IGSB vs SPY

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IGSB, delivering a return of +13.3% compared to +2.5%

IGSB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGSB(ETF)	SPY(ETF)
Net Assets	$22B	$652B
Expense Ratio	0.04%	0.09%
Max Drawdown	13.38%	56.47%
Sharpe Ratio	0.75	2.07
5Y Beta	0.03	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	17.01%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

IGSB

$22B

Winner

SPY

$652B

Expense Ratio

Winner

IGSB

0.04%

SPY

0.09%

Max Drawdown

Winner

IGSB

13.38%

SPY

56.47%

Sharpe Ratio

IGSB

0.75

Winner

SPY

2.07

5Y Beta

Winner

IGSB

0.03

SPY

1.00

P/E Ratio

IGSB

N/A

SPY

28.24

Forward P/E

IGSB

N/A

SPY

21.85

5Y Dividends CAGR

Winner

IGSB

17.01%

SPY

5.43%

5Y EPS CAGR

IGSB

N/A

SPY

25.79%

Debt to Equity

IGSB

N/A

SPY

22.35%

P/S Ratio

IGSB

N/A

SPY

3.55

P/B Ratio

IGSB

N/A

SPY

5.29

IGSB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	IGSB	SPY
1 month	+0.28%	+9.11%
3 months	+0.19%	+6.59%
6 months	+1.57%	+10.56%
1 year	+5.41%	+32.04%
5 years(CAGR)	+2.46%	+13.35%
10 years(CAGR)	+2.75%	+15.49%
Max(CAGR)	+2.85%	+8.50%

IGSB

+0.28%

Winner

SPY

+9.11%

IGSB

+0.19%

Winner

SPY

+6.59%

IGSB

+1.57%

Winner

SPY

+10.56%

IGSB

+5.41%

Winner

SPY

+32.04%

5Y(CAGR)

IGSB

+2.46%

Winner

SPY

+13.35%

10Y(CAGR)

IGSB

+2.75%

Winner

SPY

+15.49%

Max(CAGR)

IGSB

+2.85%

Winner

SPY

+8.50%

IGSB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IGSB	SPY
2026	+0.76%	+8.27%
2025	+6.91%	+18.00%
2024	+5.27%	+25.59%
2023	+6.25%	+26.72%
2022	-5.49%	-18.64%
2021	-0.56%	+30.52%
2020	+5.33%	+17.28%
2019	+6.99%	+31.09%
2018	+1.32%	-5.24%
2017	+1.36%	+20.78%
2016	+1.79%	+13.59%
2015	+0.66%	+1.31%
2014	+0.72%	+14.56%
2013	+1.09%	+29.00%
2012	+2.48%	+14.17%
2011	+1.86%	+0.85%
2010	+2.81%	+13.14%
2009	+7.02%	+22.67%
2008	+3.42%	-36.25%
2007	+5.66%	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

IGSB vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IGSB drawdown is -0.26%.

Rank	IGSB	SPY
#1	-13.38% Mar 4, 2020 - May 28, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-11.48% Sep 19, 2008 - Jan 6, 2009	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-9.46% Aug 3, 2021 - Mar 27, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-5.07% Sep 10, 2008 - Sep 19, 2008	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-4.10% Jan 9, 2009 - May 4, 2009	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.46% Feb 27, 2026 - Mar 26, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-1.34% Apr 3, 2025 - Apr 28, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-1.29% Feb 29, 2008 - Aug 26, 2008	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.29% Aug 2, 2011 - Nov 3, 2011	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.24% Jun 3, 2009 - Jun 22, 2009	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.18% Sep 24, 2024 - Jan 27, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.09% Nov 3, 2011 - Jan 3, 2012	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.02% Mar 27, 2024 - May 3, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.99% May 7, 2013 - Sep 18, 2013	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.98% Sep 8, 2017 - Aug 10, 2018	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.93

-101

Dividend Comparison (1999 - 2026)

IGSB vs SPY dividend yield comparison.

Year	IGSB	SPY
2026	1.52%	0.24%
2025	4.44%	1.07%
2024	4.02%	1.21%
2023	3.26%	1.40%
2022	2.07%	1.65%
2021	1.82%	1.20%
2020	2.36%	1.52%
2019	3.06%	1.75%
2018	2.46%	2.04%
2017	1.65%	1.80%
2016	1.45%	2.03%
2015	1.18%	2.06%
2014	0.90%	1.87%
2013	1.12%	1.81%
2012	1.56%	2.18%
2011	1.90%	2.05%
2010	2.52%	1.80%
2009	3.57%	1.95%
2008	3.93%	3.02%
2007	4.63%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%