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EAGG vs SLYV

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF (SLYV, ETF).

5-Year PerformanceSLYV has outperformed EAGG, delivering a return of +8.3% compared to -0.3%

EAGG vs SLYV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EAGG
$4.90B
SLYV
$4.90B
Expense Ratio
Winner
EAGG
0.10%
SLYV
0.15%
Max Drawdown
Winner
EAGG
22.96%
SLYV
63.11%
Sharpe Ratio
EAGG
-0.40
Winner
SLYV
1.76
5Y Beta
Winner
EAGG
0.05
SLYV
0.98
P/E Ratio
EAGG
N/A
SLYV
88.67
Forward P/E
EAGG
N/A
SLYV
13.02
5Y Dividends CAGR
Winner
EAGG
18.79%
SLYV
13.06%
5Y EPS CAGR
EAGG
N/A
SLYV
5.16%
Debt to Equity
EAGG
N/A
SLYV
34.52%
P/S Ratio
EAGG
N/A
SLYV
0.90
P/B Ratio
EAGG
N/A
SLYV
1.65

EAGG vs SLYV - Historical Returns

Returns include dividend reinvestment.

1M
EAGG
-0.27%
Winner
SLYV
+3.58%
3M
EAGG
-0.34%
Winner
SLYV
+8.08%
6M
EAGG
-0.53%
Winner
SLYV
+10.64%
1Y
EAGG
+2.35%
Winner
SLYV
+39.51%
5Y(CAGR)
EAGG
-0.29%
Winner
SLYV
+8.30%
10Y(CAGR)
EAGG
N/A
SLYV
+10.31%
Max(CAGR)
EAGG
+1.98%
Winner
SLYV
+10.82%

EAGG vs SLYV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearEAGGSLYV
2026+0.02%+22.00%
2025+7.09%+6.95%
2024+1.63%+7.71%
2023+4.92%+14.75%
2022-12.52%-12.49%
2021-1.26%+32.09%
2020+7.20%+2.89%
2019+8.51%+22.93%
2018+2.35%-13.66%
2017N/A+10.65%
2016N/A+33.70%
2015N/A-6.11%
2014N/A+8.03%
2013N/A+36.44%
2012N/A+14.72%
2011N/A-3.60%
2010N/A+22.52%
2009N/A+34.31%
2008N/A-32.98%
2007N/A-4.23%
2006N/A+17.84%
2005N/A+7.43%
2004N/A+17.66%
2003N/A+40.39%
2002N/A-2.12%
2001N/A+15.20%
2000N/A+12.56%

EAGG vs SLYV Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.

The current EAGG drawdown is -3.07%. The current SLYV drawdown is -0.80%.

RankEAGGSLYV
#1-18.75%
Aug 4, 2020 - Oct 20, 2022
-61.18%
Jun 4, 2007 - Feb 7, 2011
#2-6.98%
Mar 9, 2020 - Apr 23, 2020
-47.71%
Aug 22, 2018 - Jan 6, 2021
#3-2.12%
Sep 4, 2019 - Jan 21, 2020
-28.68%
Nov 25, 2024 - Dec 10, 2025
#4-0.95%
Apr 23, 2020 - May 20, 2020
-27.05%
May 3, 2002 - Jul 7, 2003
#5-0.80%
Jul 3, 2019 - Aug 1, 2019
-26.79%
Jul 7, 2011 - Feb 1, 2012
#6-0.71%
Mar 27, 2019 - May 7, 2019
-24.16%
Nov 5, 2021 - Jul 16, 2024
#7-0.61%
Jan 3, 2019 - Jan 30, 2019
-20.29%
Jun 23, 2015 - Jul 11, 2016
#8-0.59%
Feb 26, 2019 - Mar 7, 2019
-18.33%
Aug 21, 2001 - Dec 27, 2001
#9-0.55%
Jan 31, 2020 - Feb 18, 2020
-13.92%
Mar 26, 2012 - Sep 7, 2012
#10-0.53%
Jun 2, 2020 - Jun 10, 2020
-12.61%
Jun 8, 2021 - Nov 5, 2021
#11-0.48%
Oct 29, 2018 - Nov 19, 2018
-12.54%
Apr 2, 2004 - Nov 4, 2004
#12-0.44%
Aug 15, 2019 - Aug 23, 2019
-11.21%
Jul 3, 2014 - Nov 12, 2014
#13-0.41%
Jan 31, 2019 - Feb 8, 2019
-10.95%
Dec 31, 2004 - Jun 17, 2005
#14-0.29%
Feb 8, 2019 - Feb 19, 2019
-10.41%
Sep 14, 2012 - Jan 2, 2013
#15-0.29%
May 15, 2019 - May 23, 2019
-10.20%
Mar 12, 2021 - Jun 1, 2021

Correlation

Correlation between EAGG and SLYV is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

0.15
-101

Dividend Comparison (2000 - 2026)

EAGG vs SLYV dividend yield comparison.

YearEAGGSLYV
20262.36%0.84%
20253.91%2.02%
20243.93%2.30%
20233.24%2.11%
20222.07%1.47%
20211.09%1.94%
20201.82%1.40%
20193.17%1.67%
20180.61%2.14%
20170.00%5.53%
20160.00%2.18%
20150.00%6.55%
20140.00%7.50%
20130.00%1.58%
20120.00%2.01%
20110.00%1.19%
20100.00%1.99%
20090.00%2.05%
20080.00%3.74%
20070.00%2.83%
20060.00%2.22%
20050.00%5.00%
20040.00%5.85%
20030.00%4.07%
20020.00%3.55%
20010.00%5.65%
20000.00%0.79%

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