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IGIB vs SPHQ

Comparison between ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).

5-Year PerformanceSPHQ has outperformed IGIB, delivering a return of +14.7% compared to +1.6%

IGIB vs SPHQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGIB
$18B
SPHQ
$17B
Expense Ratio
Winner
IGIB
0.04%
SPHQ
0.15%
Max Drawdown
Winner
IGIB
23.94%
SPHQ
57.83%
Sharpe Ratio
IGIB
0.79
Winner
SPHQ
1.47
5Y Beta
Winner
IGIB
0.09
SPHQ
0.84
P/E Ratio
IGIB
N/A
SPHQ
26.52
Forward P/E
IGIB
N/A
SPHQ
22.98
PEG Ratio
IGIB
N/A
SPHQ
0.19
5Y Dividends CAGR
Winner
IGIB
11.84%
SPHQ
6.62%
5Y EPS CAGR
IGIB
N/A
SPHQ
21.39%
Debt to Equity
IGIB
N/A
SPHQ
112.69%
P/S Ratio
IGIB
N/A
SPHQ
3.50
P/B Ratio
IGIB
N/A
SPHQ
9.30

IGIB vs SPHQ - Historical Returns

Returns include dividend reinvestment.

1M
IGIB
-0.38%
Winner
SPHQ
+4.24%
3M
IGIB
-0.91%
Winner
SPHQ
+5.30%
6M
IGIB
+0.62%
Winner
SPHQ
+11.76%
1Y
IGIB
+7.23%
Winner
SPHQ
+21.05%
5Y(CAGR)
IGIB
+1.58%
Winner
SPHQ
+14.67%
10Y(CAGR)
IGIB
+3.06%
Winner
SPHQ
+14.61%
Max(CAGR)
IGIB
+3.85%
Winner
SPHQ
+9.93%

IGIB vs SPHQ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGIBSPHQ
2026+0.11%+9.93%
2025+9.54%+13.53%
2024+4.03%+26.32%
2023+8.67%+25.85%
2022-13.49%-16.09%
2021-1.59%+29.54%
2020+9.38%+16.35%
2019+14.25%+33.63%
2018-0.56%-7.53%
2017+3.50%+18.59%
2016+3.41%+15.55%
2015+0.41%+1.80%
2014+3.56%+17.17%
2013-0.34%+29.38%
2012+6.98%+13.50%
2011+5.71%+5.34%
2010+6.28%+19.12%
2009+10.28%+10.06%
2008-0.99%-45.68%
2007+5.95%+16.62%
2006N/A+1.98%
2005N/A-2.05%

IGIB vs SPHQ Drawdown Comparison

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

The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.

The current IGIB drawdown is -1.47%. The current SPHQ drawdown is -0.48%.

RankIGIBSPHQ
#1-20.63%
Aug 3, 2021 - Jun 26, 2025
-57.83%
Oct 29, 2007 - May 14, 2013
#2-16.23%
Mar 4, 2020 - Jun 9, 2020
-31.58%
Feb 12, 2020 - Aug 4, 2020
#3-14.46%
Feb 5, 2008 - Jan 13, 2009
-25.05%
Jan 4, 2022 - Jul 31, 2023
#4-5.67%
Jan 13, 2009 - May 13, 2009
-22.35%
May 8, 2006 - May 4, 2007
#5-4.66%
May 2, 2013 - Apr 9, 2014
-20.74%
Oct 1, 2018 - Apr 5, 2019
#6-4.19%
Dec 30, 2020 - Jul 28, 2021
-16.57%
Feb 19, 2025 - Jun 4, 2025
#7-3.77%
Nov 4, 2010 - May 3, 2011
-11.71%
Jul 19, 2007 - Sep 25, 2007
#8-3.07%
Sep 7, 2016 - May 17, 2017
-9.77%
Jan 26, 2018 - Aug 29, 2018
#9-3.01%
Feb 27, 2026 - Mar 27, 2026
-8.90%
Feb 27, 2026 - Apr 24, 2026
#10-2.80%
Sep 7, 2017 - Jan 22, 2019
-8.76%
Sep 2, 2020 - Nov 16, 2020
#11-2.35%
Sep 6, 2011 - Nov 2, 2011
-8.51%
Dec 1, 2015 - Mar 1, 2016
#12-2.15%
Nov 2, 2011 - Jan 17, 2012
-8.47%
Sep 1, 2023 - Dec 11, 2023
#13-2.14%
May 8, 2007 - Aug 16, 2007
-8.30%
May 21, 2015 - Nov 2, 2015
#14-2.09%
Sep 4, 2019 - Oct 4, 2019
-6.82%
Apr 30, 2019 - Jun 19, 2019
#15-1.96%
Apr 24, 2015 - Mar 16, 2016
-6.68%
Jul 24, 2019 - Oct 25, 2019

Correlation

Correlation between IGIB and SPHQ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2007 - 2026)

IGIB vs SPHQ dividend yield comparison.

YearIGIBSPHQ
20261.62%0.34%
20254.59%1.09%
20244.41%1.15%
20233.78%1.42%
20223.04%1.85%
20212.52%1.19%
20202.74%1.55%
20193.44%1.51%
20183.41%1.85%
20172.51%1.57%
20162.45%1.67%
20152.51%2.29%
20142.35%1.66%
20132.61%1.70%
20123.02%1.97%
20113.76%1.76%
20104.24%0.59%
20094.53%0.30%
20084.72%0.11%
20075.02%0.00%

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