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IBDX vs SPGM

Comparison between ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).

IBDX vs SPGM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDX
$1.70B
Winner
SPGM
$1.80B
Expense Ratio
IBDX
0.10%
Winner
SPGM
0.09%
Max Drawdown
Winner
IBDX
13.89%
SPGM
33.97%
Sharpe Ratio
IBDX
-0.01
Winner
SPGM
1.37
5Y Beta
Winner
IBDX
0.09
SPGM
0.91
P/E Ratio
IBDX
N/A
SPGM
27.66
Forward P/E
IBDX
N/A
SPGM
20.01
5Y Dividends CAGR
IBDX
N/A
SPGM
13.19%
5Y EPS CAGR
IBDX
N/A
SPGM
23.20%
P/S Ratio
IBDX
N/A
SPGM
0.24
P/B Ratio
IBDX
N/A
SPGM
4.82

IBDX vs SPGM - Historical Returns

Returns include dividend reinvestment.

1M
IBDX
-0.64%
Winner
SPGM
-0.02%
3M
IBDX
-0.83%
Winner
SPGM
+7.05%
6M
IBDX
-0.51%
Winner
SPGM
+8.96%
1Y
IBDX
+4.11%
Winner
SPGM
+24.71%
5Y(CAGR)
IBDX
+4.54%
Winner
SPGM
+11.12%
10Y(CAGR)
IBDX
N/A
SPGM
+12.73%
Max(CAGR)
IBDX
+4.54%
Winner
SPGM
+11.27%

IBDX vs SPGM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearIBDXSPGM
2026-0.24%+10.89%
2025+8.96%+23.70%
2024+3.04%+17.65%
2023+8.83%+21.33%
2022-1.81%-17.95%
2021N/A+20.77%
2020N/A+14.24%
2019N/A+26.23%
2018N/A-10.47%
2017N/A+22.11%
2016N/A+10.39%
2015N/A-2.10%
2014N/A+11.58%
2013N/A+20.65%
2012N/A+1.33%

IBDX vs SPGM Drawdown Comparison

The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current IBDX drawdown is -1.86%. The current SPGM drawdown is -1.85%.

RankIBDXSPGM
#1-12.52%
Aug 1, 2022 - Dec 13, 2023
-33.97%
Feb 12, 2020 - Aug 24, 2020
#2-4.72%
Sep 16, 2024 - Jun 4, 2025
-25.92%
Jan 4, 2022 - Jan 25, 2024
#3-4.11%
Dec 27, 2023 - Jul 8, 2024
-21.99%
Jun 18, 2015 - Jan 24, 2017
#4-2.76%
Feb 27, 2026 - Mar 26, 2026
-19.40%
Jan 26, 2018 - Oct 24, 2019
#5-1.11%
Aug 2, 2024 - Aug 14, 2024
-16.90%
Feb 18, 2025 - Jun 2, 2025
#6-1.10%
Jul 5, 2022 - Jul 13, 2022
-13.83%
Jul 10, 2014 - Dec 3, 2014
#7-1.08%
Oct 27, 2025 - Nov 25, 2025
-11.87%
Mar 19, 2012 - Sep 13, 2012
#8-0.96%
Jul 16, 2024 - Jul 30, 2024
-9.50%
Feb 25, 2026 - Apr 15, 2026
#9-0.86%
Jun 30, 2025 - Jul 22, 2025
-8.97%
Dec 16, 2013 - May 27, 2014
#10-0.81%
Sep 16, 2025 - Oct 14, 2025
-8.55%
Jul 16, 2024 - Aug 30, 2024
#11-0.80%
Jun 4, 2025 - Jun 12, 2025
-8.37%
May 21, 2013 - Aug 8, 2013
#12-0.69%
Nov 26, 2025 - Dec 26, 2025
-7.49%
Sep 2, 2020 - Nov 9, 2020
#13-0.66%
Jan 14, 2026 - Feb 5, 2026
-6.08%
Sep 17, 2012 - Dec 18, 2012
#14-0.64%
Jul 15, 2022 - Jul 21, 2022
-5.52%
Sep 3, 2021 - Oct 25, 2021
#15-0.64%
Jul 22, 2022 - Jul 27, 2022
-5.28%
Nov 8, 2021 - Jan 4, 2022

Correlation

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

0.96
-101

Dividend Comparison (2012 - 2026)

IBDX vs SPGM dividend yield comparison.

YearIBDXSPGM
20262.42%0.78%
20254.81%1.89%
20245.02%1.98%
20234.60%2.09%
20222.39%2.37%
20210.00%1.94%
20200.00%1.45%
20190.00%2.46%
20180.00%1.89%
20170.00%2.29%
20160.00%1.87%
20150.00%3.70%
20140.00%2.18%
20130.00%1.75%
20120.00%2.26%

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