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 +13.2% compared to +2.5%
IGSB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGSB
$22B
Winner
SPY
$784B
Expense Ratio
Winner
IGSB
0.04%
SPY
0.09%
Max Drawdown
Winner
IGSB
13.38%
SPY
56.47%
Sharpe Ratio
IGSB
0.25
Winner
SPY
1.54
5Y Beta
Winner
IGSB
0.04
SPY
1.00
P/E Ratio
IGSB
N/A
SPY
27.62
Forward P/E
IGSB
N/A
SPY
21.11
5Y Dividends CAGR
Winner
IGSB
16.46%
SPY
6.00%
5Y EPS CAGR
IGSB
N/A
SPY
25.30%
Debt to Equity
IGSB
N/A
SPY
31.11%
P/S Ratio
IGSB
N/A
SPY
3.49
P/B Ratio
IGSB
N/A
SPY
5.30
IGSB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGSB
+0.31%
SPY
-1.37%
3M
IGSB
+0.81%
Winner
SPY
+12.22%
6M
IGSB
+0.97%
Winner
SPY
+7.20%
1Y
IGSB
+4.10%
Winner
SPY
+23.58%
5Y(CAGR)
IGSB
+2.47%
Winner
SPY
+13.19%
10Y(CAGR)
IGSB
+3.10%
Winner
SPY
+15.12%
Max(CAGR)
IGSB
+4.19%
Winner
SPY
+8.44%
IGSB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IGSB | SPY |
|---|---|---|
| 2026 | +0.74% | +7.95% |
| 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 | +2.53% | -5.24% |
| 2017 | +3.03% | +20.78% |
| 2016 | +3.27% | +13.59% |
| 2015 | +1.85% | +1.31% |
| 2014 | +1.62% | +14.56% |
| 2013 | +2.22% | +29.00% |
| 2012 | +4.09% | +14.17% |
| 2011 | +3.80% | +0.85% |
| 2010 | +5.42% | +13.14% |
| 2009 | +10.97% | +22.67% |
| 2008 | +7.54% | -36.25% |
| 2007 | +10.67% | +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 -0.28%. The current SPY drawdown is -3.18%.
| Rank | IGSB | SPY |
|---|---|---|
| #1 | -13.38% Mar 4, 2020 - May 28, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.16% Sep 19, 2008 - Dec 23, 2008 | -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 | -3.44% Feb 12, 2009 - Apr 16, 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 | -1.24% Jun 3, 2009 - Jun 22, 2009 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.18% Sep 24, 2024 - Jan 27, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.14% Aug 2, 2011 - Oct 27, 2011 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.09% Nov 3, 2011 - Dec 27, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.02% Mar 27, 2024 - May 3, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.02% Jan 9, 2009 - Feb 12, 2009 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.99% Jun 6, 2008 - Jul 3, 2008 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.98% May 20, 2008 - Jun 3, 2008 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IGSB and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
IGSB vs SPY dividend yield comparison.
| Year | IGSB | SPY |
|---|---|---|
| 2026 | 1.91% | 0.50% |
| 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 | 3.65% | 2.04% |
| 2017 | 3.31% | 1.80% |
| 2016 | 2.91% | 2.03% |
| 2015 | 2.37% | 2.06% |
| 2014 | 1.79% | 1.87% |
| 2013 | 2.24% | 1.81% |
| 2012 | 3.13% | 2.18% |
| 2011 | 3.81% | 2.05% |
| 2010 | 5.05% | 1.80% |
| 2009 | 7.15% | 1.95% |
| 2008 | 7.86% | 3.02% |
| 2007 | 9.27% | 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% |
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