SLYV vs EAGG

Comparison between SPDR(R) S & P 600 SMALL CAP VALUE ETF (SLYV, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).

5-Year PerformanceSLYV has outperformed EAGG, delivering a return of +6.6% compared to +0.1%

SLYV vs EAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLYV(ETF)	EAGG(ETF)
Net Assets	$4.60B	$4.70B
Expense Ratio	0.15%	0.10%
Max Drawdown	63.11%	22.96%
Sharpe Ratio	1.54	0.32
5Y Beta	1.00	0.04
P/E Ratio	85.36	N/A
Forward P/E	13.13	N/A
5Y Dividends CAGR	12.15%	18.21%
5Y EPS CAGR	5.95%	N/A
Debt to Equity	48.47%	N/A
P/S Ratio	0.87	N/A
P/B Ratio	1.51	N/A

Net Assets

SLYV

$4.60B

Winner

EAGG

$4.70B

Expense Ratio

SLYV

0.15%

Winner

EAGG

0.10%

Max Drawdown

SLYV

63.11%

Winner

EAGG

22.96%

Sharpe Ratio

Winner

SLYV

1.54

EAGG

0.32

5Y Beta

SLYV

1.00

Winner

EAGG

0.04

P/E Ratio

SLYV

85.36

EAGG

N/A

Forward P/E

SLYV

13.13

EAGG

N/A

5Y Dividends CAGR

SLYV

12.15%

Winner

EAGG

18.21%

5Y EPS CAGR

SLYV

5.95%

EAGG

N/A

Debt to Equity

SLYV

48.47%

EAGG

N/A

P/S Ratio

SLYV

0.87

EAGG

N/A

P/B Ratio

SLYV

1.51

EAGG

N/A

SLYV vs EAGG - Historical Returns

Returns include dividend reinvestment.

Period	SLYV	EAGG
1 month	+2.14%	-0.59%
3 months	+3.10%	-1.10%
6 months	+13.80%	+0.13%
1 year	+31.16%	+5.24%
5 years(CAGR)	+6.57%	+0.14%
10 years(CAGR)	+10.25%	N/A
Max(CAGR)	+10.52%	+2.05%

Winner

SLYV

+2.14%

EAGG

-0.59%

Winner

SLYV

+3.10%

EAGG

-1.10%

Winner

SLYV

+13.80%

EAGG

+0.13%

Winner

SLYV

+31.16%

EAGG

+5.24%

5Y(CAGR)

Winner

SLYV

+6.57%

EAGG

+0.14%

10Y(CAGR)

SLYV

+10.25%

EAGG

N/A

Max(CAGR)

Winner

SLYV

+10.52%

EAGG

+2.05%

SLYV vs EAGG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLYV	EAGG
2026	+10.98%	+0.07%
2025	+6.95%	+7.09%
2024	+7.71%	+1.63%
2023	+14.75%	+4.92%
2022	-12.49%	-12.52%
2021	+32.09%	-1.26%
2020	+2.89%	+7.20%
2019	+22.93%	+8.51%
2018	-13.66%	+2.35%
2017	+10.65%	N/A
2016	+33.70%	N/A
2015	-6.11%	N/A
2014	+8.03%	N/A
2013	+36.44%	N/A
2012	+14.72%	N/A
2011	-3.60%	N/A
2010	+22.52%	N/A
2009	+34.31%	N/A
2008	-32.98%	N/A
2007	-4.23%	N/A
2006	+17.84%	N/A
2005	+7.43%	N/A
2004	+17.66%	N/A
2003	+40.39%	N/A
2002	-2.12%	N/A
2001	+15.20%	N/A
2000	+12.56%	N/A

SLYV vs EAGG Drawdown Comparison

The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SLYV drawdown is -2.36%. The current EAGG drawdown is -3.02%.

Rank	SLYV	EAGG
#1	-61.18% Jun 4, 2007 - Feb 7, 2011	-18.75% Aug 4, 2020 - Oct 20, 2022
#2	-47.71% Aug 22, 2018 - Jan 6, 2021	-6.98% Mar 9, 2020 - Apr 23, 2020
#3	-28.68% Nov 25, 2024 - Dec 10, 2025	-2.12% Sep 4, 2019 - Jan 21, 2020
#4	-27.05% May 3, 2002 - Jul 7, 2003	-0.95% Apr 23, 2020 - May 20, 2020
#5	-26.79% Jul 7, 2011 - Feb 1, 2012	-0.80% Jul 3, 2019 - Aug 1, 2019
#6	-24.16% Nov 5, 2021 - Jul 16, 2024	-0.71% Mar 27, 2019 - May 7, 2019
#7	-20.29% Jun 23, 2015 - Jul 11, 2016	-0.61% Jan 3, 2019 - Jan 30, 2019
#8	-18.33% Aug 21, 2001 - Dec 27, 2001	-0.59% Feb 26, 2019 - Mar 7, 2019
#9	-13.92% Mar 26, 2012 - Sep 7, 2012	-0.55% Jan 31, 2020 - Feb 18, 2020
#10	-12.61% Jun 8, 2021 - Nov 5, 2021	-0.53% Jun 2, 2020 - Jun 10, 2020
#11	-12.54% Apr 2, 2004 - Nov 4, 2004	-0.48% Oct 29, 2018 - Nov 19, 2018
#12	-11.21% Jul 3, 2014 - Nov 12, 2014	-0.44% Aug 15, 2019 - Aug 23, 2019
#13	-10.95% Dec 31, 2004 - Jun 17, 2005	-0.41% Jan 31, 2019 - Feb 8, 2019
#14	-10.41% Sep 14, 2012 - Jan 2, 2013	-0.29% Feb 8, 2019 - Feb 19, 2019
#15	-10.20% Mar 12, 2021 - Jun 1, 2021	-0.29% May 15, 2019 - May 23, 2019

Correlation

Correlation between SLYV and EAGG is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2000 - 2026)

SLYV vs EAGG dividend yield comparison.

Year	SLYV	EAGG
2026	0.41%	1.33%
2025	2.02%	3.91%
2024	2.30%	3.93%
2023	2.11%	3.24%
2022	1.47%	2.07%
2021	1.94%	1.09%
2020	1.40%	1.82%
2019	1.67%	3.17%
2018	2.14%	0.61%
2017	5.53%	0.00%
2016	2.18%	0.00%
2015	6.55%	0.00%
2014	7.50%	0.00%
2013	1.58%	0.00%
2012	2.01%	0.00%
2011	1.19%	0.00%
2010	1.99%	0.00%
2009	2.05%	0.00%
2008	3.74%	0.00%
2007	2.83%	0.00%
2006	2.22%	0.00%
2005	5.00%	0.00%
2004	5.85%	0.00%
2003	4.07%	0.00%
2002	3.55%	0.00%
2001	5.65%	0.00%
2000	0.79%	0.00%