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IBCB vs SPY

Comparison between ISHARES IBONDS MAR 2016 CORPORATE EXFINANCIALS ETF (IBCB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

IBCB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBCB
$34M
Winner
SPY
$735B
Expense Ratio
IBCB
0.10%
Winner
SPY
0.09%
Max Drawdown
IBCB
75.26%
Winner
SPY
56.47%
Sharpe Ratio
IBCB
-1.50
Winner
SPY
1.62
5Y Beta
Winner
IBCB
0.29
SPY
1.00
P/E Ratio
IBCB
N/A
SPY
28.99
Forward P/E
IBCB
N/A
SPY
22.37
5Y Dividends CAGR
IBCB
N/A
SPY
5.43%
5Y EPS CAGR
IBCB
N/A
SPY
26.05%
Debt to Equity
IBCB
N/A
SPY
32.40%
P/S Ratio
IBCB
N/A
SPY
3.74
P/B Ratio
IBCB
N/A
SPY
5.61

IBCB vs SPY - Holdings Comparison

IBCB and SPY have 1 common holdings. Overlap is 0.00%

IBCB's top 25 holdings weight is 30.25%. SPY's top 25 holdings weight is 52.37%.

RankIBCBSPY
#1
AMAZON.COM, INC. 4.875% (n/a) - 2.61%
NVIDIA CORP (NVDA) - 8.10%
#2
n/a (n/a) - 2.29%
APPLE INC (AAPL) - 7.02%
#3
ORACLE CORP. 5.7% (n/a) - 2.10%
MICROSOFT CORP (MSFT) - 4.79%
#4
SALESFORCE INC. 5.55% (n/a) - 2.02%
AMAZON.COM INC (AMZN) - 4.02%
#5
ALPHABET INC. 4.8% (n/a) - 2.00%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ABBOTT LABORATORIES 4.65% (n/a) - 1.67%
BROADCOM INC (AVGO) - 3.10%
#7
HONEYWELL AEROSPACE INC. 4.95% (n/a) - 1.50%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 1.11%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BROADCOM INC 4.8% (n/a) - 1.10%
TESLA INC (TSLA) - 1.89%
#10
BROADCOM INC 3.187% (n/a) - 1.08%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 1.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.99%
ELI LILLY AND CO (LLY) - 1.31%
#13
EATON CORP. 4.8% (n/a) - 0.98%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
n/a (n/a) - 0.93%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.91%
EXXON MOBIL CORP (XOM) - 0.97%
#16
BERKSHIRE HATHAWAY ENERGY COMPANY 6.125% (n/a) - 0.89%
INTEL CORP (INTC) - 0.90%
#17
AMGEN INC. 4.85% (n/a) - 0.88%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MICROSOFT CORP. 3.45% (n/a) - 0.86%
VISA INC CLASS A (V) - 0.85%
#19
HSBC HOLDINGS PLC 6.5% (n/a) - 0.84%
WALMART INC (WMT) - 0.81%
#20
AMPHENOL CORPORATION 4.625% (n/a) - 0.77%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ENTERPRISE PRODUCTS OPERATING LLC 5.2% (n/a) - 0.76%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
AT&T INC 5.25% (n/a) - 0.76%
CATERPILLAR INC (CAT) - 0.66%
#23
THE CIGNA GROUP 5.25% (n/a) - 0.74%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INTEL CORPORATION 5.3% (n/a) - 0.71%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
EOG RESOURCES INC. 5.35% (n/a) - 0.70%
ABBVIE INC (ABBV) - 0.58%
Total Holdings245505

IBCB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IBCB
-0.30%
Winner
SPY
+1.90%
3M
IBCB
N/A
SPY
+8.55%
6M
IBCB
N/A
SPY
+8.18%
1Y
IBCB
N/A
SPY
+25.79%
5Y(CAGR)
IBCB
N/A
SPY
+13.32%
10Y(CAGR)
IBCB
-12.67%
Winner
SPY
+15.19%
Max(CAGR)
IBCB
-12.36%
Winner
SPY
+8.47%

IBCB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIBCBSPY
2026+1.13%+8.26%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016+0.23%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IBCB vs SPY Drawdown Comparison

The maximum drawdown for IBCB was -75.23%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IBCB drawdown is -74.86%. The current SPY drawdown is -2.90%.

RankIBCBSPY
#1-75.23%
Jan 13, 2016 - Mar 27, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-0.28%
Jan 7, 2016 - Jan 13, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.02%
Jan 5, 2016 - Jan 7, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4N/A-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IBCB and SPY is -0.99 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.99
-101

Dividend Comparison (1999 - 2026)

IBCB vs SPY dividend yield comparison.

YearIBCBSPY
20260.64%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.06%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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