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TLT vs. ELD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLT vs. ELD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 20+ Year Treasury Bond ETF (TLT) and WisdomTree Emerging Markets Local Debt Fund (ELD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TLT achieves a -1.08% return, which is significantly lower than ELD's -0.49% return. Over the past 10 years, TLT has underperformed ELD with an annualized return of -1.85%, while ELD has yielded a comparatively higher 2.66% annualized return.


TLT

1D
-0.52%
1M
-1.31%
YTD
-1.08%
6M
-1.51%
1Y
3.67%
3Y*
-2.05%
5Y*
-6.70%
10Y*
-1.85%

ELD

1D
-0.25%
1M
-1.95%
YTD
-0.49%
6M
1.34%
1Y
9.35%
3Y*
6.90%
5Y*
2.01%
10Y*
2.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLT vs. ELD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TLT
iShares 20+ Year Treasury Bond ETF
-1.08%4.25%-8.05%2.77%-31.23%-4.60%18.15%14.12%-1.61%9.18%
ELD
WisdomTree Emerging Markets Local Debt Fund
-0.49%21.77%-4.56%14.29%-9.25%-9.75%1.79%12.89%-7.53%12.72%

Correlation

The correlation between TLT and ELD is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Aug 9, 2010

0.01

Over the past year, TLT and ELD have become more correlated (0.28) than their long-term average of 0.01, meaning their price movements have been converging.

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Return for Risk

TLT vs. ELD — Risk / Return Rank

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

TLT
TLT Risk / Return Rank: 1515
Overall Rank
TLT Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 1515
Sortino Ratio Rank
TLT Omega Ratio Rank: 1414
Omega Ratio Rank
TLT Calmar Ratio Rank: 1515
Calmar Ratio Rank
TLT Martin Ratio Rank: 1515
Martin Ratio Rank

ELD
ELD Risk / Return Rank: 3333
Overall Rank
ELD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
ELD Sortino Ratio Rank: 3434
Sortino Ratio Rank
ELD Omega Ratio Rank: 3333
Omega Ratio Rank
ELD Calmar Ratio Rank: 2929
Calmar Ratio Rank
ELD Martin Ratio Rank: 3333
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. ELD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond ETF (TLT) and WisdomTree Emerging Markets Local Debt Fund (ELD). 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.


TLTELDDifference
Sharpe ratioReturn per unit of total volatility

-0.72

Sortino ratioReturn per unit of downside risk

-1.03

Omega ratioGain probability vs. loss probability

1.07

1.20

-0.13

Calmar ratioReturn relative to maximum drawdown

0.49

1.31

-0.83

Martin ratioReturn relative to average drawdown

1.19

4.55

-3.36

TLT vs. ELD - Sharpe Ratio Comparison

The current TLT Sharpe Ratio is 0.38, which is lower than the ELD Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of TLT and ELD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TLTELDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

1.10

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.42

0.18

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.12

0.24

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.12

+0.14

Drawdowns

TLT vs. ELD - Drawdown Comparison

The maximum TLT drawdown since its inception was -48.35%, which is greater than ELD's maximum drawdown of -31.92%. Use the drawdown chart below to compare losses from any high point for TLT and ELD.


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Drawdown Indicators


TLTELDDifference

Max Drawdown

Largest peak-to-trough decline

-48.35%

-31.92%

-16.43%

Max Drawdown (1Y)

Largest decline over 1 year

-7.58%

-7.15%

-0.43%

Max Drawdown (3Y)

Largest decline over 3 years

-19.18%

-10.89%

-8.29%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

-23.56%

-20.14%

Max Drawdown (10Y)

Largest decline over 10 years

-48.35%

-25.15%

-23.20%

Current Drawdown

Current decline from peak

-40.92%

-3.94%

-36.98%

Average Drawdown

Average peak-to-trough decline

-13.83%

-13.30%

-0.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

2.06%

+1.02%

Volatility

TLT vs. ELD - Volatility Comparison

iShares 20+ Year Treasury Bond ETF (TLT) and WisdomTree Emerging Markets Local Debt Fund (ELD) have volatilities of 2.65% and 2.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTELDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.65%

2.72%

-0.07%

Volatility (6M)

Calculated over the trailing 6-month period

6.51%

7.16%

-0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

9.60%

8.54%

+1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.85%

10.94%

+4.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.91%

11.26%

+3.65%

TLT vs. ELD - Expense Ratio Comparison

TLT has a 0.15% expense ratio, which is lower than ELD's 0.55% expense ratio.


Dividends

TLT vs. ELD - Dividend Comparison

TLT's dividend yield for the trailing twelve months is around 4.63%, less than ELD's 5.89% yield.


PositionTTM20252024202320222021202020192018201720162015
ELD
WisdomTree Emerging Markets Local Debt Fund
5.89%5.38%5.75%4.85%5.29%4.98%4.70%4.92%6.30%4.68%4.86%5.57%
TLT
iShares 20+ Year Treasury Bond ETF
4.63%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%

Frequently Asked Questions


TLT and ELD have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ELD has higher volatility (2.72%) compared to TLT (2.65%). In terms of maximum drawdown, TLT dropped -48.35% vs ELD's -31.92%.

On 10-year performance, ELD leads with 2.66% vs -1.85% for TLT. On fees, TLT is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, ELD has performed better with a 2.66% return vs -1.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TLT is cheaper with a 0.15% expense ratio, compared with 0.55% for ELD.

ELD has the higher dividend yield at 5.89%, compared with 4.63% for TLT.

TLT is categorized as Government Bonds, while ELD is Emerging Markets Bonds. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.15% for TLT and 0.55% for ELD.

ELD currently has the higher Sharpe Ratio (1.10 vs 0.38), 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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