IBDW vs SPYX

Comparison between ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).

5-Year PerformanceSPYX has outperformed IBDW, delivering a return of +12.9% compared to +0.5%

IBDW vs SPYX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDW(ETF)	SPYX(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.10%	0.20%
Max Drawdown	26.72%	33.23%
Sharpe Ratio	0.67	1.98
5Y Beta	0.06	0.99
P/E Ratio	N/A	28.93
Forward P/E	N/A	22.38
5Y Dividends CAGR	N/A	4.43%
5Y EPS CAGR	N/A	28.35%
Debt to Equity	N/A	37.28%
P/S Ratio	N/A	3.61
P/B Ratio	N/A	5.63

Net Assets

IBDW

$2.30B

SPYX

$2.30B

Expense Ratio

Winner

IBDW

0.10%

SPYX

0.20%

Max Drawdown

Winner

IBDW

26.72%

SPYX

33.23%

Sharpe Ratio

IBDW

0.67

Winner

SPYX

1.98

5Y Beta

Winner

IBDW

0.06

SPYX

0.99

P/E Ratio

IBDW

N/A

SPYX

28.93

Forward P/E

IBDW

N/A

SPYX

22.38

5Y Dividends CAGR

IBDW

N/A

SPYX

4.43%

5Y EPS CAGR

IBDW

N/A

SPYX

28.35%

Debt to Equity

IBDW

N/A

SPYX

37.28%

P/S Ratio

IBDW

N/A

SPYX

3.61

P/B Ratio

IBDW

N/A

SPYX

5.63

IBDW vs SPYX - Historical Returns

Returns include dividend reinvestment.

Period	IBDW	SPYX
1 month	+0.16%	+9.35%
3 months	-0.11%	+6.35%
6 months	+1.27%	+9.81%
1 year	+6.58%	+31.37%
5 years(CAGR)	+0.52%	+12.92%
10 years(CAGR)	N/A	+15.55%
Max(CAGR)	+0.52%	+14.69%

IBDW

+0.16%

Winner

SPYX

+9.35%

IBDW

-0.11%

Winner

SPYX

+6.35%

IBDW

+1.27%

Winner

SPYX

+9.81%

IBDW

+6.58%

Winner

SPYX

+31.37%

5Y(CAGR)

IBDW

+0.52%

Winner

SPYX

+12.92%

10Y(CAGR)

IBDW

N/A

SPYX

+15.55%

Max(CAGR)

IBDW

+0.52%

Winner

SPYX

+14.69%

IBDW vs SPYX - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBDW	SPYX
2026	+0.44%	+7.60%
2025	+8.86%	+18.23%
2024	+3.60%	+26.04%
2023	+8.47%	+27.44%
2022	-16.41%	-19.97%
2021	+0.36%	+30.12%
2020	N/A	+18.84%
2019	N/A	+31.63%
2018	N/A	-4.86%
2017	N/A	+22.61%
2016	N/A	+12.60%
2015	N/A	-2.02%

IBDW vs SPYX Drawdown Comparison

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current IBDW drawdown is -0.86%.

Rank	IBDW	SPYX
#1	-23.88% Aug 3, 2021 - Feb 5, 2026	-32.83% Feb 19, 2020 - Aug 6, 2020
#2	-2.42% Feb 23, 2026 - Mar 26, 2026	-26.15% Dec 29, 2021 - Dec 14, 2023
#3	-0.79% Jul 8, 2021 - Jul 19, 2021	-19.19% Sep 20, 2018 - Apr 12, 2019
#4	-0.59% Jul 19, 2021 - Jul 28, 2021	-18.74% Feb 19, 2025 - Jun 26, 2025
#5	-0.19% Jul 28, 2021 - Aug 2, 2021	-12.46% Dec 1, 2015 - Apr 19, 2016
#6	-0.19% Jun 30, 2021 - Jul 2, 2021	-9.84% Jan 12, 2026 - Apr 15, 2026
#7	-0.17% Jun 24, 2021 - Jun 28, 2021	-9.67% Jan 26, 2018 - Jul 25, 2018
#8	-0.12% Feb 10, 2026 - Feb 12, 2026	-9.55% Sep 2, 2020 - Nov 11, 2020
#9	-0.07% Feb 17, 2026 - Feb 23, 2026	-8.45% Jul 16, 2024 - Sep 19, 2024
#10	N/A	-7.14% May 3, 2019 - Jun 20, 2019
#11	N/A	-6.19% Jul 26, 2019 - Oct 21, 2019
#12	N/A	-5.71% Jun 8, 2016 - Jul 8, 2016
#13	N/A	-5.57% Sep 3, 2021 - Oct 25, 2021
#14	N/A	-5.44% Mar 28, 2024 - May 15, 2024
#15	N/A	-5.17% Oct 28, 2025 - Dec 11, 2025

Correlation

Correlation between IBDW and SPYX is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2015 - 2026)

IBDW vs SPYX dividend yield comparison.

Year	IBDW	SPYX
2026	1.57%	0.22%
2025	4.78%	0.91%
2024	5.00%	1.05%
2023	4.50%	1.21%
2022	3.70%	1.41%
2021	1.10%	1.04%
2020	0.00%	1.33%
2019	0.00%	1.56%
2018	0.00%	1.92%
2017	0.00%	1.68%
2016	0.00%	1.91%
2015	0.00%	0.16%