SPTL vs SPY
Comparison between STATE STREET(R) 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 +13.2% compared to -5.6%
SPTL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPTL vs SPY - Historical Returns
Returns include dividend reinvestment.
SPTL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPTL | SPY |
|---|---|---|
| 2026 | +0.66% | +7.95% |
| 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 | +10.67% | +20.78% |
| 2016 | +2.68% | +13.59% |
| 2015 | +0.21% | +1.31% |
| 2014 | +28.37% | +14.56% |
| 2013 | -8.93% | +29.00% |
| 2012 | +6.91% | +14.17% |
| 2011 | +35.38% | +0.85% |
| 2010 | +13.08% | +13.14% |
| 2009 | -7.47% | +22.67% |
| 2008 | +28.51% | -36.25% |
| 2007 | +12.68% | +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 -36.34%. The current SPY drawdown is -3.18%.
| Rank | SPTL | SPY |
|---|---|---|
| #1 | -46.19% Aug 4, 2020 - Oct 19, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.13% Dec 30, 2008 - Jun 28, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.29% Jul 8, 2016 - May 29, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.07% Jul 25, 2012 - Aug 14, 2014 | -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 | -13.62% Jan 30, 2015 - Feb 8, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.50% Aug 31, 2010 - Aug 1, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.52% Oct 3, 2011 - Nov 23, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.25% Dec 19, 2011 - May 14, 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 | -6.95% Oct 6, 2008 - Nov 19, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.64% Mar 20, 2008 - Aug 15, 2008 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.51% Sep 16, 2008 - Oct 6, 2008 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.45% Aug 28, 2014 - Oct 1, 2014 | -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 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
SPTL vs SPY dividend yield comparison.
| Year | SPTL | SPY |
|---|---|---|
| 2026 | 1.73% | 0.50% |
| 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 | 4.37% | 1.80% |
| 2016 | 5.12% | 2.03% |
| 2015 | 5.19% | 2.06% |
| 2014 | 5.27% | 1.87% |
| 2013 | 5.96% | 1.81% |
| 2012 | 5.18% | 2.18% |
| 2011 | 6.03% | 2.05% |
| 2010 | 7.84% | 1.80% |
| 2009 | 8.54% | 1.95% |
| 2008 | 7.71% | 3.02% |
| 2007 | 5.30% | 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% |
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