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IGSB vs HYG

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

5-Year PerformanceHYG has outperformed IGSB, delivering a return of +3.7% compared to +2.4%

IGSB vs HYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGSB
$22B
HYG
$17B
Expense Ratio
Winner
IGSB
0.04%
HYG
0.49%
Max Drawdown
Winner
IGSB
13.38%
HYG
41.90%
Sharpe Ratio
IGSB
0.26
Winner
HYG
0.59
5Y Beta
Winner
IGSB
0.03
HYG
0.24
5Y Dividends CAGR
Winner
IGSB
16.46%
HYG
3.61%

IGSB vs HYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGSB
-0.04%
HYG
-0.10%
3M
IGSB
-0.17%
Winner
HYG
+0.70%
6M
IGSB
+0.91%
Winner
HYG
+1.33%
1Y
IGSB
+4.42%
Winner
HYG
+6.20%
5Y(CAGR)
IGSB
+2.38%
Winner
HYG
+3.70%
10Y(CAGR)
IGSB
+2.72%
Winner
HYG
+4.86%
Max(CAGR)
IGSB
+2.82%
Winner
HYG
+4.94%

IGSB vs HYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIGSBHYG
2026+0.47%+0.95%
2025+6.91%+8.34%
2024+5.27%+8.33%
2023+6.25%+11.32%
2022-5.49%-10.95%
2021-0.56%+3.96%
2020+5.33%+4.04%
2019+6.99%+14.24%
2018+1.32%-2.11%
2017+1.36%+5.63%
2016+1.79%+14.09%
2015+0.66%-5.03%
2014+0.72%+1.72%
2013+1.09%+4.77%
2012+2.48%+11.30%
2011+1.86%+6.68%
2010+2.81%+11.02%
2009+7.02%+28.98%
2008+3.42%-16.57%
2007+5.66%+1.62%

IGSB vs HYG Drawdown Comparison

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

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current IGSB drawdown is -0.55%. The current HYG drawdown is -0.59%.

RankIGSBHYG
#1-13.38%
Mar 4, 2020 - May 28, 2020
-34.28%
Sep 19, 2007 - Dec 2, 2009
#2-11.48%
Sep 19, 2008 - Jan 6, 2009
-22.03%
Feb 13, 2020 - Nov 4, 2020
#3-9.46%
Aug 3, 2021 - Mar 27, 2024
-15.79%
Dec 27, 2021 - Mar 7, 2024
#4-5.07%
Sep 10, 2008 - Sep 19, 2008
-13.44%
Apr 15, 2015 - Jul 8, 2016
#5-4.10%
Jan 9, 2009 - May 4, 2009
-10.05%
Jul 22, 2011 - Oct 24, 2011
#6-1.46%
Feb 27, 2026 - Mar 26, 2026
-8.38%
May 25, 2007 - Sep 18, 2007
#7-1.34%
Apr 3, 2025 - Apr 28, 2025
-7.90%
Oct 27, 2011 - Dec 23, 2011
#8-1.29%
Feb 29, 2008 - Aug 26, 2008
-7.07%
Apr 23, 2010 - Jul 20, 2010
#9-1.29%
Aug 2, 2011 - Nov 3, 2011
-7.05%
May 8, 2013 - Nov 29, 2013
#10-1.24%
Jun 3, 2009 - Jun 22, 2009
-6.42%
Jun 25, 2014 - Apr 15, 2015
#11-1.18%
Sep 24, 2024 - Jan 27, 2025
-6.41%
Oct 1, 2018 - Jan 31, 2019
#12-1.09%
Nov 3, 2011 - Jan 3, 2012
-6.05%
Jan 8, 2010 - Mar 16, 2010
#13-1.02%
Mar 27, 2024 - May 3, 2024
-4.56%
May 18, 2011 - Jul 7, 2011
#14-0.99%
May 7, 2013 - Sep 18, 2013
-4.56%
Feb 28, 2025 - May 12, 2025
#15-0.98%
Sep 8, 2017 - Aug 10, 2018
-4.50%
May 2, 2012 - Jun 29, 2012

Correlation

Correlation between IGSB and HYG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2007 - 2026)

IGSB vs HYG dividend yield comparison.

YearIGSBHYG
20261.91%2.52%
20254.44%5.71%
20244.02%6.01%
20233.26%5.74%
20222.07%5.30%
20211.82%4.02%
20202.36%4.88%
20193.06%4.99%
20182.46%5.54%
20171.65%5.12%
20161.45%5.27%
20151.18%5.90%
20140.90%5.69%
20131.12%6.10%
20121.56%6.60%
20111.90%7.51%
20102.52%8.25%
20093.57%9.48%
20083.93%10.08%
20074.63%5.23%

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