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IEI vs SPY

Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IEI, delivering a return of +13.3% compared to +0.4%

IEI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IEI
$19B
Winner
SPY
$652B
Expense Ratio
IEI
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
IEI
16.77%
SPY
56.47%
Sharpe Ratio
IEI
-0.07
Winner
SPY
2.07
5Y Beta
Winner
IEI
-0.02
SPY
1.00
P/E Ratio
IEI
N/A
SPY
28.24
Forward P/E
IEI
N/A
SPY
21.85
5Y Dividends CAGR
Winner
IEI
30.98%
SPY
5.43%
5Y EPS CAGR
IEI
N/A
SPY
25.79%
Debt to Equity
IEI
N/A
SPY
22.35%
P/S Ratio
IEI
N/A
SPY
3.55
P/B Ratio
IEI
N/A
SPY
5.29

IEI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IEI
-0.07%
Winner
SPY
+9.11%
3M
IEI
-0.23%
Winner
SPY
+6.59%
6M
IEI
+0.49%
Winner
SPY
+10.56%
1Y
IEI
+3.94%
Winner
SPY
+32.04%
5Y(CAGR)
IEI
+0.36%
Winner
SPY
+13.35%
10Y(CAGR)
IEI
+1.33%
Winner
SPY
+15.49%
Max(CAGR)
IEI
+2.90%
Winner
SPY
+8.50%

IEI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIEISPY
2026+0.12%+8.27%
2025+6.97%+18.00%
2024+2.11%+25.59%
2023+4.11%+26.72%
2022-9.13%-18.64%
2021-2.57%+30.52%
2020+6.76%+17.28%
2019+5.56%+31.09%
2018+1.50%-5.24%
2017+1.24%+20.78%
2016+1.02%+13.59%
2015+1.41%+1.31%
2014+3.07%+14.56%
2013-1.78%+29.00%
2012+2.15%+14.17%
2011+8.25%+0.85%
2010+6.24%+13.14%
2009-1.06%+22.67%
2008+12.21%-36.25%
2007+10.13%+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%

IEI vs SPY Drawdown Comparison

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

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

The current IEI drawdown is -1.34%.

RankIEISPY
#1-14.60%
Aug 4, 2020 - Nov 25, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-5.97%
Dec 16, 2008 - May 5, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.25%
Mar 17, 2008 - Sep 15, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.92%
Nov 4, 2010 - Jun 8, 2011		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.49%
Jul 5, 2016 - Mar 15, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.16%
May 2, 2013 - Oct 8, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.89%
Oct 7, 2008 - Nov 4, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.21%
Sep 17, 2008 - Oct 6, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.20%
Feb 27, 2026 - Mar 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.16%
Jan 30, 2015 - Aug 24, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.00%
Jan 31, 2012 - May 4, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.97%
May 8, 2007 - Jul 24, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.96%
Oct 14, 2015 - Jan 28, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.95%
Sep 4, 2019 - Jan 27, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.84%
Mar 9, 2020 - Mar 23, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IEI and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

IEI vs SPY dividend yield comparison.

YearIEISPY
20261.20%0.24%
20253.48%1.07%
20243.18%1.21%
20232.36%1.40%
20221.37%1.65%
20210.73%1.20%
20201.12%1.52%
20192.01%1.75%
20181.95%2.04%
20171.51%1.80%
20161.33%2.03%
20151.39%2.06%
20141.23%1.87%
20130.77%1.81%
20120.87%2.18%
20111.67%2.05%
20102.13%1.80%
20093.14%1.95%
20082.80%3.02%
20074.04%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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