SLQD vs SPY

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SLQD, delivering a return of +13.3% compared to +2.5%

SLQD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	SPY(ETF)
Net Assets	$2.40B	$652B
Expense Ratio	0.06%	0.09%
Max Drawdown	12.69%	56.47%
Sharpe Ratio	0.73	2.07
5Y Beta	0.03	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	16.24%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

SLQD

$2.40B

Winner

SPY

$652B

Expense Ratio

Winner

SLQD

0.06%

SPY

0.09%

Max Drawdown

Winner

SLQD

12.69%

SPY

56.47%

Sharpe Ratio

SLQD

0.73

Winner

SPY

2.07

5Y Beta

Winner

SLQD

0.03

SPY

1.00

P/E Ratio

SLQD

N/A

SPY

28.24

Forward P/E

SLQD

N/A

SPY

21.85

5Y Dividends CAGR

Winner

SLQD

16.24%

SPY

5.43%

5Y EPS CAGR

SLQD

N/A

SPY

25.79%

Debt to Equity

SLQD

N/A

SPY

22.35%

P/S Ratio

SLQD

N/A

SPY

3.55

P/B Ratio

SLQD

N/A

SPY

5.29

SLQD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	SPY
1 month	+0.30%	+9.11%
3 months	+0.30%	+6.59%
6 months	+1.63%	+10.56%
1 year	+5.00%	+32.04%
5 years(CAGR)	+2.53%	+13.35%
10 years(CAGR)	+2.66%	+15.49%
Max(CAGR)	+2.53%	+8.50%

SLQD

+0.30%

Winner

SPY

+9.11%

SLQD

+0.30%

Winner

SPY

+6.59%

SLQD

+1.63%

Winner

SPY

+10.56%

SLQD

+5.00%

Winner

SPY

+32.04%

5Y(CAGR)

SLQD

+2.53%

Winner

SPY

+13.35%

10Y(CAGR)

SLQD

+2.66%

Winner

SPY

+15.49%

Max(CAGR)

SLQD

+2.53%

Winner

SPY

+8.50%

SLQD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SLQD	SPY
2026	+0.83%	+8.27%
2025	+6.23%	+18.00%
2024	+5.15%	+25.59%
2023	+5.87%	+26.72%
2022	-4.27%	-18.64%
2021	-0.53%	+30.52%
2020	+4.70%	+17.28%
2019	+6.05%	+31.09%
2018	+1.15%	-5.24%
2017	+2.17%	+20.78%
2016	+1.81%	+13.59%
2015	+1.23%	+1.31%
2014	+1.65%	+14.56%
2013	+0.49%	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+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%

SLQD vs SPY Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SLQD drawdown is -0.04%.

Rank	SLQD	SPY
#1	-12.69% Mar 4, 2020 - May 19, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-1.06% Feb 27, 2026 - Mar 26, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-0.87% Dec 31, 2020 - May 25, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.76% Mar 27, 2024 - May 3, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SLQD and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (1999 - 2026)

SLQD vs SPY dividend yield comparison.

Year	SLQD	SPY
2026	1.44%	0.24%
2025	4.15%	1.07%
2024	3.71%	1.21%
2023	2.99%	1.40%
2022	2.00%	1.65%
2021	1.67%	1.20%
2020	2.34%	1.52%
2019	2.89%	1.75%
2018	2.55%	2.04%
2017	1.98%	1.80%
2016	1.81%	2.03%
2015	1.43%	2.06%
2014	1.23%	1.87%
2013	0.23%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	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%