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IGSB vs XLC

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF).

5-Year PerformanceXLC has outperformed IGSB, delivering a return of +7.4% compared to +2.4%

IGSB vs XLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGSB
$22B
XLC
$22B
Expense Ratio
Winner
IGSB
0.04%
XLC
0.08%
Max Drawdown
Winner
IGSB
13.38%
XLC
47.23%
Sharpe Ratio
IGSB
-0.04
Winner
XLC
0.14
5Y Beta
Winner
IGSB
0.04
XLC
0.82
P/E Ratio
IGSB
N/A
XLC
18.83
Forward P/E
IGSB
N/A
XLC
16.08
PEG Ratio
IGSB
N/A
XLC
0.41
5Y Dividends CAGR
IGSB
17.12%
Winner
XLC
22.22%
5Y EPS CAGR
IGSB
N/A
XLC
21.94%
Debt to Equity
IGSB
N/A
XLC
38.74%
P/S Ratio
IGSB
N/A
XLC
2.24
P/B Ratio
IGSB
N/A
XLC
3.22

IGSB vs XLC - Historical Returns

Returns include dividend reinvestment.

1M
IGSB
+0.17%
Winner
XLC
+2.97%
3M
Winner
IGSB
+0.15%
XLC
-5.84%
6M
Winner
IGSB
+0.70%
XLC
-3.45%
1Y
Winner
IGSB
+3.62%
XLC
+3.54%
5Y(CAGR)
IGSB
+2.42%
Winner
XLC
+7.36%
10Y(CAGR)
IGSB
+2.71%
Winner
XLC
+11.33%
Max(CAGR)
IGSB
+2.82%
Winner
XLC
+11.33%

IGSB vs XLC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIGSBXLC
2026+0.82%-5.33%
2025+6.91%+22.47%
2024+5.27%+35.46%
2023+6.25%+50.86%
2022-5.49%-38.06%
2021-0.56%+17.71%
2020+5.33%+25.43%
2019+6.99%+29.33%
2018+1.32%-16.87%
2017+1.36%N/A
2016+1.79%N/A
2015+0.66%N/A
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 XLC Drawdown Comparison

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

The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.

The current IGSB drawdown is -0.31%. The current XLC drawdown is -7.84%.

RankIGSBXLC
#1-13.38%
Mar 4, 2020 - May 28, 2020
-46.65%
Sep 1, 2021 - Jun 4, 2024
#2-11.48%
Sep 19, 2008 - Jan 6, 2009
-30.15%
Feb 19, 2020 - Jul 10, 2020
#3-9.46%
Aug 3, 2021 - Mar 27, 2024
-24.32%
Jul 25, 2018 - Jul 26, 2019
#4-5.07%
Sep 10, 2008 - Sep 19, 2008
-17.97%
Feb 14, 2025 - Jun 24, 2025
#5-4.10%
Jan 9, 2009 - May 4, 2009
-11.56%
Jan 30, 2026 - Jun 25, 2026
#6-1.46%
Feb 27, 2026 - Jun 26, 2026
-11.32%
Sep 2, 2020 - Nov 24, 2020
#7-1.34%
Apr 3, 2025 - Apr 28, 2025
-7.58%
Sep 19, 2025 - Jan 29, 2026
#8-1.29%
Feb 29, 2008 - Aug 26, 2008
-7.39%
Jul 26, 2019 - Nov 15, 2019
#9-1.29%
Aug 2, 2011 - Nov 3, 2011
-6.41%
Jul 10, 2024 - Sep 19, 2024
#10-1.24%
Jun 3, 2009 - Jun 22, 2009
-6.25%
Dec 12, 2024 - Jan 30, 2025
#11-1.18%
Sep 24, 2024 - Jan 27, 2025
-5.14%
Apr 29, 2021 - Jun 4, 2021
#12-1.09%
Nov 3, 2011 - Jan 3, 2012
-4.89%
Jan 17, 2020 - Feb 12, 2020
#13-1.02%
Mar 27, 2024 - May 3, 2024
-4.77%
Mar 22, 2021 - Apr 5, 2021
#14-0.99%
May 7, 2013 - Sep 18, 2013
-4.70%
Jan 26, 2021 - Feb 4, 2021
#15-0.98%
Sep 8, 2017 - Aug 10, 2018
-3.57%
Jan 8, 2021 - Jan 20, 2021

Correlation

Correlation between IGSB and XLC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

IGSB vs XLC dividend yield comparison.

YearIGSBXLC
20262.30%0.58%
20254.44%1.13%
20244.02%0.99%
20233.26%0.82%
20222.07%1.10%
20211.82%0.74%
20202.36%0.68%
20193.06%0.82%
20182.46%0.64%
20171.65%0.00%
20161.45%0.00%
20151.18%0.00%
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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