ISTB vs SRLN

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).

5-Year PerformanceSRLN has outperformed ISTB, delivering a return of +4.8% compared to +1.9%

ISTB vs SRLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	SRLN(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.06%	0.70%
Max Drawdown	11.76%	28.37%
Sharpe Ratio	0.42	1.16
5Y Beta	0.01	0.15
5Y Dividends CAGR	16.37%	8.86%

Net Assets

ISTB

$4.70B

SRLN

$4.70B

Expense Ratio

Winner

ISTB

0.06%

SRLN

0.70%

Max Drawdown

Winner

ISTB

11.76%

SRLN

28.37%

Sharpe Ratio

ISTB

0.42

Winner

SRLN

1.16

5Y Beta

Winner

ISTB

0.01

SRLN

0.15

5Y Dividends CAGR

Winner

ISTB

16.37%

SRLN

8.86%

ISTB vs SRLN - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	SRLN
1 month	+0.21%	+1.30%
3 months	+0.13%	+1.43%
6 months	+1.31%	+1.93%
1 year	+4.75%	+7.05%
5 years(CAGR)	+1.89%	+4.79%
10 years(CAGR)	+2.29%	+4.59%
Max(CAGR)	+2.04%	+3.81%

ISTB

+0.21%

Winner

SRLN

+1.30%

ISTB

+0.13%

Winner

SRLN

+1.43%

ISTB

+1.31%

Winner

SRLN

+1.93%

ISTB

+4.75%

Winner

SRLN

+7.05%

5Y(CAGR)

ISTB

+1.89%

Winner

SRLN

+4.79%

10Y(CAGR)

ISTB

+2.29%

Winner

SRLN

+4.59%

Max(CAGR)

ISTB

+2.04%

Winner

SRLN

+3.81%

ISTB vs SRLN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ISTB	SRLN
2026	+0.59%	+0.59%
2025	+6.36%	+6.72%
2024	+4.64%	+8.43%
2023	+5.44%	+10.96%
2022	-5.89%	-5.37%
2021	-0.74%	+4.66%
2020	+4.69%	+2.94%
2019	+5.50%	+9.95%
2018	+1.12%	-0.82%
2017	+1.76%	+3.37%
2016	+2.69%	+7.14%
2015	+0.57%	-1.15%
2014	+1.20%	+1.01%
2013	+0.62%	+1.80%
2012	-0.02%	N/A

ISTB vs SRLN Drawdown Comparison

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

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The current ISTB drawdown is -0.30%.

Rank	ISTB	SRLN
#1	-9.34% Aug 3, 2021 - Jul 11, 2024	-22.29% Feb 19, 2020 - Nov 9, 2020
#2	-6.06% Mar 6, 2020 - May 15, 2020	-7.93% Jan 14, 2022 - Jul 12, 2023
#3	-2.26% May 8, 2013 - Aug 13, 2014	-5.58% Jul 16, 2015 - Aug 10, 2016
#4	-1.63% Sep 7, 2017 - Dec 14, 2018	-4.61% Oct 16, 2018 - Feb 25, 2019
#5	-1.45% Oct 21, 2016 - Apr 3, 2017	-4.26% Feb 18, 2025 - May 12, 2025
#6	-1.36% Sep 24, 2024 - Feb 5, 2025	-3.26% Jan 9, 2026 - May 1, 2026
#7	-1.26% Feb 27, 2026 - Mar 26, 2026	-2.71% Nov 28, 2014 - Feb 12, 2015
#8	-1.19% Oct 14, 2015 - Mar 11, 2016	-1.87% Sep 5, 2014 - Nov 25, 2014
#9	-1.03% Apr 3, 2025 - Apr 25, 2025	-1.36% Jul 22, 2024 - Aug 16, 2024
#10	-0.97% Apr 16, 2015 - Oct 14, 2015	-1.31% Nov 11, 2021 - Dec 23, 2021
#11	-0.80% Oct 21, 2014 - Jan 14, 2015	-1.21% Aug 1, 2019 - Sep 10, 2019
#12	-0.77% Sep 4, 2019 - Oct 3, 2019	-1.19% May 9, 2013 - Jul 23, 2013
#13	-0.74% Feb 10, 2021 - Jun 7, 2021	-1.16% May 3, 2019 - Jul 17, 2019
#14	-0.73% Apr 30, 2025 - Jun 4, 2025	-1.14% Feb 27, 2019 - Apr 5, 2019
#15	-0.68% May 13, 2016 - Jun 8, 2016	-1.10% Sep 20, 2019 - Nov 15, 2019

Correlation

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

0.95

-101

Dividend Comparison (2012 - 2026)

ISTB vs SRLN dividend yield comparison.

Year	ISTB	SRLN
2026	1.42%	2.33%
2025	4.12%	7.67%
2024	3.83%	8.58%
2023	2.97%	8.44%
2022	2.01%	5.72%
2021	1.69%	4.45%
2020	2.20%	4.91%
2019	2.75%	5.39%
2018	2.57%	4.98%
2017	2.06%	4.01%
2016	1.90%	3.94%
2015	1.58%	4.43%
2014	1.07%	3.66%
2013	0.60%	1.91%
2012	0.09%	0.00%