MBB vs SPY
Comparison between ISHARES MBS ETF (MBB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MBB, delivering a return of +13.3% compared to +0.4%
MBB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBB
$39B
Winner
SPY
$652B
Expense Ratio
Winner
MBB
0.04%
SPY
0.09%
Max Drawdown
Winner
MBB
22.85%
SPY
56.47%
Sharpe Ratio
MBB
0.59
Winner
SPY
2.07
5Y Beta
Winner
MBB
0.04
SPY
1.00
P/E Ratio
MBB
N/A
SPY
28.24
Forward P/E
MBB
N/A
SPY
21.85
5Y Dividends CAGR
Winner
MBB
14.91%
SPY
5.43%
5Y EPS CAGR
MBB
N/A
SPY
25.79%
Debt to Equity
MBB
N/A
SPY
22.35%
P/S Ratio
MBB
N/A
SPY
3.55
P/B Ratio
MBB
N/A
SPY
5.29
MBB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MBB
+0.20%
Winner
SPY
+9.11%
3M
MBB
+0.37%
Winner
SPY
+6.59%
6M
MBB
+1.61%
Winner
SPY
+10.56%
1Y
MBB
+7.08%
Winner
SPY
+32.04%
5Y(CAGR)
MBB
+0.40%
Winner
SPY
+13.35%
10Y(CAGR)
MBB
+1.36%
Winner
SPY
+15.49%
Max(CAGR)
MBB
+2.71%
Winner
SPY
+8.50%
MBB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MBB | SPY |
|---|---|---|
| 2026 | +1.16% | +8.27% |
| 2025 | +8.48% | +18.00% |
| 2024 | +1.91% | +25.59% |
| 2023 | +4.52% | +26.72% |
| 2022 | -11.39% | -18.64% |
| 2021 | -1.44% | +30.52% |
| 2020 | +3.95% | +17.28% |
| 2019 | +5.99% | +31.09% |
| 2018 | +0.89% | -5.24% |
| 2017 | +2.43% | +20.78% |
| 2016 | +1.25% | +13.59% |
| 2015 | +1.13% | +1.31% |
| 2014 | +6.22% | +14.56% |
| 2013 | -1.98% | +29.00% |
| 2012 | +2.07% | +14.17% |
| 2011 | +6.01% | +0.85% |
| 2010 | +5.49% | +13.14% |
| 2009 | +4.73% | +22.67% |
| 2008 | +7.13% | -36.25% |
| 2007 | +4.99% | +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% |
MBB vs SPY Drawdown Comparison
The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MBB drawdown is -1.03%.
| Rank | MBB | SPY |
|---|---|---|
| #1 | -17.64% Feb 9, 2021 - Oct 28, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -4.81% Sep 25, 2012 - May 1, 2014 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -4.32% Mar 9, 2020 - Mar 27, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -3.82% Sep 17, 2008 - Nov 25, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.43% Sep 27, 2016 - Aug 23, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.00% May 20, 2008 - Sep 2, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.92% Sep 7, 2017 - Dec 28, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.65% Nov 4, 2010 - Apr 25, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.63% Feb 27, 2026 - Mar 26, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.56% May 8, 2007 - Aug 21, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.51% Jan 22, 2008 - Mar 17, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.02% May 20, 2009 - Jul 8, 2009 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.77% Jan 8, 2009 - Mar 18, 2009 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.74% Apr 15, 2015 - Sep 18, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.64% Nov 30, 2009 - Feb 4, 2010 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MBB and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (1999 - 2026)
MBB vs SPY dividend yield comparison.
| Year | MBB | SPY |
|---|---|---|
| 2026 | 1.40% | 0.24% |
| 2025 | 4.21% | 1.07% |
| 2024 | 3.94% | 1.21% |
| 2023 | 3.40% | 1.40% |
| 2022 | 2.31% | 1.65% |
| 2021 | 1.05% | 1.20% |
| 2020 | 2.10% | 1.52% |
| 2019 | 2.77% | 1.75% |
| 2018 | 2.64% | 2.04% |
| 2017 | 2.23% | 1.80% |
| 2016 | 2.58% | 2.03% |
| 2015 | 2.66% | 2.06% |
| 2014 | 1.72% | 1.87% |
| 2013 | 1.27% | 1.81% |
| 2012 | 2.04% | 2.18% |
| 2011 | 3.33% | 2.05% |
| 2010 | 5.92% | 1.80% |
| 2009 | 3.57% | 1.95% |
| 2008 | 4.33% | 3.02% |
| 2007 | 3.89% | 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% |
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