IGF vs SPSB

Comparison between ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).

5-Year PerformanceIGF has outperformed SPSB, delivering a return of +10.6% compared to +2.8%

IGF vs SPSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGF(ETF)	SPSB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.39%	0.04%
Max Drawdown	59.46%	11.75%
Sharpe Ratio	0.86	-0.20
5Y Beta	0.40	0.02
5Y Dividends CAGR	11.43%	22.87%

Net Assets

Winner

IGF

$11B

SPSB

$11B

Expense Ratio

IGF

0.39%

Winner

SPSB

0.04%

Max Drawdown

IGF

59.46%

Winner

SPSB

11.75%

Sharpe Ratio

Winner

IGF

0.86

SPSB

-0.20

5Y Beta

IGF

0.40

Winner

SPSB

0.02

5Y Dividends CAGR

IGF

11.43%

Winner

SPSB

22.87%

IGF vs SPSB - Historical Returns

Returns include dividend reinvestment.

Period	IGF	SPSB
1 month	-1.82%	+0.36%
3 months	-0.34%	+0.78%
6 months	+1.74%	+1.03%
1 year	+12.57%	+3.62%
5 years(CAGR)	+10.62%	+2.83%
10 years(CAGR)	+7.96%	+2.63%
Max(CAGR)	+4.83%	+2.30%

IGF

-1.82%

Winner

SPSB

+0.36%

IGF

-0.34%

Winner

SPSB

+0.78%

Winner

IGF

+1.74%

SPSB

+1.03%

Winner

IGF

+12.57%

SPSB

+3.62%

5Y(CAGR)

Winner

IGF

+10.62%

SPSB

+2.83%

10Y(CAGR)

Winner

IGF

+7.96%

SPSB

+2.63%

Max(CAGR)

Winner

IGF

+4.83%

SPSB

+2.30%

IGF vs SPSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGF	SPSB
2026	+7.97%	+1.46%
2025	+20.40%	+5.90%
2024	+14.99%	+5.39%
2023	+6.19%	+5.53%
2022	-1.73%	-3.19%
2021	+12.40%	-0.20%
2020	-6.32%	+3.83%
2019	+25.62%	+5.21%
2018	-10.45%	+1.45%
2017	+18.88%	+1.68%
2016	+12.88%	+2.09%
2015	-12.25%	+0.87%
2014	+12.98%	+0.87%
2013	+11.61%	+1.12%
2012	+10.62%	+3.04%
2011	-1.82%	+1.28%
2010	+3.73%	+2.81%
2009	+17.05%	-1.14%
2008	-40.35%	N/A
2007	+1.11%	N/A

IGF vs SPSB Drawdown Comparison

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

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current IGF drawdown is -3.60%.

Rank	IGF	SPSB
#1	-58.32% Jan 2, 2008 - Mar 27, 2014	-11.75% Mar 5, 2020 - May 18, 2020
#2	-42.11% Feb 18, 2020 - Oct 20, 2021	-5.96% Sep 14, 2021 - Nov 28, 2023
#3	-23.03% Apr 28, 2015 - Sep 8, 2016	-1.39% Aug 1, 2011 - Jan 10, 2012
#4	-20.80% Apr 20, 2022 - May 7, 2024	-1.28% Dec 17, 2009 - Jul 14, 2010
#5	-14.74% Jan 26, 2018 - Mar 19, 2019	-1.02% Nov 4, 2010 - Jan 28, 2011
#6	-11.38% Sep 8, 2016 - Mar 22, 2017	-0.93% Sep 7, 2017 - Jul 30, 2018
#7	-9.83% Sep 5, 2014 - Apr 28, 2015	-0.87% Feb 23, 2026 - Apr 17, 2026
#8	-8.74% Apr 2, 2025 - Apr 17, 2025	-0.78% May 6, 2013 - Sep 18, 2013
#9	-7.05% Nov 5, 2021 - Jan 12, 2022	-0.77% Apr 3, 2025 - Apr 25, 2025
#10	-6.97% Nov 29, 2024 - Jan 21, 2025	-0.73% Oct 22, 2015 - Mar 16, 2016
#11	-6.28% Jul 11, 2019 - Oct 22, 2019	-0.69% Sep 6, 2016 - Feb 6, 2017
#12	-6.27% Jul 24, 2014 - Sep 5, 2014	-0.63% May 15, 2015 - Oct 6, 2015
#13	-5.87% Feb 27, 2026 - Mar 20, 2026	-0.63% Oct 2, 2024 - Dec 4, 2024
#14	-4.67% Jan 21, 2025 - Apr 1, 2025	-0.62% Oct 21, 2014 - Jan 27, 2015
#15	-4.48% May 17, 2024 - Jul 12, 2024	-0.56% Feb 3, 2012 - Feb 28, 2012

Correlation

Correlation between IGF and SPSB 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 SPSB dividend yield comparison.

Year	IGF	SPSB
2026	1.42%	2.49%
2025	3.23%	4.55%
2024	3.21%	4.85%
2023	3.36%	4.06%
2022	2.67%	1.92%
2021	2.42%	1.19%
2020	2.33%	1.94%
2019	3.27%	2.77%
2018	3.52%	2.36%
2017	2.95%	1.94%
2016	2.98%	1.65%
2015	3.25%	1.43%
2014	3.00%	1.26%
2013	3.45%	1.40%
2012	4.10%	1.55%
2011	4.36%	1.95%
2010	3.70%	2.05%
2009	3.35%	0.04%
2008	3.10%	0.00%
2007	0.36%	0.00%