IGSB vs RDVY

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).

5-Year PerformanceRDVY has outperformed IGSB, delivering a return of +11.5% compared to +2.5%

IGSB vs RDVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGSB(ETF)	RDVY(ETF)
Net Assets	$22B	$22B
Expense Ratio	0.04%	0.47%
Max Drawdown	13.38%	40.60%
Sharpe Ratio	0.71	1.50
5Y Beta	0.03	0.93
P/E Ratio	N/A	18.98
Forward P/E	N/A	17.05
PEG Ratio	N/A	0.40
5Y Dividends CAGR	17.01%	5.57%
5Y EPS CAGR	N/A	22.80%
Debt to Equity	N/A	25.72%
P/S Ratio	N/A	2.69
P/B Ratio	N/A	3.69

Net Assets

IGSB

$22B

Winner

RDVY

$22B

Expense Ratio

Winner

IGSB

0.04%

RDVY

0.47%

Max Drawdown

Winner

IGSB

13.38%

RDVY

40.60%

Sharpe Ratio

IGSB

0.71

Winner

RDVY

1.50

5Y Beta

Winner

IGSB

0.03

RDVY

0.93

P/E Ratio

IGSB

N/A

RDVY

18.98

Forward P/E

IGSB

N/A

RDVY

17.05

PEG Ratio

IGSB

N/A

RDVY

0.40

5Y Dividends CAGR

Winner

IGSB

17.01%

RDVY

5.57%

5Y EPS CAGR

IGSB

N/A

RDVY

22.80%

Debt to Equity

IGSB

N/A

RDVY

25.72%

P/S Ratio

IGSB

N/A

RDVY

2.69

P/B Ratio

IGSB

N/A

RDVY

3.69

IGSB vs RDVY - Historical Returns

Returns include dividend reinvestment.

Period	IGSB	RDVY
1 month	-0.05%	+1.38%
3 months	-0.14%	+4.10%
6 months	+1.27%	+9.16%
1 year	+5.20%	+23.29%
5 years(CAGR)	+2.46%	+11.47%
10 years(CAGR)	+2.73%	+15.81%
Max(CAGR)	+2.84%	+13.10%

IGSB

-0.05%

Winner

RDVY

+1.38%

IGSB

-0.14%

Winner

RDVY

+4.10%

IGSB

+1.27%

Winner

RDVY

+9.16%

IGSB

+5.20%

Winner

RDVY

+23.29%

5Y(CAGR)

IGSB

+2.46%

Winner

RDVY

+11.47%

10Y(CAGR)

IGSB

+2.73%

Winner

RDVY

+15.81%

Max(CAGR)

IGSB

+2.84%

Winner

RDVY

+13.10%

IGSB vs RDVY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGSB	RDVY
2026	+0.54%	+5.87%
2025	+6.91%	+19.20%
2024	+5.27%	+16.09%
2023	+6.25%	+20.81%
2022	-5.49%	-13.98%
2021	-0.56%	+33.30%
2020	+5.33%	+12.49%
2019	+6.99%	+37.39%
2018	+1.32%	-10.30%
2017	+1.36%	+21.69%
2016	+1.79%	+22.80%
2015	+0.66%	-3.01%
2014	+0.72%	+10.58%
2013	+1.09%	N/A
2012	+2.48%	N/A
2011	+1.86%	N/A
2010	+2.81%	N/A
2009	+7.02%	N/A
2008	+3.42%	N/A
2007	+5.66%	N/A

IGSB vs RDVY Drawdown Comparison

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

The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.

The current IGSB drawdown is -0.48%. The current RDVY drawdown is -1.91%.

Rank	IGSB	RDVY
#1	-13.38% Mar 4, 2020 - May 28, 2020	-40.60% Feb 12, 2020 - Nov 10, 2020
#2	-11.48% Sep 19, 2008 - Jan 6, 2009	-25.33% Jan 4, 2022 - Dec 14, 2023
#3	-9.46% Aug 3, 2021 - Mar 27, 2024	-21.94% Sep 21, 2018 - Apr 29, 2019
#4	-5.07% Sep 10, 2008 - Sep 19, 2008	-19.11% Nov 25, 2024 - Jul 3, 2025
#5	-4.10% Jan 9, 2009 - May 4, 2009	-19.07% May 21, 2015 - Aug 23, 2016
#6	-1.46% Feb 27, 2026 - Mar 26, 2026	-10.14% Apr 30, 2019 - Jul 22, 2019
#7	-1.34% Apr 3, 2025 - Apr 28, 2025	-9.76% Jul 24, 2019 - Oct 21, 2019
#8	-1.29% Feb 29, 2008 - Aug 26, 2008	-9.47% Jan 26, 2018 - Aug 27, 2018
#9	-1.29% Aug 2, 2011 - Nov 3, 2011	-9.36% Sep 30, 2014 - Nov 12, 2014
#10	-1.24% Jun 3, 2009 - Jun 22, 2009	-9.03% Jan 29, 2026 - Apr 13, 2026
#11	-1.18% Sep 24, 2024 - Jan 27, 2025	-8.18% Jul 31, 2024 - Aug 30, 2024
#12	-1.09% Nov 3, 2011 - Jan 3, 2012	-7.18% Jan 15, 2014 - Mar 6, 2014
#13	-1.02% Mar 27, 2024 - May 3, 2024	-6.56% May 7, 2021 - Aug 11, 2021
#14	-0.99% May 7, 2013 - Sep 18, 2013	-6.07% Dec 29, 2014 - Feb 12, 2015
#15	-0.98% Sep 8, 2017 - Aug 10, 2018	-6.06% Jan 17, 2020 - Feb 12, 2020

Correlation

Correlation between IGSB and RDVY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

IGSB vs RDVY dividend yield comparison.

Year	IGSB	RDVY
2026	1.52%	0.24%
2025	4.44%	1.11%
2024	4.02%	1.64%
2023	3.26%	2.09%
2022	2.07%	2.21%
2021	1.82%	1.04%
2020	2.36%	1.53%
2019	3.06%	1.55%
2018	2.46%	1.68%
2017	1.65%	1.25%
2016	1.45%	2.07%
2015	1.18%	2.14%
2014	0.90%	1.91%
2013	1.12%	0.00%
2012	1.56%	0.00%
2011	1.90%	0.00%
2010	2.52%	0.00%
2009	3.57%	0.00%
2008	3.93%	0.00%
2007	4.63%	0.00%