SPTL vs SPHY

Comparison between SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

5-Year PerformanceSPHY has outperformed SPTL, delivering a return of +4.5% compared to -4.9%

SPTL vs SPHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	SPHY(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.03%	0.05%
Max Drawdown	50.17%	23.35%
Sharpe Ratio	-0.06	1.19
5Y Beta	0.05	0.23
5Y Dividends CAGR	10.44%	4.66%

Net Assets

SPTL

$11B

SPHY

$11B

Expense Ratio

Winner

SPTL

0.03%

SPHY

0.05%

Max Drawdown

SPTL

50.17%

Winner

SPHY

23.35%

Sharpe Ratio

SPTL

-0.06

Winner

SPHY

1.19

5Y Beta

Winner

SPTL

0.05

SPHY

0.23

5Y Dividends CAGR

Winner

SPTL

10.44%

SPHY

4.66%

SPTL vs SPHY - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	SPHY
1 month	-1.52%	+0.07%
3 months	-3.36%	+0.45%
6 months	-2.93%	+2.28%
1 year	+3.65%	+7.34%
5 years(CAGR)	-4.88%	+4.54%
10 years(CAGR)	-1.01%	+5.17%
Max(CAGR)	+3.25%	+4.94%

SPTL

-1.52%

Winner

SPHY

+0.07%

SPTL

-3.36%

Winner

SPHY

+0.45%

SPTL

-2.93%

Winner

SPHY

+2.28%

SPTL

+3.65%

Winner

SPHY

+7.34%

5Y(CAGR)

SPTL

-4.88%

Winner

SPHY

+4.54%

10Y(CAGR)

SPTL

-1.01%

Winner

SPHY

+5.17%

Max(CAGR)

SPTL

+3.25%

Winner

SPHY

+4.94%

SPTL vs SPHY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPTL	SPHY
2026	-0.85%	+1.08%
2025	+5.24%	+8.31%
2024	-5.65%	+8.81%
2023	+1.56%	+12.80%
2022	-27.72%	-10.48%
2021	-4.85%	+5.74%
2020	+16.63%	+6.44%
2019	+13.32%	+13.55%
2018	-0.37%	-2.69%
2017	+8.59%	+6.73%
2016	+0.30%	+11.15%
2015	-2.28%	-3.64%
2014	+24.75%	+6.53%
2013	-11.41%	-1.34%
2012	+4.22%	+7.21%
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 SPHY 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 SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The current SPTL drawdown is -37.29%. The current SPHY drawdown is -0.40%.

Rank	SPTL	SPHY
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-21.97% Feb 14, 2020 - Oct 8, 2020
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-15.29% Dec 28, 2021 - Dec 14, 2023
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-8.30% Apr 16, 2015 - Apr 25, 2016
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-7.23% May 2, 2013 - Feb 24, 2014
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-4.86% Feb 26, 2025 - May 12, 2025
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-4.21% Dec 29, 2017 - Feb 15, 2019
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-4.17% Oct 24, 2016 - Jan 18, 2017
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-2.48% Aug 21, 2014 - Jan 14, 2015
#9	-8.87% Dec 19, 2011 - May 15, 2012	-2.41% Feb 20, 2026 - Apr 8, 2026
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-2.36% Nov 9, 2021 - Dec 23, 2021
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-2.29% Mar 27, 2024 - May 3, 2024
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-2.28% Jan 29, 2013 - Apr 16, 2013
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-2.07% Sep 17, 2012 - Oct 11, 2012
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-1.99% Mar 1, 2017 - Apr 10, 2017
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-1.84% Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between SPTL and SPHY is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2007 - 2026)

SPTL vs SPHY dividend yield comparison.

Year	SPTL	SPHY
2026	1.39%	2.36%
2025	4.12%	7.38%
2024	4.04%	7.80%
2023	3.24%	7.30%
2022	2.75%	6.47%
2021	1.68%	5.13%
2020	1.71%	5.63%
2019	2.45%	5.73%
2018	2.69%	4.09%
2017	2.53%	4.41%
2016	2.56%	4.27%
2015	2.60%	4.29%
2014	2.64%	3.98%
2013	2.98%	4.41%
2012	2.59%	2.17%
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%