Skip to content
Beacon
Screener

SPTS vs BWZ

State Street SPDR Portfolio Short Term Treasury ETF vs State Street SPDR Bloomberg Short Term International Treasury Bond ETF

SPTS

State Street SPDR Portfolio Short Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$6.0B

BWZ

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$324M

Key differences

  • SPTS costs 0.32% less per year.
  • SPTS is significantly larger than BWZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPTS has delivered higher annualized returns.

Side-by-side comparison

SPTSBWZ
Annual cost (TER)0.03%0.35%
Fund size (AUM)$6.0B$324M
Since20112009
Dividend yield3.94%2.02%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+0.5%
CAGR 3Y+4.0%+2.2%
CAGR 5Y+1.8%-2.0%
Sharpe 3Y0.21-0.14
Volatility 1Y1.32%7.03%
Max drawdown-5.71%-24.89%

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

Similar to SPTS and BWZ