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SPTU vs. ASHR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPTU vs. ASHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU) and Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPTU achieves a 1.86% return, which is significantly lower than ASHR's 5.02% return.


SPTU

1D
0.00%
1M
0.26%
6M
1.74%
YTD
1.86%
1Y
3Y*
5Y*
10Y*

ASHR

1D
-2.49%
1M
-2.29%
6M
0.47%
YTD
5.02%
1Y
25.58%
3Y*
10.02%
5Y*
-1.22%
10Y*
4.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPTU vs. ASHR - Yearly Performance Comparison


Correlation

The correlation between SPTU and ASHR is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 8, 2025

-0.07

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Return for Risk

SPTU vs. ASHR — Risk / Return Rank

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

SPTU

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


ASHR
ASHR Risk / Return Rank: 5858
Overall Rank
ASHR Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
ASHR Sortino Ratio Rank: 4848
Sortino Ratio Rank
ASHR Omega Ratio Rank: 4747
Omega Ratio Rank
ASHR Calmar Ratio Rank: 8080
Calmar Ratio Rank
ASHR Martin Ratio Rank: 6363
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.

SPTU vs. ASHR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU) and Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR). 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.


SPTUASHRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

3.34

Martin ratioReturn relative to average drawdown

9.00

SPTU vs. ASHR - Sharpe Ratio Comparison


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Drawdowns

SPTU vs. ASHR - Drawdown Comparison

The maximum SPTU drawdown since its inception was -0.04%, smaller than the maximum ASHR drawdown of -51.30%. Use the drawdown chart below to compare losses from any high point for SPTU and ASHR.


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Drawdown Indicators


SPTUASHRDifference

Max Drawdown

Largest peak-to-trough decline

-0.04%

-51.30%

+51.26%

Max Drawdown (1Y)

Largest decline over 1 year

-7.69%

Max Drawdown (3Y)

Largest decline over 3 years

-33.12%

Max Drawdown (5Y)

Largest decline over 5 years

-44.10%

Max Drawdown (10Y)

Largest decline over 10 years

-51.30%

Current Drawdown

Current decline from peak

0.00%

-19.53%

+19.53%

Average Drawdown

Average peak-to-trough decline

-0.00%

-29.07%

+29.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.85%

Volatility

SPTU vs. ASHR - Volatility Comparison


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Volatility by Period


SPTUASHRDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.70%

Volatility (6M)

Calculated over the trailing 6-month period

14.34%

Volatility (1Y)

Calculated over the trailing 1-year period

0.32%

18.94%

-18.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.32%

24.11%

-23.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.32%

24.15%

-23.83%

SPTU vs. ASHR - Expense Ratio Comparison

SPTU has a 0.05% expense ratio, which is lower than ASHR's 0.65% expense ratio.


Dividends

SPTU vs. ASHR - Dividend Comparison

SPTU's dividend yield for the trailing twelve months is around 2.66%, more than ASHR's 2.20% yield.


PositionTTM20252024202320222021202020192018201720162015
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
2.20%2.31%1.13%2.48%1.13%0.88%0.81%0.98%1.32%0.84%0.73%30.13%
SPTU
State Street SPDR Portfolio Ultra Short T-Bill ETF
2.66%0.89%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SPTU and ASHR have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPTU is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPTU is cheaper with a 0.05% expense ratio, compared with 0.65% for ASHR.

SPTU has the higher dividend yield at 2.66%, compared with 2.20% for ASHR.

SPTU is categorized as Ultrashort Bond, while ASHR is China Equities. SPTU tracks ICE BofA US Treasury Bill Index, while ASHR tracks CSI 300 Index. They also come from different issuers: State Street and DWS. Their fees differ too: 0.05% for SPTU and 0.65% for ASHR.

Portfolio Optimizer

Find the right allocation for SPTU and ASHR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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