ISTB vs SPY

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ISTB, delivering a return of +13.3% compared to +1.9%

ISTB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	SPY(ETF)
Net Assets	$4.70B	$652B
Expense Ratio	0.06%	0.09%
Max Drawdown	11.76%	56.47%
Sharpe Ratio	0.42	2.07
5Y Beta	0.01	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	16.37%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

ISTB

$4.70B

Winner

SPY

$652B

Expense Ratio

Winner

ISTB

0.06%

SPY

0.09%

Max Drawdown

Winner

ISTB

11.76%

SPY

56.47%

Sharpe Ratio

ISTB

0.42

Winner

SPY

2.07

5Y Beta

Winner

ISTB

0.01

SPY

1.00

P/E Ratio

ISTB

N/A

SPY

28.24

Forward P/E

ISTB

N/A

SPY

21.85

5Y Dividends CAGR

Winner

ISTB

16.37%

SPY

5.43%

5Y EPS CAGR

ISTB

N/A

SPY

25.79%

Debt to Equity

ISTB

N/A

SPY

22.35%

P/S Ratio

ISTB

N/A

SPY

3.55

P/B Ratio

ISTB

N/A

SPY

5.29

ISTB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	SPY
1 month	+0.21%	+9.11%
3 months	+0.13%	+6.59%
6 months	+1.31%	+10.56%
1 year	+4.75%	+32.04%
5 years(CAGR)	+1.89%	+13.35%
10 years(CAGR)	+2.29%	+15.49%
Max(CAGR)	+2.04%	+8.50%

ISTB

+0.21%

Winner

SPY

+9.11%

ISTB

+0.13%

Winner

SPY

+6.59%

ISTB

+1.31%

Winner

SPY

+10.56%

ISTB

+4.75%

Winner

SPY

+32.04%

5Y(CAGR)

ISTB

+1.89%

Winner

SPY

+13.35%

10Y(CAGR)

ISTB

+2.29%

Winner

SPY

+15.49%

Max(CAGR)

ISTB

+2.04%

Winner

SPY

+8.50%

ISTB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ISTB	SPY
2026	+0.59%	+8.27%
2025	+6.36%	+18.00%
2024	+4.64%	+25.59%
2023	+5.44%	+26.72%
2022	-5.89%	-18.64%
2021	-0.74%	+30.52%
2020	+4.69%	+17.28%
2019	+5.50%	+31.09%
2018	+1.12%	-5.24%
2017	+1.76%	+20.78%
2016	+2.69%	+13.59%
2015	+0.57%	+1.31%
2014	+1.20%	+14.56%
2013	+0.62%	+29.00%
2012	-0.02%	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+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%

ISTB vs SPY Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

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

The current ISTB drawdown is -0.30%.

Rank	ISTB	SPY
#1	-9.34% Aug 3, 2021 - Jul 11, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-6.06% Mar 6, 2020 - May 15, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-2.26% May 8, 2013 - Aug 13, 2014	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-1.63% Sep 7, 2017 - Dec 14, 2018	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-1.45% Oct 21, 2016 - Apr 3, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.36% Sep 24, 2024 - Feb 5, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-1.26% Feb 27, 2026 - Mar 26, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-1.19% Oct 14, 2015 - Mar 11, 2016	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.03% Apr 3, 2025 - Apr 25, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.97% Apr 16, 2015 - Oct 14, 2015	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.80% Oct 21, 2014 - Jan 14, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.77% Sep 4, 2019 - Oct 3, 2019	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.74% Feb 10, 2021 - Jun 7, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.73% Apr 30, 2025 - Jun 4, 2025	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.68% May 13, 2016 - Jun 8, 2016	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.95

-101

Dividend Comparison (1999 - 2026)

ISTB vs SPY dividend yield comparison.

Year	ISTB	SPY
2026	1.42%	0.24%
2025	4.12%	1.07%
2024	3.83%	1.21%
2023	2.97%	1.40%
2022	2.01%	1.65%
2021	1.69%	1.20%
2020	2.20%	1.52%
2019	2.75%	1.75%
2018	2.57%	2.04%
2017	2.06%	1.80%
2016	1.90%	2.03%
2015	1.58%	2.06%
2014	1.07%	1.87%
2013	0.60%	1.81%
2012	0.09%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	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%