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IGIB vs OEF

Comparison between ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF) and ISHARES S&P 100 ETF (OEF, ETF).

5-Year PerformanceOEF has outperformed IGIB, delivering a return of +15.2% compared to +1.5%

IGIB vs OEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGIB
$18B
Winner
OEF
$18B
Expense Ratio
Winner
IGIB
0.04%
OEF
0.20%
Max Drawdown
Winner
IGIB
23.94%
OEF
57.29%
Sharpe Ratio
IGIB
0.80
Winner
OEF
2.13
5Y Beta
Winner
IGIB
0.09
OEF
1.03
P/E Ratio
IGIB
N/A
OEF
28.92
Forward P/E
IGIB
N/A
OEF
22.87
PEG Ratio
IGIB
N/A
OEF
0.51
5Y Dividends CAGR
Winner
IGIB
11.84%
OEF
8.59%
5Y EPS CAGR
IGIB
N/A
OEF
29.34%
Debt to Equity
IGIB
N/A
OEF
23.65%
P/S Ratio
IGIB
N/A
OEF
5.00
P/B Ratio
IGIB
N/A
OEF
6.36

IGIB vs OEF - Historical Returns

Returns include dividend reinvestment.

1M
IGIB
+0.30%
Winner
OEF
+11.28%
3M
IGIB
+0.00%
Winner
OEF
+7.31%
6M
IGIB
+1.32%
Winner
OEF
+9.46%
1Y
IGIB
+7.61%
Winner
OEF
+35.37%
5Y(CAGR)
IGIB
+1.52%
Winner
OEF
+15.24%
10Y(CAGR)
IGIB
+3.10%
Winner
OEF
+16.72%
Max(CAGR)
IGIB
+3.88%
Winner
OEF
+8.49%

IGIB vs OEF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIGIBOEF
2026+0.58%+7.62%
2025+9.54%+20.13%
2024+4.03%+31.60%
2023+8.67%+33.30%
2022-13.49%-21.91%
2021-1.59%+30.85%
2020+9.38%+19.79%
2019+14.25%+31.43%
2018-0.56%-4.86%
2017+3.50%+20.87%
2016+3.41%+13.07%
2015+0.41%+2.55%
2014+3.56%+13.43%
2013-0.34%+26.61%
2012+6.98%+13.86%
2011+5.71%+1.76%
2010+6.28%+10.53%
2009+10.28%+18.79%
2008-0.99%-34.69%
2007+5.95%+6.16%
2006N/A+16.48%
2005N/A+1.65%
2004N/A+6.48%
2003N/A+21.32%
2002N/A-23.52%
2001N/A-10.74%
2000N/A-4.82%

IGIB vs OEF Drawdown Comparison

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.

The current IGIB drawdown is -1.01%.

RankIGIBOEF
#1-20.63%
Aug 3, 2021 - Jun 26, 2025
-54.12%
Oct 9, 2007 - Sep 6, 2012
#2-16.23%
Mar 4, 2020 - Jun 9, 2020
-47.06%
Nov 7, 2000 - Apr 25, 2007
#3-14.46%
Feb 5, 2008 - Jan 13, 2009
-31.44%
Feb 19, 2020 - Aug 3, 2020
#4-5.67%
Jan 13, 2009 - May 13, 2009
-26.46%
Jan 3, 2022 - Dec 7, 2023
#5-4.66%
May 2, 2013 - Apr 9, 2014
-19.80%
Feb 19, 2025 - Jun 26, 2025
#6-4.19%
Dec 30, 2020 - Jul 28, 2021
-19.59%
Oct 3, 2018 - Apr 22, 2019
#7-3.77%
Nov 4, 2010 - May 3, 2011
-13.13%
Jul 20, 2015 - Nov 3, 2015
#8-3.07%
Sep 7, 2016 - May 17, 2017
-12.26%
Nov 3, 2015 - Apr 19, 2016
#9-3.01%
Feb 27, 2026 - Mar 27, 2026
-11.06%
Oct 29, 2025 - Apr 17, 2026
#10-2.80%
Sep 7, 2017 - Jan 22, 2019
-10.85%
Jan 26, 2018 - Aug 6, 2018
#11-2.35%
Sep 6, 2011 - Nov 2, 2011
-10.48%
Sep 2, 2020 - Dec 1, 2020
#12-2.15%
Nov 2, 2011 - Jan 17, 2012
-9.73%
Jul 10, 2024 - Sep 24, 2024
#13-2.14%
May 8, 2007 - Aug 16, 2007
-8.47%
Jul 19, 2007 - Sep 27, 2007
#14-2.09%
Sep 4, 2019 - Oct 4, 2019
-8.14%
Oct 4, 2012 - Jan 17, 2013
#15-1.96%
Apr 24, 2015 - Mar 16, 2016
-7.51%
Apr 29, 2019 - Jun 20, 2019

Correlation

Correlation between IGIB and OEF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2000 - 2026)

IGIB vs OEF dividend yield comparison.

YearIGIBOEF
20261.61%0.25%
20254.59%0.81%
20244.41%1.03%
20233.78%1.19%
20223.04%1.55%
20212.52%1.06%
20202.74%1.43%
20193.44%1.87%
20183.41%2.09%
20172.51%1.81%
20162.45%2.07%
20152.51%2.11%
20142.35%1.85%
20132.61%1.96%
20123.02%2.17%
20113.76%2.07%
20104.24%1.93%
20094.53%2.17%
20084.72%3.38%
20075.02%1.91%
20060.00%1.59%
20050.00%1.86%
20040.00%2.17%
20030.00%1.50%
20020.00%1.53%
20010.00%1.01%
20000.00%0.21%

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