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IGLB vs SPLB

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF (SPLB, ETF).

5-Year PerformanceIGLB has outperformed SPLB, delivering a return of -1.8% compared to -1.9%

IGLB vs SPLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGLB
$2.70B
SPLB
$1.30B
Expense Ratio
IGLB
0.04%
SPLB
0.04%
Max Drawdown
Winner
IGLB
39.97%
SPLB
40.25%
Sharpe Ratio
Winner
IGLB
0.34
SPLB
0.31
5Y Beta
Winner
IGLB
0.22
SPLB
0.22
5Y Dividends CAGR
IGLB
3.01%
Winner
SPLB
4.35%

IGLB vs SPLB - Historical Returns

Returns include dividend reinvestment.

1M
IGLB
+0.28%
Winner
SPLB
+0.36%
3M
IGLB
-0.93%
Winner
SPLB
-0.87%
6M
Winner
IGLB
-0.20%
SPLB
-0.21%
1Y
Winner
IGLB
+6.44%
SPLB
+6.21%
5Y(CAGR)
Winner
IGLB
-1.76%
SPLB
-1.93%
10Y(CAGR)
Winner
IGLB
+2.24%
SPLB
+2.21%
Max(CAGR)
IGLB
+4.29%
Winner
SPLB
+5.30%

IGLB vs SPLB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIGLBSPLB
2026+0.48%+0.56%
2025+7.47%+7.00%
2024-0.58%-0.87%
2023+9.75%+9.99%
2022-24.20%-24.50%
2021-0.96%-1.19%
2020+12.71%+12.95%
2019+22.84%+23.01%
2018-6.19%-6.46%
2017+11.45%+12.35%
2016+9.78%+10.84%
2015-6.13%-5.93%
2014+15.38%+15.68%
2013-7.90%-5.10%
2012+12.74%+10.54%
2011+16.81%+16.73%
2010+10.32%+8.75%
2009-0.47%+20.91%

IGLB vs SPLB 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 SPLB was -34.47%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IGLB drawdown is -14.14%. The current SPLB drawdown is -14.93%.

RankIGLBSPLB
#1-34.13%
Sep 22, 2021 - Oct 24, 2022
-34.47%
Sep 22, 2021 - Oct 24, 2022
#2-27.72%
Mar 6, 2020 - Jul 9, 2020
-27.95%
Mar 6, 2020 - Jul 7, 2020
#3-14.42%
May 2, 2013 - May 15, 2014
-13.99%
May 2, 2013 - May 1, 2014
#4-11.20%
Jan 30, 2015 - Jun 8, 2016
-12.29%
Jan 30, 2015 - Jun 8, 2016
#5-10.23%
Aug 6, 2020 - Aug 4, 2021
-10.67%
Aug 6, 2020 - Sep 22, 2021
#6-9.70%
Dec 15, 2017 - Mar 28, 2019
-9.87%
Dec 15, 2017 - Apr 10, 2019
#7-9.22%
Jul 8, 2016 - Jun 20, 2017
-9.71%
Jul 8, 2016 - Jun 21, 2017
#8-7.48%
Aug 26, 2010 - May 17, 2011
-7.96%
Aug 26, 2010 - May 17, 2011
#9-5.13%
Nov 13, 2012 - May 1, 2013
-6.61%
Sep 28, 2009 - Apr 27, 2010
#10-4.94%
Aug 28, 2019 - Dec 13, 2019
-5.11%
Aug 28, 2019 - Dec 13, 2019
#11-4.40%
Nov 1, 2011 - Feb 27, 2012
-5.00%
Aug 4, 2011 - Sep 22, 2011
#12-4.33%
Aug 28, 2014 - Oct 14, 2014
-4.94%
Oct 15, 2012 - Apr 26, 2013
#13-4.20%
Aug 10, 2011 - Sep 21, 2011
-4.83%
Nov 1, 2011 - Jan 17, 2012
#14-3.89%
Feb 28, 2012 - May 3, 2012
-4.68%
May 6, 2010 - Jul 16, 2010
#15-3.85%
Sep 22, 2011 - Oct 25, 2011
-4.46%
Aug 28, 2014 - Oct 14, 2014

Correlation

Correlation between IGLB and SPLB is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2009 - 2026)

IGLB vs SPLB dividend yield comparison.

YearIGLBSPLB
20262.25%2.28%
20255.14%5.25%
20245.10%5.20%
20234.59%4.60%
20224.56%4.53%
20213.16%3.00%
20203.22%3.01%
20193.73%3.79%
20184.56%4.50%
20173.94%4.06%
20164.21%4.34%
20154.57%4.70%
20143.76%4.25%
20134.66%4.89%
20124.37%4.85%
20114.45%4.94%
20105.29%8.04%
20090.31%5.06%

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