IJK vs SPSB

Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).

5-Year PerformanceIJK has outperformed SPSB, delivering a return of +7.6% compared to +2.7%

IJK vs SPSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJK(ETF)	SPSB(ETF)
Net Assets	$9.90B	$9.80B
Expense Ratio	0.17%	0.04%
Max Drawdown	54.57%	11.75%
Sharpe Ratio	1.52	0.66
5Y Beta	1.07	0.01
P/E Ratio	30.24	N/A
Forward P/E	20.16	N/A
5Y Dividends CAGR	7.90%	22.57%
5Y EPS CAGR	18.26%	N/A
Debt to Equity	49.04%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.50	N/A

Net Assets

Winner

IJK

$9.90B

SPSB

$9.80B

Expense Ratio

IJK

0.17%

Winner

SPSB

0.04%

Max Drawdown

IJK

54.57%

Winner

SPSB

11.75%

Sharpe Ratio

Winner

IJK

1.52

SPSB

0.66

5Y Beta

IJK

1.07

Winner

SPSB

0.01

P/E Ratio

IJK

30.24

SPSB

N/A

Forward P/E

IJK

20.16

SPSB

N/A

5Y Dividends CAGR

IJK

7.90%

Winner

SPSB

22.57%

5Y EPS CAGR

IJK

18.26%

SPSB

N/A

Debt to Equity

IJK

49.04%

SPSB

N/A

P/S Ratio

IJK

3.09

SPSB

N/A

P/B Ratio

IJK

4.50

SPSB

N/A

IJK vs SPSB - Historical Returns

Returns include dividend reinvestment.

Period	IJK	SPSB
1 month	+6.77%	+0.29%
3 months	+7.05%	+0.26%
6 months	+17.82%	+1.62%
1 year	+31.62%	+4.77%
5 years(CAGR)	+7.61%	+2.71%
10 years(CAGR)	+11.64%	+2.63%
Max(CAGR)	+8.70%	+2.29%

Winner

IJK

+6.77%

SPSB

+0.29%

Winner

IJK

+7.05%

SPSB

+0.26%

Winner

IJK

+17.82%

SPSB

+1.62%

Winner

IJK

+31.62%

SPSB

+4.77%

5Y(CAGR)

Winner

IJK

+7.61%

SPSB

+2.71%

10Y(CAGR)

Winner

IJK

+11.64%

SPSB

+2.63%

Max(CAGR)

Winner

IJK

+8.70%

SPSB

+2.29%

IJK vs SPSB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJK	SPSB
2026	+14.68%	+0.75%
2025	+7.13%	+5.90%
2024	+16.51%	+5.39%
2023	+18.34%	+5.53%
2022	-18.96%	-3.19%
2021	+20.35%	-0.20%
2020	+21.93%	+3.83%
2019	+27.10%	+5.21%
2018	-11.46%	+1.45%
2017	+19.22%	+1.68%
2016	+16.58%	+2.09%
2015	+1.78%	+0.87%
2014	+8.56%	+0.87%
2013	+28.90%	+1.12%
2012	+16.30%	+3.04%
2011	-2.55%	+1.28%
2010	+28.48%	+2.81%
2009	+37.16%	-1.14%
2008	-36.84%	N/A
2007	+12.52%	N/A
2006	+4.12%	N/A
2005	+15.12%	N/A
2004	+13.84%	N/A
2003	+27.15%	N/A
2002	-18.87%	N/A
2001	-2.29%	N/A
2000	-2.70%	N/A

IJK vs SPSB Drawdown Comparison

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current IJK drawdown is -0.69%. The current SPSB drawdown is -0.01%.

Rank	IJK	SPSB
#1	-54.47% Jun 5, 2008 - Nov 4, 2010	-11.75% Mar 5, 2020 - May 18, 2020
#2	-46.34% Sep 1, 2000 - Nov 17, 2005	-5.96% Sep 14, 2021 - Nov 28, 2023
#3	-39.25% Feb 20, 2020 - Aug 12, 2020	-1.39% Aug 1, 2011 - Jan 10, 2012
#4	-29.23% Nov 16, 2021 - Feb 29, 2024	-1.28% Dec 17, 2009 - Jul 14, 2010
#5	-25.75% Jul 7, 2011 - Sep 13, 2012	-1.02% Nov 4, 2010 - Jan 28, 2011
#6	-25.63% Nov 25, 2024 - Dec 11, 2025	-0.93% Sep 7, 2017 - Jul 30, 2018
#7	-23.95% Sep 14, 2018 - Nov 27, 2019	-0.87% Feb 23, 2026 - Apr 17, 2026
#8	-18.46% Aug 17, 2015 - Jul 11, 2016	-0.78% May 6, 2013 - Sep 18, 2013
#9	-17.20% Oct 9, 2007 - Jun 5, 2008	-0.77% Apr 3, 2025 - Apr 25, 2025
#10	-13.98% May 8, 2006 - Jan 24, 2007	-0.73% Oct 22, 2015 - Mar 16, 2016
#11	-10.81% Jul 3, 2014 - Nov 10, 2014	-0.69% Sep 6, 2016 - Feb 6, 2017
#12	-10.36% Jul 13, 2007 - Oct 5, 2007	-0.63% May 15, 2015 - Oct 6, 2015
#13	-9.92% Mar 2, 2026 - Apr 17, 2026	-0.63% Oct 2, 2024 - Dec 4, 2024
#14	-9.77% Jan 26, 2018 - Jun 6, 2018	-0.62% Oct 21, 2014 - Jan 27, 2015
#15	-9.33% Jul 16, 2024 - Oct 14, 2024	-0.56% Feb 3, 2012 - Feb 28, 2012

Correlation

Correlation between IJK and SPSB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

IJK vs SPSB dividend yield comparison.

Year	IJK	SPSB
2026	0.09%	1.41%
2025	0.66%	4.55%
2024	0.79%	4.85%
2023	1.13%	4.06%
2022	1.08%	1.92%
2021	0.50%	1.19%
2020	0.70%	1.94%
2019	1.09%	2.77%
2018	1.13%	2.36%
2017	0.93%	1.94%
2016	1.15%	1.65%
2015	1.12%	1.43%
2014	0.91%	1.26%
2013	0.88%	1.40%
2012	0.99%	1.55%
2011	0.66%	1.95%
2010	0.57%	2.05%
2009	0.61%	0.04%
2008	0.80%	0.00%
2007	0.80%	0.00%
2006	0.38%	0.00%
2005	0.58%	0.00%
2004	0.43%	0.00%
2003	0.35%	0.00%
2002	0.26%	0.00%
2001	0.10%	0.00%
2000	0.38%	0.00%