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IGLB vs MDYG

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).

5-Year PerformanceMDYG has outperformed IGLB, delivering a return of +8.0% compared to -1.8%

IGLB vs MDYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGLB
$2.70B
MDYG
$2.70B
Expense Ratio
Winner
IGLB
0.04%
MDYG
0.15%
Max Drawdown
Winner
IGLB
39.97%
MDYG
59.31%
Sharpe Ratio
IGLB
0.34
Winner
MDYG
1.24
5Y Beta
Winner
IGLB
0.22
MDYG
1.07
P/E Ratio
IGLB
N/A
MDYG
31.14
Forward P/E
IGLB
N/A
MDYG
20.41
5Y Dividends CAGR
IGLB
3.01%
Winner
MDYG
7.13%
5Y EPS CAGR
IGLB
N/A
MDYG
17.46%
Debt to Equity
IGLB
N/A
MDYG
53.16%
P/S Ratio
IGLB
N/A
MDYG
3.05
P/B Ratio
IGLB
N/A
MDYG
4.44

IGLB vs MDYG - Historical Returns

Returns include dividend reinvestment.

1M
IGLB
+0.28%
Winner
MDYG
+1.66%
3M
IGLB
-0.93%
Winner
MDYG
+8.17%
6M
IGLB
-0.20%
Winner
MDYG
+15.27%
1Y
IGLB
+6.44%
Winner
MDYG
+26.78%
5Y(CAGR)
IGLB
-1.76%
Winner
MDYG
+8.04%
10Y(CAGR)
IGLB
+2.24%
Winner
MDYG
+11.27%
Max(CAGR)
IGLB
+4.29%
Winner
MDYG
+10.36%

IGLB vs MDYG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGLBMDYG
2026+0.48%+14.32%
2025+7.47%+7.11%
2024-0.58%+16.57%
2023+9.75%+18.29%
2022-24.20%-18.97%
2021-0.96%+20.18%
2020+12.71%+22.17%
2019+22.84%+27.24%
2018-6.19%-11.43%
2017+11.45%+19.20%
2016+9.78%+16.95%
2015-6.13%+2.05%
2014+15.38%+9.06%
2013-7.90%+29.24%
2012+12.74%+16.21%
2011+16.81%-2.11%
2010+10.32%+25.08%
2009-0.47%+50.34%
2008N/A-40.78%
2007N/A+10.72%
2006N/A+11.26%
2005N/A+2.98%

IGLB vs MDYG Drawdown Comparison

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.

The current IGLB drawdown is -14.14%. The current MDYG drawdown is -2.78%.

RankIGLBMDYG
#1-34.13%
Sep 22, 2021 - Oct 24, 2022
-58.46%
Oct 12, 2007 - Nov 4, 2010
#2-27.72%
Mar 6, 2020 - Jul 9, 2020
-39.27%
Feb 20, 2020 - Aug 12, 2020
#3-14.42%
May 2, 2013 - May 15, 2014
-29.25%
Nov 16, 2021 - Feb 29, 2024
#4-11.20%
Jan 30, 2015 - Jun 8, 2016
-26.20%
Jul 7, 2011 - Sep 7, 2012
#5-10.23%
Aug 6, 2020 - Aug 4, 2021
-25.46%
Nov 25, 2024 - Dec 10, 2025
#6-9.70%
Dec 15, 2017 - Mar 28, 2019
-24.00%
Sep 14, 2018 - Nov 27, 2019
#7-9.22%
Jul 8, 2016 - Jun 20, 2017
-18.21%
Aug 17, 2015 - Jul 11, 2016
#8-7.48%
Aug 26, 2010 - May 17, 2011
-13.93%
May 9, 2006 - Dec 5, 2006
#9-5.13%
Nov 13, 2012 - May 1, 2013
-12.02%
Jul 13, 2007 - Oct 5, 2007
#10-4.94%
Aug 28, 2019 - Dec 13, 2019
-10.62%
Jul 1, 2014 - Nov 11, 2014
#11-4.40%
Nov 1, 2011 - Feb 27, 2012
-9.92%
Mar 2, 2026 - Apr 17, 2026
#12-4.33%
Aug 28, 2014 - Oct 14, 2014
-9.67%
Jan 26, 2018 - Jun 6, 2018
#13-4.20%
Aug 10, 2011 - Sep 21, 2011
-9.06%
Jul 16, 2024 - Oct 14, 2024
#14-3.89%
Feb 28, 2012 - May 3, 2012
-8.13%
Apr 29, 2011 - Jul 7, 2011
#15-3.85%
Sep 22, 2011 - Oct 25, 2011
-8.07%
Sep 2, 2020 - Oct 7, 2020

Correlation

Correlation between IGLB and MDYG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2005 - 2026)

IGLB vs MDYG dividend yield comparison.

YearIGLBMDYG
20262.25%0.12%
20255.14%0.75%
20245.10%0.87%
20234.59%1.20%
20224.56%1.16%
20213.16%0.69%
20203.22%0.71%
20193.73%1.21%
20184.56%1.36%
20173.94%2.23%
20164.21%1.25%
20154.57%2.51%
20143.76%1.60%
20134.66%0.82%
20124.37%0.97%
20114.45%0.66%
20105.29%0.29%
20090.31%0.59%
20080.00%0.94%
20070.00%2.12%
20060.00%3.01%
20050.00%0.05%

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