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IGSB vs SDY

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).

5-Year PerformanceSDY has outperformed IGSB, delivering a return of +6.5% compared to +2.5%

IGSB vs SDY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGSB
$22B
Winner
SDY
$22B
Expense Ratio
Winner
IGSB
0.04%
SDY
0.35%
Max Drawdown
Winner
IGSB
13.38%
SDY
58.57%
Sharpe Ratio
IGSB
0.71
Winner
SDY
0.98
5Y Beta
Winner
IGSB
0.03
SDY
0.48
P/E Ratio
IGSB
N/A
SDY
21.14
Forward P/E
IGSB
N/A
SDY
17.08
PEG Ratio
IGSB
N/A
SDY
0.92
5Y Dividends CAGR
Winner
IGSB
17.01%
SDY
7.36%
5Y EPS CAGR
IGSB
N/A
SDY
8.33%
Debt to Equity
IGSB
N/A
SDY
35.03%
P/S Ratio
IGSB
N/A
SDY
1.82
P/B Ratio
IGSB
N/A
SDY
3.04

IGSB vs SDY - Historical Returns

Returns include dividend reinvestment.

1M
IGSB
-0.05%
Winner
SDY
+0.32%
3M
Winner
IGSB
-0.14%
SDY
-3.44%
6M
IGSB
+1.27%
Winner
SDY
+7.83%
1Y
IGSB
+5.20%
Winner
SDY
+12.58%
5Y(CAGR)
IGSB
+2.46%
Winner
SDY
+6.51%
10Y(CAGR)
IGSB
+2.73%
Winner
SDY
+9.36%
Max(CAGR)
IGSB
+2.84%
Winner
SDY
+8.86%

IGSB vs SDY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGSBSDY
2026+0.54%+6.27%
2025+6.91%+8.85%
2024+5.27%+8.00%
2023+6.25%+2.35%
2022-5.49%-0.44%
2021-0.56%+27.12%
2020+5.33%+2.06%
2019+6.99%+24.12%
2018+1.32%-2.82%
2017+1.36%+15.46%
2016+1.79%+21.95%
2015+0.66%-0.69%
2014+0.72%+15.05%
2013+1.09%+27.23%
2012+2.48%+10.85%
2011+1.86%+6.44%
2010+2.81%+14.94%
2009+7.02%+16.62%
2008+3.42%-21.76%
2007+5.66%-7.06%
2006N/A+16.23%
2005N/A+1.10%

IGSB vs SDY Drawdown Comparison

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

The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.

The current IGSB drawdown is -0.48%. The current SDY drawdown is -4.56%.

RankIGSBSDY
#1-13.38%
Mar 4, 2020 - May 28, 2020
-54.78%
Jun 1, 2007 - Apr 28, 2011
#2-11.48%
Sep 19, 2008 - Jan 6, 2009
-36.66%
Feb 14, 2020 - Nov 24, 2020
#3-9.46%
Aug 3, 2021 - Mar 27, 2024
-16.06%
Jul 7, 2011 - Dec 27, 2011
#4-5.07%
Sep 10, 2008 - Sep 19, 2008
-15.21%
Aug 16, 2022 - Dec 2, 2022
#5-4.10%
Jan 9, 2009 - May 4, 2009
-15.02%
Feb 2, 2023 - Mar 12, 2024
#6-1.46%
Feb 27, 2026 - Mar 26, 2026
-14.40%
Nov 29, 2024 - Aug 13, 2025
#7-1.34%
Apr 3, 2025 - Apr 28, 2025
-14.22%
Sep 21, 2018 - Feb 19, 2019
#8-1.29%
Feb 29, 2008 - Aug 26, 2008
-13.20%
Apr 20, 2022 - Aug 15, 2022
#9-1.29%
Aug 2, 2011 - Nov 3, 2011
-10.85%
Dec 29, 2014 - Nov 2, 2015
#10-1.24%
Jun 3, 2009 - Jun 22, 2009
-9.42%
Jan 26, 2018 - Aug 6, 2018
#11-1.18%
Sep 24, 2024 - Jan 27, 2025
-9.33%
Nov 3, 2015 - Mar 1, 2016
#12-1.09%
Nov 3, 2011 - Jan 3, 2012
-7.67%
Feb 27, 2026 - Mar 20, 2026
#13-1.02%
Mar 27, 2024 - May 3, 2024
-6.96%
Jan 7, 2022 - Mar 29, 2022
#14-0.99%
May 7, 2013 - Sep 18, 2013
-6.93%
May 21, 2013 - Jul 18, 2013
#15-0.98%
Sep 8, 2017 - Aug 10, 2018
-6.87%
May 10, 2021 - Nov 3, 2021

Correlation

Correlation between IGSB and SDY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2005 - 2026)

IGSB vs SDY dividend yield comparison.

YearIGSBSDY
20261.52%0.59%
20254.44%2.61%
20244.02%2.56%
20233.26%2.64%
20222.07%2.55%
20211.82%2.63%
20202.36%2.85%
20193.06%2.45%
20182.46%2.73%
20171.65%4.69%
20161.45%3.30%
20151.18%6.20%
20140.90%4.74%
20131.12%3.95%
20121.56%3.28%
20111.90%3.23%
20102.52%3.35%
20093.57%3.75%
20083.93%5.44%
20074.63%5.03%
20060.00%2.86%
20050.00%0.57%

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