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TLT vs. TAIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLT vs. TAIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 20+ Year Treasury Bond ETF (TLT) and Cambria Tail Risk ETF (TAIL). 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 0.27% return, which is significantly higher than TAIL's -5.78% return.


TLT

1D
-0.24%
1M
2.93%
YTD
0.27%
6M
0.45%
1Y
3.88%
3Y*
-1.38%
5Y*
-6.53%
10Y*
-1.75%

TAIL

1D
-0.60%
1M
0.14%
YTD
-5.78%
6M
-6.25%
1Y
-8.88%
3Y*
-4.93%
5Y*
-8.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLT vs. TAIL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TLT
iShares 20+ Year Treasury Bond ETF
0.27%4.25%-8.05%2.77%-31.23%-4.60%18.15%14.12%-1.61%3.51%
TAIL
Cambria Tail Risk ETF
-5.78%5.48%-9.62%-13.29%-13.13%-12.81%6.91%-14.27%2.85%-7.55%

Correlation

The correlation between TLT and TAIL is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.45

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

0.47

Correlation (All Time)
Calculated using the full available price history since Jun 13, 2017

0.51

The correlation between TLT and TAIL shifts across timeframes, from 0.36 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

TLT vs. TAIL — Risk / Return Rank

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

TLT
TLT Risk / Return Rank: 1414
Overall Rank
TLT Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 1313
Sortino Ratio Rank
TLT Omega Ratio Rank: 1313
Omega Ratio Rank
TLT Calmar Ratio Rank: 1414
Calmar Ratio Rank
TLT Martin Ratio Rank: 1414
Martin Ratio Rank

TAIL
TAIL Risk / Return Rank: 22
Overall Rank
TAIL Sharpe Ratio Rank: 22
Sharpe Ratio Rank
TAIL Sortino Ratio Rank: 22
Sortino Ratio Rank
TAIL Omega Ratio Rank: 22
Omega Ratio Rank
TAIL Calmar Ratio Rank: 33
Calmar Ratio Rank
TAIL Martin Ratio Rank: 00
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. TAIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond ETF (TLT) and Cambria Tail Risk ETF (TAIL). 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.


TLTTAILDifference
Sharpe ratioReturn per unit of total volatility

+1.30

Sortino ratioReturn per unit of downside risk

+1.93

Omega ratioGain probability vs. loss probability

1.06

0.84

+0.22

Calmar ratioReturn relative to maximum drawdown

0.38

-0.78

+1.16

Martin ratioReturn relative to average drawdown

0.92

-1.82

+2.74

TLT vs. TAIL - Sharpe Ratio Comparison

The current TLT Sharpe Ratio is 0.30, which is higher than the TAIL Sharpe Ratio of -1.00. The chart below compares the historical Sharpe Ratios of TLT and TAIL, 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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Drawdowns

TLT vs. TAIL - Drawdown Comparison

The maximum TLT drawdown since its inception was -48.35%, smaller than the maximum TAIL drawdown of -52.36%. Use the drawdown chart below to compare losses from any high point for TLT and TAIL.


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Drawdown Indicators


TLTTAILDifference

Max Drawdown

Largest peak-to-trough decline

-48.35%

-52.36%

+4.01%

Max Drawdown (1Y)

Largest decline over 1 year

-7.58%

-10.99%

+3.41%

Max Drawdown (3Y)

Largest decline over 3 years

-19.18%

-20.69%

+1.51%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

-38.44%

-5.26%

Max Drawdown (10Y)

Largest decline over 10 years

-48.35%

Current Drawdown

Current decline from peak

-40.12%

-51.35%

+11.23%

Average Drawdown

Average peak-to-trough decline

-13.84%

-29.18%

+15.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

4.68%

-1.54%

Volatility

TLT vs. TAIL - Volatility Comparison

iShares 20+ Year Treasury Bond ETF (TLT) has a higher volatility of 2.83% compared to Cambria Tail Risk ETF (TAIL) at 1.51%. This indicates that TLT's price experiences larger fluctuations and is considered to be riskier than TAIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTTAILDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.83%

1.51%

+1.32%

Volatility (6M)

Calculated over the trailing 6-month period

6.64%

6.56%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

9.68%

8.51%

+1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.85%

14.91%

+0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.91%

14.92%

-0.01%

TLT vs. TAIL - Expense Ratio Comparison

TLT has a 0.15% expense ratio, which is lower than TAIL's 0.59% expense ratio.


Dividends

TLT vs. TAIL - Dividend Comparison

TLT's dividend yield for the trailing twelve months is around 4.56%, more than TAIL's 3.48% yield.


PositionTTM20252024202320222021202020192018201720162015
TAIL
Cambria Tail Risk ETF
3.48%2.88%3.48%3.74%1.50%0.49%0.36%1.58%1.52%0.91%0.00%0.00%
TLT
iShares 20+ Year Treasury Bond ETF
4.56%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 TAIL have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TLT has higher volatility (2.83%) compared to TAIL (1.51%). In terms of maximum drawdown, TLT dropped -48.35% vs TAIL's -52.36%.

On 5-year performance, TLT leads with -6.53% vs -8.40% for TAIL. On fees, TLT is cheaper at 0.15% per year. On volatility, TAIL has been the lower-risk option at 1.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, TLT has performed better with a -6.53% return vs -8.40%. 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 0.59% for TAIL.

TLT has the higher dividend yield at 4.56%, compared with 3.48% for TAIL.

TLT is categorized as Government Bonds, while TAIL is Volatility Hedged Equity. They also come from different issuers: iShares and Cambria. Their fees differ too: 0.15% for TLT and 0.59% for TAIL.

TLT currently has the higher Sharpe Ratio (0.30 vs -1.00), 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.

Portfolio Optimizer

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