IAGG vs SPTM

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF).

5-Year PerformanceSPTM has outperformed IAGG, delivering a return of +13.8% compared to +1.1%

IAGG vs SPTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	SPTM(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.07%	0.03%
Max Drawdown	15.86%	55.96%
Sharpe Ratio	-0.42	2.00
5Y Beta	0.03	0.97
P/E Ratio	N/A	27.09
Forward P/E	N/A	20.25
5Y Dividends CAGR	15.92%	5.87%
5Y EPS CAGR	N/A	23.68%
P/S Ratio	N/A	3.17
P/B Ratio	N/A	4.74

Net Assets

Winner

IAGG

$13B

SPTM

$13B

Expense Ratio

IAGG

0.07%

Winner

SPTM

0.03%

Max Drawdown

Winner

IAGG

15.86%

SPTM

55.96%

Sharpe Ratio

IAGG

-0.42

Winner

SPTM

2.00

5Y Beta

Winner

IAGG

0.03

SPTM

0.97

P/E Ratio

IAGG

N/A

SPTM

27.09

Forward P/E

IAGG

N/A

SPTM

20.25

5Y Dividends CAGR

Winner

IAGG

15.92%

SPTM

5.87%

5Y EPS CAGR

IAGG

N/A

SPTM

23.68%

P/S Ratio

IAGG

N/A

SPTM

3.17

P/B Ratio

IAGG

N/A

SPTM

4.74

IAGG vs SPTM - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	SPTM
1 month	-0.05%	+7.18%
3 months	-0.79%	+8.25%
6 months	-0.13%	+8.94%
1 year	+2.38%	+27.75%
5 years(CAGR)	+1.13%	+13.83%
10 years(CAGR)	+2.21%	+15.25%
Max(CAGR)	+2.43%	+8.81%

IAGG

-0.05%

Winner

SPTM

+7.18%

IAGG

-0.79%

Winner

SPTM

+8.25%

IAGG

-0.13%

Winner

SPTM

+8.94%

IAGG

+2.38%

Winner

SPTM

+27.75%

5Y(CAGR)

IAGG

+1.13%

Winner

SPTM

+13.83%

10Y(CAGR)

IAGG

+2.21%

Winner

SPTM

+15.25%

Max(CAGR)

IAGG

+2.43%

Winner

SPTM

+8.81%

IAGG vs SPTM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IAGG	SPTM
2026	+0.25%	+8.48%
2025	+3.18%	+17.16%
2024	+4.89%	+24.55%
2023	+7.70%	+26.02%
2022	-10.50%	-18.20%
2021	-1.82%	+30.31%
2020	+4.29%	+17.02%
2019	+7.93%	+31.34%
2018	+3.24%	-5.72%
2017	+2.38%	+20.28%
2016	+4.91%	+14.77%
2015	-0.09%	+1.05%
2014	N/A	+14.39%
2013	N/A	+30.04%
2012	N/A	+14.09%
2011	N/A	-0.13%
2010	N/A	+15.00%
2009	N/A	+24.27%
2008	N/A	-35.95%
2007	N/A	+5.42%
2006	N/A	+13.22%
2005	N/A	+8.08%
2004	N/A	+10.82%
2003	N/A	+22.72%
2002	N/A	-21.86%
2001	N/A	-7.31%
2000	N/A	-2.67%

IAGG vs SPTM Drawdown Comparison

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

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The current IAGG drawdown is -1.55%. The current SPTM drawdown is -0.18%.

Rank	IAGG	SPTM
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-54.81% Oct 9, 2007 - Mar 13, 2012
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-40.96% Nov 7, 2000 - Nov 23, 2005
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-34.65% Feb 19, 2020 - Aug 17, 2020
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-24.15% Jan 4, 2022 - Dec 13, 2023
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-20.19% Sep 20, 2018 - Apr 12, 2019
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-18.87% Feb 19, 2025 - Jun 26, 2025
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-14.80% Jun 22, 2015 - Jun 8, 2016
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-10.29% Apr 2, 2012 - Aug 17, 2012
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-9.79% Jan 26, 2018 - Jul 25, 2018
#10	-0.85% Apr 30, 2025 - May 30, 2025	-9.46% Jul 19, 2007 - Oct 5, 2007
#11	-0.83% Apr 5, 2016 - May 11, 2016	-9.44% Sep 2, 2020 - Nov 9, 2020
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-8.69% Feb 9, 2026 - Apr 14, 2026
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-8.36% Jul 16, 2024 - Sep 19, 2024
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-8.35% May 8, 2006 - Sep 26, 2006
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-7.50% Sep 19, 2014 - Oct 31, 2014

Correlation

Correlation between IAGG and SPTM is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

IAGG vs SPTM dividend yield comparison.

Year	IAGG	SPTM
2026	0.60%	0.26%
2025	3.08%	1.13%
2024	4.28%	1.28%
2023	3.55%	1.44%
2022	2.27%	1.69%
2021	1.16%	1.25%
2020	1.95%	1.56%
2019	2.82%	1.72%
2018	3.02%	1.90%
2017	1.74%	1.66%
2016	1.56%	1.91%
2015	0.13%	1.92%
2014	0.00%	2.08%
2013	0.00%	1.63%
2012	0.00%	1.95%
2011	0.00%	1.82%
2010	0.00%	1.19%
2009	0.00%	1.68%
2008	0.00%	2.79%
2007	0.00%	1.60%
2006	0.00%	1.51%
2005	0.00%	1.62%
2004	0.00%	1.80%
2003	0.00%	1.42%
2002	0.00%	1.48%
2001	0.00%	1.33%
2000	0.00%	0.24%