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IGSB vs XLY

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF).

5-Year PerformanceXLY has outperformed IGSB, delivering a return of +7.1% compared to +2.5%

IGSB vs XLY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGSB
$22B
XLY
$21B
Expense Ratio
Winner
IGSB
0.04%
XLY
0.08%
Max Drawdown
Winner
IGSB
13.38%
XLY
60.13%
Sharpe Ratio
IGSB
0.75
Winner
XLY
0.95
5Y Beta
Winner
IGSB
0.03
XLY
1.16
P/E Ratio
IGSB
N/A
XLY
32.36
Forward P/E
IGSB
N/A
XLY
26.44
PEG Ratio
IGSB
N/A
XLY
1.22
5Y Dividends CAGR
Winner
IGSB
17.01%
XLY
7.98%
5Y EPS CAGR
IGSB
N/A
XLY
23.32%
Debt to Equity
IGSB
N/A
XLY
-125.07%
P/S Ratio
IGSB
N/A
XLY
2.43
P/B Ratio
IGSB
N/A
XLY
8.84

IGSB vs XLY - Historical Returns

Returns include dividend reinvestment.

1M
IGSB
+0.28%
Winner
XLY
+8.46%
3M
IGSB
+0.19%
Winner
XLY
+2.45%
6M
IGSB
+1.57%
Winner
XLY
+2.33%
1Y
IGSB
+5.41%
Winner
XLY
+20.27%
5Y(CAGR)
IGSB
+2.46%
Winner
XLY
+7.10%
10Y(CAGR)
IGSB
+2.75%
Winner
XLY
+12.89%
Max(CAGR)
IGSB
+2.85%
Winner
XLY
+9.67%

IGSB vs XLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGSBXLY
2026+0.76%+1.76%
2025+6.91%+8.79%
2024+5.27%+27.69%
2023+6.25%+40.48%
2022-5.49%-38.05%
2021-0.56%+29.02%
2020+5.33%+28.11%
2019+6.99%+27.43%
2018+1.32%+0.07%
2017+1.36%+22.10%
2016+1.79%+7.82%
2015+0.66%+10.71%
2014+0.72%+9.97%
2013+1.09%+39.82%
2012+2.48%+22.56%
2011+1.86%+4.76%
2010+2.81%+26.49%
2009+7.02%+33.87%
2008+3.42%-31.93%
2007+5.66%-14.03%
2006N/A+17.58%
2005N/A-5.96%
2004N/A+13.86%
2003N/A+32.22%
2002N/A-18.92%
2001N/A+12.93%
2000N/A-14.27%
1999N/A+10.32%

IGSB vs XLY Drawdown Comparison

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

The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.

The current IGSB drawdown is -0.26%. The current XLY drawdown is -3.28%.

RankIGSBXLY
#1-13.38%
Mar 4, 2020 - May 28, 2020
-59.05%
Jun 4, 2007 - Jan 27, 2011
#2-11.48%
Sep 19, 2008 - Jan 6, 2009
-39.67%
Nov 19, 2021 - Nov 6, 2024
#3-9.46%
Aug 3, 2021 - Mar 27, 2024
-33.91%
Feb 20, 2020 - Jun 8, 2020
#4-5.07%
Sep 10, 2008 - Sep 19, 2008
-31.54%
Mar 19, 2002 - Nov 7, 2003
#5-4.10%
Jan 9, 2009 - May 4, 2009
-31.53%
Apr 11, 2000 - Mar 15, 2002
#6-1.46%
Feb 27, 2026 - Mar 26, 2026
-26.02%
Dec 17, 2024 - Sep 12, 2025
#7-1.34%
Apr 3, 2025 - Apr 28, 2025
-22.12%
Dec 31, 1999 - Apr 11, 2000
#8-1.29%
Feb 29, 2008 - Aug 26, 2008
-21.36%
Sep 20, 2018 - Apr 4, 2019
#9-1.29%
Aug 2, 2011 - Nov 3, 2011
-18.42%
Jul 7, 2011 - Jan 19, 2012
#10-1.24%
Jun 3, 2009 - Jun 22, 2009
-15.84%
Nov 25, 2015 - Jul 11, 2016
#11-1.18%
Sep 24, 2024 - Jan 27, 2025
-14.98%
Jan 12, 2026 - Mar 30, 2026
#12-1.09%
Nov 3, 2011 - Jan 3, 2012
-12.72%
Dec 30, 2004 - Sep 25, 2006
#13-1.02%
Mar 27, 2024 - May 3, 2024
-11.45%
Aug 4, 2015 - Oct 26, 2015
#14-0.99%
May 7, 2013 - Sep 18, 2013
-10.80%
Apr 5, 2004 - Oct 28, 2004
#15-0.98%
Sep 8, 2017 - Aug 10, 2018
-10.03%
Feb 8, 2021 - Apr 5, 2021

Correlation

Correlation between IGSB and XLY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

IGSB vs XLY dividend yield comparison.

YearIGSBXLY
20261.52%0.18%
20254.44%0.79%
20244.02%0.72%
20233.26%0.78%
20222.07%1.00%
20211.82%0.53%
20202.36%0.82%
20193.06%1.28%
20182.46%1.34%
20171.65%1.20%
20161.45%1.71%
20151.18%1.43%
20140.90%1.31%
20131.12%1.16%
20121.56%1.60%
20111.90%1.56%
20102.52%1.32%
20093.57%1.52%
20083.93%1.94%
20074.63%1.37%
20060.00%0.92%
20050.00%1.00%
20040.00%0.67%
20030.00%0.62%
20020.00%0.74%
20010.00%0.77%
20000.00%0.91%
19990.00%0.12%

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