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SPTL vs. XYLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPTL vs. XYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio Long Term Treasury ETF (SPTL) and Global X S&P 500 Covered Call ETF (XYLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

Over the past 10 years, SPTL has underperformed XYLD with an annualized return of -1.24%, while XYLD has yielded a comparatively higher 8.35% annualized return.


SPTL

1D
-0.31%
1M
2.61%
YTD
0.00%
6M
0.43%
1Y
4.20%
3Y*
-0.28%
5Y*
-5.55%
10Y*
-1.24%

XYLD

1D
0.57%
1M
1.40%
YTD
4.83%
6M
6.01%
1Y
17.00%
3Y*
11.00%
5Y*
7.61%
10Y*
8.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPTL vs. XYLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPTL
SPDR Portfolio Long Term Treasury ETF
0.00%5.28%-6.23%3.30%-29.44%-4.99%18.07%13.74%-1.57%9.01%
XYLD
Global X S&P 500 Covered Call ETF
4.83%8.02%19.49%11.10%-12.05%19.59%-0.56%21.41%-6.09%16.49%

Correlation

The correlation between SPTL and XYLD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

-0.11

Correlation (All Time)
Calculated using the full available price history since Jun 24, 2013

-0.14

The correlation between SPTL and XYLD shifts across timeframes, from -0.14 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SPTL vs. XYLD — Risk / Return Rank

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

SPTL
SPTL Risk / Return Rank: 1515
Overall Rank
SPTL Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
SPTL Sortino Ratio Rank: 1515
Sortino Ratio Rank
SPTL Omega Ratio Rank: 1414
Omega Ratio Rank
SPTL Calmar Ratio Rank: 1616
Calmar Ratio Rank
SPTL Martin Ratio Rank: 1515
Martin Ratio Rank

XYLD
XYLD Risk / Return Rank: 8585
Overall Rank
XYLD Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
XYLD Sortino Ratio Rank: 8888
Sortino Ratio Rank
XYLD Omega Ratio Rank: 9393
Omega Ratio Rank
XYLD Calmar Ratio Rank: 7272
Calmar Ratio Rank
XYLD Martin Ratio Rank: 8888
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.

SPTL vs. XYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Long Term Treasury ETF (SPTL) and Global X S&P 500 Covered Call ETF (XYLD). 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.


SPTLXYLDDifference
Sharpe ratioReturn per unit of total volatility

-2.09

Sortino ratioReturn per unit of downside risk

-2.90

Omega ratioGain probability vs. loss probability

1.07

1.57

-0.50

Calmar ratioReturn relative to maximum drawdown

0.46

3.16

-2.70

Martin ratioReturn relative to average drawdown

1.17

16.57

-15.40

SPTL vs. XYLD - Sharpe Ratio Comparison

The current SPTL Sharpe Ratio is 0.37, which is lower than the XYLD Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of SPTL and XYLD, 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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Drawdowns

SPTL vs. XYLD - Drawdown Comparison

The maximum SPTL drawdown since its inception was -46.20%, which is greater than XYLD's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for SPTL and XYLD.


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Drawdown Indicators


SPTLXYLDDifference

Max Drawdown

Largest peak-to-trough decline

-46.20%

-33.46%

-12.74%

Max Drawdown (1Y)

Largest decline over 1 year

-7.04%

-5.29%

-1.75%

Max Drawdown (3Y)

Largest decline over 3 years

-17.55%

-15.53%

-2.02%

Max Drawdown (5Y)

Largest decline over 5 years

-41.02%

-18.66%

-22.36%

Max Drawdown (10Y)

Largest decline over 10 years

-46.20%

-33.46%

-12.74%

Current Drawdown

Current decline from peak

-36.63%

-0.29%

-36.34%

Average Drawdown

Average peak-to-trough decline

-14.27%

-3.71%

-10.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

1.01%

+1.78%

Volatility

SPTL vs. XYLD - Volatility Comparison

SPDR Portfolio Long Term Treasury ETF (SPTL) has a higher volatility of 2.73% compared to Global X S&P 500 Covered Call ETF (XYLD) at 2.17%. This indicates that SPTL's price experiences larger fluctuations and is considered to be riskier than XYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPTLXYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.73%

2.17%

+0.56%

Volatility (6M)

Calculated over the trailing 6-month period

6.12%

5.71%

+0.41%

Volatility (1Y)

Calculated over the trailing 1-year period

8.83%

6.79%

+2.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.61%

11.25%

+3.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.95%

14.22%

-0.27%

SPTL vs. XYLD - Expense Ratio Comparison

SPTL has a 0.03% expense ratio, which is lower than XYLD's 0.60% expense ratio.


Dividends

SPTL vs. XYLD - Dividend Comparison

SPTL's dividend yield for the trailing twelve months is around 4.20%, less than XYLD's 10.53% yield.


PositionTTM20252024202320222021202020192018201720162015
SPTL
SPDR Portfolio Long Term Treasury ETF
4.20%4.12%4.03%3.24%2.75%1.68%1.71%2.45%2.69%2.53%2.56%2.60%
XYLD
Global X S&P 500 Covered Call ETF
10.53%10.51%11.54%10.51%13.43%9.07%7.93%5.76%7.12%5.18%3.23%4.65%

Frequently Asked Questions


SPTL and XYLD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPTL has higher volatility (2.73%) compared to XYLD (2.17%). In terms of maximum drawdown, SPTL dropped -46.20% vs XYLD's -33.46%.

On 10-year performance, XYLD leads with 8.35% vs -1.24% for SPTL. On fees, SPTL is cheaper at 0.03% per year. On volatility, XYLD has been the lower-risk option at 2.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, XYLD has performed better with a 8.35% return vs -1.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPTL is cheaper with a 0.03% expense ratio, compared with 0.60% for XYLD.

XYLD has the higher dividend yield at 10.53%, compared with 4.20% for SPTL.

SPTL is categorized as Government Bonds, while XYLD is Derivative Income. SPTL tracks Bloomberg Long U.S. Treasury Index, while XYLD tracks Cboe S&P 500 BuyWrite Index. They also come from different issuers: State Street and Global X. Their fees differ too: 0.03% for SPTL and 0.60% for XYLD.

XYLD currently has the higher Sharpe Ratio (2.46 vs 0.37), 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

Find the right allocation for SPTL and XYLD

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