SPTL vs SCHH
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
5-Year PerformanceSCHH has outperformed SPTL, delivering a return of +2.8% compared to -5.5%
SPTL vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTL vs SCHH - Historical Returns
Returns include dividend reinvestment.
SPTL vs SCHH - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPTL | SCHH |
|---|---|---|
| 2026 | -0.96% | +12.32% |
| 2025 | +5.24% | +3.20% |
| 2024 | -5.65% | +3.89% |
| 2023 | +1.56% | +11.27% |
| 2022 | -27.72% | -24.46% |
| 2021 | -4.85% | +45.90% |
| 2020 | +16.63% | -13.48% |
| 2019 | +13.32% | +26.23% |
| 2018 | -0.37% | -4.02% |
| 2017 | +8.59% | +3.43% |
| 2016 | +0.30% | +7.86% |
| 2015 | -2.28% | +1.89% |
| 2014 | +24.75% | +32.13% |
| 2013 | -11.41% | -0.03% |
| 2012 | +4.22% | +15.83% |
| 2011 | +30.74% | +9.48% |
| 2010 | +8.86% | N/A |
| 2009 | -11.11% | N/A |
| 2008 | +22.95% | N/A |
| 2007 | +9.65% | N/A |
SPTL vs SCHH 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 SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current SPTL drawdown is -37.36%. The current SCHH drawdown is -2.01%.
| Rank | SPTL | SCHH |
|---|---|---|
| #1 | -46.19% Aug 4, 2020 - Oct 19, 2023 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -18.61% Dec 18, 2008 - Aug 16, 2010 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -18.34% Jul 25, 2012 - Dec 8, 2014 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -17.07% Jul 8, 2016 - Jun 20, 2019 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -14.98% Mar 9, 2020 - Aug 4, 2020 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -14.50% Jan 30, 2015 - Feb 11, 2016 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -14.11% Aug 31, 2010 - Aug 4, 2011 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -9.52% Oct 3, 2011 - Dec 19, 2011 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -8.87% Dec 19, 2011 - May 15, 2012 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -8.02% Aug 28, 2019 - Feb 20, 2020 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -7.07% Sep 16, 2008 - Nov 19, 2008 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -6.73% Mar 20, 2008 - Sep 5, 2008 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -4.57% Nov 26, 2007 - Jan 15, 2008 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -4.45% Feb 11, 2016 - Jun 3, 2016 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -4.31% Sep 22, 2011 - Oct 3, 2011 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between SPTL and SCHH is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
SPTL vs SCHH dividend yield comparison.
| Year | SPTL | SCHH |
|---|---|---|
| 2026 | 1.76% | 0.49% |
| 2025 | 4.12% | 3.04% |
| 2024 | 4.04% | 3.22% |
| 2023 | 3.24% | 3.24% |
| 2022 | 2.75% | 2.55% |
| 2021 | 1.68% | 1.50% |
| 2020 | 1.71% | 2.86% |
| 2019 | 2.45% | 2.86% |
| 2018 | 2.69% | 3.64% |
| 2017 | 2.53% | 2.22% |
| 2016 | 2.56% | 2.81% |
| 2015 | 2.60% | 2.48% |
| 2014 | 2.64% | 2.18% |
| 2013 | 2.98% | 2.59% |
| 2012 | 2.59% | 2.51% |
| 2011 | 3.01% | 2.26% |
| 2010 | 3.92% | 0.00% |
| 2009 | 4.27% | 0.00% |
| 2008 | 3.86% | 0.00% |
| 2007 | 2.65% | 0.00% |
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