BIV vs SPY
Comparison between VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BIV, delivering a return of +13.2% compared to +0.2%
BIV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BIV
$52B
Winner
SPY
$784B
Expense Ratio
Winner
BIV
0.03%
SPY
0.09%
Max Drawdown
Winner
BIV
25.30%
SPY
56.47%
Sharpe Ratio
BIV
0.11
Winner
SPY
1.54
5Y Beta
Winner
BIV
0.03
SPY
1.00
P/E Ratio
BIV
N/A
SPY
27.62
Forward P/E
BIV
N/A
SPY
21.11
5Y Dividends CAGR
BIV
2.94%
Winner
SPY
6.00%
5Y EPS CAGR
BIV
N/A
SPY
25.30%
Debt to Equity
BIV
N/A
SPY
31.11%
P/S Ratio
BIV
N/A
SPY
3.49
P/B Ratio
BIV
N/A
SPY
5.30
BIV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BIV
+0.53%
SPY
-1.37%
3M
BIV
+0.35%
Winner
SPY
+12.22%
6M
BIV
+0.01%
Winner
SPY
+7.20%
1Y
BIV
+3.84%
Winner
SPY
+23.58%
5Y(CAGR)
BIV
+0.23%
Winner
SPY
+13.19%
10Y(CAGR)
BIV
+1.91%
Winner
SPY
+15.12%
Max(CAGR)
BIV
+3.82%
Winner
SPY
+8.44%
BIV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BIV | SPY |
|---|---|---|
| 2026 | -0.09% | +7.95% |
| 2025 | +8.48% | +18.00% |
| 2024 | +2.01% | +25.59% |
| 2023 | +5.52% | +26.72% |
| 2022 | -12.65% | -18.64% |
| 2021 | -2.39% | +30.52% |
| 2020 | +9.43% | +17.28% |
| 2019 | +10.08% | +31.09% |
| 2018 | +0.14% | -5.24% |
| 2017 | +3.73% | +20.78% |
| 2016 | +2.78% | +13.59% |
| 2015 | +0.81% | +1.31% |
| 2014 | +7.02% | +14.56% |
| 2013 | -3.49% | +29.00% |
| 2012 | +6.89% | +14.17% |
| 2011 | +11.22% | +0.85% |
| 2010 | +8.70% | +13.14% |
| 2009 | +5.49% | +22.67% |
| 2008 | +6.85% | -36.25% |
| 2007 | +6.32% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BIV vs SPY Drawdown Comparison
The maximum drawdown for BIV was -18.95%, occurring on Oct 20, 2022. Recovery took 1387 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BIV drawdown is -1.93%. The current SPY drawdown is -3.18%.
| Rank | BIV | SPY |
|---|---|---|
| #1 | -18.95% Aug 6, 2020 - Feb 13, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -13.63% Sep 15, 2008 - Dec 16, 2008 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.16% Mar 6, 2020 - May 22, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -7.66% May 1, 2013 - Aug 13, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.02% Nov 4, 2010 - Jun 1, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.93% Jul 8, 2016 - Sep 5, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.76% Dec 30, 2008 - Jul 8, 2009 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.05% Sep 7, 2017 - Jan 31, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.93% Mar 19, 2008 - Sep 15, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.59% Jan 30, 2015 - Feb 2, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.17% Feb 27, 2026 - May 19, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.14% May 8, 2007 - Aug 17, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.77% Sep 22, 2011 - Dec 16, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.74% Nov 30, 2009 - Mar 2, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.46% Sep 4, 2019 - Oct 4, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BIV and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
BIV vs SPY dividend yield comparison.
| Year | BIV | SPY |
|---|---|---|
| 2026 | 1.78% | 0.50% |
| 2025 | 4.01% | 1.07% |
| 2024 | 3.79% | 1.21% |
| 2023 | 3.09% | 1.40% |
| 2022 | 2.41% | 1.65% |
| 2021 | 3.42% | 1.20% |
| 2020 | 2.95% | 1.52% |
| 2019 | 2.75% | 1.75% |
| 2018 | 2.88% | 2.04% |
| 2017 | 2.69% | 1.80% |
| 2016 | 3.01% | 2.03% |
| 2015 | 3.02% | 2.06% |
| 2014 | 3.42% | 1.87% |
| 2013 | 4.22% | 1.81% |
| 2012 | 5.15% | 2.18% |
| 2011 | 5.17% | 2.05% |
| 2010 | 4.54% | 1.80% |
| 2009 | 4.39% | 1.95% |
| 2008 | 4.45% | 3.02% |
| 2007 | 3.09% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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