PLUS vs. TLT
PLUS (ePlus inc.) is a stock, while TLT (iShares 20+ Year Treasury Bond ETF) is Government Bonds fund tracking the ICE U.S. Treasury 20+ Year Bond Index. Over the past 10 years, PLUS returned 16.68%/yr vs -2.38%/yr for TLT. Their -0.12 correlation means they have often moved in opposite directions in the past.
Performance
PLUS vs. TLT - Performance Comparison
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Returns By Period
In the year-to-date period, PLUS achieves a 6.05% return, which is significantly higher than TLT's -3.49% return. Over the past 10 years, PLUS has outperformed TLT with an annualized return of 16.68%, while TLT has yielded a comparatively lower -2.38% annualized return.
PLUS
- 1D
- 1.56%
- 1M
- 14.34%
- 6M
- 8.39%
- YTD
- 6.05%
- 1Y
- 50.27%
- 3Y*
- 17.73%
- 5Y*
- 15.15%
- 10Y*
- 16.68%
- ALL TIME*
- 13.40%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PLUS ePlus inc. | $25.63M | $21.58M | $21.58M |
| $2.33B | $2.02B | $2.19B |
PLUS vs. TLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLUS ePlus inc. | 6.05% | 19.45% | -7.46% | 80.31% | -17.82% | 22.52% | 4.34% | 18.43% | -5.36% | 30.56% |
TLT iShares 20+ Year Treasury Bond ETF | -3.49% | 4.25% | -8.05% | 2.77% | -31.23% | -4.60% | 18.15% | 14.12% | -1.61% | 9.18% |
Correlation
The correlation between PLUS and TLT is 0.14, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.06 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2002 | -0.12 |
The correlation between PLUS and TLT shifts across timeframes, from -0.12 (all time) to 0.15 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
PLUS vs. TLT — Risk / Return Rank
PLUS
TLT
PLUS vs. TLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ePlus inc. (PLUS) 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.
| PLUS | TLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.99 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | -0.14 | +2.30 |
| Martin ratioReturn relative to average drawdown | 5.10 | -0.30 | +5.40 |
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Drawdowns
PLUS vs. TLT - Drawdown Comparison
The maximum PLUS drawdown since its inception was -91.83%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for PLUS and TLT.
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Drawdown Indicators
| PLUS | TLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.83% | -48.35% | -43.48% |
Max Drawdown (1Y)Largest decline over 1 year | -20.65% | -7.74% | -12.91% |
Max Drawdown (3Y)Largest decline over 3 years | -46.13% | -14.79% | -31.34% |
Max Drawdown (5Y)Largest decline over 5 years | -46.13% | -43.70% | -2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -56.46% | -48.35% | -8.11% |
Current DrawdownCurrent decline from peak | -7.95% | -42.36% | +34.41% |
Average DrawdownAverage peak-to-trough decline | -43.66% | -13.99% | -29.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.74% | 3.57% | +5.17% |
Volatility
PLUS vs. TLT - Volatility Comparison
ePlus inc. (PLUS) has a higher volatility of 8.77% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.46%. This indicates that PLUS'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
| PLUS | TLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.77% | 2.46% | +6.31% |
Volatility (6M)Calculated over the trailing 6-month period | 22.95% | 6.85% | +16.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.20% | 9.32% | +25.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.72% | 15.74% | +19.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.25% | 14.83% | +22.42% |
Dividends
PLUS vs. TLT - Dividend Comparison
PLUS's dividend yield for the trailing twelve months is around 1.10%, less than TLT's 4.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLUS ePlus inc. | 1.10% | 0.57% | 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
PLUS and TLT have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLUS has higher volatility (8.77%) compared to TLT (2.46%). In terms of maximum drawdown, PLUS dropped -91.83% vs TLT's -48.35%.
PLUS currently has the higher Sharpe Ratio (1.28 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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