IGF vs SPHY

Comparison between ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF) and SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

5-Year PerformanceIGF has outperformed SPHY, delivering a return of +10.4% compared to +4.5%

IGF vs SPHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGF(ETF)	SPHY(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.39%	0.05%
Max Drawdown	59.46%	23.35%
Sharpe Ratio	1.43	1.30
5Y Beta	0.41	0.23
5Y Dividends CAGR	9.47%	4.66%

Net Assets

IGF

$10B

SPHY

$10B

Expense Ratio

IGF

0.39%

Winner

SPHY

0.05%

Max Drawdown

IGF

59.46%

Winner

SPHY

23.35%

Sharpe Ratio

Winner

IGF

1.43

SPHY

1.30

5Y Beta

IGF

0.41

Winner

SPHY

0.23

5Y Dividends CAGR

Winner

IGF

9.47%

SPHY

4.66%

IGF vs SPHY - Historical Returns

Returns include dividend reinvestment.

Period	IGF	SPHY
1 month	-2.57%	+0.50%
3 months	+0.83%	+0.58%
6 months	+10.43%	+2.89%
1 year	+20.96%	+8.91%
5 years(CAGR)	+10.37%	+4.46%
10 years(CAGR)	+8.66%	+5.31%
Max(CAGR)	+4.91%	+4.97%

IGF

-2.57%

Winner

SPHY

+0.50%

Winner

IGF

+0.83%

SPHY

+0.58%

Winner

IGF

+10.43%

SPHY

+2.89%

Winner

IGF

+20.96%

SPHY

+8.91%

5Y(CAGR)

Winner

IGF

+10.37%

SPHY

+4.46%

10Y(CAGR)

Winner

IGF

+8.66%

SPHY

+5.31%

Max(CAGR)

IGF

+4.91%

Winner

SPHY

+4.97%

IGF vs SPHY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGF	SPHY
2026	+8.14%	+1.42%
2025	+20.40%	+8.31%
2024	+14.99%	+8.81%
2023	+6.19%	+12.80%
2022	-1.73%	-10.48%
2021	+12.40%	+5.74%
2020	-6.32%	+6.44%
2019	+25.62%	+13.55%
2018	-10.45%	-2.69%
2017	+18.88%	+6.73%
2016	+12.88%	+11.15%
2015	-12.25%	-3.64%
2014	+12.98%	+6.53%
2013	+11.61%	-1.34%
2012	+10.62%	+7.21%
2011	-1.82%	N/A
2010	+3.73%	N/A
2009	+17.05%	N/A
2008	-40.35%	N/A
2007	+1.11%	N/A

IGF vs SPHY Drawdown Comparison

The maximum drawdown for IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The current IGF drawdown is -3.45%. The current SPHY drawdown is -0.06%.

Rank	IGF	SPHY
#1	-58.32% Jan 2, 2008 - Mar 27, 2014	-21.97% Feb 14, 2020 - Oct 8, 2020
#2	-42.11% Feb 18, 2020 - Oct 20, 2021	-15.29% Dec 28, 2021 - Dec 14, 2023
#3	-23.03% Apr 28, 2015 - Sep 8, 2016	-8.30% Apr 16, 2015 - Apr 25, 2016
#4	-20.80% Apr 20, 2022 - May 7, 2024	-7.23% May 2, 2013 - Feb 24, 2014
#5	-14.74% Jan 26, 2018 - Mar 19, 2019	-4.86% Feb 26, 2025 - May 12, 2025
#6	-11.38% Sep 8, 2016 - Mar 22, 2017	-4.21% Dec 29, 2017 - Feb 15, 2019
#7	-9.83% Sep 5, 2014 - Apr 28, 2015	-4.17% Oct 24, 2016 - Jan 18, 2017
#8	-8.74% Apr 2, 2025 - Apr 17, 2025	-2.48% Aug 21, 2014 - Jan 14, 2015
#9	-7.05% Nov 5, 2021 - Jan 12, 2022	-2.41% Feb 20, 2026 - Apr 8, 2026
#10	-6.97% Nov 29, 2024 - Jan 21, 2025	-2.36% Nov 9, 2021 - Dec 23, 2021
#11	-6.28% Jul 11, 2019 - Oct 22, 2019	-2.29% Mar 27, 2024 - May 3, 2024
#12	-6.27% Jul 24, 2014 - Sep 5, 2014	-2.28% Jan 29, 2013 - Apr 16, 2013
#13	-5.87% Feb 27, 2026 - Mar 20, 2026	-2.07% Sep 17, 2012 - Oct 11, 2012
#14	-4.67% Jan 21, 2025 - Apr 1, 2025	-1.99% Mar 1, 2017 - Apr 10, 2017
#15	-4.48% May 17, 2024 - Jul 12, 2024	-1.84% Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between IGF and SPHY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

IGF vs SPHY dividend yield comparison.

Year	IGF	SPHY
2026	0.00%	2.35%
2025	3.23%	7.38%
2024	3.21%	7.80%
2023	3.36%	7.30%
2022	2.67%	6.47%
2021	2.42%	5.13%
2020	2.33%	5.63%
2019	3.27%	5.73%
2018	3.52%	4.09%
2017	2.95%	4.41%
2016	2.98%	4.27%
2015	3.25%	4.29%
2014	3.00%	3.98%
2013	3.45%	4.41%
2012	4.10%	2.17%
2011	4.36%	0.00%
2010	3.70%	0.00%
2009	3.35%	0.00%
2008	3.10%	0.00%
2007	0.36%	0.00%