SPTM vs TLH

Comparison between SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF) and ISHARES 10-20 YEAR TREASURY BOND ETF (TLH, ETF).

5-Year PerformanceSPTM has outperformed TLH, delivering a return of +12.9% compared to -3.7%

SPTM vs TLH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPTM(ETF)	TLH(ETF)
Net Assets	$12B	$12B
Expense Ratio	0.03%	0.15%
Max Drawdown	55.96%	45.97%
Sharpe Ratio	2.05	0.03
5Y Beta	0.97	0.04
P/E Ratio	26.25	N/A
Forward P/E	20.50	N/A
5Y Dividends CAGR	5.87%	3.59%
5Y EPS CAGR	24.13%	N/A
P/S Ratio	3.07	N/A
P/B Ratio	4.64	N/A

Net Assets

SPTM

$12B

Winner

TLH

$12B

Expense Ratio

Winner

SPTM

0.03%

TLH

0.15%

Max Drawdown

SPTM

55.96%

Winner

TLH

45.97%

Sharpe Ratio

Winner

SPTM

2.05

TLH

0.03

5Y Beta

SPTM

0.97

Winner

TLH

0.04

P/E Ratio

SPTM

26.25

TLH

N/A

Forward P/E

SPTM

20.50

TLH

N/A

5Y Dividends CAGR

Winner

SPTM

5.87%

TLH

3.59%

5Y EPS CAGR

SPTM

24.13%

TLH

N/A

P/S Ratio

SPTM

3.07

TLH

N/A

P/B Ratio

SPTM

4.64

TLH

N/A

SPTM vs TLH - Historical Returns

Returns include dividend reinvestment.

Period	SPTM	TLH
1 month	+8.82%	-0.32%
3 months	+6.28%	-0.55%
6 months	+10.88%	-0.73%
1 year	+31.81%	+4.67%
5 years(CAGR)	+12.89%	-3.66%
10 years(CAGR)	+15.29%	-0.68%
Max(CAGR)	+8.82%	+2.94%

Winner

SPTM

+8.82%

TLH

-0.32%

Winner

SPTM

+6.28%

TLH

-0.55%

Winner

SPTM

+10.88%

TLH

-0.73%

Winner

SPTM

+31.81%

TLH

+4.67%

5Y(CAGR)

Winner

SPTM

+12.89%

TLH

-3.66%

10Y(CAGR)

Winner

SPTM

+15.29%

TLH

-0.68%

Max(CAGR)

Winner

SPTM

+8.82%

TLH

+2.94%

SPTM vs TLH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPTM	TLH
2026	+8.51%	+0.21%
2025	+17.16%	+6.28%
2024	+24.55%	-3.73%
2023	+26.02%	+2.39%
2022	-18.20%	-23.85%
2021	+30.31%	-5.33%
2020	+17.02%	+12.93%
2019	+31.34%	+9.81%
2018	-5.72%	+0.83%
2017	+20.28%	+4.08%
2016	+14.77%	+0.35%
2015	+1.05%	+0.59%
2014	+14.39%	+13.85%
2013	+30.04%	-7.64%
2012	+14.09%	+4.58%
2011	-0.13%	+22.09%
2010	+15.00%	+9.59%
2009	+24.27%	-7.01%
2008	-35.95%	+19.24%
2007	+5.42%	+9.49%
2006	+13.22%	N/A
2005	+8.08%	N/A
2004	+10.82%	N/A
2003	+22.72%	N/A
2002	-21.86%	N/A
2001	-7.31%	N/A
2000	-2.67%	N/A

SPTM vs TLH Drawdown Comparison

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The maximum drawdown for TLH was -41.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current TLH drawdown is -29.43%.

Rank	SPTM	TLH
#1	-54.81% Oct 9, 2007 - Mar 13, 2012	-41.13% Aug 4, 2020 - Oct 19, 2023
#2	-40.96% Nov 7, 2000 - Nov 23, 2005	-14.27% Dec 30, 2008 - Jun 30, 2010
#3	-34.65% Feb 19, 2020 - Aug 17, 2020	-11.83% Mar 9, 2020 - Jul 23, 2020
#4	-24.15% Jan 4, 2022 - Dec 13, 2023	-11.81% Jul 24, 2012 - Oct 13, 2014
#5	-20.19% Sep 20, 2018 - Apr 12, 2019	-11.56% Jul 8, 2016 - May 30, 2019
#6	-18.87% Feb 19, 2025 - Jun 26, 2025	-10.72% Aug 31, 2010 - Aug 2, 2011
#7	-14.80% Jun 22, 2015 - Jun 8, 2016	-7.30% Sep 17, 2008 - Nov 20, 2008
#8	-10.29% Apr 2, 2012 - Aug 17, 2012	-6.63% Sep 22, 2011 - Dec 19, 2011
#9	-9.79% Jan 26, 2018 - Jul 25, 2018	-6.59% Jan 30, 2015 - Jan 29, 2016
#10	-9.46% Jul 19, 2007 - Oct 5, 2007	-6.19% Mar 20, 2008 - Sep 4, 2008
#11	-9.44% Sep 2, 2020 - Nov 9, 2020	-5.64% Dec 19, 2011 - May 9, 2012
#12	-8.69% Feb 9, 2026 - Apr 14, 2026	-5.62% Sep 4, 2019 - Jan 31, 2020
#13	-8.36% Jul 16, 2024 - Sep 19, 2024	-5.52% Mar 7, 2007 - Aug 21, 2007
#14	-8.35% May 8, 2006 - Sep 26, 2006	-3.87% Nov 26, 2007 - Jan 8, 2008
#15	-7.50% Sep 19, 2014 - Oct 31, 2014	-3.47% Jan 22, 2008 - Mar 12, 2008

Correlation

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

0.47

-101

Dividend Comparison (2000 - 2026)

SPTM vs TLH dividend yield comparison.

Year	SPTM	TLH
2026	0.26%	1.47%
2025	1.13%	4.17%
2024	1.28%	4.28%
2023	1.44%	3.83%
2022	1.69%	2.78%
2021	1.25%	1.50%
2020	1.56%	2.65%
2019	1.72%	2.31%
2018	1.90%	2.17%
2017	1.66%	1.83%
2016	1.91%	1.91%
2015	1.92%	2.13%
2014	2.08%	2.12%
2013	1.63%	2.41%
2012	1.95%	2.22%
2011	1.82%	2.78%
2010	1.19%	3.61%
2009	1.68%	3.90%
2008	2.79%	3.57%
2007	1.60%	4.41%
2006	1.51%	0.00%
2005	1.62%	0.00%
2004	1.80%	0.00%
2003	1.42%	0.00%
2002	1.48%	0.00%
2001	1.33%	0.00%
2000	0.24%	0.00%