SPTI vs. AVUS
SPTI (SPDR Portfolio Intermediate Term Treasury ETF) and AVUS (Avantis U.S. Equity ETF) are both exchange-traded funds - SPTI is a Government Bonds fund tracking the Bloomberg 3-10 Year U.S. Treasury Bond Index, while AVUS is a Large Cap Blend Equities fund actively managed by Avantis. SPTI is passively managed, while AVUS is actively managed. Over the past 5 years, SPTI returned 0.04%/yr vs 13.04%/yr for AVUS. At a correlation of -0.04, they often move in opposite directions. SPTI charges 0.06%/yr vs 0.15%/yr for AVUS.
Performance
SPTI vs. AVUS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SPTI achieves a -0.41% return, which is significantly lower than AVUS's 14.42% return.
SPTI
- 1D
- -0.18%
- 1M
- -0.13%
- YTD
- -0.41%
- 6M
- -0.57%
- 1Y
- 3.61%
- 3Y*
- 3.44%
- 5Y*
- 0.04%
- 10Y*
- 1.33%
AVUS
- 1D
- -0.46%
- 1M
- 4.77%
- YTD
- 14.42%
- 6M
- 14.71%
- 1Y
- 32.34%
- 3Y*
- 22.35%
- 5Y*
- 13.04%
- 10Y*
- —
SPTI vs. AVUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SPTI SPDR Portfolio Intermediate Term Treasury ETF | -0.41% | 7.46% | 1.32% | 4.24% | -10.65% | -2.55% | 7.70% | -0.29% |
AVUS Avantis U.S. Equity ETF | 14.42% | 16.68% | 20.43% | 21.77% | -13.82% | 28.73% | 17.58% | 8.87% |
Correlation
The correlation between SPTI and AVUS is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019 | -0.04 |
The correlation between SPTI and AVUS shifts across timeframes, from -0.04 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SPTI vs. AVUS — Risk / Return Rank
SPTI
AVUS
SPTI vs. AVUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Intermediate Term Treasury ETF (SPTI) and Avantis U.S. Equity ETF (AVUS). 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.
| SPTI | AVUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -2.05 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.48 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 4.14 | -2.84 |
| Martin ratioReturn relative to average drawdown | 3.90 | 18.85 | -14.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SPTI | AVUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.68 | -1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.76 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.80 | -0.25 |
Drawdowns
SPTI vs. AVUS - Drawdown Comparison
The maximum SPTI drawdown since its inception was -16.12%, smaller than the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for SPTI and AVUS.
Loading charts...
Drawdown Indicators
| SPTI | AVUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.12% | -37.04% | +20.92% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -7.85% | +5.05% |
Max Drawdown (3Y)Largest decline over 3 years | -4.35% | -19.74% | +15.39% |
Max Drawdown (5Y)Largest decline over 5 years | -15.06% | -22.19% | +7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -16.12% | — | — |
Current DrawdownCurrent decline from peak | -2.39% | -0.46% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -2.92% | -5.09% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.72% | -0.79% |
Volatility
SPTI vs. AVUS - Volatility Comparison
The current volatility for SPDR Portfolio Intermediate Term Treasury ETF (SPTI) is 1.05%, while Avantis U.S. Equity ETF (AVUS) has a volatility of 2.98%. This indicates that SPTI experiences smaller price fluctuations and is considered to be less risky than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SPTI | AVUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 2.98% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 9.00% | -6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.41% | 12.15% | -8.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.35% | 17.29% | -11.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.37% | 20.85% | -16.48% |
SPTI vs. AVUS - Expense Ratio Comparison
SPTI has a 0.06% expense ratio, which is lower than AVUS'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
SPTI vs. AVUS - Dividend Comparison
SPTI's dividend yield for the trailing twelve months is around 3.86%, more than AVUS's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | 0.91% | 1.08% | 1.27% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | 3.86% | 3.79% | 3.77% | 2.99% | 1.45% | 0.53% | 0.75% | 2.02% | 1.97% | 1.46% | 1.23% | 1.18% |
Frequently Asked Questions
SPTI and AVUS have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVUS has higher volatility (2.98%) compared to SPTI (1.05%). In terms of maximum drawdown, SPTI dropped -16.12% vs AVUS's -37.04%.
On 5-year performance, AVUS leads with 13.04% vs 0.04% for SPTI. On fees, SPTI is cheaper at 0.06% per year. On volatility, SPTI has been the lower-risk option at 1.05%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AVUS has performed better with a 13.04% return vs 0.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SPTI is cheaper with a 0.06% expense ratio, compared with 0.15% for AVUS.
SPTI has the higher dividend yield at 3.86%, compared with 0.91% for AVUS.
SPTI is categorized as Government Bonds, while AVUS is Large Cap Blend Equities. They also come from different issuers: State Street and Avantis. Their fees differ too: 0.06% for SPTI and 0.15% for AVUS.
AVUS currently has the higher Sharpe Ratio (2.68 vs 1.06), 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.
Find the right allocation for SPTI and AVUS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer