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TAGG vs TLTW

Comparison between T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF) and ISHARES 20+ YEAR TREASURY BOND BUYWRITE STRATEGY ETF (TLTW, ETF).

TAGG vs TLTW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TAGG
$1.90B
Winner
TLTW
$2B
Expense Ratio
Winner
TAGG
0.08%
TLTW
0.35%
Max Drawdown
Winner
TAGG
21.31%
TLTW
45.81%
Sharpe Ratio
TAGG
0.24
Winner
TLTW
0.73
5Y Beta
Winner
TAGG
0.02
TLTW
0.09

TAGG vs TLTW - Historical Returns

Returns include dividend reinvestment.

1M
TAGG
+0.73%
Winner
TLTW
+2.22%
3M
TAGG
+0.55%
Winner
TLTW
+1.54%
6M
TAGG
+0.67%
Winner
TLTW
+2.13%
1Y
TAGG
+4.60%
Winner
TLTW
+9.01%
5Y(CAGR)
TAGG
+0.29%
TLTW
N/A
Max(CAGR)
Winner
TAGG
+0.29%
TLTW
-0.04%

TAGG vs TLTW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearTAGGTLTW
2026+0.42%+2.45%
2025+7.35%+11.03%
2024+2.10%-1.97%
2023+5.30%-0.97%
2022-12.04%-11.09%
2021+0.01%N/A

TAGG vs TLTW Drawdown Comparison

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The maximum drawdown for TLTW was -18.58%, occurring on Oct 19, 2023. Recovery took 870 trading sessions.

The current TAGG drawdown is -1.78%. The current TLTW drawdown is -2.10%.

RankTAGGTLTW
#1-17.27%
Nov 9, 2021 - Oct 16, 2025
-18.58%
Aug 26, 2022 - Feb 17, 2026
#2-3.19%
Feb 27, 2026 - May 19, 2026
-5.97%
Feb 27, 2026 - May 19, 2026
#3-1.08%
Oct 27, 2025 - Nov 26, 2025
-0.98%
Aug 22, 2022 - Aug 25, 2022
#4-1.01%
Oct 1, 2021 - Nov 5, 2021
-0.21%
Feb 19, 2026 - Feb 23, 2026
#5-0.88%
Nov 26, 2025 - Jan 14, 2026
-0.13%
Feb 17, 2026 - Feb 19, 2026
#6-0.62%
Jan 14, 2026 - Feb 5, 2026
N/A
#7-0.21%
Nov 5, 2021 - Nov 9, 2021
N/A
#8-0.19%
Oct 22, 2025 - Oct 27, 2025
N/A
#9-0.17%
Feb 10, 2026 - Feb 12, 2026
N/A
#10-0.15%
Feb 17, 2026 - Feb 23, 2026
N/A
#11-0.14%
Feb 6, 2026 - Feb 10, 2026
N/A
#12-0.07%
Feb 23, 2026 - Feb 26, 2026
N/A
#13-0.07%
Oct 16, 2025 - Oct 20, 2025
N/A

Correlation

Correlation between TAGG and TLTW is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2021 - 2026)

TAGG vs TLTW dividend yield comparison.

YearTAGGTLTW
20261.86%4.17%
20254.36%14.82%
20244.36%14.47%
20233.48%19.59%
20223.67%8.71%
20210.33%0.00%

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