%	-6.32%
2019	+13.32%	+25.62%
2018	-0.37%	-10.45%
2017	+8.59%	+18.88%
2016	+0.30%	+12.88%
2015	-2.28%	-12.25%
2014	+24.75%	+12.98%
2013	-11.41%	+11.61%
2012	+4.22%	+10.62%
2011	+30.74%	-1.82%
2010	+8.86%	+3.73%
2009	-11.11%	+17.05%
2008	+22.95%	-40.35%
2007	+9.65%	+1.11%

SPTL vs IGF 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 IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.

The current SPTL drawdown is -38.06%. The current IGF drawdown is -3.60%.

Rank	SPTL	IGF
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-58.32% Jan 2, 2008 - Mar 27, 2014
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-42.11% Feb 18, 2020 - Oct 20, 2021
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-23.03% Apr 28, 2015 - Sep 8, 2016
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-20.80% Apr 20, 2022 - May 7, 2024
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-14.74% Jan 26, 2018 - Mar 19, 2019
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-11.38% Sep 8, 2016 - Mar 22, 2017
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-9.83% Sep 5, 2014 - Apr 28, 2015
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-8.74% Apr 2, 2025 - Apr 17, 2025
#9	-8.87% Dec 19, 2011 - May 15, 2012	-7.05% Nov 5, 2021 - Jan 12, 2022
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-6.97% Nov 29, 2024 - Jan 21, 2025
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-6.28% Jul 11, 2019 - Oct 22, 2019
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-6.27% Jul 24, 2014 - Sep 5, 2014
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-5.87% Feb 27, 2026 - Mar 20, 2026
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-4.67% Jan 21, 2025 - Apr 1, 2025
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-4.48% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between SPTL and IGF is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2007 - 2026)

SPTL vs IGF dividend yield comparison.

Year	SPTL	IGF
2026	2.52%	1.42%
2025	4.12%	3.23%
2024	4.04%	3.21%
2023	3.24%	3.36%
2022	2.75%	2.67%
2021	1.68%	2.42%
2020	1.71%	2.33%
2019	2.45%	3.27%
2018	2.69%	3.52%
2017	2.53%	2.95%
2016	2.56%	2.98%
2015	2.60%	3.25%
2014	2.64%	3.00%
2013	2.98%	3.45%
2012	2.59%	4.10%
2011	3.01%	4.36%
2010	3.92%	3.70%
2009	4.27%	3.35%
2008	3.86%	3.10%
2007	2.65%	0.36%