IGIB vs SPY

Comparison between ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IGIB, delivering a return of +13.3% compared to +1.5%

IGIB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGIB(ETF)	SPY(ETF)
Net Assets	$18B	$652B
Expense Ratio	0.04%	0.09%
Max Drawdown	23.94%	56.47%
Sharpe Ratio	0.80	2.07
5Y Beta	0.09	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	11.84%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

IGIB

$18B

Winner

SPY

$652B

Expense Ratio

Winner

IGIB

0.04%

SPY

0.09%

Max Drawdown

Winner

IGIB

23.94%

SPY

56.47%

Sharpe Ratio

IGIB

0.80

Winner

SPY

2.07

5Y Beta

Winner

IGIB

0.09

SPY

1.00

P/E Ratio

IGIB

N/A

SPY

28.24

Forward P/E

IGIB

N/A

SPY

21.85

5Y Dividends CAGR

Winner

IGIB

11.84%

SPY

5.43%

5Y EPS CAGR

IGIB

N/A

SPY

25.79%

Debt to Equity

IGIB

N/A

SPY

22.35%

P/S Ratio

IGIB

N/A

SPY

3.55

P/B Ratio

IGIB

N/A

SPY

5.29

IGIB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	IGIB	SPY
1 month	+0.30%	+9.11%
3 months	+0.00%	+6.59%
6 months	+1.32%	+10.56%
1 year	+7.61%	+32.04%
5 years(CAGR)	+1.52%	+13.35%
10 years(CAGR)	+3.10%	+15.49%
Max(CAGR)	+3.88%	+8.50%

IGIB

+0.30%

Winner

SPY

+9.11%

IGIB

+0.00%

Winner

SPY

+6.59%

IGIB

+1.32%

Winner

SPY

+10.56%

IGIB

+7.61%

Winner

SPY

+32.04%

5Y(CAGR)

IGIB

+1.52%

Winner

SPY

+13.35%

10Y(CAGR)

IGIB

+3.10%

Winner

SPY

+15.49%

Max(CAGR)

IGIB

+3.88%

Winner

SPY

+8.50%

IGIB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IGIB	SPY
2026	+0.58%	+8.27%
2025	+9.54%	+18.00%
2024	+4.03%	+25.59%
2023	+8.67%	+26.72%
2022	-13.49%	-18.64%
2021	-1.59%	+30.52%
2020	+9.38%	+17.28%
2019	+14.25%	+31.09%
2018	-0.56%	-5.24%
2017	+3.50%	+20.78%
2016	+3.41%	+13.59%
2015	+0.41%	+1.31%
2014	+3.56%	+14.56%
2013	-0.34%	+29.00%
2012	+6.98%	+14.17%
2011	+5.71%	+0.85%
2010	+6.28%	+13.14%
2009	+10.28%	+22.67%
2008	-0.99%	-36.25%
2007	+5.95%	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

IGIB vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IGIB drawdown is -1.01%.

Rank	IGIB	SPY
#1	-20.63% Aug 3, 2021 - Jun 26, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-16.23% Mar 4, 2020 - Jun 9, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-14.46% Feb 5, 2008 - Jan 13, 2009	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-5.67% Jan 13, 2009 - May 13, 2009	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-4.66% May 2, 2013 - Apr 9, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-4.19% Dec 30, 2020 - Jul 28, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-3.77% Nov 4, 2010 - May 3, 2011	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-3.07% Sep 7, 2016 - May 17, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-3.01% Feb 27, 2026 - Mar 27, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-2.80% Sep 7, 2017 - Jan 22, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.35% Sep 6, 2011 - Nov 2, 2011	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.15% Nov 2, 2011 - Jan 17, 2012	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.14% May 8, 2007 - Aug 16, 2007	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.09% Sep 4, 2019 - Oct 4, 2019	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.96% Apr 24, 2015 - Mar 16, 2016	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IGIB and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

IGIB vs SPY dividend yield comparison.

Year	IGIB	SPY
2026	1.61%	0.24%
2025	4.59%	1.07%
2024	4.41%	1.21%
2023	3.78%	1.40%
2022	3.04%	1.65%
2021	2.52%	1.20%
2020	2.74%	1.52%
2019	3.44%	1.75%
2018	3.41%	2.04%
2017	2.51%	1.80%
2016	2.45%	2.03%
2015	2.51%	2.06%
2014	2.35%	1.87%
2013	2.61%	1.81%
2012	3.02%	2.18%
2011	3.76%	2.05%
2010	4.24%	1.80%
2009	4.53%	1.95%
2008	4.72%	3.02%
2007	5.02%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%