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IGSB vs DVY

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and ISHARES SELECT DIVIDEND ETF (DVY, ETF).

5-Year PerformanceDVY has outperformed IGSB, delivering a return of +8.3% compared to +2.5%

IGSB vs DVY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGSB
$22B
Winner
DVY
$22B
Expense Ratio
Winner
IGSB
0.04%
DVY
0.38%
Max Drawdown
Winner
IGSB
13.38%
DVY
65.23%
Sharpe Ratio
IGSB
0.75
Winner
DVY
1.49
5Y Beta
Winner
IGSB
0.03
DVY
0.58
P/E Ratio
IGSB
N/A
DVY
15.94
Forward P/E
IGSB
N/A
DVY
12.47
PEG Ratio
IGSB
N/A
DVY
0.20
5Y Dividends CAGR
Winner
IGSB
17.01%
DVY
12.31%
5Y EPS CAGR
IGSB
N/A
DVY
5.99%
Debt to Equity
IGSB
N/A
DVY
-14.23%
P/S Ratio
IGSB
N/A
DVY
1.13
P/B Ratio
IGSB
N/A
DVY
1.80

IGSB vs DVY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGSB
+0.28%
DVY
-0.57%
3M
Winner
IGSB
+0.19%
DVY
-1.04%
6M
IGSB
+1.57%
Winner
DVY
+10.68%
1Y
IGSB
+5.41%
Winner
DVY
+21.80%
5Y(CAGR)
IGSB
+2.46%
Winner
DVY
+8.29%
10Y(CAGR)
IGSB
+2.75%
Winner
DVY
+10.30%
Max(CAGR)
IGSB
+2.85%
Winner
DVY
+8.84%

IGSB vs DVY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearIGSBDVY
2026+0.76%+7.58%
2025+6.91%+11.80%
2024+5.27%+15.11%
2023+6.25%+1.21%
2022-5.49%+1.35%
2021-0.56%+33.65%
2020+5.33%-4.62%
2019+6.99%+23.04%
2018+1.32%-6.43%
2017+1.36%+14.34%
2016+1.79%+22.61%
2015+0.66%-2.12%
2014+0.72%+16.49%
2013+1.09%+25.99%
2012+2.48%+10.25%
2011+1.86%+11.03%
2010+2.81%+16.31%
2009+7.02%+9.19%
2008+3.42%-32.03%
2007+5.66%-6.26%
2006N/A+17.63%
2005N/A+4.00%
2004N/A+18.04%
2003N/A+7.09%

IGSB vs DVY Drawdown Comparison

The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.

The current IGSB drawdown is -0.26%. The current DVY drawdown is -2.84%.

RankIGSBDVY
#1-13.38%
Mar 4, 2020 - May 28, 2020
-62.57%
May 22, 2007 - Jan 29, 2013
#2-11.48%
Sep 19, 2008 - Jan 6, 2009
-41.59%
Jan 17, 2020 - Feb 9, 2021
#3-9.46%
Aug 3, 2021 - Mar 27, 2024
-17.49%
Apr 20, 2022 - Mar 28, 2024
#4-5.07%
Sep 10, 2008 - Sep 19, 2008
-15.99%
Nov 29, 2024 - Aug 22, 2025
#5-4.10%
Jan 9, 2009 - May 4, 2009
-15.32%
Sep 18, 2018 - Apr 5, 2019
#6-1.46%
Feb 27, 2026 - Mar 26, 2026
-12.03%
Dec 29, 2014 - Mar 4, 2016
#7-1.34%
Apr 3, 2025 - Apr 28, 2025
-9.19%
Jan 26, 2018 - Aug 16, 2018
#8-1.29%
Feb 29, 2008 - Aug 26, 2008
-7.92%
Mar 5, 2004 - Aug 25, 2004
#9-1.29%
Aug 2, 2011 - Nov 3, 2011
-7.87%
Aug 3, 2005 - Feb 22, 2006
#10-1.24%
Jun 3, 2009 - Jun 22, 2009
-7.80%
May 10, 2021 - Nov 15, 2021
#11-1.18%
Sep 24, 2024 - Jan 27, 2025
-7.37%
Apr 30, 2019 - Jul 3, 2019
#12-1.09%
Nov 3, 2011 - Jan 3, 2012
-6.89%
Feb 13, 2026 - Mar 20, 2026
#13-1.02%
Mar 27, 2024 - May 3, 2024
-6.19%
Jul 24, 2019 - Sep 10, 2019
#14-0.99%
May 7, 2013 - Sep 18, 2013
-6.16%
May 17, 2013 - Jul 11, 2013
#15-0.98%
Sep 8, 2017 - Aug 10, 2018
-6.05%
Mar 28, 2024 - May 9, 2024

Correlation

Correlation between IGSB and DVY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2003 - 2026)

IGSB vs DVY dividend yield comparison.

YearIGSBDVY
20261.52%0.75%
20254.44%3.65%
20244.02%3.65%
20233.26%3.82%
20222.07%3.43%
20211.82%3.12%
20202.36%3.66%
20193.06%3.41%
20182.46%3.58%
20171.65%3.00%
20161.45%3.04%
20151.18%3.45%
20140.90%3.03%
20131.12%3.06%
20121.56%3.71%
20111.90%3.44%
20102.52%3.42%
20093.57%3.78%
20083.93%5.86%
20074.63%3.67%
20060.00%3.15%
20050.00%3.02%
20040.00%3.10%
20030.00%0.53%

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