TLH vs SPTM

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

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

TLH vs SPTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

TLH

$12B

SPTM

$12B

Expense Ratio

TLH

0.15%

Winner

SPTM

0.03%

Max Drawdown

Winner

TLH

45.97%

SPTM

55.96%

Sharpe Ratio

TLH

0.03

Winner

SPTM

2.05

5Y Beta

Winner

TLH

0.04

SPTM

0.97

P/E Ratio

TLH

N/A

SPTM

26.25

Forward P/E

TLH

N/A

SPTM

20.50

5Y Dividends CAGR

TLH

3.59%

Winner

SPTM

5.87%

5Y EPS CAGR

TLH

N/A

SPTM

24.13%

P/S Ratio

TLH

N/A

SPTM

3.07

P/B Ratio

TLH

N/A

SPTM

4.64

TLH vs SPTM - Historical Returns

Returns include dividend reinvestment.

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

TLH

-0.32%

Winner

SPTM

+8.82%

TLH

-0.55%

Winner

SPTM

+6.28%

TLH

-0.73%

Winner

SPTM

+10.88%

TLH

+4.67%

Winner

SPTM

+31.81%

5Y(CAGR)

TLH

-3.66%

Winner

SPTM

+12.89%

10Y(CAGR)

TLH

-0.68%

Winner

SPTM

+15.29%

Max(CAGR)

TLH

+2.94%

Winner

SPTM

+8.82%

TLH vs SPTM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

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

TLH vs SPTM 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 SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The current TLH drawdown is -29.43%.

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

Correlation

Correlation between TLH and SPTM 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)

TLH vs SPTM dividend yield comparison.

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