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IGIB vs SPMD

Comparison between ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF).

5-Year PerformanceSPMD has outperformed IGIB, delivering a return of +8.8% compared to +1.0%

IGIB vs SPMD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGIB
$19B
SPMD
$18B
Expense Ratio
IGIB
0.04%
Winner
SPMD
0.03%
Max Drawdown
Winner
IGIB
23.94%
SPMD
60.53%
Sharpe Ratio
IGIB
0.07
Winner
SPMD
1.04
5Y Beta
Winner
IGIB
0.09
SPMD
0.98
P/E Ratio
IGIB
N/A
SPMD
25.06
Forward P/E
IGIB
N/A
SPMD
17.15
PEG Ratio
IGIB
N/A
SPMD
0.18
5Y Dividends CAGR
Winner
IGIB
11.58%
SPMD
8.64%
5Y EPS CAGR
IGIB
N/A
SPMD
12.91%
Debt to Equity
IGIB
N/A
SPMD
44.80%
P/S Ratio
IGIB
N/A
SPMD
1.64
P/B Ratio
IGIB
N/A
SPMD
2.78

IGIB vs SPMD - Historical Returns

Returns include dividend reinvestment.

1M
IGIB
-0.50%
Winner
SPMD
-0.45%
3M
IGIB
-0.74%
Winner
SPMD
+4.10%
6M
IGIB
-0.34%
Winner
SPMD
+8.20%
1Y
IGIB
+3.78%
Winner
SPMD
+21.69%
5Y(CAGR)
IGIB
+0.96%
Winner
SPMD
+8.81%
10Y(CAGR)
IGIB
+2.86%
Winner
SPMD
+11.24%
Max(CAGR)
IGIB
+3.80%
Winner
SPMD
+9.85%

IGIB vs SPMD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGIBSPMD
2026-0.20%+13.75%
2025+9.54%+7.70%
2024+4.03%+14.26%
2023+8.67%+16.97%
2022-13.49%-13.41%
2021-1.59%+26.68%
2020+9.38%+13.36%
2019+14.25%+25.15%
2018-0.56%-11.76%
2017+3.50%+14.82%
2016+3.41%+20.57%
2015+0.41%-2.73%
2014+3.56%+9.38%
2013-0.34%+35.41%
2012+6.98%+15.80%
2011+5.71%-2.07%
2010+6.28%+23.61%
2009+10.28%+43.74%
2008-0.99%-37.86%
2007+5.95%+4.98%
2006N/A+11.73%
2005N/A+3.21%

IGIB vs SPMD Drawdown Comparison

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

The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

The current IGIB drawdown is -1.77%. The current SPMD drawdown is -1.79%.

RankIGIBSPMD
#1-20.63%
Aug 3, 2021 - Jun 26, 2025
-57.65%
Jul 17, 2007 - Dec 17, 2010
#2-16.23%
Mar 4, 2020 - Jun 9, 2020
-41.85%
Feb 20, 2020 - Nov 9, 2020
#3-14.46%
Feb 5, 2008 - Jan 13, 2009
-27.47%
Apr 29, 2011 - Mar 15, 2012
#4-5.67%
Jan 13, 2009 - May 13, 2009
-24.96%
Jun 22, 2015 - Nov 14, 2016
#5-4.66%
May 2, 2013 - Apr 9, 2014
-24.31%
Aug 29, 2018 - Dec 19, 2019
#6-4.19%
Dec 30, 2020 - Jul 28, 2021
-24.09%
Nov 25, 2024 - Dec 10, 2025
#7-3.77%
Nov 4, 2010 - May 3, 2011
-23.70%
Nov 16, 2021 - Feb 9, 2024
#8-3.07%
Sep 7, 2016 - May 17, 2017
-12.22%
Mar 19, 2012 - Sep 13, 2012
#9-3.01%
Feb 27, 2026 - Mar 27, 2026
-11.85%
May 8, 2006 - Nov 15, 2006
#10-2.80%
Sep 7, 2017 - Jan 22, 2019
-11.64%
Jul 2, 2014 - Nov 25, 2014
#11-2.35%
Sep 6, 2011 - Nov 2, 2011
-9.37%
Jan 26, 2018 - May 21, 2018
#12-2.15%
Nov 2, 2011 - Jan 17, 2012
-8.86%
Feb 20, 2026 - Apr 17, 2026
#13-2.14%
May 8, 2007 - Aug 16, 2007
-7.83%
Jul 16, 2024 - Sep 19, 2024
#14-2.09%
Sep 4, 2019 - Oct 4, 2019
-7.14%
Sep 14, 2012 - Dec 18, 2012
#15-1.96%
Apr 24, 2015 - Mar 16, 2016
-7.12%
Mar 28, 2024 - May 15, 2024

Correlation

Correlation between IGIB and SPMD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2005 - 2026)

IGIB vs SPMD dividend yield comparison.

YearIGIBSPMD
20262.46%0.60%
20254.59%1.39%
20244.41%1.42%
20233.78%1.47%
20223.04%1.64%
20212.52%1.24%
20202.74%1.30%
20193.44%1.57%
20183.41%1.85%
20172.51%1.97%
20162.45%2.13%
20152.51%5.33%
20142.35%5.71%
20132.61%10.67%
20123.02%2.48%
20113.76%1.34%
20104.24%1.13%
20094.53%1.31%
20084.72%2.34%
20075.02%6.04%
20060.00%2.73%
20050.00%0.18%

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