XSVN vs BWZ

Comparison between BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF (XSVN, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).

XSVN vs BWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSVN(ETF)	BWZ(ETF)
Net Assets	$324M	$324M
Expense Ratio	0.05%	0.35%
Max Drawdown	10.98%	38.33%
Sharpe Ratio	-0.12	-0.61
5Y Beta	-0.01	-0.00
5Y Dividends CAGR	N/A	110.68%

Net Assets

Winner

XSVN

$324M

BWZ

$324M

Expense Ratio

Winner

XSVN

0.05%

BWZ

0.35%

Max Drawdown

Winner

XSVN

10.98%

BWZ

38.33%

Sharpe Ratio

Winner

XSVN

-0.12

BWZ

-0.61

5Y Beta

Winner

XSVN

-0.01

BWZ

-0.00

5Y Dividends CAGR

XSVN

N/A

BWZ

110.68%

XSVN vs BWZ - Historical Returns

Returns include dividend reinvestment.

Period	XSVN	BWZ
1 month	-0.60%	-1.29%
3 months	-1.98%	-1.09%
6 months	-0.95%	-0.33%
1 year	+3.31%	-0.94%
5 years(CAGR)	N/A	-2.12%
10 years(CAGR)	N/A	-0.54%
Max(CAGR)	+2.35%	-0.23%

Winner

XSVN

-0.60%

BWZ

-1.29%

XSVN

-1.98%

Winner

BWZ

-1.09%

XSVN

-0.95%

Winner

BWZ

-0.33%

Winner

XSVN

+3.31%

BWZ

-0.94%

5Y(CAGR)

XSVN

N/A

BWZ

-2.12%

10Y(CAGR)

XSVN

N/A

BWZ

-0.54%

Max(CAGR)

Winner

XSVN

+2.35%

BWZ

-0.23%

XSVN vs BWZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	XSVN	BWZ
2026	-0.92%	-0.73%
2025	+8.08%	+10.88%
2024	-0.07%	-4.53%
2023	+3.17%	+3.85%
2022	-1.72%	-10.17%
2021	N/A	-6.90%
2020	N/A	+6.74%
2019	N/A	+1.29%
2018	N/A	-3.82%
2017	N/A	+10.82%
2016	N/A	-1.22%
2015	N/A	-6.54%
2014	N/A	-9.36%
2013	N/A	-2.29%
2012	N/A	+2.23%
2011	N/A	-0.77%
2010	N/A	+0.98%
2009	N/A	+12.97%

XSVN vs BWZ Drawdown Comparison

The maximum drawdown for XSVN was -9.44%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.

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

The current XSVN drawdown is -3.15%. The current BWZ drawdown is -22.82%.

Rank	XSVN	BWZ
#1	-9.44% May 4, 2023 - Jul 31, 2024	-34.22% Aug 29, 2011 - Sep 27, 2022
#2	-6.61% Sep 16, 2024 - Aug 1, 2025	-13.70% Dec 1, 2009 - Nov 4, 2010
#3	-5.14% Sep 16, 2022 - Dec 1, 2022	-6.59% Nov 4, 2010 - Jan 26, 2011
#4	-4.98% Jan 18, 2023 - Mar 23, 2023	-5.56% Feb 9, 2009 - Mar 18, 2009
#5	-4.00% Feb 27, 2026 - May 19, 2026	-5.06% Jan 26, 2011 - Apr 26, 2011
#6	-2.89% Dec 7, 2022 - Jan 12, 2023	-3.58% May 2, 2011 - Jul 29, 2011
#7	-2.08% Apr 6, 2023 - May 3, 2023	-3.43% Jun 2, 2009 - Jul 20, 2009
#8	-1.53% Aug 5, 2024 - Sep 4, 2024	-2.51% Mar 19, 2009 - May 4, 2009
#9	-1.49% Nov 26, 2025 - Feb 12, 2026	-2.22% Oct 14, 2009 - Nov 11, 2009
#10	-1.40% Mar 24, 2023 - Apr 4, 2023	-2.20% Jul 29, 2011 - Aug 29, 2011
#11	-1.32% Oct 22, 2025 - Nov 25, 2025	-2.14% Sep 18, 2009 - Oct 14, 2009
#12	-1.01% Sep 11, 2025 - Oct 13, 2025	-1.88% Aug 4, 2009 - Aug 25, 2009
#13	-0.87% Dec 2, 2022 - Dec 7, 2022	-1.52% Feb 3, 2009 - Feb 9, 2009
#14	-0.72% Jan 12, 2023 - Jan 18, 2023	-1.10% May 22, 2009 - Jun 1, 2009
#15	-0.69% Aug 4, 2025 - Aug 26, 2025	-1.05% Nov 11, 2009 - Nov 25, 2009

Correlation

Correlation between XSVN and BWZ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2009 - 2026)

XSVN vs BWZ dividend yield comparison.

Year	XSVN	BWZ
2026	1.69%	0.87%
2025	4.06%	2.05%
2024	4.17%	2.47%
2023	3.49%	1.63%
2022	1.04%	0.44%
2021	0.00%	0.60%
2020	0.00%	0.13%
2019	0.00%	0.43%
2018	0.00%	1.10%
2017	0.00%	0.40%
2016	0.00%	0.13%
2015	0.00%	0.06%
2014	0.00%	0.19%
2013	0.00%	0.09%
2012	0.00%	0.01%
2011	0.00%	3.53%
2010	0.00%	0.19%
2009	0.00%	1.61%