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IGSB vs SPMO

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).

5-Year PerformanceSPMO has outperformed IGSB, delivering a return of +21.4% compared to +2.4%

IGSB vs SPMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGSB
$22B
SPMO
$22B
Expense Ratio
Winner
IGSB
0.04%
SPMO
0.13%
Max Drawdown
Winner
IGSB
13.38%
SPMO
31.31%
Sharpe Ratio
IGSB
-0.04
Winner
SPMO
1.19
5Y Beta
Winner
IGSB
0.04
SPMO
1.25
P/E Ratio
IGSB
N/A
SPMO
33.07
Forward P/E
IGSB
N/A
SPMO
18.03
PEG Ratio
IGSB
N/A
SPMO
0.18
5Y Dividends CAGR
Winner
IGSB
17.12%
SPMO
14.50%
5Y EPS CAGR
IGSB
N/A
SPMO
34.33%
Debt to Equity
IGSB
N/A
SPMO
28.23%
P/S Ratio
IGSB
N/A
SPMO
4.49
P/B Ratio
IGSB
N/A
SPMO
7.80

IGSB vs SPMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGSB
+0.17%
SPMO
-7.40%
3M
IGSB
+0.15%
Winner
SPMO
+18.38%
6M
IGSB
+0.70%
Winner
SPMO
+27.79%
1Y
IGSB
+3.62%
Winner
SPMO
+32.36%
5Y(CAGR)
IGSB
+2.42%
Winner
SPMO
+21.37%
10Y(CAGR)
IGSB
+2.71%
Winner
SPMO
+20.66%
Max(CAGR)
IGSB
+2.82%
Winner
SPMO
+19.43%

IGSB vs SPMO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIGSBSPMO
2026+0.82%+25.63%
2025+6.91%+25.85%
2024+5.27%+47.17%
2023+6.25%+19.46%
2022-5.49%-10.46%
2021-0.56%+24.36%
2020+5.33%+27.55%
2019+6.99%+25.67%
2018+1.32%-1.19%
2017+1.36%+28.51%
2016+1.79%+7.37%
2015+0.66%+2.79%
2014+0.72%N/A
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 SPMO Drawdown Comparison

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

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current IGSB drawdown is -0.31%. The current SPMO drawdown is -7.40%.

RankIGSBSPMO
#1-13.38%
Mar 4, 2020 - May 28, 2020
-30.93%
Feb 19, 2020 - Jul 8, 2020
#2-11.48%
Sep 19, 2008 - Jan 6, 2009
-23.38%
Oct 1, 2018 - Jun 19, 2019
#3-9.46%
Aug 3, 2021 - Mar 27, 2024
-22.75%
Jan 4, 2022 - Dec 13, 2023
#4-5.07%
Sep 10, 2008 - Sep 19, 2008
-20.13%
Feb 13, 2025 - May 13, 2025
#5-4.10%
Jan 9, 2009 - May 4, 2009
-13.16%
Jul 10, 2024 - Oct 4, 2024
#6-1.46%
Feb 27, 2026 - Jun 26, 2026
-12.70%
Oct 29, 2025 - Apr 13, 2026
#7-1.34%
Apr 3, 2025 - Apr 28, 2025
-11.03%
Nov 25, 2015 - Jul 25, 2016
#8-1.29%
Feb 29, 2008 - Aug 26, 2008
-10.99%
Jun 22, 2026 - Jul 17, 2026
#9-1.29%
Aug 2, 2011 - Nov 3, 2011
-10.67%
Feb 12, 2021 - Apr 9, 2021
#10-1.24%
Jun 3, 2009 - Jun 22, 2009
-9.50%
Mar 12, 2018 - Jun 4, 2018
#11-1.18%
Sep 24, 2024 - Jan 27, 2025
-8.97%
Jan 26, 2018 - Mar 9, 2018
#12-1.09%
Nov 3, 2011 - Jan 3, 2012
-8.93%
Sep 2, 2020 - Oct 12, 2020
#13-1.02%
Mar 27, 2024 - May 3, 2024
-8.79%
Oct 13, 2020 - Nov 6, 2020
#14-0.99%
May 7, 2013 - Sep 18, 2013
-8.00%
Apr 16, 2021 - Jun 22, 2021
#15-0.98%
Sep 8, 2017 - Aug 10, 2018
-7.45%
Mar 22, 2024 - May 15, 2024

Correlation

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

0.94
-101

Dividend Comparison (2007 - 2026)

IGSB vs SPMO dividend yield comparison.

YearIGSBSPMO
20262.30%0.38%
20254.44%0.73%
20244.02%0.48%
20233.26%1.63%
20222.07%1.66%
20211.82%0.52%
20202.36%1.27%
20193.06%1.39%
20182.46%1.05%
20171.65%0.77%
20161.45%1.94%
20151.18%0.36%
20140.90%0.00%
20131.12%0.00%
20121.56%0.00%
20111.90%0.00%
20102.52%0.00%
20093.57%0.00%
20083.93%0.00%
20074.63%0.00%

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