IUSB vs SPDW

Comparison between ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF) and SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF).

5-Year PerformanceSPDW has outperformed IUSB, delivering a return of +9.5% compared to +0.5%

IUSB vs SPDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSB(ETF)	SPDW(ETF)
Net Assets	$36B	$36B
Expense Ratio	0.06%	0.03%
Max Drawdown	22.73%	62.16%
Sharpe Ratio	0.48	1.87
5Y Beta	0.05	0.75
5Y Dividends CAGR	9.63%	13.43%

Net Assets

Winner

IUSB

$36B

SPDW

$36B

Expense Ratio

IUSB

0.06%

Winner

SPDW

0.03%

Max Drawdown

Winner

IUSB

22.73%

SPDW

62.16%

Sharpe Ratio

IUSB

0.48

Winner

SPDW

1.87

5Y Beta

Winner

IUSB

0.05

SPDW

0.75

5Y Dividends CAGR

IUSB

9.63%

Winner

SPDW

13.43%

IUSB vs SPDW - Holdings Comparison

IUSB and SPDW have 0 common holdings. Overlap is 0.00%

IUSB's top 25 holdings weight is 3.11%. SPDW's top 25 holdings weight is 19.94%.

Rank	IUSB	SPDW
#1	BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%	SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08%
#2	N/A	ASML HOLDING NV (n/a) - 1.80%
#3	N/A	SK HYNIX INC (n/a) - 1.20%
#4	N/A	NOVARTIS AG REGISTERED SHARES (n/a) - 0.96%
#5	N/A	ASTRAZENECA PLC (AZN:XLON) - 0.95%
#6	N/A	HSBC HOLDINGS PLC (n/a) - 0.91%
#7	N/A	SHELL PLC (n/a) - 0.90%
#8	N/A	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90%
#9	N/A	TOYOTA MOTOR CORP (n/a) - 0.84%
#10	N/A	NESTLE SA (n/a) - 0.84%
#11	N/A	ROYAL BANK OF CANADA (RY) - 0.75%
#12	N/A	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68%
#13	N/A	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66%
#14	N/A	L'OREAL SA (n/a) - 0.62%
#15	N/A	SIEMENS AG (n/a) - 0.60%
#16	N/A	TOTALENERGIES SE (TTE) - 0.60%
#17	N/A	SAP SE (n/a) - 0.57%
#18	N/A	BHP GROUP LTD (n/a) - 0.57%
#19	N/A	BANCO SANTANDER SA (n/a) - 0.54%
#20	N/A	SCHNEIDER ELECTRIC SE (n/a) - 0.53%
#21	N/A	THE TORONTO-DOMINION BANK (TD) - 0.52%
#22	N/A	ALLIANZ SE (n/a) - 0.51%
#23	N/A	ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47%
#24	N/A	n/a (SHOP) - 0.47%
#25	N/A	HITACHI LTD (n/a) - 0.47%
Total Holdings	1	2250

IUSB vs SPDW - Historical Returns

Returns include dividend reinvestment.

Period	IUSB	SPDW
1 month	+0.18%	+4.46%
3 months	+0.08%	+3.81%
6 months	+1.00%	+18.65%
1 year	+5.96%	+36.49%
5 years(CAGR)	+0.53%	+9.46%
10 years(CAGR)	+2.03%	+10.26%
Max(CAGR)	+2.25%	+5.11%

IUSB

+0.18%

Winner

SPDW

+4.46%

IUSB

+0.08%

Winner

SPDW

+3.81%

IUSB

+1.00%

Winner

SPDW

+18.65%

IUSB

+5.96%

Winner

SPDW

+36.49%

5Y(CAGR)

IUSB

+0.53%

Winner

SPDW

+9.46%

10Y(CAGR)

IUSB

+2.03%

Winner

SPDW

+10.26%

Max(CAGR)

IUSB

+2.25%

Winner

SPDW

+5.11%

IUSB vs SPDW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IUSB	SPDW
2026	+0.73%	+12.20%
2025	+7.38%	+35.04%
2024	+2.60%	+4.67%
2023	+5.66%	+17.29%
2022	-12.47%	-16.44%
2021	-1.17%	+10.78%
2020	+7.38%	+9.03%
2019	+8.95%	+22.59%
2018	-0.27%	-14.87%
2017	+3.93%	+25.12%
2016	+3.83%	+4.63%
2015	+0.06%	-1.21%
2014	+1.90%	-3.60%
2013	N/A	+17.28%
2012	N/A	+15.67%
2011	N/A	-14.17%
2010	N/A	+8.26%
2009	N/A	+27.02%
2008	N/A	-40.20%
2007	N/A	+2.52%

IUSB vs SPDW Drawdown Comparison

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.

The current IUSB drawdown is -1.05%. The current SPDW drawdown is -0.06%.

Rank	IUSB	SPDW
#1	-17.90% Dec 31, 2020 - Oct 20, 2025	-60.01% Oct 31, 2007 - May 27, 2014
#2	-9.90% Mar 6, 2020 - Jun 10, 2020	-34.97% Jan 26, 2018 - Nov 11, 2020
#3	-4.01% Sep 7, 2016 - Jul 21, 2017	-30.23% Sep 3, 2021 - Mar 7, 2024
#4	-3.26% Sep 7, 2017 - Jan 30, 2019	-23.54% Jul 3, 2014 - May 2, 2017
#5	-2.58% Apr 24, 2015 - Mar 16, 2016	-13.53% Mar 19, 2025 - Apr 28, 2025
#6	-2.49% Feb 27, 2026 - Mar 27, 2026	-12.79% Jul 16, 2007 - Oct 10, 2007
#7	-1.78% Sep 4, 2019 - Oct 4, 2019	-11.55% Feb 26, 2026 - May 6, 2026
#8	-1.69% Jan 30, 2015 - Mar 24, 2015	-9.62% Sep 26, 2024 - Mar 5, 2025
#9	-1.54% Aug 4, 2020 - Dec 30, 2020	-7.71% Jul 12, 2024 - Aug 21, 2024
#10	-1.31% Oct 4, 2019 - Jan 3, 2020	-5.66% Jun 14, 2021 - Sep 2, 2021
#11	-0.99% Oct 28, 2025 - Nov 26, 2025	-5.23% Nov 12, 2025 - Dec 10, 2025
#12	-0.85% Aug 15, 2014 - Oct 7, 2014	-4.74% Mar 27, 2024 - May 9, 2024
#13	-0.76% Jul 8, 2016 - Jul 29, 2016	-4.49% Jan 8, 2021 - Feb 9, 2021
#14	-0.75% Nov 26, 2025 - Jan 14, 2026	-4.38% Oct 12, 2007 - Oct 26, 2007
#15	-0.72% Oct 20, 2014 - Nov 26, 2014	-4.28% Jul 23, 2025 - Aug 13, 2025

Correlation

Correlation between IUSB and SPDW is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

IUSB vs SPDW dividend yield comparison.

Year	IUSB	SPDW
2026	1.41%	0.00%
2025	4.17%	3.30%
2024	4.04%	3.19%
2023	3.46%	2.75%
2022	2.53%	3.12%
2021	1.74%	3.04%
2020	2.68%	1.87%
2019	3.04%	3.13%
2018	2.98%	3.08%
2017	2.56%	1.86%
2016	2.60%	3.12%
2015	1.95%	2.78%
2014	1.39%	3.51%
2013	0.00%	2.36%
2012	0.00%	2.23%
2011	0.00%	3.26%
2010	0.00%	2.25%
2009	0.00%	0.79%
2008	0.00%	3.43%
2007	0.00%	2.01%