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SPTL vs FSIG

State Street SPDR Portfolio Long Term Treasury ETF vs First Trust Limited Duration Investment Grade Corporate ETF

SPTL

State Street SPDR Portfolio Long Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$10.5B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • SPTL costs 0.41% less per year.
  • SPTL is significantly larger than FSIG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FSIG has delivered higher annualized returns.
  • SPTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPTLFSIG
Annual cost (TER)0.03%0.44%
Fund size (AUM)$10.5B$1.5B
Since20072021
Dividend yield4.20%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+4.7%
CAGR 3Y-0.5%+5.2%
CAGR 5Y-4.9%N/A
Sharpe 3Y-0.250.57
Volatility 1Y9.08%2.28%
Max drawdown-46.20%-6.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPTL and FSIG