IEF vs SPY
Comparison between ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IEF, delivering a return of +13.3% compared to -0.9%
IEF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IEF
$49B
Winner
SPY
$652B
Expense Ratio
IEF
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
IEF
27.72%
SPY
56.47%
Sharpe Ratio
IEF
0.05
Winner
SPY
2.07
5Y Beta
Winner
IEF
-0.00
SPY
1.00
P/E Ratio
IEF
N/A
SPY
28.24
Forward P/E
IEF
N/A
SPY
21.85
5Y Dividends CAGR
Winner
IEF
29.93%
SPY
5.43%
5Y EPS CAGR
IEF
N/A
SPY
25.79%
Debt to Equity
IEF
N/A
SPY
22.35%
P/S Ratio
IEF
N/A
SPY
3.55
P/B Ratio
IEF
N/A
SPY
5.29
IEF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IEF
-0.20%
Winner
SPY
+9.11%
3M
IEF
-0.23%
Winner
SPY
+6.59%
6M
IEF
+0.10%
Winner
SPY
+10.56%
1Y
IEF
+4.64%
Winner
SPY
+32.04%
5Y(CAGR)
IEF
-0.94%
Winner
SPY
+13.35%
10Y(CAGR)
IEF
+0.74%
Winner
SPY
+15.49%
Max(CAGR)
IEF
+3.44%
Winner
SPY
+8.50%
IEF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IEF | SPY |
|---|---|---|
| 2026 | +0.11% | +8.27% |
| 2025 | +7.97% | +18.00% |
| 2024 | -0.26% | +25.59% |
| 2023 | +2.84% | +26.72% |
| 2022 | -14.36% | -18.64% |
| 2021 | -3.35% | +30.52% |
| 2020 | +9.50% | +17.28% |
| 2019 | +7.80% | +31.09% |
| 2018 | +1.32% | -5.24% |
| 2017 | +2.60% | +20.78% |
| 2016 | +0.58% | +13.59% |
| 2015 | +1.00% | +1.31% |
| 2014 | +8.64% | +14.56% |
| 2013 | -5.66% | +29.00% |
| 2012 | +4.33% | +14.17% |
| 2011 | +16.00% | +0.85% |
| 2010 | +9.10% | +13.14% |
| 2009 | -5.23% | +22.67% |
| 2008 | +17.07% | -36.25% |
| 2007 | +10.05% | +5.32% |
| 2006 | +2.53% | +13.85% |
| 2005 | +2.44% | +5.32% |
| 2004 | +4.97% | +10.75% |
| 2003 | +3.73% | +24.18% |
| 2002 | +6.25% | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IEF vs SPY Drawdown Comparison
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. 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 IEF drawdown is -10.74%.
| Rank | IEF | SPY |
|---|---|---|
| #1 | -23.92% Aug 4, 2020 - Oct 19, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.40% Dec 30, 2008 - Jun 28, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.07% May 1, 2013 - Oct 14, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.81% Jul 8, 2016 - May 28, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.53% Jun 13, 2003 - Mar 16, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.01% Oct 11, 2010 - Jul 13, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.21% Mar 16, 2004 - Sep 22, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.18% Mar 20, 2008 - Sep 15, 2008 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.37% Sep 17, 2008 - Nov 19, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.35% Jan 30, 2015 - Jan 28, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.91% Jun 1, 2005 - Sep 21, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.68% Mar 9, 2020 - Apr 1, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.40% Sep 22, 2011 - Dec 19, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.03% Oct 9, 2002 - Feb 13, 2003 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.91% Feb 9, 2005 - May 5, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IEF and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (1999 - 2026)
IEF vs SPY dividend yield comparison.
| Year | IEF | SPY |
|---|---|---|
| 2026 | 1.29% | 0.24% |
| 2025 | 3.77% | 1.07% |
| 2024 | 3.62% | 1.21% |
| 2023 | 2.91% | 1.40% |
| 2022 | 1.96% | 1.65% |
| 2021 | 0.83% | 1.20% |
| 2020 | 1.08% | 1.52% |
| 2019 | 2.08% | 1.75% |
| 2018 | 2.24% | 2.04% |
| 2017 | 1.82% | 1.80% |
| 2016 | 1.81% | 2.03% |
| 2015 | 1.90% | 2.06% |
| 2014 | 2.05% | 1.87% |
| 2013 | 1.77% | 1.81% |
| 2012 | 1.79% | 2.18% |
| 2011 | 2.55% | 2.05% |
| 2010 | 3.24% | 1.80% |
| 2009 | 3.96% | 1.95% |
| 2008 | 3.71% | 3.02% |
| 2007 | 4.29% | 1.85% |
| 2006 | 4.23% | 1.73% |
| 2005 | 3.87% | 1.73% |
| 2004 | 3.74% | 1.82% |
| 2003 | 3.80% | 1.47% |
| 2002 | 2.07% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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