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BILT vs. TLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BILT vs. TLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Infrastructure Active ETF (BILT) and iShares 20+ Year Treasury Bond ETF (TLT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BILT achieves a 14.30% return, which is significantly higher than TLT's -3.49% return.


BILT

1D
0.11%
1M
-1.05%
6M
8.99%
YTD
14.30%
1Y
17.98%
3Y*
5Y*
10Y*
ALL TIME*
19.07%

TLT

1D
-0.66%
1M
-3.81%
6M
-3.46%
YTD
-3.49%
1Y
-2.45%
3Y*
-1.80%
5Y*
-8.18%
10Y*
-2.38%
ALL TIME*
3.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.38M$1.70M$1.65M
$2.33B$2.02B$2.19B

BILT vs. TLT - Yearly Performance Comparison


Correlation

The correlation between BILT and TLT is 0.23, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2025

0.23

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Return for Risk

BILT vs. TLT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BILT
BILT Risk / Return Rank: 8181
Overall Rank
BILT Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
BILT Sortino Ratio Rank: 7979
Sortino Ratio Rank
BILT Omega Ratio Rank: 7878
Omega Ratio Rank
BILT Calmar Ratio Rank: 8888
Calmar Ratio Rank
BILT Martin Ratio Rank: 8181
Martin Ratio Rank

TLT
TLT Risk / Return Rank: 99
Overall Rank
TLT Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 88
Sortino Ratio Rank
TLT Omega Ratio Rank: 88
Omega Ratio Rank
TLT Calmar Ratio Rank: 99
Calmar Ratio Rank
TLT Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BILT vs. TLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and iShares 20+ Year Treasury Bond ETF (TLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BILTTLTDifference
Sharpe ratioReturn per unit of total volatility

+1.95

Sortino ratioReturn per unit of downside risk

+2.66

Omega ratioGain probability vs. loss probability

1.33

0.99

+0.34

Calmar ratioReturn relative to maximum drawdown

3.52

-0.14

+3.66

Martin ratioReturn relative to average drawdown

10.60

-0.30

+10.89

BILT vs. TLT - Sharpe Ratio Comparison

The current BILT Sharpe Ratio is 1.84, which is higher than the TLT Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of BILT and TLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BILT vs. TLT - Drawdown Comparison

The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for BILT and TLT.


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Drawdown Indicators


BILTTLTDifference

Max Drawdown

Largest peak-to-trough decline

-5.38%

-48.35%

+42.97%

Max Drawdown (1Y)

Largest decline over 1 year

-5.38%

-7.74%

+2.36%

Max Drawdown (3Y)

Largest decline over 3 years

-14.79%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

Max Drawdown (10Y)

Largest decline over 10 years

-48.35%

Current Drawdown

Current decline from peak

-2.25%

-42.36%

+40.11%

Average Drawdown

Average peak-to-trough decline

-1.36%

-13.99%

+12.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.78%

3.57%

-1.79%

Volatility

BILT vs. TLT - Volatility Comparison

iShares Infrastructure Active ETF (BILT) has a higher volatility of 3.10% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.46%. This indicates that BILT's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BILTTLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.10%

2.46%

+0.64%

Volatility (6M)

Calculated over the trailing 6-month period

8.44%

6.85%

+1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

10.31%

9.32%

+0.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.31%

15.74%

-5.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.31%

14.83%

-4.52%

BILT vs. TLT - Expense Ratio Comparison

BILT has a 0.60% expense ratio, which is higher than TLT's 0.15% expense ratio.


Dividends

BILT vs. TLT - Dividend Comparison

BILT's dividend yield for the trailing twelve months is around 5.70%, more than TLT's 4.75% yield.


PositionTTM20252024202320222021202020192018201720162015
BILT
iShares Infrastructure Active ETF
5.70%0.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TLT
iShares 20+ Year Treasury Bond ETF
4.34%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%

Frequently Asked Questions


BILT and TLT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BILT has higher volatility (3.10%) compared to TLT (2.46%). In terms of maximum drawdown, BILT dropped -5.38% vs TLT's -48.35%.

On 1-year performance, BILT leads with 17.98% vs -2.45% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, TLT has been the lower-risk option at 2.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BILT has performed better with a 17.98% return vs -2.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TLT is cheaper with a 0.15% expense ratio, compared with 0.60% for BILT.

BILT has the higher dividend yield at 5.70%, compared with 4.34% for TLT.

BILT is categorized as Infrastructure Equities, while TLT is Government Bonds. Their fees differ too: 0.60% for BILT and 0.15% for TLT.

BILT currently has the higher Sharpe Ratio (1.84 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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