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IG vs SPY

Comparison between Principal Investment Grade Corporate Active ETF (IG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

IG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IG
$165M
Winner
SPY
$735B
Expense Ratio
IG
0.19%
Winner
SPY
0.09%
Max Drawdown
IG
87.37%
Winner
SPY
56.47%
Sharpe Ratio
IG
0.88
Winner
SPY
1.62
5Y Beta
Winner
IG
0.31
SPY
1.00
P/E Ratio
IG
N/A
SPY
28.99
Forward P/E
IG
N/A
SPY
22.37
5Y Dividends CAGR
IG
N/A
SPY
5.43%
5Y EPS CAGR
IG
N/A
SPY
26.05%
Debt to Equity
IG
N/A
SPY
32.40%
P/S Ratio
IG
N/A
SPY
3.74
P/B Ratio
IG
N/A
SPY
5.61

IG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IG
-0.19%
Winner
SPY
+1.90%
3M
IG
N/A
SPY
+8.55%
6M
IG
N/A
SPY
+8.18%
1Y
IG
N/A
SPY
+25.79%
5Y(CAGR)
IG
N/A
SPY
+13.32%
10Y(CAGR)
IG
+9.77%
Winner
SPY
+15.19%
Max(CAGR)
Winner
IG
+10.37%
SPY
+8.47%

IG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGSPY
2026-0.54%+8.26%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015-15.33%+1.31%
2014+197.30%+14.56%
2013+193.27%+29.00%
2012-6.31%+14.17%
2011-31.55%+0.85%
2010+112.69%+13.14%
2009+41.82%+22.67%
2008-64.96%-36.25%
2007+20.52%+5.32%
2006+23.39%+13.85%
2005-31.78%+5.32%
2004-17.76%+10.75%
2003+185.45%+24.18%
2002-20.00%-22.42%
2001-4.00%-10.13%
2000-66.76%-8.84%
1999+29.20%+8.61%

IG vs SPY Drawdown Comparison

The maximum drawdown for IG was -87.37%, occurring on Apr 4, 2001. Recovery took 3517 trading sessions.

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

The current IG drawdown is -0.64%. The current SPY drawdown is -2.90%.

RankIGSPY
#1-87.37%
Jan 19, 2000 - Jan 13, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-56.34%
Feb 27, 2015 - Apr 22, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.91%
Mar 18, 2014 - Jun 17, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.08%
Nov 2, 1999 - Dec 23, 1999		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.82%
Dec 2, 2014 - Feb 18, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.18%
Jan 15, 2014 - Feb 24, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.67%
Jun 18, 2014 - Aug 7, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.06%
Sep 29, 2014 - Oct 29, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.64%
Nov 3, 2014 - Nov 26, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.19%
Aug 7, 2014 - Aug 27, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.70%
Dec 31, 1999 - Jan 7, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.91%
Mar 3, 2014 - Mar 10, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.68%
Jan 13, 2000 - Jan 18, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.63%
Sep 16, 2014 - Sep 25, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.55%
Jan 10, 2000 - Jan 13, 2000		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IG and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

IG vs SPY dividend yield comparison.

YearIGSPY
20260.85%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%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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