TLH vs. BTTRX
TLH (iShares 10-20 Year Treasury Bond ETF) and BTTRX (American Century Zero Coupon 2025 Fund) are both Government Bonds funds. Their correlation of 0.81 suggests significant overlap in exposure. TLH charges 0.15%/yr vs 0.54%/yr for BTTRX.
Performance
TLH vs. BTTRX - Performance Comparison
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Returns By Period
TLH
- 1D
- -0.38%
- 1M
- 0.62%
- YTD
- -0.51%
- 6M
- -1.42%
- 1Y
- 5.33%
- 3Y*
- 0.59%
- 5Y*
- -3.80%
- 10Y*
- -0.83%
BTTRX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TLH vs. BTTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLH iShares 10-20 Year Treasury Bond ETF | -0.51% | 6.47% | -4.21% | 4.03% | -25.24% | -5.38% | 13.78% | 10.11% | 0.37% | 4.21% |
BTTRX American Century Zero Coupon 2025 Fund | 0.00% | 2.79% | 9.54% | 7.82% | -7.63% | -2.65% | 17.73% | 11.43% | 5.77% | 1.22% |
Correlation
The correlation between TLH and BTTRX is 0.06, 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 (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2007 | 0.81 |
Over the past year, the correlation between TLH and BTTRX has dropped to 0.06 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
TLH vs. BTTRX — Risk / Return Rank
TLH
BTTRX
TLH vs. BTTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 10-20 Year Treasury Bond ETF (TLH) and American Century Zero Coupon 2025 Fund (BTTRX). 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.
| TLH | BTTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.12 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | — | — |
| Martin ratioReturn relative to average drawdown | 2.28 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLH | BTTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | — | — |
Drawdowns
TLH vs. BTTRX - Drawdown Comparison
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Drawdown Indicators
| TLH | BTTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.14% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -6.50% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.41% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.14% | — | — |
Current DrawdownCurrent decline from peak | -29.82% | — | — |
Average DrawdownAverage peak-to-trough decline | -10.76% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | — | — |
Volatility
TLH vs. BTTRX - Volatility Comparison
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Volatility by Period
| TLH | BTTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.49% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.01% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.70% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | — | — |
TLH vs. BTTRX - Expense Ratio Comparison
TLH has a 0.15% expense ratio, which is lower than BTTRX's 0.54% expense ratio.
Dividends
TLH vs. BTTRX - Dividend Comparison
TLH's dividend yield for the trailing twelve months is around 4.48%, while BTTRX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTTRX American Century Zero Coupon 2025 Fund | 0.00% | 0.00% | 4.96% | 4.00% | 3.47% | 3.27% | 7.69% | 3.90% | 5.25% | 1.05% | 3.42% | 2.85% |
TLH iShares 10-20 Year Treasury Bond ETF | 4.48% | 4.17% | 4.28% | 3.83% | 2.78% | 1.50% | 2.65% | 2.31% | 2.17% | 1.83% | 1.91% | 2.13% |
Frequently Asked Questions
TLH and BTTRX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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