T vs. SPTE
T (AT&T Inc.) is a stock, while SPTE (SP Funds S&P Global Technology ETF) is Technology Equities fund tracking the S&P Global 1200 Shariah Information Technology Capped Index. Over the past year, T returned -15.59% vs 60.97% for SPTE. At a correlation of -0.20, they often move in opposite directions.
Performance
T vs. SPTE - Performance Comparison
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Returns By Period
In the year-to-date period, T achieves a -6.13% return, which is significantly lower than SPTE's 33.89% return.
T
- 1D
- 3.21%
- 1M
- -9.70%
- YTD
- -6.13%
- 6M
- -4.67%
- 1Y
- -15.59%
- 3Y*
- 20.20%
- 5Y*
- 7.06%
- 10Y*
- 2.70%
SPTE
- 1D
- -4.87%
- 1M
- 2.03%
- YTD
- 33.89%
- 6M
- 34.44%
- 1Y
- 60.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
T vs. SPTE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
T AT&T Inc. | -6.13% | 13.97% | 44.08% | 1.27% |
SPTE SP Funds S&P Global Technology ETF | 33.89% | 26.37% | 33.28% | 5.52% |
Correlation
The correlation between T and SPTE is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.29 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2023 | -0.20 |
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Return for Risk
T vs. SPTE — Risk / Return Rank
T
SPTE
T vs. SPTE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) and SP Funds S&P Global Technology ETF (SPTE). 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.
| T | SPTE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.16 | ||
| Sortino ratioReturn per unit of downside risk | -3.91 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.41 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 4.44 | -5.10 |
| Martin ratioReturn relative to average drawdown | -1.40 | 15.34 | -16.75 |
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Drawdowns
T vs. SPTE - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, which is greater than SPTE's maximum drawdown of -25.55%. Use the drawdown chart below to compare losses from any high point for T and SPTE.
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Drawdown Indicators
| T | SPTE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -25.55% | -38.60% |
Max Drawdown (1Y)Largest decline over 1 year | -23.57% | -13.80% | -9.77% |
Max Drawdown (3Y)Largest decline over 3 years | -23.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | — | — |
Current DrawdownCurrent decline from peak | -20.80% | -6.72% | -14.08% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -4.08% | -11.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.14% | 3.99% | +7.15% |
Volatility
T vs. SPTE - Volatility Comparison
The current volatility for AT&T Inc. (T) is 8.49%, while SP Funds S&P Global Technology ETF (SPTE) has a volatility of 13.37%. This indicates that T experiences smaller price fluctuations and is considered to be less risky than SPTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| T | SPTE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 13.37% | -4.88% |
Volatility (6M)Calculated over the trailing 6-month period | 18.37% | 21.12% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 24.86% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 26.64% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.79% | 26.64% | -2.85% |
Dividends
T vs. SPTE - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.87%, more than SPTE's 0.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTE SP Funds S&P Global Technology ETF | 0.71% | 0.96% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
T AT&T Inc. | 4.87% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Frequently Asked Questions
T and SPTE have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPTE has higher volatility (13.37%) compared to T (8.49%). In terms of maximum drawdown, T dropped -64.15% vs SPTE's -25.55%.
SPTE currently has the higher Sharpe Ratio (2.47 vs -0.69), 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.
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