IAGG vs SPSB

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).

5-Year PerformanceSPSB has outperformed IAGG, delivering a return of +2.8% compared to +0.9%

IAGG vs SPSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	SPSB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.04%
Max Drawdown	15.86%	11.75%
Sharpe Ratio	-0.56	-0.20
5Y Beta	0.04	0.02
5Y Dividends CAGR	36.14%	22.87%

Net Assets

IAGG

$11B

SPSB

$11B

Expense Ratio

IAGG

0.07%

Winner

SPSB

0.04%

Max Drawdown

IAGG

15.86%

Winner

SPSB

11.75%

Sharpe Ratio

IAGG

-0.56

Winner

SPSB

-0.20

5Y Beta

IAGG

0.04

Winner

SPSB

0.02

5Y Dividends CAGR

Winner

IAGG

36.14%

SPSB

22.87%

IAGG vs SPSB - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	SPSB
1 month	+0.18%	+0.36%
3 months	+0.81%	+0.78%
6 months	+0.81%	+1.03%
1 year	+2.13%	+3.62%
5 years(CAGR)	+0.92%	+2.83%
10 years(CAGR)	+1.98%	+2.63%
Max(CAGR)	+2.49%	+2.30%

IAGG

+0.18%

Winner

SPSB

+0.36%

Winner

IAGG

+0.81%

SPSB

+0.78%

IAGG

+0.81%

Winner

SPSB

+1.03%

IAGG

+2.13%

Winner

SPSB

+3.62%

5Y(CAGR)

IAGG

+0.92%

Winner

SPSB

+2.83%

10Y(CAGR)

IAGG

+1.98%

Winner

SPSB

+2.63%

Max(CAGR)

Winner

IAGG

+2.49%

SPSB

+2.30%

IAGG vs SPSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IAGG	SPSB
2026	+1.39%	+1.46%
2025	+3.18%	+5.90%
2024	+4.89%	+5.39%
2023	+7.70%	+5.53%
2022	-10.50%	-3.19%
2021	-1.82%	-0.20%
2020	+4.29%	+3.83%
2019	+7.93%	+5.21%
2018	+3.24%	+1.45%
2017	+2.38%	+1.68%
2016	+4.91%	+2.09%
2015	-0.09%	+0.87%
2014	N/A	+0.87%
2013	N/A	+1.12%
2012	N/A	+3.04%
2011	N/A	+1.28%
2010	N/A	+2.81%
2009	N/A	-1.14%

IAGG vs SPSB Drawdown Comparison

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current IAGG drawdown is -0.44%.

Rank	IAGG	SPSB
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-11.75% Mar 5, 2020 - May 18, 2020
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-5.96% Sep 14, 2021 - Nov 28, 2023
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-1.39% Aug 1, 2011 - Jan 10, 2012
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-1.28% Dec 17, 2009 - Jul 14, 2010
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-1.02% Nov 4, 2010 - Jan 28, 2011
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-0.93% Sep 7, 2017 - Jul 30, 2018
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-0.87% Feb 23, 2026 - Apr 17, 2026
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-0.78% May 6, 2013 - Sep 18, 2013
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-0.77% Apr 3, 2025 - Apr 25, 2025
#10	-0.85% Apr 30, 2025 - May 30, 2025	-0.73% Oct 22, 2015 - Mar 16, 2016
#11	-0.83% Apr 5, 2016 - May 11, 2016	-0.69% Sep 6, 2016 - Feb 6, 2017
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-0.63% May 15, 2015 - Oct 6, 2015
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-0.63% Oct 2, 2024 - Dec 4, 2024
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-0.62% Oct 21, 2014 - Jan 27, 2015
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-0.56% Feb 3, 2012 - Feb 28, 2012

Correlation

Correlation between IAGG and SPSB is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2009 - 2026)

IAGG vs SPSB dividend yield comparison.

Year	IAGG	SPSB
2026	1.43%	2.49%
2025	3.08%	4.55%
2024	4.28%	4.85%
2023	3.55%	4.06%
2022	2.27%	1.92%
2021	1.16%	1.19%
2020	1.95%	1.94%
2019	2.82%	2.77%
2018	3.02%	2.36%
2017	1.74%	1.94%
2016	1.56%	1.65%
2015	0.13%	1.43%
2014	0.00%	1.26%
2013	0.00%	1.40%
2012	0.00%	1.55%
2011	0.00%	1.95%
2010	0.00%	2.05%
2009	0.00%	0.04%