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TLT vs TBT

Comparison between ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF) and PROSHARES ULTRASHORT 20+ YEAR TREASURY (TBT, ETF).

5-Year PerformanceTBT has outperformed TLT, delivering a return of +15.6% compared to -6.4%

TLT vs TBT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TLT
$43B
TBT
$296M
Expense Ratio
TLT
0.15%
TBT
N/A
Max Drawdown
Winner
TLT
51.76%
TBT
95.17%
Sharpe Ratio
Winner
TLT
-0.03
TBT
-0.03
5Y Beta
TLT
0.07
Winner
TBT
-0.11
5Y Dividends CAGR
TLT
12.25%
Winner
TBT
89.90%

TLT vs TBT - Historical Returns

Returns include dividend reinvestment.

1M
TLT
-0.04%
Winner
TBT
+0.59%
3M
TLT
-3.08%
Winner
TBT
+8.06%
6M
TLT
-1.32%
Winner
TBT
+6.06%
1Y
Winner
TLT
+2.89%
TBT
+1.40%
5Y(CAGR)
TLT
-6.37%
Winner
TBT
+15.57%
10Y(CAGR)
TLT
-1.61%
Winner
TBT
+2.01%
Max(CAGR)
Winner
TLT
+3.63%
TBT
-9.76%

TLT vs TBT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearTLTTBT
2026-0.41%+3.88%
2025+3.96%-1.41%
2024-7.53%+25.84%
2023+0.84%+1.22%
2022-29.39%+83.83%
2021-4.49%+2.55%
2020+16.83%-36.60%
2019+13.52%-22.02%
2018-0.53%+2.75%
2017+8.72%-16.51%
2016+0.45%-6.01%
2015-2.87%-3.08%
2014+26.91%-41.07%
2013-12.20%+21.75%
2012+4.20%-14.72%
2011+34.98%-51.83%
2010+9.14%-26.11%
2009-19.78%+27.90%
2008+32.03%-45.18%
2007+9.50%N/A
2006+0.84%N/A
2005+8.37%N/A
2004+10.01%N/A
2003+4.32%N/A
2002+9.75%N/A

TLT vs TBT 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 TBT was -94.99%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The current TLT drawdown is -40.62%. The current TBT drawdown is -85.55%.

RankTLTTBT
#1-48.35%
Aug 4, 2020 - Oct 19, 2023
-94.99%
Jun 13, 2008 - Aug 4, 2020
#2-26.58%
Dec 30, 2008 - Aug 18, 2011
-3.64%
May 29, 2008 - Jun 12, 2008
#3-20.48%
Jul 25, 2012 - Dec 10, 2014
-3.62%
May 6, 2008 - May 28, 2008
#4-17.88%
Jul 8, 2016 - Jul 2, 2019
-0.01%
May 2, 2008 - May 6, 2008
#5-15.80%
Jan 30, 2015 - Jun 9, 2016
N/A
#6-15.73%
Mar 9, 2020 - Apr 21, 2020
N/A
#7-15.69%
Jun 13, 2003 - Dec 15, 2004
N/A
#8-10.91%
Oct 3, 2011 - Dec 19, 2011
N/A
#9-10.82%
Jun 30, 2005 - Nov 24, 2006
N/A
#10-10.41%
Dec 19, 2011 - May 17, 2012
N/A
#11-8.63%
Apr 21, 2020 - Jul 30, 2020
N/A
#12-8.24%
Aug 28, 2019 - Feb 20, 2020
N/A
#13-8.03%
Dec 4, 2006 - Aug 31, 2007
N/A
#14-7.49%
Mar 20, 2008 - Sep 4, 2008
N/A
#15-6.68%
Sep 24, 2002 - Feb 20, 2003
N/A

Correlation

Correlation between TLT and TBT is -0.79 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.79
-101

Dividend Comparison (2002 - 2026)

TLT vs TBT dividend yield comparison.

YearTLTTBT
20261.91%0.47%
20254.43%3.21%
20244.30%4.64%
20233.38%4.98%
20222.67%0.42%
20211.50%0.00%
20201.50%0.32%
20192.27%2.12%
20182.63%0.99%
20172.43%0.00%
20162.60%0.00%
20152.61%0.00%
20142.67%0.00%
20133.26%0.00%
20122.68%0.00%
20113.30%0.00%
20104.16%0.00%
20094.05%0.00%
20083.49%0.44%
20074.50%0.00%
20064.52%0.00%
20054.55%0.00%
20044.68%0.00%
20035.30%0.00%
20022.19%0.00%

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