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IMTB vs SPY

Comparison between ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IMTB, delivering a return of +13.3% compared to +0.5%

IMTB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMTB
$280M
Winner
SPY
$735B
Expense Ratio
Winner
IMTB
0.06%
SPY
0.09%
Max Drawdown
Winner
IMTB
24.27%
SPY
56.47%
Sharpe Ratio
IMTB
0.39
Winner
SPY
1.62
5Y Beta
Winner
IMTB
0.04
SPY
1.00
P/E Ratio
IMTB
N/A
SPY
28.99
Forward P/E
IMTB
N/A
SPY
22.37
5Y Dividends CAGR
Winner
IMTB
10.04%
SPY
5.43%
5Y EPS CAGR
IMTB
N/A
SPY
26.05%
Debt to Equity
IMTB
N/A
SPY
32.40%
P/S Ratio
IMTB
N/A
SPY
3.74
P/B Ratio
IMTB
N/A
SPY
5.61

IMTB vs SPY - Holdings Comparison

IMTB and SPY have 1 common holdings. Overlap is -13.24%

IMTB's top 25 holdings weight is 52.30%. SPY's top 25 holdings weight is 52.37%.

RankIMTBSPY
#1
BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 14.10%
NVIDIA CORP (NVDA) - 8.10%
#2
n/a (n/a) - 8.04%
APPLE INC (AAPL) - 7.02%
#3
FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 3.63%
MICROSOFT CORP (MSFT) - 4.79%
#4
n/a (n/a) - 2.93%
AMAZON.COM INC (AMZN) - 4.02%
#5
UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.68%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.65%
BROADCOM INC (AVGO) - 3.10%
#7
FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.35%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.33%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.32%
TESLA INC (TSLA) - 1.89%
#10
UNITED STATES TREASURY NOTES 4.625% (n/a) - 1.28%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNITED STATES TREASURY NOTES 4% (n/a) - 1.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.09%
ELI LILLY AND CO (LLY) - 1.31%
#13
FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.08%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
UNITED STATES TREASURY NOTES 4.125% (n/a) - 1.07%
EXXON MOBIL CORP (XOM) - 0.97%
#16
UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.05%
INTEL CORP (INTC) - 0.90%
#17
UNITED STATES TREASURY NOTES 2.875% (n/a) - 1.02%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.02%
VISA INC CLASS A (V) - 0.85%
#19
n/a (n/a) - 1.01%
WALMART INC (WMT) - 0.81%
#20
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.95%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.94%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
n/a (n/a) - 0.94%
CATERPILLAR INC (CAT) - 0.66%
#23
UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.92%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
UNITED STATES TREASURY NOTES 1.375% (n/a) - 0.85%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.74%
ABBVIE INC (ABBV) - 0.58%
Total Holdings1882505

IMTB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IMTB
-0.27%
Winner
SPY
+1.90%
3M
IMTB
-1.13%
Winner
SPY
+8.55%
6M
IMTB
+0.23%
Winner
SPY
+8.18%
1Y
IMTB
+5.34%
Winner
SPY
+25.79%
5Y(CAGR)
IMTB
+0.50%
Winner
SPY
+13.32%
10Y(CAGR)
IMTB
+1.84%
Winner
SPY
+15.19%
Max(CAGR)
IMTB
+1.84%
Winner
SPY
+8.47%

IMTB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMTBSPY
2026-0.16%+8.26%
2025+8.72%+18.00%
2024+2.66%+25.59%
2023+5.63%+26.72%
2022-12.33%-18.64%
2021-1.30%+30.52%
2020+6.10%+17.28%
2019+8.40%+31.09%
2018+0.68%-5.24%
2017+4.88%+20.78%
2016-2.18%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IMTB vs SPY Drawdown Comparison

The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.

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

The current IMTB drawdown is -1.97%. The current SPY drawdown is -2.90%.

RankIMTBSPY
#1-18.15%
Dec 31, 2020 - Sep 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-6.17%
Mar 5, 2020 - May 21, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.05%
Dec 13, 2017 - Jan 22, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.10%
Nov 8, 2016 - Apr 17, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.86%
Feb 27, 2026 - May 19, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.33%
Sep 4, 2019 - Dec 27, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.24%
Sep 8, 2017 - Dec 13, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.04%
Jun 14, 2017 - Jul 18, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.01%
Oct 28, 2025 - Nov 26, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.93%
Sep 16, 2025 - Oct 14, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.86%
Aug 7, 2020 - Nov 27, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.79%
Jan 14, 2026 - Feb 5, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.69%
Nov 26, 2025 - Dec 24, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.54%
Mar 28, 2019 - May 1, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.53%
Aug 4, 2017 - Aug 10, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IMTB and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (1999 - 2026)

IMTB vs SPY dividend yield comparison.

YearIMTBSPY
20261.88%0.24%
20254.40%1.07%
20244.42%1.21%
20234.13%1.40%
20222.90%1.65%
20212.49%1.20%
20202.63%1.52%
20192.91%1.75%
20183.04%2.04%
20172.75%1.80%
20160.40%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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