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TLT vs. BUCK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLT vs. BUCK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 20+ Year Treasury Bond ETF (TLT) and Simplify Stable Income ETF (BUCK). The values are adjusted to include any dividend payments, if applicable.

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TLT vs. BUCK - Yearly Performance Comparison


2026 (YTD)2025202420232022
TLT
iShares 20+ Year Treasury Bond ETF
0.07%4.25%-8.05%2.77%3.60%
BUCK
Simplify Stable Income ETF
1.15%4.13%7.25%4.63%0.39%

Returns By Period

In the year-to-date period, TLT achieves a 0.07% return, which is significantly lower than BUCK's 1.15% return.


TLT

1D
-0.10%
1M
-3.35%
YTD
0.07%
6M
-1.23%
1Y
-1.44%
3Y*
-2.81%
5Y*
-5.87%
10Y*
-1.39%

BUCK

1D
0.17%
1M
0.19%
YTD
1.15%
6M
2.45%
1Y
2.84%
3Y*
5.36%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TLT vs. BUCK - Expense Ratio Comparison

TLT has a 0.15% expense ratio, which is lower than BUCK's 0.35% expense ratio.


Return for Risk

TLT vs. BUCK — Risk / Return Rank

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

TLT
TLT Risk / Return Rank: 99
Overall Rank
TLT Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 88
Sortino Ratio Rank
TLT Omega Ratio Rank: 88
Omega Ratio Rank
TLT Calmar Ratio Rank: 1111
Calmar Ratio Rank
TLT Martin Ratio Rank: 1111
Martin Ratio Rank

BUCK
BUCK Risk / Return Rank: 2626
Overall Rank
BUCK Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
BUCK Sortino Ratio Rank: 2525
Sortino Ratio Rank
BUCK Omega Ratio Rank: 2828
Omega Ratio Rank
BUCK Calmar Ratio Rank: 2323
Calmar Ratio Rank
BUCK Martin Ratio Rank: 2121
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.

TLT vs. BUCK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond ETF (TLT) and Simplify Stable Income ETF (BUCK). 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.


TLTBUCKDifference

Sharpe ratio

Return per unit of total volatility

-0.13

0.59

-0.72

Sortino ratio

Return per unit of downside risk

-0.10

0.76

-0.86

Omega ratio

Gain probability vs. loss probability

0.99

1.12

-0.14

Calmar ratio

Return relative to maximum drawdown

-0.06

0.52

-0.59

Martin ratio

Return relative to average drawdown

-0.13

1.39

-1.53

TLT vs. BUCK - Sharpe Ratio Comparison

The current TLT Sharpe Ratio is -0.13, which is lower than the BUCK Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of TLT and BUCK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TLTBUCKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.13

0.59

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

1.45

-1.20

Correlation

The correlation between TLT and BUCK is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TLT vs. BUCK - Dividend Comparison

TLT's dividend yield for the trailing twelve months is around 4.53%, less than BUCK's 7.56% yield.


TTM20252024202320222021202020192018201720162015
TLT
iShares 20+ Year Treasury Bond ETF
4.53%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%
BUCK
Simplify Stable Income ETF
7.56%7.59%8.84%4.84%0.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

TLT vs. BUCK - Drawdown Comparison

The maximum TLT drawdown since its inception was -48.35%, which is greater than BUCK's maximum drawdown of -5.43%. Use the drawdown chart below to compare losses from any high point for TLT and BUCK.


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Drawdown Indicators


TLTBUCKDifference

Max Drawdown

Largest peak-to-trough decline

-48.35%

-5.43%

-42.92%

Max Drawdown (1Y)

Largest decline over 1 year

-9.23%

-5.43%

-3.80%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

Max Drawdown (10Y)

Largest decline over 10 years

-48.35%

Current Drawdown

Current decline from peak

-40.23%

0.00%

-40.23%

Average Drawdown

Average peak-to-trough decline

-13.62%

-0.52%

-13.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.39%

2.04%

+2.35%

Volatility

TLT vs. BUCK - Volatility Comparison

iShares 20+ Year Treasury Bond ETF (TLT) has a higher volatility of 3.71% compared to Simplify Stable Income ETF (BUCK) at 0.37%. This indicates that TLT's price experiences larger fluctuations and is considered to be riskier than BUCK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTBUCKDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.71%

0.37%

+3.34%

Volatility (6M)

Calculated over the trailing 6-month period

6.61%

1.68%

+4.93%

Volatility (1Y)

Calculated over the trailing 1-year period

11.40%

4.83%

+6.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.88%

3.55%

+12.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.93%

3.55%

+11.38%