SPTL vs IGM
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
5-Year PerformanceIGM has outperformed SPTL, delivering a return of +19.0% compared to -6.7%
SPTL vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTL vs IGM - Historical Returns
Returns include dividend reinvestment.
SPTL vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SPTL | IGM |
|---|---|---|
| 2026 | -2.07% | +26.65% |
| 2025 | +5.24% | +26.55% |
| 2024 | -5.65% | +40.71% |
| 2023 | +1.56% | +60.79% |
| 2022 | -27.72% | -36.30% |
| 2021 | -4.85% | +27.74% |
| 2020 | +16.63% | +42.37% |
| 2019 | +13.32% | +40.83% |
| 2018 | -0.37% | +0.88% |
| 2017 | +8.59% | +36.21% |
| 2016 | +0.30% | +15.44% |
| 2015 | -2.28% | +9.72% |
| 2014 | +24.75% | +15.91% |
| 2013 | -11.41% | +30.12% |
| 2012 | +4.22% | +12.93% |
| 2011 | +30.74% | -2.46% |
| 2010 | +8.86% | +10.41% |
| 2009 | -11.11% | +56.01% |
| 2008 | +22.95% | -42.38% |
| 2007 | +9.65% | +15.95% |
| 2006 | N/A | +6.51% |
| 2005 | N/A | +2.73% |
| 2004 | N/A | +2.37% |
| 2003 | N/A | +46.02% |
| 2002 | N/A | -41.77% |
| 2001 | N/A | -4.99% |
SPTL vs IGM 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 IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current SPTL drawdown is -38.06%. The current IGM drawdown is -4.21%.
| Rank | SPTL | IGM |
|---|---|---|
| #1 | -46.19% Aug 4, 2020 - Oct 19, 2023 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -18.61% Dec 18, 2008 - Aug 16, 2010 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -18.34% Jul 25, 2012 - Dec 8, 2014 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -17.07% Jul 8, 2016 - Jun 20, 2019 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -14.98% Mar 9, 2020 - Aug 4, 2020 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -14.50% Jan 30, 2015 - Feb 11, 2016 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -14.11% Aug 31, 2010 - Aug 4, 2011 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -9.52% Oct 3, 2011 - Dec 19, 2011 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -8.87% Dec 19, 2011 - May 15, 2012 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -8.02% Aug 28, 2019 - Feb 20, 2020 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -7.07% Sep 16, 2008 - Nov 19, 2008 | -14.46% Jun 2, 2026 - Jul 29, 2026 |
| #12 | -6.73% Mar 20, 2008 - Sep 5, 2008 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #13 | -4.57% Nov 26, 2007 - Jan 15, 2008 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #14 | -4.45% Feb 11, 2016 - Jun 3, 2016 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #15 | -4.31% Sep 22, 2011 - Oct 3, 2011 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
Correlation
Correlation between SPTL and IGM is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2004 - 2026)
SPTL vs IGM dividend yield comparison.
| Year | SPTL | IGM |
|---|---|---|
| 2026 | 2.52% | 0.07% |
| 2025 | 4.12% | 0.17% |
| 2024 | 4.04% | 0.22% |
| 2023 | 3.24% | 0.33% |
| 2022 | 2.75% | 0.66% |
| 2021 | 1.68% | 0.16% |
| 2020 | 1.71% | 0.32% |
| 2019 | 2.45% | 0.50% |
| 2018 | 2.69% | 0.57% |
| 2017 | 2.53% | 0.57% |
| 2016 | 2.56% | 0.90% |
| 2015 | 2.60% | 0.79% |
| 2014 | 2.64% | 0.88% |
| 2013 | 2.98% | 0.78% |
| 2012 | 2.59% | 0.94% |
| 2011 | 3.01% | 0.60% |
| 2010 | 3.92% | 0.41% |
| 2009 | 4.27% | 0.36% |
| 2008 | 3.86% | 0.58% |
| 2007 | 2.65% | 0.19% |
| 2006 | 0.00% | 0.08% |
| 2005 | 0.00% | 0.14% |
| 2004 | 0.00% | 0.70% |
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