IGLB vs SPY

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

5-Year PerformanceSPY has outperformed IGLB, delivering a return of +13.3% compared to -1.6%

IGLB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGLB(ETF)	SPY(ETF)
Net Assets	$2.60B	$652B
Expense Ratio	0.04%	0.09%
Max Drawdown	39.97%	56.47%
Sharpe Ratio	0.52	2.07
5Y Beta	0.21	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	4.46%	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

IGLB

$2.60B

Winner

SPY

$652B

Expense Ratio

Winner

IGLB

0.04%

SPY

0.09%

Max Drawdown

Winner

IGLB

39.97%

SPY

56.47%

Sharpe Ratio

IGLB

0.52

Winner

SPY

2.07

5Y Beta

Winner

IGLB

0.21

SPY

1.00

P/E Ratio

IGLB

N/A

SPY

28.24

Forward P/E

IGLB

N/A

SPY

21.85

5Y Dividends CAGR

IGLB

4.46%

Winner

SPY

5.43%

5Y EPS CAGR

IGLB

N/A

SPY

25.79%

Debt to Equity

IGLB

N/A

SPY

22.35%

P/S Ratio

IGLB

N/A

SPY

3.55

P/B Ratio

IGLB

N/A

SPY

5.29

IGLB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	IGLB	SPY
1 month	+0.32%	+9.11%
3 months	-0.12%	+6.59%
6 months	+0.51%	+10.56%
1 year	+8.51%	+32.04%
5 years(CAGR)	-1.55%	+13.35%
10 years(CAGR)	+2.41%	+15.49%
Max(CAGR)	+4.33%	+8.50%

IGLB

+0.32%

Winner

SPY

+9.11%

IGLB

-0.12%

Winner

SPY

+6.59%

IGLB

+0.51%

Winner

SPY

+10.56%

IGLB

+8.51%

Winner

SPY

+32.04%

5Y(CAGR)

IGLB

-1.55%

Winner

SPY

+13.35%

10Y(CAGR)

IGLB

+2.41%

Winner

SPY

+15.49%

Max(CAGR)

IGLB

+4.33%

Winner

SPY

+8.50%

IGLB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IGLB	SPY
2026	+0.88%	+8.27%
2025	+7.47%	+18.00%
2024	-0.58%	+25.59%
2023	+9.75%	+26.72%
2022	-24.20%	-18.64%
2021	-0.96%	+30.52%
2020	+12.71%	+17.28%
2019	+22.84%	+31.09%
2018	-6.19%	-5.24%
2017	+11.45%	+20.78%
2016	+9.78%	+13.59%
2015	-6.13%	+1.31%
2014	+15.38%	+14.56%
2013	-7.90%	+29.00%
2012	+12.74%	+14.17%
2011	+16.81%	+0.85%
2010	+10.32%	+13.14%
2009	-0.47%	+22.67%
2008	N/A	-36.25%
2007	N/A	+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%

IGLB vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IGLB drawdown is -13.79%.

Rank	IGLB	SPY
#1	-34.13% Sep 22, 2021 - Oct 24, 2022	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-27.72% Mar 6, 2020 - Jul 9, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-14.42% May 2, 2013 - May 15, 2014	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-11.20% Jan 30, 2015 - Jun 8, 2016	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-10.23% Aug 6, 2020 - Aug 4, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-9.70% Dec 15, 2017 - Mar 28, 2019	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-9.22% Jul 8, 2016 - Jun 20, 2017	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-7.48% Aug 26, 2010 - May 17, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-5.13% Nov 13, 2012 - May 1, 2013	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-4.94% Aug 28, 2019 - Dec 13, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-4.40% Nov 1, 2011 - Feb 27, 2012	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.33% Aug 28, 2014 - Oct 14, 2014	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.20% Aug 10, 2011 - Sep 21, 2011	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-3.89% Feb 28, 2012 - May 3, 2012	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.85% Sep 22, 2011 - Oct 25, 2011	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IGLB and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (1999 - 2026)

IGLB vs SPY dividend yield comparison.

Year	IGLB	SPY
2026	1.78%	0.24%
2025	5.14%	1.07%
2024	5.10%	1.21%
2023	4.59%	1.40%
2022	4.56%	1.65%
2021	3.16%	1.20%
2020	3.22%	1.52%
2019	3.73%	1.75%
2018	4.56%	2.04%
2017	3.94%	1.80%
2016	4.21%	2.03%
2015	4.57%	2.06%
2014	3.76%	1.87%
2013	4.66%	1.81%
2012	4.37%	2.18%
2011	4.45%	2.05%
2010	5.29%	1.80%
2009	0.31%	1.95%
2008	0.00%	3.02%
2007	0.00%	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%