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PLW vs. TLT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PLW and TLT is -0.30. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

PLW vs. TLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco 1-30 Laddered Treasury ETF (PLW) and iShares 20+ Year Treasury Bond ETF (TLT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


PLW

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TLT

YTD

1.08%

1M

-1.69%

6M

-3.86%

1Y

0.07%

5Y*

-9.49%

10Y*

-0.62%

*Annualized

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PLW vs. TLT - Expense Ratio Comparison

PLW has a 0.25% expense ratio, which is higher than TLT's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

PLW vs. TLT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLW
The Risk-Adjusted Performance Rank of PLW is 5353
Overall Rank
The Sharpe Ratio Rank of PLW is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of PLW is 4343
Sortino Ratio Rank
The Omega Ratio Rank of PLW is 7777
Omega Ratio Rank
The Calmar Ratio Rank of PLW is 1414
Calmar Ratio Rank
The Martin Ratio Rank of PLW is 9797
Martin Ratio Rank

TLT
The Risk-Adjusted Performance Rank of TLT is 1818
Overall Rank
The Sharpe Ratio Rank of TLT is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of TLT is 1717
Sortino Ratio Rank
The Omega Ratio Rank of TLT is 1717
Omega Ratio Rank
The Calmar Ratio Rank of TLT is 1919
Calmar Ratio Rank
The Martin Ratio Rank of TLT is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PLW vs. TLT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco 1-30 Laddered Treasury ETF (PLW) 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.



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Dividends

PLW vs. TLT - Dividend Comparison

PLW has not paid dividends to shareholders, while TLT's dividend yield for the trailing twelve months is around 4.35%.


TTM20242023202220212020201920182017201620152014
PLW
Invesco 1-30 Laddered Treasury ETF
0.00%1.69%2.87%1.97%1.15%1.00%1.96%2.14%2.02%2.00%2.14%2.30%
TLT
iShares 20+ Year Treasury Bond ETF
4.35%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%2.67%

Drawdowns

PLW vs. TLT - Drawdown Comparison


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Volatility

PLW vs. TLT - Volatility Comparison


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