MBB vs SPDW

Comparison between ISHARES MBS ETF (MBB, ETF) and SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF).

5-Year PerformanceSPDW has outperformed MBB, delivering a return of +10.1% compared to +0.4%

MBB vs SPDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBB(ETF)	SPDW(ETF)
Net Assets	$38B	$39B
Expense Ratio	0.04%	0.03%
Max Drawdown	22.85%	62.16%
Sharpe Ratio	0.68	1.80
5Y Beta	0.04	0.75
5Y Dividends CAGR	14.91%	13.43%

Net Assets

MBB

$38B

Winner

SPDW

$39B

Expense Ratio

MBB

0.04%

Winner

SPDW

0.03%

Max Drawdown

Winner

MBB

22.85%

SPDW

62.16%

Sharpe Ratio

MBB

0.68

Winner

SPDW

1.80

5Y Beta

Winner

MBB

0.04

SPDW

0.75

5Y Dividends CAGR

Winner

MBB

14.91%

SPDW

13.43%

MBB vs SPDW - Historical Returns

Returns include dividend reinvestment.

Period	MBB	SPDW
1 month	-0.54%	+3.59%
3 months	-1.25%	+2.97%
6 months	+1.26%	+16.81%
1 year	+6.92%	+34.49%
5 years(CAGR)	+0.36%	+10.07%
10 years(CAGR)	+1.30%	+10.27%
Max(CAGR)	+2.68%	+5.09%

MBB

-0.54%

Winner

SPDW

+3.59%

MBB

-1.25%

Winner

SPDW

+2.97%

MBB

+1.26%

Winner

SPDW

+16.81%

MBB

+6.92%

Winner

SPDW

+34.49%

5Y(CAGR)

MBB

+0.36%

Winner

SPDW

+10.07%

10Y(CAGR)

MBB

+1.30%

Winner

SPDW

+10.27%

Max(CAGR)

MBB

+2.68%

Winner

SPDW

+5.09%

MBB vs SPDW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MBB	SPDW
2026	+0.56%	+11.89%
2025	+8.48%	+35.04%
2024	+1.91%	+4.67%
2023	+4.52%	+17.29%
2022	-11.39%	-16.44%
2021	-1.44%	+10.78%
2020	+3.95%	+9.03%
2019	+5.99%	+22.59%
2018	+0.89%	-14.87%
2017	+2.43%	+25.12%
2016	+1.25%	+4.63%
2015	+1.13%	-1.21%
2014	+6.22%	-3.60%
2013	-1.98%	+17.28%
2012	+2.07%	+15.67%
2011	+6.01%	-14.17%
2010	+5.49%	+8.26%
2009	+4.73%	+27.02%
2008	+7.13%	-40.20%
2007	+4.99%	+2.52%

MBB vs SPDW Drawdown Comparison

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

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

The current MBB drawdown is -1.62%. The current SPDW drawdown is -0.34%.

Rank	MBB	SPDW
#1	-17.64% Feb 9, 2021 - Oct 28, 2025	-60.01% Oct 31, 2007 - May 27, 2014
#2	-4.81% Sep 25, 2012 - May 1, 2014	-34.97% Jan 26, 2018 - Nov 11, 2020
#3	-4.32% Mar 9, 2020 - Mar 27, 2020	-30.23% Sep 3, 2021 - Mar 7, 2024
#4	-3.82% Sep 17, 2008 - Nov 25, 2008	-23.54% Jul 3, 2014 - May 2, 2017
#5	-3.43% Sep 27, 2016 - Aug 23, 2017	-13.53% Mar 19, 2025 - Apr 28, 2025
#6	-3.00% May 20, 2008 - Sep 2, 2008	-12.79% Jul 16, 2007 - Oct 10, 2007
#7	-2.92% Sep 7, 2017 - Dec 28, 2018	-11.55% Feb 26, 2026 - May 6, 2026
#8	-2.65% Nov 4, 2010 - Apr 25, 2011	-9.62% Sep 26, 2024 - Mar 5, 2025
#9	-2.63% Feb 27, 2026 - Mar 26, 2026	-7.71% Jul 12, 2024 - Aug 21, 2024
#10	-2.56% May 8, 2007 - Aug 21, 2007	-5.66% Jun 14, 2021 - Sep 2, 2021
#11	-2.51% Jan 22, 2008 - Mar 17, 2008	-5.23% Nov 12, 2025 - Dec 10, 2025
#12	-2.02% May 20, 2009 - Jul 8, 2009	-4.74% Mar 27, 2024 - May 9, 2024
#13	-1.77% Jan 8, 2009 - Mar 18, 2009	-4.49% Jan 8, 2021 - Feb 9, 2021
#14	-1.74% Apr 15, 2015 - Sep 18, 2015	-4.38% Oct 12, 2007 - Oct 26, 2007
#15	-1.64% Nov 30, 2009 - Feb 4, 2010	-4.28% Jul 23, 2025 - Aug 13, 2025

Correlation

Correlation between MBB and SPDW is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2007 - 2026)

MBB vs SPDW dividend yield comparison.

Year	MBB	SPDW
2026	1.41%	0.00%
2025	4.21%	3.30%
2024	3.94%	3.19%
2023	3.40%	2.75%
2022	2.31%	3.12%
2021	1.05%	3.04%
2020	2.10%	1.87%
2019	2.77%	3.13%
2018	2.64%	3.08%
2017	2.23%	1.86%
2016	2.58%	3.12%
2015	2.66%	2.78%
2014	1.72%	3.51%
2013	1.27%	2.36%
2012	2.04%	2.23%
2011	3.33%	3.26%
2010	5.92%	2.25%
2009	3.57%	0.79%
2008	4.33%	3.43%
2007	3.89%	2.01%