IGBH vs SPRE
Comparison between ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF) and SP FUNDS S&P GLOBAL REIT SHARIA ETF (SPRE, ETF).
5-Year PerformanceIGBH has outperformed SPRE, delivering a return of +5.5% compared to +1.3%
IGBH vs SPRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IGBH vs SPRE - Historical Returns
Returns include dividend reinvestment.
IGBH vs SPRE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IGBH | SPRE |
|---|---|---|
| 2026 | +2.55% | +11.51% |
| 2025 | +8.11% | +3.80% |
| 2024 | +7.57% | +1.23% |
| 2023 | +12.32% | +9.40% |
| 2022 | -3.22% | -28.07% |
| 2021 | +3.04% | +48.45% |
| 2020 | +1.46% | +0.73% |
| 2019 | +9.69% | N/A |
| 2018 | -4.22% | N/A |
| 2017 | +9.75% | N/A |
| 2016 | +7.57% | N/A |
| 2015 | -0.51% | N/A |
IGBH vs SPRE Drawdown Comparison
The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.
The maximum drawdown for SPRE was -38.33%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current IGBH drawdown is -0.03%. The current SPRE drawdown is -9.08%.
| Rank | IGBH | SPRE |
|---|---|---|
| #1 | -33.67% Jan 17, 2020 - Dec 18, 2020 | -38.33% Dec 31, 2021 - Oct 27, 2023 |
| #2 | -10.49% Sep 27, 2021 - Jun 16, 2023 | -8.62% Sep 3, 2021 - Oct 28, 2021 |
| #3 | -8.51% Jan 23, 2018 - Dec 18, 2019 | -7.09% Feb 8, 2021 - Mar 16, 2021 |
| #4 | -8.12% Oct 22, 2015 - Apr 22, 2016 | -3.31% Dec 31, 2020 - Jan 20, 2021 |
| #5 | -6.93% Feb 14, 2025 - Jul 1, 2025 | -3.17% Apr 30, 2021 - May 24, 2021 |
| #6 | -4.24% Jan 22, 2026 - May 14, 2026 | -2.70% Nov 24, 2021 - Dec 7, 2021 |
| #7 | -3.03% May 31, 2024 - Sep 18, 2024 | -2.44% Mar 16, 2021 - Mar 26, 2021 |
| #8 | -2.87% Apr 29, 2016 - Jul 26, 2016 | -2.23% Jun 10, 2021 - Jul 7, 2021 |
| #9 | -2.87% Feb 17, 2021 - Mar 31, 2021 | -2.22% Jan 26, 2021 - Feb 2, 2021 |
| #10 | -2.59% Sep 18, 2015 - Oct 22, 2015 | -2.20% Jul 27, 2021 - Aug 20, 2021 |
| #11 | -2.36% Apr 6, 2021 - Sep 24, 2021 | -1.76% Aug 20, 2021 - Aug 30, 2021 |
| #12 | -2.04% Jul 6, 2017 - Sep 29, 2017 | -1.55% Oct 28, 2021 - Nov 17, 2021 |
| #13 | -1.93% Oct 20, 2016 - Dec 6, 2016 | -1.22% Jul 12, 2021 - Jul 20, 2021 |
| #14 | -1.76% Dec 31, 2019 - Jan 17, 2020 | -1.20% Dec 13, 2021 - Dec 15, 2021 |
| #15 | -1.56% Dec 29, 2020 - Jan 13, 2021 | -1.15% Dec 8, 2021 - Dec 13, 2021 |
Correlation
Correlation between IGBH and SPRE is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2015 - 2026)
IGBH vs SPRE dividend yield comparison.
| Year | IGBH | SPRE |
|---|---|---|
| 2026 | 2.98% | 2.35% |
| 2025 | 6.23% | 4.10% |
| 2024 | 6.88% | 4.13% |
| 2023 | 7.32% | 4.16% |
| 2022 | 3.84% | 4.17% |
| 2021 | 2.71% | 2.83% |
| 2020 | 2.39% | 0.00% |
| 2019 | 3.40% | 0.00% |
| 2018 | 5.56% | 0.00% |
| 2017 | 2.87% | 0.00% |
| 2016 | 2.62% | 0.00% |
| 2015 | 1.12% | 0.00% |
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