SPTL vs IJK

Comparison between SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).

5-Year PerformanceIJK has outperformed SPTL, delivering a return of +8.7% compared to -4.9%

SPTL vs IJK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	IJK(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.03%	0.17%
Max Drawdown	50.17%	54.57%
Sharpe Ratio	-0.06	1.44
5Y Beta	0.05	1.07
P/E Ratio	N/A	30.24
Forward P/E	N/A	20.24
5Y Dividends CAGR	10.44%	7.90%
5Y EPS CAGR	N/A	18.26%
Debt to Equity	N/A	49.04%
P/S Ratio	N/A	3.05
P/B Ratio	N/A	4.54

Net Assets

SPTL

$11B

Winner

IJK

$11B

Expense Ratio

Winner

SPTL

0.03%

IJK

0.17%

Max Drawdown

Winner

SPTL

50.17%

IJK

54.57%

Sharpe Ratio

SPTL

-0.06

Winner

IJK

1.44

5Y Beta

Winner

SPTL

0.05

IJK

1.07

P/E Ratio

SPTL

N/A

IJK

30.24

Forward P/E

SPTL

N/A

IJK

20.24

5Y Dividends CAGR

Winner

SPTL

10.44%

IJK

7.90%

5Y EPS CAGR

SPTL

N/A

IJK

18.26%

Debt to Equity

SPTL

N/A

IJK

49.04%

P/S Ratio

SPTL

N/A

IJK

3.05

P/B Ratio

SPTL

N/A

IJK

4.54

SPTL vs IJK - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	IJK
1 month	-1.52%	+4.92%
3 months	-3.36%	+8.65%
6 months	-2.93%	+16.10%
1 year	+3.65%	+26.56%
5 years(CAGR)	-4.88%	+8.70%
10 years(CAGR)	-1.01%	+11.57%
Max(CAGR)	+3.25%	+8.67%

SPTL

-1.52%

Winner

IJK

+4.92%

SPTL

-3.36%

Winner

IJK

+8.65%

SPTL

-2.93%

Winner

IJK

+16.10%

SPTL

+3.65%

Winner

IJK

+26.56%

5Y(CAGR)

SPTL

-4.88%

Winner

IJK

+8.70%

10Y(CAGR)

SPTL

-1.01%

Winner

IJK

+11.57%

Max(CAGR)

SPTL

+3.25%

Winner

IJK

+8.67%

SPTL vs IJK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPTL	IJK
2026	-0.85%	+13.98%
2025	+5.24%	+7.13%
2024	-5.65%	+16.51%
2023	+1.56%	+18.34%
2022	-27.72%	-18.96%
2021	-4.85%	+20.35%
2020	+16.63%	+21.93%
2019	+13.32%	+27.10%
2018	-0.37%	-11.46%
2017	+8.59%	+19.22%
2016	+0.30%	+16.58%
2015	-2.28%	+1.78%
2014	+24.75%	+8.56%
2013	-11.41%	+28.90%
2012	+4.22%	+16.30%
2011	+30.74%	-2.55%
2010	+8.86%	+28.48%
2009	-11.11%	+37.16%
2008	+22.95%	-36.84%
2007	+9.65%	+12.52%
2006	N/A	+4.12%
2005	N/A	+15.12%
2004	N/A	+13.84%
2003	N/A	+27.15%
2002	N/A	-18.87%
2001	N/A	-2.29%
2000	N/A	-2.70%

SPTL vs IJK 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 IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The current SPTL drawdown is -37.29%. The current IJK drawdown is -1.30%.

Rank	SPTL	IJK
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-54.47% Jun 5, 2008 - Nov 4, 2010
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-46.34% Sep 1, 2000 - Nov 17, 2005
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-39.25% Feb 20, 2020 - Aug 12, 2020
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-29.23% Nov 16, 2021 - Feb 29, 2024
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-25.75% Jul 7, 2011 - Sep 13, 2012
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-25.63% Nov 25, 2024 - Dec 11, 2025
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-23.95% Sep 14, 2018 - Nov 27, 2019
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-18.46% Aug 17, 2015 - Jul 11, 2016
#9	-8.87% Dec 19, 2011 - May 15, 2012	-17.20% Oct 9, 2007 - Jun 5, 2008
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-13.98% May 8, 2006 - Jan 24, 2007
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-10.81% Jul 3, 2014 - Nov 10, 2014
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-10.36% Jul 13, 2007 - Oct 5, 2007
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-9.92% Mar 2, 2026 - Apr 17, 2026
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-9.77% Jan 26, 2018 - Jun 6, 2018
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-9.33% Jul 16, 2024 - Oct 14, 2024

Correlation

Correlation between SPTL and IJK is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2000 - 2026)

SPTL vs IJK dividend yield comparison.

Year	SPTL	IJK
2026	1.39%	0.09%
2025	4.12%	0.66%
2024	4.04%	0.79%
2023	3.24%	1.13%
2022	2.75%	1.08%
2021	1.68%	0.50%
2020	1.71%	0.70%
2019	2.45%	1.09%
2018	2.69%	1.13%
2017	2.53%	0.93%
2016	2.56%	1.15%
2015	2.60%	1.12%
2014	2.64%	0.91%
2013	2.98%	0.88%
2012	2.59%	0.99%
2011	3.01%	0.66%
2010	3.92%	0.57%
2009	4.27%	0.61%
2008	3.86%	0.80%
2007	2.65%	0.80%
2006	0.00%	0.38%
2005	0.00%	0.58%
2004	0.00%	0.43%
2003	0.00%	0.35%
2002	0.00%	0.26%
2001	0.00%	0.10%
2000	0.00%	0.38%