PPLT vs. TLT
Compare and contrast key facts about Aberdeen Standard Physical Platinum Shares ETF (PPLT) and iShares 20+ Year Treasury Bond ETF (TLT).
PPLT and TLT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PPLT is a passively managed fund by Abrdn Plc that tracks the performance of the Platinum London PM Fix ($/ozt). It was launched on Jan 8, 2010. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002. Both PPLT and TLT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPLT or TLT.
Key characteristics
| PPLT | TLT | |
|---|---|---|
| YTD Return | -3.21% | -3.80% |
| 1Y Return | 13.10% | 8.80% |
| 3Y Return (Ann) | -4.42% | -11.89% |
| 5Y Return (Ann) | 1.40% | -5.28% |
| 10Y Return (Ann) | -2.86% | -0.12% |
| Sharpe Ratio | 0.45 | 0.63 |
| Sortino Ratio | 0.80 | 0.98 |
| Omega Ratio | 1.09 | 1.11 |
| Calmar Ratio | 0.19 | 0.21 |
| Martin Ratio | 1.22 | 1.56 |
| Ulcer Index | 9.00% | 6.03% |
| Daily Std Dev | 24.60% | 14.94% |
| Max Drawdown | -70.73% | -48.35% |
| Current Drawdown | -53.34% | -40.06% |
Correlation
The correlation between PPLT and TLT is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PPLT vs. TLT - Performance Comparison
In the year-to-date period, PPLT achieves a -3.21% return, which is significantly higher than TLT's -3.80% return. Over the past 10 years, PPLT has underperformed TLT with an annualized return of -2.86%, while TLT has yielded a comparatively higher -0.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PPLT vs. TLT - Expense Ratio Comparison
PPLT has a 0.60% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
PPLT vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Standard Physical Platinum Shares ETF (PPLT) 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.
Dividends
PPLT vs. TLT - Dividend Comparison
PPLT has not paid dividends to shareholders, while TLT's dividend yield for the trailing twelve months is around 4.00%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPLT Aberdeen Standard Physical Platinum Shares ETF | 0.00% | 0.00% | 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 | 4.00% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% | 3.26% |
Drawdowns
PPLT vs. TLT - Drawdown Comparison
The maximum PPLT drawdown since its inception was -70.73%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for PPLT and TLT. For additional features, visit the drawdowns tool.
Volatility
PPLT vs. TLT - Volatility Comparison
Aberdeen Standard Physical Platinum Shares ETF (PPLT) has a higher volatility of 6.99% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 5.02%. This indicates that PPLT'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.