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OEF vs IGIB

Comparison between ISHARES S&P 100 ETF (OEF, ETF) and ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF).

5-Year PerformanceOEF has outperformed IGIB, delivering a return of +15.2% compared to +1.5%

OEF vs IGIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OEF
$18B
IGIB
$18B
Expense Ratio
OEF
0.20%
Winner
IGIB
0.04%
Max Drawdown
OEF
57.29%
Winner
IGIB
23.94%
Sharpe Ratio
Winner
OEF
2.13
IGIB
0.80
5Y Beta
OEF
1.03
Winner
IGIB
0.09
P/E Ratio
OEF
28.92
IGIB
N/A
Forward P/E
OEF
22.87
IGIB
N/A
PEG Ratio
OEF
0.51
IGIB
N/A
5Y Dividends CAGR
OEF
8.59%
Winner
IGIB
11.84%
5Y EPS CAGR
OEF
29.34%
IGIB
N/A
Debt to Equity
OEF
23.65%
IGIB
N/A
P/S Ratio
OEF
5.00
IGIB
N/A
P/B Ratio
OEF
6.36
IGIB
N/A

OEF vs IGIB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OEF
+11.28%
IGIB
+0.30%
3M
Winner
OEF
+7.31%
IGIB
+0.00%
6M
Winner
OEF
+9.46%
IGIB
+1.32%
1Y
Winner
OEF
+35.37%
IGIB
+7.61%
5Y(CAGR)
Winner
OEF
+15.24%
IGIB
+1.52%
10Y(CAGR)
Winner
OEF
+16.72%
IGIB
+3.10%
Max(CAGR)
Winner
OEF
+8.49%
IGIB
+3.88%

OEF vs IGIB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearOEFIGIB
2026+7.62%+0.58%
2025+20.13%+9.54%
2024+31.60%+4.03%
2023+33.30%+8.67%
2022-21.91%-13.49%
2021+30.85%-1.59%
2020+19.79%+9.38%
2019+31.43%+14.25%
2018-4.86%-0.56%
2017+20.87%+3.50%
2016+13.07%+3.41%
2015+2.55%+0.41%
2014+13.43%+3.56%
2013+26.61%-0.34%
2012+13.86%+6.98%
2011+1.76%+5.71%
2010+10.53%+6.28%
2009+18.79%+10.28%
2008-34.69%-0.99%
2007+6.16%+5.95%
2006+16.48%N/A
2005+1.65%N/A
2004+6.48%N/A
2003+21.32%N/A
2002-23.52%N/A
2001-10.74%N/A
2000-4.82%N/A

OEF vs IGIB Drawdown Comparison

The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The current IGIB drawdown is -1.01%.

RankOEFIGIB
#1-54.12%
Oct 9, 2007 - Sep 6, 2012
-20.63%
Aug 3, 2021 - Jun 26, 2025
#2-47.06%
Nov 7, 2000 - Apr 25, 2007
-16.23%
Mar 4, 2020 - Jun 9, 2020
#3-31.44%
Feb 19, 2020 - Aug 3, 2020
-14.46%
Feb 5, 2008 - Jan 13, 2009
#4-26.46%
Jan 3, 2022 - Dec 7, 2023
-5.67%
Jan 13, 2009 - May 13, 2009
#5-19.80%
Feb 19, 2025 - Jun 26, 2025
-4.66%
May 2, 2013 - Apr 9, 2014
#6-19.59%
Oct 3, 2018 - Apr 22, 2019
-4.19%
Dec 30, 2020 - Jul 28, 2021
#7-13.13%
Jul 20, 2015 - Nov 3, 2015
-3.77%
Nov 4, 2010 - May 3, 2011
#8-12.26%
Nov 3, 2015 - Apr 19, 2016
-3.07%
Sep 7, 2016 - May 17, 2017
#9-11.06%
Oct 29, 2025 - Apr 17, 2026
-3.01%
Feb 27, 2026 - Mar 27, 2026
#10-10.85%
Jan 26, 2018 - Aug 6, 2018
-2.80%
Sep 7, 2017 - Jan 22, 2019
#11-10.48%
Sep 2, 2020 - Dec 1, 2020
-2.35%
Sep 6, 2011 - Nov 2, 2011
#12-9.73%
Jul 10, 2024 - Sep 24, 2024
-2.15%
Nov 2, 2011 - Jan 17, 2012
#13-8.47%
Jul 19, 2007 - Sep 27, 2007
-2.14%
May 8, 2007 - Aug 16, 2007
#14-8.14%
Oct 4, 2012 - Jan 17, 2013
-2.09%
Sep 4, 2019 - Oct 4, 2019
#15-7.51%
Apr 29, 2019 - Jun 20, 2019
-1.96%
Apr 24, 2015 - Mar 16, 2016

Correlation

Correlation between OEF and IGIB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2000 - 2026)

OEF vs IGIB dividend yield comparison.

YearOEFIGIB
20260.25%1.61%
20250.81%4.59%
20241.03%4.41%
20231.19%3.78%
20221.55%3.04%
20211.06%2.52%
20201.43%2.74%
20191.87%3.44%
20182.09%3.41%
20171.81%2.51%
20162.07%2.45%
20152.11%2.51%
20141.85%2.35%
20131.96%2.61%
20122.17%3.02%
20112.07%3.76%
20101.93%4.24%
20092.17%4.53%
20083.38%4.72%
20071.91%5.02%
20061.59%0.00%
20051.86%0.00%
20042.17%0.00%
20031.50%0.00%
20021.53%0.00%
20011.01%0.00%
20000.21%0.00%

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