IEI vs SPMD
Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF).
5-Year PerformanceSPMD has outperformed IEI, delivering a return of +8.8% compared to +0.1%
IEI vs SPMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEI vs SPMD - Historical Returns
Returns include dividend reinvestment.
IEI vs SPMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IEI | SPMD |
|---|---|---|
| 2026 | -0.53% | +13.75% |
| 2025 | +6.97% | +7.70% |
| 2024 | +2.11% | +14.26% |
| 2023 | +4.11% | +16.97% |
| 2022 | -9.13% | -13.41% |
| 2021 | -2.57% | +26.68% |
| 2020 | +6.76% | +13.36% |
| 2019 | +5.56% | +25.15% |
| 2018 | +1.50% | -11.76% |
| 2017 | +1.24% | +14.82% |
| 2016 | +1.02% | +20.57% |
| 2015 | +1.41% | -2.73% |
| 2014 | +3.07% | +9.38% |
| 2013 | -1.78% | +35.41% |
| 2012 | +2.15% | +15.80% |
| 2011 | +8.25% | -2.07% |
| 2010 | +6.24% | +23.61% |
| 2009 | -1.06% | +43.74% |
| 2008 | +12.21% | -37.86% |
| 2007 | +10.13% | +4.98% |
| 2006 | N/A | +11.73% |
| 2005 | N/A | +3.21% |
IEI vs SPMD Drawdown Comparison
The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current IEI drawdown is -1.99%. The current SPMD drawdown is -1.79%.
| Rank | IEI | SPMD |
|---|---|---|
| #1 | -14.60% Aug 4, 2020 - Nov 25, 2025 | -57.65% Jul 17, 2007 - Dec 17, 2010 |
| #2 | -5.97% Dec 16, 2008 - May 5, 2010 | -41.85% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -5.25% Mar 17, 2008 - Sep 15, 2008 | -27.47% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -4.92% Nov 4, 2010 - Jun 8, 2011 | -24.96% Jun 22, 2015 - Nov 14, 2016 |
| #5 | -4.49% Jul 5, 2016 - Mar 15, 2019 | -24.31% Aug 29, 2018 - Dec 19, 2019 |
| #6 | -4.16% May 2, 2013 - Oct 8, 2014 | -24.09% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -2.89% Oct 7, 2008 - Nov 4, 2008 | -23.70% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -2.49% Feb 27, 2026 - May 19, 2026 | -12.22% Mar 19, 2012 - Sep 13, 2012 |
| #9 | -2.21% Sep 17, 2008 - Oct 6, 2008 | -11.85% May 8, 2006 - Nov 15, 2006 |
| #10 | -2.16% Jan 30, 2015 - Aug 24, 2015 | -11.64% Jul 2, 2014 - Nov 25, 2014 |
| #11 | -2.00% Jan 31, 2012 - May 4, 2012 | -9.37% Jan 26, 2018 - May 21, 2018 |
| #12 | -1.97% May 8, 2007 - Jul 24, 2007 | -8.86% Feb 20, 2026 - Apr 17, 2026 |
| #13 | -1.96% Oct 14, 2015 - Jan 28, 2016 | -7.83% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.95% Sep 4, 2019 - Jan 27, 2020 | -7.14% Sep 14, 2012 - Dec 18, 2012 |
| #15 | -1.84% Mar 9, 2020 - Mar 23, 2020 | -7.12% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between IEI and SPMD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
IEI vs SPMD dividend yield comparison.
| Year | IEI | SPMD |
|---|---|---|
| 2026 | 1.85% | 0.60% |
| 2025 | 3.48% | 1.39% |
| 2024 | 3.18% | 1.42% |
| 2023 | 2.36% | 1.47% |
| 2022 | 1.37% | 1.64% |
| 2021 | 0.73% | 1.24% |
| 2020 | 1.12% | 1.30% |
| 2019 | 2.01% | 1.57% |
| 2018 | 1.95% | 1.85% |
| 2017 | 1.51% | 1.97% |
| 2016 | 1.33% | 2.13% |
| 2015 | 1.39% | 5.33% |
| 2014 | 1.23% | 5.71% |
| 2013 | 0.77% | 10.67% |
| 2012 | 0.87% | 2.48% |
| 2011 | 1.67% | 1.34% |
| 2010 | 2.13% | 1.13% |
| 2009 | 3.14% | 1.31% |
| 2008 | 2.80% | 2.34% |
| 2007 | 4.04% | 6.04% |
| 2006 | 0.00% | 2.73% |
| 2005 | 0.00% | 0.18% |
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