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IEI vs USIG

Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformanceIEI has outperformed USIG, delivering a return of +0.2% compared to +0.1%

IEI vs USIG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IEI
$18B
USIG
$17B
Expense Ratio
IEI
0.15%
Winner
USIG
0.04%
Max Drawdown
Winner
IEI
16.77%
USIG
24.90%
Sharpe Ratio
IEI
-0.79
Winner
USIG
-0.41
5Y Beta
Winner
IEI
-0.01
USIG
0.11
5Y Dividends CAGR
Winner
IEI
30.59%
USIG
7.97%

IEI vs USIG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IEI
+0.21%
USIG
-0.19%
3M
Winner
IEI
+0.31%
USIG
-0.25%
6M
Winner
IEI
-1.21%
USIG
-1.70%
1Y
IEI
+1.68%
Winner
USIG
+2.34%
5Y(CAGR)
Winner
IEI
+0.16%
USIG
+0.08%
10Y(CAGR)
IEI
+1.21%
Winner
USIG
+2.23%
Max(CAGR)
IEI
+2.83%
Winner
USIG
+3.85%

IEI vs USIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIEIUSIG
2026-0.32%-0.30%
2025+6.97%+7.86%
2024+2.11%+3.06%
2023+4.11%+7.57%
2022-9.13%-14.62%
2021-2.57%-1.05%
2020+6.76%+9.20%
2019+5.56%+13.82%
2018+1.50%-1.91%
2017+1.24%+5.66%
2016+1.02%+5.33%
2015+1.41%-1.76%
2014+3.07%+7.98%
2013-1.78%-2.51%
2012+2.15%+7.70%
2011+8.25%+9.02%
2010+6.24%+7.81%
2009-1.06%+11.22%
2008+12.21%-0.75%
2007+10.13%+4.73%

IEI vs USIG Drawdown Comparison

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

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current IEI drawdown is -1.78%. The current USIG drawdown is -1.83%.

RankIEIUSIG
#1-14.60%
Aug 4, 2020 - Nov 25, 2025
-22.21%
Feb 5, 2008 - Jun 3, 2009
#2-5.97%
Dec 16, 2008 - May 5, 2010
-21.45%
Sep 22, 2021 - Oct 14, 2025
#3-5.25%
Mar 17, 2008 - Sep 15, 2008
-18.88%
Mar 6, 2020 - Jun 30, 2020
#4-4.92%
Nov 4, 2010 - Jun 8, 2011
-7.07%
May 2, 2013 - May 1, 2014
#5-4.49%
Jul 5, 2016 - Mar 15, 2019
-5.24%
Dec 31, 2020 - Jul 28, 2021
#6-4.16%
May 2, 2013 - Oct 8, 2014
-5.04%
Aug 29, 2016 - Jun 14, 2017
#7-2.89%
Oct 7, 2008 - Nov 4, 2008
-4.96%
Jan 30, 2015 - Apr 5, 2016
#8-2.49%
Feb 27, 2026 - May 19, 2026
-4.68%
Oct 7, 2010 - May 5, 2011
#9-2.21%
Sep 17, 2008 - Oct 6, 2008
-4.06%
Dec 15, 2017 - Feb 8, 2019
#10-2.16%
Jan 30, 2015 - Aug 24, 2015
-3.19%
Mar 7, 2007 - Sep 5, 2007
#11-2.00%
Jan 31, 2012 - May 4, 2012
-2.79%
Feb 23, 2026 - Mar 27, 2026
#12-1.97%
May 8, 2007 - Jul 24, 2007
-2.78%
Nov 26, 2007 - Jan 7, 2008
#13-1.96%
Oct 14, 2015 - Jan 28, 2016
-2.50%
Aug 28, 2019 - Oct 4, 2019
#14-1.95%
Sep 4, 2019 - Jan 27, 2020
-2.44%
Aug 4, 2011 - Sep 2, 2011
#15-1.84%
Mar 9, 2020 - Mar 23, 2020
-2.43%
Aug 6, 2020 - Nov 23, 2020

Correlation

Correlation between IEI and USIG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2007 - 2026)

IEI vs USIG dividend yield comparison.

YearIEIUSIG
20262.17%2.82%
20253.48%4.62%
20243.18%4.51%
20232.36%3.94%
20221.37%3.14%
20210.73%2.33%
20201.12%2.82%
20192.01%3.37%
20181.95%3.44%
20171.51%3.03%
20161.33%2.87%
20151.39%3.24%
20141.23%3.32%
20130.77%3.53%
20120.87%3.23%
20111.67%4.11%
20102.13%4.56%
20093.14%4.95%
20082.80%5.12%
20074.04%5.22%

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