SPTL vs SPY

Comparison between SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SPTL, delivering a return of +13.3% compared to -5.1%

SPTL vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTL(ETF)	SPY(ETF)
Net Assets	$11B	$652B
Expense Ratio	0.03%	0.09%
Max Drawdown	50.17%	56.47%
Sharpe Ratio	-0.03	2.07
5Y Beta	0.05	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	10.44%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

SPTL

$11B

Winner

SPY

$652B

Expense Ratio

Winner

SPTL

0.03%

SPY

0.09%

Max Drawdown

Winner

SPTL

50.17%

SPY

56.47%

Sharpe Ratio

SPTL

-0.03

Winner

SPY

2.07

5Y Beta

Winner

SPTL

0.05

SPY

1.00

P/E Ratio

SPTL

N/A

SPY

28.24

Forward P/E

SPTL

N/A

SPY

21.85

5Y Dividends CAGR

Winner

SPTL

10.44%

SPY

5.43%

5Y EPS CAGR

SPTL

N/A

SPY

25.79%

Debt to Equity

SPTL

N/A

SPY

22.35%

P/S Ratio

SPTL

N/A

SPY

3.55

P/B Ratio

SPTL

N/A

SPY

5.29

SPTL vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SPTL	SPY
1 month	-0.45%	+9.11%
3 months	-0.51%	+6.59%
6 months	-1.19%	+10.56%
1 year	+4.09%	+32.04%
5 years(CAGR)	-5.13%	+13.35%
10 years(CAGR)	-0.88%	+15.49%
Max(CAGR)	+3.31%	+8.50%

SPTL

-0.45%

Winner

SPY

+9.11%

SPTL

-0.51%

Winner

SPY

+6.59%

SPTL

-1.19%

Winner

SPY

+10.56%

SPTL

+4.09%

Winner

SPY

+32.04%

5Y(CAGR)

SPTL

-5.13%

Winner

SPY

+13.35%

10Y(CAGR)

SPTL

-0.88%

Winner

SPY

+15.49%

Max(CAGR)

SPTL

+3.31%

Winner

SPY

+8.50%

SPTL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPTL	SPY
2026	+0.30%	+8.27%
2025	+5.24%	+18.00%
2024	-5.65%	+25.59%
2023	+1.56%	+26.72%
2022	-27.72%	-18.64%
2021	-4.85%	+30.52%
2020	+16.63%	+17.28%
2019	+13.32%	+31.09%
2018	-0.37%	-5.24%
2017	+8.59%	+20.78%
2016	+0.30%	+13.59%
2015	-2.28%	+1.31%
2014	+24.75%	+14.56%
2013	-11.41%	+29.00%
2012	+4.22%	+14.17%
2011	+30.74%	+0.85%
2010	+8.86%	+13.14%
2009	-11.11%	+22.67%
2008	+22.95%	-36.25%
2007	+9.65%	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SPTL vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPTL drawdown is -36.56%.

Rank	SPTL	SPY
#1	-46.19% Aug 4, 2020 - Oct 19, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-18.61% Dec 18, 2008 - Aug 16, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-18.34% Jul 25, 2012 - Dec 8, 2014	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-17.07% Jul 8, 2016 - Jun 20, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-14.98% Mar 9, 2020 - Aug 4, 2020	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-14.50% Jan 30, 2015 - Feb 11, 2016	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-14.11% Aug 31, 2010 - Aug 4, 2011	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-9.52% Oct 3, 2011 - Dec 19, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.87% Dec 19, 2011 - May 15, 2012	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.02% Aug 28, 2019 - Feb 20, 2020	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.07% Sep 16, 2008 - Nov 19, 2008	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.73% Mar 20, 2008 - Sep 5, 2008	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.57% Nov 26, 2007 - Jan 15, 2008	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.45% Feb 11, 2016 - Jun 3, 2016	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.31% Sep 22, 2011 - Oct 3, 2011	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SPTL and SPY is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (1999 - 2026)

SPTL vs SPY dividend yield comparison.

Year	SPTL	SPY
2026	1.38%	0.24%
2025	4.12%	1.07%
2024	4.04%	1.21%
2023	3.24%	1.40%
2022	2.75%	1.65%
2021	1.68%	1.20%
2020	1.71%	1.52%
2019	2.45%	1.75%
2018	2.69%	2.04%
2017	2.53%	1.80%
2016	2.56%	2.03%
2015	2.60%	2.06%
2014	2.64%	1.87%
2013	2.98%	1.81%
2012	2.59%	2.18%
2011	3.01%	2.05%
2010	3.92%	1.80%
2009	4.27%	1.95%
2008	3.86%	3.02%
2007	2.65%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%