IAGG vs SPYI

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF).

IAGG vs SPYI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	SPYI(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.68%
Max Drawdown	15.86%	18.53%
Sharpe Ratio	-0.66	1.39
5Y Beta	0.04	0.83
P/E Ratio	N/A	25.58
Forward P/E	N/A	20.60
PEG Ratio	N/A	0.28
5Y Dividends CAGR	36.14%	N/A
5Y EPS CAGR	N/A	29.29%
Debt to Equity	N/A	43.55%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.42

Net Assets

Winner

IAGG

$11B

SPYI

$11B

Expense Ratio

Winner

IAGG

0.07%

SPYI

0.68%

Max Drawdown

Winner

IAGG

15.86%

SPYI

18.53%

Sharpe Ratio

IAGG

-0.66

Winner

SPYI

1.39

5Y Beta

Winner

IAGG

0.04

SPYI

0.83

P/E Ratio

IAGG

N/A

SPYI

25.58

Forward P/E

IAGG

N/A

SPYI

20.60

PEG Ratio

IAGG

N/A

SPYI

0.28

5Y Dividends CAGR

IAGG

36.14%

SPYI

N/A

5Y EPS CAGR

IAGG

N/A

SPYI

29.29%

Debt to Equity

IAGG

N/A

SPYI

43.55%

P/S Ratio

IAGG

N/A

SPYI

3.69

P/B Ratio

IAGG

N/A

SPYI

5.42

IAGG vs SPYI - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	SPYI
1 month	-0.18%	+1.92%
3 months	+0.63%	+4.39%
6 months	+0.39%	+8.93%
1 year	+2.02%	+19.26%
5 years(CAGR)	+0.85%	N/A
10 years(CAGR)	+1.91%	N/A
Max(CAGR)	+2.46%	+15.59%

IAGG

-0.18%

Winner

SPYI

+1.92%

IAGG

+0.63%

Winner

SPYI

+4.39%

IAGG

+0.39%

Winner

SPYI

+8.93%

IAGG

+2.02%

Winner

SPYI

+19.26%

5Y(CAGR)

IAGG

+0.85%

SPYI

N/A

10Y(CAGR)

IAGG

+1.91%

SPYI

N/A

Max(CAGR)

IAGG

+2.46%

Winner

SPYI

+15.59%

IAGG vs SPYI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IAGG	SPYI
2026	+1.13%	+10.54%
2025	+3.18%	+16.80%
2024	+4.89%	+19.49%
2023	+7.70%	+18.18%
2022	-10.50%	-2.44%
2021	-1.82%	N/A
2020	+4.29%	N/A
2019	+7.93%	N/A
2018	+3.24%	N/A
2017	+2.38%	N/A
2016	+4.91%	N/A
2015	-0.09%	N/A

IAGG vs SPYI Drawdown Comparison

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

The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The current IAGG drawdown is -0.70%.

Rank	IAGG	SPYI
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-16.46% Feb 19, 2025 - Jun 25, 2025
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-10.18% Sep 12, 2022 - Feb 1, 2023
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-7.70% Feb 25, 2026 - Apr 15, 2026
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-7.54% Jul 28, 2023 - Dec 13, 2023
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-6.60% Jul 16, 2024 - Aug 19, 2024
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-6.03% Feb 6, 2023 - Apr 13, 2023
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-4.65% Mar 28, 2024 - May 15, 2024
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-3.96% Nov 12, 2025 - Nov 28, 2025
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-3.83% Jun 2, 2026 - Jul 10, 2026
#10	-0.85% Apr 30, 2025 - May 30, 2025	-3.50% Aug 30, 2024 - Sep 19, 2024
#11	-0.83% Apr 5, 2016 - May 11, 2016	-3.11% Dec 6, 2024 - Jan 22, 2025
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-2.85% Jul 15, 2026 - Aug 3, 2026
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-2.32% Oct 8, 2025 - Oct 20, 2025
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-2.15% Feb 2, 2026 - Feb 25, 2026
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-2.09% Dec 11, 2025 - Dec 22, 2025

Correlation

Correlation between IAGG and SPYI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2015 - 2026)

IAGG vs SPYI dividend yield comparison.

Year	IAGG	SPYI
2026	1.43%	6.80%
2025	3.08%	11.70%
2024	4.28%	12.04%
2023	3.55%	12.01%
2022	2.27%	4.10%
2021	1.16%	0.00%
2020	1.95%	0.00%
2019	2.82%	0.00%
2018	3.02%	0.00%
2017	1.74%	0.00%
2016	1.56%	0.00%
2015	0.13%	0.00%