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IGEB vs IAI

Comparison between ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed IGEB, delivering a return of +15.2% compared to +1.0%

IGEB vs IAI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGEB
$1.40B
IAI
$1.40B
Expense Ratio
Winner
IGEB
0.18%
IAI
0.38%
Max Drawdown
Winner
IGEB
26.13%
IAI
75.80%
Sharpe Ratio
IGEB
0.36
Winner
IAI
0.77
5Y Beta
Winner
IGEB
0.11
IAI
1.06
P/E Ratio
IGEB
N/A
IAI
21.75
Forward P/E
IGEB
N/A
IAI
19.31
PEG Ratio
IGEB
N/A
IAI
0.52
5Y Dividends CAGR
IGEB
3.15%
Winner
IAI
12.58%
5Y EPS CAGR
IGEB
N/A
IAI
13.72%
Debt to Equity
IGEB
N/A
IAI
72.19%
P/S Ratio
IGEB
N/A
IAI
3.26
P/B Ratio
IGEB
N/A
IAI
3.76

IGEB vs IAI - Historical Returns

Returns include dividend reinvestment.

1M
IGEB
+0.70%
Winner
IAI
+3.38%
3M
IGEB
+1.44%
Winner
IAI
+12.25%
6M
IGEB
+0.75%
Winner
IAI
+2.05%
1Y
IGEB
+5.09%
Winner
IAI
+17.15%
5Y(CAGR)
IGEB
+0.98%
Winner
IAI
+15.20%
10Y(CAGR)
IGEB
+3.16%
Winner
IAI
+18.99%
Max(CAGR)
IGEB
+3.16%
Winner
IAI
+8.23%

IGEB vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIGEBIAI
2026+0.69%+2.71%
2025+8.14%+25.49%
2024+3.64%+35.52%
2023+9.01%+14.79%
2022-14.22%-11.75%
2021-0.76%+41.17%
2020+10.93%+17.15%
2019+15.54%+23.36%
2018-2.06%-9.42%
2017+1.53%+27.80%
2016N/A+24.66%
2015N/A-0.96%
2014N/A+12.35%
2013N/A+61.82%
2012N/A+13.26%
2011N/A-28.09%
2010N/A+2.58%
2009N/A+39.54%
2008N/A-59.22%
2007N/A-5.34%
2006N/A+5.67%

IGEB vs IAI Drawdown Comparison

The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current IGEB drawdown is -0.82%. The current IAI drawdown is -1.92%.

RankIGEBIAI
#1-21.13%
Aug 4, 2021 - Aug 13, 2025
-75.46%
Jun 20, 2007 - Dec 7, 2016
#2-16.51%
Mar 5, 2020 - Jun 8, 2020
-40.38%
Feb 20, 2020 - Nov 23, 2020
#3-5.02%
Dec 31, 2020 - Jul 19, 2021
-28.84%
Nov 2, 2021 - Mar 4, 2024
#4-4.64%
Dec 18, 2017 - Feb 26, 2019
-23.98%
Mar 12, 2018 - Nov 25, 2019
#5-2.88%
Feb 23, 2026 - Mar 27, 2026
-23.14%
Feb 18, 2025 - Jun 18, 2025
#6-2.43%
Sep 4, 2019 - Oct 4, 2019
-19.73%
May 9, 2006 - Oct 5, 2006
#7-2.24%
Aug 6, 2020 - Nov 19, 2020
-16.52%
Jan 15, 2026 - Mar 27, 2026
#8-1.37%
Oct 27, 2025 - Jan 14, 2026
-12.16%
Feb 7, 2007 - Jun 15, 2007
#9-1.36%
Jul 3, 2019 - Aug 1, 2019
-9.18%
Jan 12, 2021 - Feb 16, 2021
#10-1.28%
Oct 4, 2019 - Nov 25, 2019
-8.41%
Mar 1, 2017 - Jun 28, 2017
#11-0.84%
Sep 15, 2025 - Oct 14, 2025
-8.12%
Feb 1, 2018 - Mar 6, 2018
#12-0.79%
Nov 7, 2017 - Dec 5, 2017
-7.77%
Nov 27, 2024 - Jan 21, 2025
#13-0.79%
Sep 6, 2017 - Nov 2, 2017
-7.07%
Aug 27, 2021 - Oct 15, 2021
#14-0.75%
Jan 14, 2026 - Feb 5, 2026
-7.01%
Jul 26, 2024 - Aug 16, 2024
#15-0.68%
Apr 10, 2019 - Apr 24, 2019
-6.97%
Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between IGEB and IAI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2006 - 2026)

IGEB vs IAI dividend yield comparison.

YearIGEBIAI
20262.12%0.63%
20254.92%0.95%
20245.09%1.05%
20234.60%1.80%
20223.63%2.14%
20213.84%1.31%
20203.78%1.55%
20195.61%1.52%
20183.59%1.58%
20171.62%1.37%
20160.00%1.49%
20150.00%1.31%
20140.00%1.13%
20130.00%1.13%
20120.00%2.97%
20110.00%1.25%
20100.00%1.62%
20090.00%0.57%
20080.00%2.28%
20070.00%0.68%
20060.00%0.20%

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