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SPSB vs. ZTWO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPSB vs. ZTWO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio Short Term Corporate Bond ETF (SPSB) and F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with SPSB having a 0.97% return and ZTWO slightly lower at 0.93%.


SPSB

1D
0.13%
1M
0.33%
YTD
0.97%
6M
1.38%
1Y
4.30%
3Y*
5.33%
5Y*
2.71%
10Y*
2.65%

ZTWO

1D
0.04%
1M
0.28%
YTD
0.93%
6M
1.30%
1Y
3.94%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPSB vs. ZTWO - Yearly Performance Comparison


Correlation

The correlation between SPSB and ZTWO is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2024

0.85

The correlation between SPSB and ZTWO has been stable across timeframes, ranging from 0.84 to 0.85 - a consistent structural relationship.

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Return for Risk

SPSB vs. ZTWO — Risk / Return Rank

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

SPSB
SPSB Risk / Return Rank: 9292
Overall Rank
SPSB Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
SPSB Sortino Ratio Rank: 9696
Sortino Ratio Rank
SPSB Omega Ratio Rank: 9595
Omega Ratio Rank
SPSB Calmar Ratio Rank: 8787
Calmar Ratio Rank
SPSB Martin Ratio Rank: 9292
Martin Ratio Rank

ZTWO
ZTWO Risk / Return Rank: 9090
Overall Rank
ZTWO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ZTWO Sortino Ratio Rank: 9494
Sortino Ratio Rank
ZTWO Omega Ratio Rank: 9393
Omega Ratio Rank
ZTWO Calmar Ratio Rank: 8282
Calmar Ratio Rank
ZTWO Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPSB vs. ZTWO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Short Term Corporate Bond ETF (SPSB) and F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO). 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.


SPSBZTWODifference
Sharpe ratioReturn per unit of total volatility

+0.22

Sortino ratioReturn per unit of downside risk

+0.50

Omega ratioGain probability vs. loss probability

1.72

1.63

+0.09

Calmar ratioReturn relative to maximum drawdown

4.94

4.24

+0.71

Martin ratioReturn relative to average drawdown

23.02

20.10

+2.91

SPSB vs. ZTWO - Sharpe Ratio Comparison

The current SPSB Sharpe Ratio is 3.25, which is comparable to the ZTWO Sharpe Ratio of 3.03. The chart below compares the historical Sharpe Ratios of SPSB and ZTWO, 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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Sharpe Ratios by Period


SPSBZTWODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.25

3.03

+0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

3.17

-2.30

Drawdowns

SPSB vs. ZTWO - Drawdown Comparison

The maximum SPSB drawdown since its inception was -11.75%, which is greater than ZTWO's maximum drawdown of -0.93%. Use the drawdown chart below to compare losses from any high point for SPSB and ZTWO.


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Drawdown Indicators


SPSBZTWODifference

Max Drawdown

Largest peak-to-trough decline

-11.75%

-0.93%

-10.82%

Max Drawdown (1Y)

Largest decline over 1 year

-0.87%

-0.93%

+0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-0.87%

Max Drawdown (5Y)

Largest decline over 5 years

-5.96%

Max Drawdown (10Y)

Largest decline over 10 years

-11.75%

Current Drawdown

Current decline from peak

-0.01%

-0.07%

+0.06%

Average Drawdown

Average peak-to-trough decline

-0.54%

-0.10%

-0.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.19%

0.20%

-0.01%

Volatility

SPSB vs. ZTWO - Volatility Comparison

The current volatility for SPDR Portfolio Short Term Corporate Bond ETF (SPSB) is 0.36%, while F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) has a volatility of 0.42%. This indicates that SPSB experiences smaller price fluctuations and is considered to be less risky than ZTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPSBZTWODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.36%

0.42%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

0.95%

0.97%

-0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

1.33%

1.31%

+0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.98%

1.49%

+0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.05%

1.49%

+1.56%

SPSB vs. ZTWO - Expense Ratio Comparison

SPSB has a 0.07% expense ratio, which is lower than ZTWO's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SPSB vs. ZTWO - Dividend Comparison

SPSB's dividend yield for the trailing twelve months is around 4.40%, more than ZTWO's 4.12% yield.


PositionTTM20252024202320222021202020192018201720162015
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
4.40%4.55%4.85%4.05%1.92%1.19%1.94%2.77%2.36%1.94%1.65%1.43%
ZTWO
F/M 2-Year Investment Grade Corporate Bond ETF
4.12%4.31%0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SPSB and ZTWO have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZTWO has higher volatility (0.42%) compared to SPSB (0.36%). In terms of maximum drawdown, SPSB dropped -11.75% vs ZTWO's -0.93%.

On 1-year performance, SPSB leads with 4.30% vs 3.94% for ZTWO. On fees, SPSB is cheaper at 0.07% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SPSB has performed better with a 4.30% return vs 3.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPSB is cheaper with a 0.07% expense ratio, compared with 0.15% for ZTWO.

SPSB has the higher dividend yield at 4.40%, compared with 4.12% for ZTWO.

SPSB is categorized as Corporate Bonds, while ZTWO is Short-Term Bond. SPSB tracks Bloomberg Barclays U.S. 1-3 Year Corporate Bond Index, while ZTWO tracks ICE 2-Year US Target Maturity Corporate Index - Benchmark TR Gross. They also come from different issuers: State Street and F/m. Their fees differ too: 0.07% for SPSB and 0.15% for ZTWO.

SPSB currently has the higher Sharpe Ratio (3.25 vs 3.03), 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.

Portfolio Optimizer

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