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TBLL vs PTY

Comparison between INVESCO SHORT TERM TREASURY ETF (TBLL, ETF) and PIMCO Corporate & Income Opportunity Fund (PTY, ETF).

5-Year PerformanceTBLL has outperformed PTY, delivering a return of +3.4% compared to -0.7%

TBLL vs PTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TBLL
$2.50B
PTY
$2.50B
Expense Ratio
TBLL
0.08%
PTY
N/A
Max Drawdown
Winner
TBLL
1.30%
PTY
69.69%
Sharpe Ratio
Winner
TBLL
0.78
PTY
-0.72
5Y Beta
Winner
TBLL
-0.00
PTY
0.37
5Y Dividends CAGR
Winner
TBLL
69.64%
PTY
-0.20%

TBLL vs PTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TBLL
+0.31%
PTY
-1.91%
3M
Winner
TBLL
+0.90%
PTY
-0.97%
6M
Winner
TBLL
+1.73%
PTY
-3.85%
1Y
Winner
TBLL
+3.92%
PTY
-4.52%
5Y(CAGR)
Winner
TBLL
+3.37%
PTY
-0.73%
10Y(CAGR)
TBLL
+2.38%
Winner
PTY
+8.52%
Max(CAGR)
TBLL
+2.38%
Winner
PTY
+10.78%

TBLL vs PTY - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearTBLLPTY
2026+1.51%-3.62%
2025+4.21%-0.67%
2024+5.11%+18.80%
2023+4.98%+20.09%
2022+1.12%-19.88%
2021-0.02%+0.41%
2020+0.87%+3.32%
2019+2.16%+33.03%
2018+1.83%+2.18%
2017+0.62%+27.10%
2016N/A+17.50%
2015N/A-9.11%
2014N/A+2.07%
2013N/A+3.99%
2012N/A+28.59%
2011N/A+13.77%
2010N/A+38.58%
2009N/A+52.71%
2008N/A-15.60%
2007N/A-13.19%
2006N/A+12.83%
2005N/A+6.86%
2004N/A+18.02%
2003N/A+28.16%
2002N/A+0.00%

TBLL vs PTY Drawdown Comparison

The maximum drawdown for TBLL was -0.63%, occurring on Feb 14, 2022. Recovery took 631 trading sessions.

The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.

The current PTY drawdown is -12.59%.

RankTBLLPTY
#1-0.63%
May 11, 2020 - Nov 9, 2022
-60.85%
May 7, 2007 - Aug 11, 2009
#2-0.52%
Mar 18, 2020 - May 11, 2020
-46.52%
Feb 20, 2020 - Feb 5, 2021
#3-0.36%
Sep 28, 2023 - Oct 20, 2023
-41.34%
Aug 11, 2021 - Sep 8, 2025
#4-0.18%
Dec 19, 2023 - Dec 21, 2023
-25.90%
Mar 25, 2011 - Mar 1, 2012
#5-0.17%
Apr 1, 2019 - Apr 4, 2019
-23.24%
Dec 4, 2014 - Aug 9, 2016
#6-0.16%
Sep 24, 2018 - Oct 22, 2018
-22.68%
Jun 12, 2018 - Apr 1, 2019
#7-0.15%
Dec 19, 2019 - Jan 23, 2020
-21.99%
May 8, 2013 - Feb 11, 2014
#8-0.14%
Mar 13, 2020 - Mar 18, 2020
-15.43%
Oct 9, 2025 - Mar 27, 2026
#9-0.11%
Dec 4, 2018 - Dec 7, 2018
-15.02%
Jan 21, 2004 - Aug 13, 2004
#10-0.10%
Nov 10, 2022 - Nov 14, 2022
-13.24%
Feb 7, 2005 - Jun 8, 2005
#11-0.10%
Nov 13, 2017 - Nov 28, 2017
-12.51%
Sep 9, 2014 - Nov 28, 2014
#12-0.10%
Aug 17, 2018 - Aug 22, 2018
-12.20%
Nov 9, 2010 - Jan 14, 2011
#13-0.09%
Nov 6, 2023 - Nov 9, 2023
-10.79%
Jun 13, 2003 - Oct 29, 2003
#14-0.08%
Dec 15, 2023 - Dec 19, 2023
-10.79%
Sep 19, 2006 - May 2, 2007
#15-0.08%
Jul 11, 2024 - Jul 15, 2024
-10.46%
Apr 23, 2010 - Jun 14, 2010

Correlation

Correlation between TBLL and PTY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2003 - 2026)

TBLL vs PTY dividend yield comparison.

YearTBLLPTY
20261.45%6.08%
20254.08%11.05%
20244.99%9.92%
20234.63%10.77%
20221.37%13.12%
20210.03%9.16%
20200.80%8.74%
20192.08%8.37%
20181.69%10.63%
20170.71%9.48%
20160.00%12.09%
20150.00%11.92%
20140.00%13.90%
20130.00%19.70%
20120.00%12.98%
20110.00%11.92%
20100.00%12.20%
20090.00%13.61%
20080.00%13.19%
20070.00%10.26%
20060.00%11.10%
20050.00%10.12%
20040.00%12.94%
20030.00%10.80%

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