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TEI vs BWZ

Comparison between Templeton Emerging Markets Income Fund Inc (TEI, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).

5-Year PerformanceTEI has outperformed BWZ, delivering a return of +6.6% compared to -2.1%

TEI vs BWZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TEI
$324M
Winner
BWZ
$324M
Expense Ratio
TEI
N/A
BWZ
0.35%
Max Drawdown
TEI
76.06%
Winner
BWZ
38.33%
Sharpe Ratio
Winner
TEI
1.36
BWZ
-0.61
5Y Beta
TEI
0.42
Winner
BWZ
-0.00
5Y Dividends CAGR
TEI
7.86%
Winner
BWZ
110.68%

TEI vs BWZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TEI
-0.50%
BWZ
-1.29%
3M
Winner
TEI
-0.55%
BWZ
-1.09%
6M
Winner
TEI
+3.72%
BWZ
-0.33%
1Y
Winner
TEI
+25.92%
BWZ
-0.94%
5Y(CAGR)
Winner
TEI
+6.56%
BWZ
-2.12%
10Y(CAGR)
Winner
TEI
+4.48%
BWZ
-0.54%
Max(CAGR)
Winner
TEI
+8.45%
BWZ
-0.23%

TEI vs BWZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTEIBWZ
2026+0.08%-0.73%
2025+44.74%+10.88%
2024+11.55%-4.53%
2023+6.58%+3.85%
2022-16.16%-10.17%
2021+3.72%-6.90%
2020-8.82%+6.74%
2019+2.13%+1.29%
2018-6.11%-3.82%
2017+6.64%+10.82%
2016+16.78%-1.22%
2015-4.20%-6.54%
2014-9.18%-9.36%
2013-13.66%-2.29%
2012+23.47%+2.23%
2011+1.47%-0.77%
2010+21.51%+0.98%
2009+60.21%+12.97%
2008-20.82%N/A
2007+6.33%N/A
2006+17.46%N/A
2005-4.45%N/A
2004+12.54%N/A
2003+29.10%N/A
2002+19.26%N/A
2001+25.59%N/A
2000+15.18%N/A
1999-0.70%N/A

TEI vs BWZ Drawdown Comparison

The maximum drawdown for TEI was -51.48%, occurring on Nov 20, 2008. Recovery took 313 trading sessions.

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current TEI drawdown is -7.31%. The current BWZ drawdown is -22.82%.

RankTEIBWZ
#1-51.48%
May 5, 2008 - Jul 31, 2009
-34.22%
Aug 29, 2011 - Sep 27, 2022
#2-44.66%
Mar 8, 2013 - Jun 26, 2025
-13.70%
Dec 1, 2009 - Nov 4, 2010
#3-22.39%
Mar 31, 2004 - Oct 14, 2004
-6.59%
Nov 4, 2010 - Jan 26, 2011
#4-19.35%
Jul 17, 2007 - Feb 27, 2008
-5.56%
Feb 9, 2009 - Mar 18, 2009
#5-18.36%
May 22, 2002 - Dec 20, 2002
-5.06%
Jan 26, 2011 - Apr 26, 2011
#6-18.17%
Jun 8, 2011 - Jul 5, 2012
-3.58%
May 2, 2011 - Jul 29, 2011
#7-14.50%
Feb 12, 2026 - Mar 27, 2026
-3.43%
Jun 2, 2009 - Jul 20, 2009
#8-13.64%
Mar 9, 2005 - Oct 3, 2005
-2.51%
Mar 19, 2009 - May 4, 2009
#9-12.96%
Jul 2, 2001 - Nov 7, 2001
-2.22%
Oct 14, 2009 - Nov 11, 2009
#10-12.55%
Feb 28, 2006 - Sep 1, 2006
-2.20%
Jul 29, 2011 - Aug 29, 2011
#11-12.24%
May 3, 2010 - Jul 9, 2010
-2.14%
Sep 18, 2009 - Oct 14, 2009
#12-12.14%
Mar 10, 2003 - May 7, 2003
-1.88%
Aug 4, 2009 - Aug 25, 2009
#13-10.84%
Oct 14, 2009 - Nov 18, 2009
-1.52%
Feb 3, 2009 - Feb 9, 2009
#14-10.57%
Sep 8, 2000 - Jan 8, 2001
-1.10%
May 22, 2009 - Jun 1, 2009
#15-10.09%
Jan 11, 2010 - Apr 1, 2010
-1.05%
Nov 11, 2009 - Nov 25, 2009

Correlation

Correlation between TEI and BWZ is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01
-101

Dividend Comparison (1999 - 2026)

TEI vs BWZ dividend yield comparison.

YearTEIBWZ
20263.78%0.87%
202513.57%2.05%
202411.11%2.47%
202311.09%1.63%
202211.88%0.44%
202110.44%0.60%
20207.34%0.13%
20198.51%0.43%
20189.27%1.10%
20175.56%0.40%
20167.33%0.13%
20158.24%0.06%
201410.53%0.19%
201310.58%0.09%
201210.79%0.01%
20119.01%3.53%
20107.58%0.19%
20097.81%1.61%
200815.76%0.00%
200710.18%0.00%
20067.74%0.00%
20057.81%0.00%
20047.27%0.00%
20039.75%0.00%
200210.73%0.00%
200112.61%0.00%
200013.31%0.00%
19993.33%0.00%

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