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IGLB vs MDYV

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

5-Year PerformanceMDYV has outperformed IGLB, delivering a return of +8.0% compared to -1.9%

IGLB vs MDYV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGLB
$2.60B
MDYV
$2.60B
Expense Ratio
Winner
IGLB
0.04%
MDYV
0.15%
Max Drawdown
Winner
IGLB
39.97%
MDYV
62.59%
Sharpe Ratio
IGLB
0.43
Winner
MDYV
1.14
5Y Beta
Winner
IGLB
0.22
MDYV
0.90
P/E Ratio
IGLB
N/A
MDYV
21.40
Forward P/E
IGLB
N/A
MDYV
14.04
PEG Ratio
IGLB
N/A
MDYV
0.07
5Y Dividends CAGR
IGLB
3.01%
Winner
MDYV
8.23%
5Y EPS CAGR
IGLB
N/A
MDYV
8.98%
Debt to Equity
IGLB
N/A
MDYV
43.55%
P/S Ratio
IGLB
N/A
MDYV
1.06
P/B Ratio
IGLB
N/A
MDYV
2.00

IGLB vs MDYV - Historical Returns

Returns include dividend reinvestment.

1M
IGLB
+1.36%
Winner
MDYV
+4.87%
3M
IGLB
+2.63%
Winner
MDYV
+12.48%
6M
IGLB
+1.73%
Winner
MDYV
+10.20%
1Y
IGLB
+6.09%
Winner
MDYV
+22.11%
5Y(CAGR)
IGLB
-1.93%
Winner
MDYV
+8.01%
10Y(CAGR)
IGLB
+2.21%
Winner
MDYV
+10.82%
Max(CAGR)
IGLB
+4.34%
Winner
MDYV
+9.09%

IGLB vs MDYV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGLBMDYV
2026+1.41%+10.72%
2025+7.47%+7.89%
2024-0.58%+11.46%
2023+9.75%+15.49%
2022-24.20%-7.79%
2021-0.96%+32.87%
2020+12.71%+3.95%
2019+22.84%+25.64%
2018-6.19%-12.74%
2017+11.45%+11.16%
2016+9.78%+27.76%
2015-6.13%-6.72%
2014+15.38%+13.69%
2013-7.90%+31.45%
2012+12.74%+16.71%
2011+16.81%-3.66%
2010+10.32%+20.67%
2009-0.47%+31.76%
2008N/A-34.65%
2007N/A-1.23%
2006N/A+14.50%
2005N/A+2.32%

IGLB vs MDYV 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 MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.

The current IGLB drawdown is -13.34%.

RankIGLBMDYV
#1-34.13%
Sep 22, 2021 - Oct 24, 2022
-60.74%
Jun 4, 2007 - Apr 5, 2011
#2-27.72%
Mar 6, 2020 - Jul 9, 2020
-45.87%
Jan 16, 2020 - Dec 4, 2020
#3-14.42%
May 2, 2013 - May 15, 2014
-25.52%
Apr 28, 2011 - Mar 15, 2012
#4-11.20%
Jan 30, 2015 - Jun 8, 2016
-22.81%
Aug 29, 2018 - Nov 5, 2019
#5-10.23%
Aug 6, 2020 - Aug 4, 2021
-22.59%
Nov 25, 2024 - Dec 10, 2025
#6-9.70%
Dec 15, 2017 - Mar 28, 2019
-21.23%
Jun 23, 2015 - Jun 8, 2016
#7-9.22%
Jul 8, 2016 - Jun 20, 2017
-19.02%
Jan 4, 2022 - Jan 27, 2023
#8-7.48%
Aug 26, 2010 - May 17, 2011
-18.70%
Feb 2, 2023 - Dec 19, 2023
#9-5.13%
Nov 13, 2012 - May 1, 2013
-12.24%
Mar 19, 2012 - Sep 7, 2012
#10-4.94%
Aug 28, 2019 - Dec 13, 2019
-10.53%
Feb 6, 2026 - Jun 2, 2026
#11-4.40%
Nov 1, 2011 - Feb 27, 2012
-10.31%
Sep 2, 2014 - Nov 24, 2014
#12-4.33%
Aug 28, 2014 - Oct 14, 2014
-9.35%
Jan 23, 2018 - Jun 7, 2018
#13-4.20%
Aug 10, 2011 - Sep 21, 2011
-9.07%
May 7, 2021 - Oct 25, 2021
#14-3.89%
Feb 28, 2012 - May 3, 2012
-9.01%
May 9, 2006 - Oct 13, 2006
#15-3.85%
Sep 22, 2011 - Oct 25, 2011
-8.70%
Nov 15, 2021 - Jan 4, 2022

Correlation

Correlation between IGLB and MDYV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2005 - 2026)

IGLB vs MDYV dividend yield comparison.

YearIGLBMDYV
20262.23%0.40%
20255.14%1.72%
20245.10%1.89%
20234.59%1.59%
20224.56%1.90%
20213.16%1.74%
20203.22%1.69%
20193.73%1.83%
20184.56%2.28%
20173.94%2.48%
20164.21%1.83%
20154.57%4.31%
20143.76%4.05%
20134.66%1.40%
20124.37%2.08%
20114.45%1.74%
20105.29%2.24%
20090.31%2.37%
20080.00%4.30%
20070.00%2.13%
20060.00%3.56%
20050.00%0.31%

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