TLH vs SPSB

Comparison between ISHARES 10-20 YEAR TREASURY BOND ETF (TLH, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).

5-Year PerformanceSPSB has outperformed TLH, delivering a return of +2.8% compared to -5.0%

TLH vs SPSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TLH(ETF)	SPSB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.15%	0.04%
Max Drawdown	45.97%	11.75%
Sharpe Ratio	-0.46	-0.20
5Y Beta	0.06	0.02
5Y Dividends CAGR	1.42%	22.87%

Net Assets

Winner

TLH

$11B

SPSB

$11B

Expense Ratio

TLH

0.15%

Winner

SPSB

0.04%

Max Drawdown

TLH

45.97%

Winner

SPSB

11.75%

Sharpe Ratio

TLH

-0.46

Winner

SPSB

-0.20

5Y Beta

TLH

0.06

Winner

SPSB

0.02

5Y Dividends CAGR

TLH

1.42%

Winner

SPSB

22.87%

TLH vs SPSB - Historical Returns

Returns include dividend reinvestment.

Period	TLH	SPSB
1 month	-1.23%	+0.36%
3 months	-1.65%	+0.78%
6 months	-2.59%	+1.03%
1 year	+0.08%	+3.62%
5 years(CAGR)	-5.02%	+2.83%
10 years(CAGR)	-1.18%	+2.63%
Max(CAGR)	+2.80%	+2.30%

TLH

-1.23%

Winner

SPSB

+0.36%

TLH

-1.65%

Winner

SPSB

+0.78%

TLH

-2.59%

Winner

SPSB

+1.03%

TLH

+0.08%

Winner

SPSB

+3.62%

5Y(CAGR)

TLH

-5.02%

Winner

SPSB

+2.83%

10Y(CAGR)

TLH

-1.18%

Winner

SPSB

+2.63%

Max(CAGR)

Winner

TLH

+2.80%

SPSB

+2.30%

TLH vs SPSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	TLH	SPSB
2026	-1.86%	+1.46%
2025	+6.28%	+5.90%
2024	-3.73%	+5.39%
2023	+2.39%	+5.53%
2022	-23.85%	-3.19%
2021	-5.33%	-0.20%
2020	+12.93%	+3.83%
2019	+9.81%	+5.21%
2018	+0.83%	+1.45%
2017	+4.08%	+1.68%
2016	+0.35%	+2.09%
2015	+0.59%	+0.87%
2014	+13.85%	+0.87%
2013	-7.64%	+1.12%
2012	+4.58%	+3.04%
2011	+22.09%	+1.28%
2010	+9.59%	+2.81%
2009	-7.01%	-1.14%
2008	+19.24%	N/A
2007	+9.49%	N/A

TLH vs SPSB Drawdown Comparison

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

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current TLH drawdown is -30.88%.

Rank	TLH	SPSB
#1	-41.13% Aug 4, 2020 - Oct 19, 2023	-11.75% Mar 5, 2020 - May 18, 2020
#2	-14.27% Dec 30, 2008 - Jun 30, 2010	-5.96% Sep 14, 2021 - Nov 28, 2023
#3	-11.83% Mar 9, 2020 - Jul 23, 2020	-1.39% Aug 1, 2011 - Jan 10, 2012
#4	-11.81% Jul 24, 2012 - Oct 13, 2014	-1.28% Dec 17, 2009 - Jul 14, 2010
#5	-11.56% Jul 8, 2016 - May 30, 2019	-1.02% Nov 4, 2010 - Jan 28, 2011
#6	-10.72% Aug 31, 2010 - Aug 2, 2011	-0.93% Sep 7, 2017 - Jul 30, 2018
#7	-7.30% Sep 17, 2008 - Nov 20, 2008	-0.87% Feb 23, 2026 - Apr 17, 2026
#8	-6.63% Sep 22, 2011 - Dec 19, 2011	-0.78% May 6, 2013 - Sep 18, 2013
#9	-6.59% Jan 30, 2015 - Jan 29, 2016	-0.77% Apr 3, 2025 - Apr 25, 2025
#10	-6.19% Mar 20, 2008 - Sep 4, 2008	-0.73% Oct 22, 2015 - Mar 16, 2016
#11	-5.64% Dec 19, 2011 - May 9, 2012	-0.69% Sep 6, 2016 - Feb 6, 2017
#12	-5.62% Sep 4, 2019 - Jan 31, 2020	-0.63% May 15, 2015 - Oct 6, 2015
#13	-5.52% Mar 7, 2007 - Aug 21, 2007	-0.63% Oct 2, 2024 - Dec 4, 2024
#14	-3.87% Nov 26, 2007 - Jan 8, 2008	-0.62% Oct 21, 2014 - Jan 27, 2015
#15	-3.47% Jan 22, 2008 - Mar 12, 2008	-0.56% Feb 3, 2012 - Feb 28, 2012

Correlation

Correlation between TLH and SPSB is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2007 - 2026)

TLH vs SPSB dividend yield comparison.

Year	TLH	SPSB
2026	2.70%	2.49%
2025	4.17%	4.55%
2024	4.28%	4.85%
2023	3.83%	4.06%
2022	2.78%	1.92%
2021	1.50%	1.19%
2020	2.65%	1.94%
2019	2.31%	2.77%
2018	2.17%	2.36%
2017	1.83%	1.94%
2016	1.91%	1.65%
2015	2.13%	1.43%
2014	2.12%	1.26%
2013	2.41%	1.40%
2012	2.22%	1.55%
2011	2.78%	1.95%
2010	3.61%	2.05%
2009	3.90%	0.04%
2008	3.57%	0.00%
2007	4.41%	0.00%