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TBUX vs. SPTU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TBUX vs. SPTU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Ultra Short-Term Bond ETF (TBUX) and State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TBUX achieves a 1.65% return, which is significantly higher than SPTU's 1.48% return.


TBUX

1D
-0.04%
1M
0.41%
YTD
1.65%
6M
2.09%
1Y
4.77%
3Y*
5.85%
5Y*
10Y*

SPTU

1D
0.00%
1M
0.31%
YTD
1.48%
6M
1.81%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TBUX vs. SPTU - Yearly Performance Comparison


Correlation

The correlation between TBUX and SPTU is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 9, 2025

0.18

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Return for Risk

TBUX vs. SPTU — Risk / Return Rank

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

TBUX
TBUX Risk / Return Rank: 9999
Overall Rank
TBUX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
TBUX Sortino Ratio Rank: 9999
Sortino Ratio Rank
TBUX Omega Ratio Rank: 9999
Omega Ratio Rank
TBUX Calmar Ratio Rank: 9999
Calmar Ratio Rank
TBUX Martin Ratio Rank: 9999
Martin Ratio Rank

SPTU
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.

TBUX vs. SPTU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond ETF (TBUX) and State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU). 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.


TBUXSPTUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

3.08

Calmar ratioReturn relative to maximum drawdown

39.71

Martin ratioReturn relative to average drawdown

170.19

TBUX vs. SPTU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TBUXSPTUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.13

Sharpe Ratio (All Time)

Calculated using the full available price history

3.89

11.82

-7.93

Drawdowns

TBUX vs. SPTU - Drawdown Comparison

The maximum TBUX drawdown since its inception was -1.79%, which is greater than SPTU's maximum drawdown of -0.04%. Use the drawdown chart below to compare losses from any high point for TBUX and SPTU.


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Drawdown Indicators


TBUXSPTUDifference

Max Drawdown

Largest peak-to-trough decline

-1.79%

-0.04%

-1.75%

Max Drawdown (1Y)

Largest decline over 1 year

-0.12%

Max Drawdown (3Y)

Largest decline over 3 years

-0.33%

Current Drawdown

Current decline from peak

-0.04%

0.00%

-0.04%

Average Drawdown

Average peak-to-trough decline

-0.28%

-0.00%

-0.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

Volatility

TBUX vs. SPTU - Volatility Comparison


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Volatility by Period


TBUXSPTUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.19%

Volatility (6M)

Calculated over the trailing 6-month period

0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

0.67%

0.32%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.07%

0.32%

+0.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.07%

0.32%

+0.75%

TBUX vs. SPTU - Expense Ratio Comparison

TBUX has a 0.17% expense ratio, which is higher than SPTU's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

TBUX vs. SPTU - Dividend Comparison

TBUX's dividend yield for the trailing twelve months is around 4.48%, more than SPTU's 2.36% yield.


PositionTTM20252024202320222021
SPTU
State Street SPDR Portfolio Ultra Short T-Bill ETF
2.36%0.89%0.00%0.00%0.00%0.00%
TBUX
T. Rowe Price Ultra Short-Term Bond ETF
4.48%4.67%5.39%4.66%2.58%0.27%

Frequently Asked Questions


TBUX and SPTU have a correlation of 0.18, 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 0.17% for TBUX.

TBUX has the higher dividend yield at 4.48%, compared with 2.36% for SPTU.

They also come from different issuers: T. Rowe Price and State Street. Their fees differ too: 0.17% for TBUX and 0.05% for SPTU.

Portfolio Optimizer

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