TLT vs DIA

Comparison between ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF) and SPDR Dow Jones Industrial Average ETF (DIA, ETF).

5-Year PerformanceDIA has outperformed TLT, delivering a return of +9.3% compared to -6.1%

TLT vs DIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TLT(ETF)	DIA(ETF)
Net Assets	$43B	$42B
Expense Ratio	0.15%	0.16%
Max Drawdown	51.76%	53.78%
Sharpe Ratio	-0.08	1.40
5Y Beta	0.06	0.80
P/E Ratio	N/A	23.62
Forward P/E	N/A	20.37
PEG Ratio	N/A	0.76
5Y Dividends CAGR	14.06%	4.94%
5Y EPS CAGR	N/A	13.70%
Debt to Equity	N/A	8.52%
P/S Ratio	N/A	3.04
P/B Ratio	N/A	5.27

Net Assets

Winner

TLT

$43B

DIA

$42B

Expense Ratio

Winner

TLT

0.15%

DIA

0.16%

Max Drawdown

Winner

TLT

51.76%

DIA

53.78%

Sharpe Ratio

TLT

-0.08

Winner

DIA

1.40

5Y Beta

Winner

TLT

0.06

DIA

0.80

P/E Ratio

TLT

N/A

DIA

23.62

Forward P/E

TLT

N/A

DIA

20.37

PEG Ratio

TLT

N/A

DIA

0.76

5Y Dividends CAGR

Winner

TLT

14.06%

DIA

4.94%

5Y EPS CAGR

TLT

N/A

DIA

13.70%

Debt to Equity

TLT

N/A

DIA

8.52%

P/S Ratio

TLT

N/A

DIA

3.04

P/B Ratio

TLT

N/A

DIA

5.27

TLT vs DIA - Historical Returns

Returns include dividend reinvestment.

Period	TLT	DIA
1 month	-0.60%	+3.58%
3 months	-0.56%	-0.64%
6 months	-1.72%	+6.40%
1 year	+3.54%	+21.73%
5 years(CAGR)	-6.10%	+9.26%
10 years(CAGR)	-1.41%	+13.05%
Max(CAGR)	+3.68%	+8.25%

TLT

-0.60%

Winner

DIA

+3.58%

Winner

TLT

-0.56%

DIA

-0.64%

TLT

-1.72%

Winner

DIA

+6.40%

TLT

+3.54%

Winner

DIA

+21.73%

5Y(CAGR)

TLT

-6.10%

Winner

DIA

+9.26%

10Y(CAGR)

TLT

-1.41%

Winner

DIA

+13.05%

Max(CAGR)

TLT

+3.68%

Winner

DIA

+8.25%

TLT vs DIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TLT	DIA
2026	+0.39%	+3.02%
2025	+3.96%	+15.16%
2024	-7.53%	+14.75%
2023	+0.84%	+16.06%
2022	-29.39%	-7.61%
2021	-4.49%	+22.22%
2020	+16.83%	+8.27%
2019	+13.52%	+24.60%
2018	-0.53%	-3.99%
2017	+8.72%	+27.49%
2016	+0.45%	+18.21%
2015	-2.87%	+0.07%
2014	+26.91%	+10.73%
2013	-12.20%	+26.55%
2012	+4.20%	+8.36%
2011	+34.98%	+7.33%
2010	+9.14%	+12.30%
2009	-19.78%	+19.10%
2008	+32.03%	-31.16%
2007	+9.50%	+8.83%
2006	+0.84%	+17.40%
2005	+8.37%	+1.79%
2004	+10.01%	+5.22%
2003	+4.32%	+23.93%
2002	+9.75%	-15.62%
2001	N/A	-4.73%
2000	N/A	-4.50%
1999	N/A	+8.46%

TLT vs DIA Drawdown Comparison

The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for DIA was -51.88%, occurring on Mar 9, 2009. Recovery took 1078 trading sessions.

The current TLT drawdown is -40.15%. The current DIA drawdown is -0.77%.

Rank	TLT	DIA
#1	-48.35% Aug 4, 2020 - Oct 19, 2023	-51.88% Oct 9, 2007 - Jan 19, 2012
#2	-26.58% Dec 30, 2008 - Aug 18, 2011	-36.69% Feb 12, 2020 - Nov 9, 2020
#3	-20.48% Jul 25, 2012 - Dec 10, 2014	-35.00% Jan 14, 2000 - Dec 21, 2004
#4	-17.88% Jul 8, 2016 - Jul 2, 2019	-20.75% Jan 4, 2022 - Nov 29, 2023
#5	-15.80% Jan 30, 2015 - Jun 9, 2016	-18.14% Oct 3, 2018 - Apr 18, 2019
#6	-15.73% Mar 9, 2020 - Apr 21, 2020	-15.96% Dec 4, 2024 - Jul 3, 2025
#7	-15.69% Jun 13, 2003 - Dec 15, 2004	-13.86% May 19, 2015 - Apr 14, 2016
#8	-10.91% Oct 3, 2011 - Dec 19, 2011	-11.19% Jan 26, 2018 - Sep 18, 2018
#9	-10.82% Jun 30, 2005 - Nov 24, 2006	-9.76% Feb 10, 2026 - Mar 27, 2026
#10	-10.41% Dec 19, 2011 - May 17, 2012	-8.55% May 1, 2012 - Aug 10, 2012
#11	-8.63% Apr 21, 2020 - Jul 30, 2020	-8.37% Mar 4, 2005 - Nov 21, 2005
#12	-8.24% Aug 28, 2019 - Feb 20, 2020	-8.00% May 10, 2006 - Sep 15, 2006
#13	-8.03% Dec 4, 2006 - Aug 31, 2007	-7.70% Jul 19, 2007 - Sep 27, 2007
#14	-7.49% Mar 20, 2008 - Sep 4, 2008	-7.56% Oct 5, 2012 - Jan 15, 2013
#15	-6.68% Sep 24, 2002 - Feb 20, 2003	-7.14% Dec 31, 2013 - Apr 1, 2014

Correlation

Correlation between TLT and DIA is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

TLT vs DIA dividend yield comparison.

Year	TLT	DIA
2026	1.50%	0.40%
2025	4.43%	1.43%
2024	4.30%	1.61%
2023	3.38%	1.81%
2022	2.67%	1.91%
2021	1.50%	1.58%
2020	1.50%	1.87%
2019	2.27%	1.85%
2018	2.63%	2.24%
2017	2.43%	1.97%
2016	2.60%	2.26%
2015	2.61%	2.33%
2014	2.67%	2.02%
2013	3.26%	2.08%
2012	2.68%	2.54%
2011	3.30%	2.44%
2010	4.16%	2.39%
2009	4.05%	2.70%
2008	3.49%	3.35%
2007	4.50%	2.17%
2006	4.52%	2.04%
2005	4.55%	2.10%
2004	4.68%	2.05%
2003	5.30%	1.84%
2002	2.19%	2.08%
2001	0.00%	1.56%
2000	0.00%	1.47%
1999	0.00%	0.26%