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SLYV vs ISTB

Comparison between STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF (SLYV, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).

5-Year PerformanceSLYV has outperformed ISTB, delivering a return of +5.6% compared to +1.8%

SLYV vs ISTB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SLYV
$4.60B
Winner
ISTB
$4.70B
Expense Ratio
SLYV
0.15%
Winner
ISTB
0.06%
Max Drawdown
SLYV
63.11%
Winner
ISTB
11.76%
Sharpe Ratio
Winner
SLYV
1.61
ISTB
0.06
5Y Beta
SLYV
1.00
Winner
ISTB
0.01
P/E Ratio
SLYV
78.78
ISTB
N/A
Forward P/E
SLYV
13.17
ISTB
N/A
5Y Dividends CAGR
SLYV
12.15%
Winner
ISTB
15.52%
5Y EPS CAGR
SLYV
4.43%
ISTB
N/A
Debt to Equity
SLYV
51.95%
ISTB
N/A
P/S Ratio
SLYV
0.85
ISTB
N/A
P/B Ratio
SLYV
1.54
ISTB
N/A

SLYV vs ISTB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SLYV
+0.68%
ISTB
-0.10%
3M
Winner
SLYV
+7.47%
ISTB
-0.22%
6M
Winner
SLYV
+14.72%
ISTB
+0.69%
1Y
Winner
SLYV
+37.02%
ISTB
+3.93%
5Y(CAGR)
Winner
SLYV
+5.57%
ISTB
+1.81%
10Y(CAGR)
Winner
SLYV
+10.00%
ISTB
+2.26%
Max(CAGR)
Winner
SLYV
+10.60%
ISTB
+2.00%

SLYV vs ISTB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSLYVISTB
2026+13.69%+0.28%
2025+6.95%+6.36%
2024+7.71%+4.64%
2023+14.75%+5.44%
2022-12.49%-5.89%
2021+32.09%-0.74%
2020+2.89%+4.69%
2019+22.93%+5.50%
2018-13.66%+1.12%
2017+10.65%+1.76%
2016+33.70%+2.69%
2015-6.11%+0.57%
2014+8.03%+1.20%
2013+36.44%+0.62%
2012+14.72%-0.02%
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 ISTB Drawdown Comparison

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

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current SLYV drawdown is -1.65%. The current ISTB drawdown is -0.60%.

RankSLYVISTB
#1-61.18%
Jun 4, 2007 - Feb 7, 2011
-9.34%
Aug 3, 2021 - Jul 11, 2024
#2-47.71%
Aug 22, 2018 - Jan 6, 2021
-6.06%
Mar 6, 2020 - May 15, 2020
#3-28.68%
Nov 25, 2024 - Dec 10, 2025
-2.26%
May 8, 2013 - Aug 13, 2014
#4-27.05%
May 3, 2002 - Jul 7, 2003
-1.63%
Sep 7, 2017 - Dec 14, 2018
#5-26.79%
Jul 7, 2011 - Feb 1, 2012
-1.45%
Oct 21, 2016 - Apr 3, 2017
#6-24.16%
Nov 5, 2021 - Jul 16, 2024
-1.36%
Sep 24, 2024 - Feb 5, 2025
#7-20.29%
Jun 23, 2015 - Jul 11, 2016
-1.26%
Feb 27, 2026 - Mar 26, 2026
#8-18.33%
Aug 21, 2001 - Dec 27, 2001
-1.19%
Oct 14, 2015 - Mar 11, 2016
#9-13.92%
Mar 26, 2012 - Sep 7, 2012
-1.03%
Apr 3, 2025 - Apr 25, 2025
#10-12.61%
Jun 8, 2021 - Nov 5, 2021
-0.97%
Apr 16, 2015 - Oct 14, 2015
#11-12.54%
Apr 2, 2004 - Nov 4, 2004
-0.80%
Oct 21, 2014 - Jan 14, 2015
#12-11.21%
Jul 3, 2014 - Nov 12, 2014
-0.77%
Sep 4, 2019 - Oct 3, 2019
#13-10.95%
Dec 31, 2004 - Jun 17, 2005
-0.74%
Feb 10, 2021 - Jun 7, 2021
#14-10.41%
Sep 14, 2012 - Jan 2, 2013
-0.73%
Apr 30, 2025 - Jun 4, 2025
#15-10.20%
Mar 12, 2021 - Jun 1, 2021
-0.68%
May 13, 2016 - Jun 8, 2016

Correlation

Correlation between SLYV and ISTB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

SLYV vs ISTB dividend yield comparison.

YearSLYVISTB
20260.40%1.78%
20252.02%4.12%
20242.30%3.83%
20232.11%2.97%
20221.47%2.01%
20211.94%1.69%
20201.40%2.20%
20191.67%2.75%
20182.14%2.57%
20175.53%2.06%
20162.18%1.90%
20156.55%1.58%
20147.50%1.07%
20131.58%0.60%
20122.01%0.09%
20111.19%0.00%
20101.99%0.00%
20092.05%0.00%
20083.74%0.00%
20072.83%0.00%
20062.22%0.00%
20055.00%0.00%
20045.85%0.00%
20034.07%0.00%
20023.55%0.00%
20015.65%0.00%
20000.79%0.00%

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