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VETZ vs. TLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VETZ vs. TLT - Performance Comparison

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

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Returns By Period

In the year-to-date period, VETZ achieves a -0.34% return, which is significantly higher than TLT's -3.49% return.


VETZ

1D
-0.74%
1M
-1.59%
6M
-0.89%
YTD
-0.34%
1Y
3.17%
3Y*
5Y*
10Y*
ALL TIME*
4.55%

TLT

1D
-0.66%
1M
-3.81%
6M
-3.46%
YTD
-3.49%
1Y
-2.45%
3Y*
-1.80%
5Y*
-8.18%
10Y*
-2.38%
ALL TIME*
3.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.33B$2.02B$2.19B
$1.58M$821.90K$556.10K

VETZ vs. TLT - Yearly Performance Comparison


2026 (YTD)202520242023
VETZ
Academy Veteran Bond ETF
-0.34%8.02%2.22%3.84%
TLT
iShares 20+ Year Treasury Bond ETF
-3.49%4.25%-8.05%2.37%

Correlation

The correlation between VETZ and TLT is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.70

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2023

0.73

The correlation between VETZ and TLT has been stable across timeframes, ranging from 0.70 to 0.73 - a consistent structural relationship.

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Return for Risk

VETZ vs. TLT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VETZ
VETZ Risk / Return Rank: 3737
Overall Rank
VETZ Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
VETZ Sortino Ratio Rank: 3434
Sortino Ratio Rank
VETZ Omega Ratio Rank: 3232
Omega Ratio Rank
VETZ Calmar Ratio Rank: 4242
Calmar Ratio Rank
VETZ Martin Ratio Rank: 4040
Martin Ratio Rank

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: 99
Calmar Ratio Rank
TLT Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VETZ vs. TLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Academy Veteran Bond ETF (VETZ) and iShares 20+ Year Treasury Bond ETF (TLT). 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.


VETZTLTDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.39

Omega ratioGain probability vs. loss probability

1.15

0.99

+0.16

Calmar ratioReturn relative to maximum drawdown

1.50

-0.14

+1.64

Martin ratioReturn relative to average drawdown

4.39

-0.30

+4.69

VETZ vs. TLT - Sharpe Ratio Comparison

The current VETZ Sharpe Ratio is 0.88, which is higher than the TLT Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of VETZ and TLT, 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

VETZ vs. TLT - Drawdown Comparison

The maximum VETZ drawdown since its inception was -5.16%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for VETZ and TLT.


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Drawdown Indicators


VETZTLTDifference

Max Drawdown

Largest peak-to-trough decline

-5.16%

-48.35%

+43.19%

Max Drawdown (1Y)

Largest decline over 1 year

-2.73%

-7.74%

+5.01%

Max Drawdown (3Y)

Largest decline over 3 years

-5.16%

-14.79%

+9.63%

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

-2.33%

-42.36%

+40.03%

Average Drawdown

Average peak-to-trough decline

-1.30%

-13.99%

+12.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

3.57%

-2.64%

Volatility

VETZ vs. TLT - Volatility Comparison

The current volatility for Academy Veteran Bond ETF (VETZ) is 1.36%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 2.46%. This indicates that VETZ experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VETZTLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.36%

2.46%

-1.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.36%

6.85%

-3.49%

Volatility (1Y)

Calculated over the trailing 1-year period

4.69%

9.32%

-4.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.08%

15.74%

-9.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.08%

14.83%

-8.75%

VETZ vs. TLT - Expense Ratio Comparison

VETZ has a 0.35% expense ratio, which is higher than TLT's 0.15% expense ratio.


Dividends

VETZ vs. TLT - Dividend Comparison

VETZ's dividend yield for the trailing twelve months is around 6.14%, more than TLT's 4.75% yield.


PositionTTM20252024202320222021202020192018201720162015
TLT
iShares 20+ Year Treasury Bond ETF
4.34%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%
VETZ
Academy Veteran Bond ETF
5.63%6.14%5.89%1.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VETZ and TLT have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TLT has higher volatility (2.46%) compared to VETZ (1.36%). In terms of maximum drawdown, VETZ dropped -5.16% vs TLT's -48.35%.

On 1-year performance, VETZ leads with 3.17% vs -2.45% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, VETZ has been the lower-risk option at 1.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VETZ has performed better with a 3.17% return vs -2.45%. 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 0.35% for VETZ.

VETZ has the higher dividend yield at 5.63%, compared with 4.34% for TLT.

VETZ is categorized as Mortgage Backed Securities, while TLT is Government Bonds. They also come from different issuers: Academy and iShares. Their fees differ too: 0.35% for VETZ and 0.15% for TLT.

VETZ currently has the higher Sharpe Ratio (0.88 vs -0.11), 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

Find the right allocation for VETZ and TLT

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