IGM vs SPHY
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformanceIGM has outperformed SPHY, delivering a return of +20.9% compared to +4.4%
IGM vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IGM vs SPHY - Historical Returns
Returns include dividend reinvestment.
IGM vs SPHY - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | SPHY |
|---|---|---|
| 2026 | +27.71% | +1.89% |
| 2025 | +26.55% | +8.31% |
| 2024 | +40.71% | +8.81% |
| 2023 | +60.79% | +12.80% |
| 2022 | -36.30% | -10.48% |
| 2021 | +27.74% | +5.74% |
| 2020 | +42.37% | +6.44% |
| 2019 | +40.83% | +13.55% |
| 2018 | +0.88% | -2.69% |
| 2017 | +36.21% | +6.73% |
| 2016 | +15.44% | +11.15% |
| 2015 | +9.72% | -3.64% |
| 2014 | +15.91% | +6.53% |
| 2013 | +30.12% | -1.34% |
| 2012 | +12.93% | +7.21% |
| 2011 | -2.46% | N/A |
| 2010 | +10.41% | N/A |
| 2009 | +56.01% | N/A |
| 2008 | -42.38% | N/A |
| 2007 | +15.95% | N/A |
| 2006 | +6.51% | N/A |
| 2005 | +2.73% | N/A |
| 2004 | +2.37% | N/A |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs SPHY Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The current IGM drawdown is -3.41%.
| Rank | IGM | SPHY |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between IGM and SPHY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IGM vs SPHY dividend yield comparison.
| Year | IGM | SPHY |
|---|---|---|
| 2026 | 0.07% | 2.94% |
| 2025 | 0.17% | 7.38% |
| 2024 | 0.22% | 7.80% |
| 2023 | 0.33% | 7.30% |
| 2022 | 0.66% | 6.47% |
| 2021 | 0.16% | 5.13% |
| 2020 | 0.32% | 5.63% |
| 2019 | 0.50% | 5.73% |
| 2018 | 0.57% | 4.09% |
| 2017 | 0.57% | 4.41% |
| 2016 | 0.90% | 4.27% |
| 2015 | 0.79% | 4.29% |
| 2014 | 0.88% | 3.98% |
| 2013 | 0.78% | 4.41% |
| 2012 | 0.94% | 2.17% |
| 2011 | 0.60% | 0.00% |
| 2010 | 0.41% | 0.00% |
| 2009 | 0.36% | 0.00% |
| 2008 | 0.58% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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