SPBO vs BGIG

Comparison between SPDR PORTFOLIO CORPORATE BOND ETF (SPBO, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).

SPBO vs BGIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBO(ETF)	BGIG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.03%	0.45%
Max Drawdown	26.39%	14.11%
Sharpe Ratio	0.67	1.75
5Y Beta	0.11	0.63
P/E Ratio	N/A	23.24
Forward P/E	N/A	19.50
PEG Ratio	N/A	0.64
5Y Dividends CAGR	11.35%	N/A
5Y EPS CAGR	N/A	14.02%
P/S Ratio	N/A	2.79
P/B Ratio	N/A	4.19

Net Assets

SPBO

$1.90B

Winner

BGIG

$2B

Expense Ratio

Winner

SPBO

0.03%

BGIG

0.45%

Max Drawdown

SPBO

26.39%

Winner

BGIG

14.11%

Sharpe Ratio

SPBO

0.67

Winner

BGIG

1.75

5Y Beta

Winner

SPBO

0.11

BGIG

0.63

P/E Ratio

SPBO

N/A

BGIG

23.24

Forward P/E

SPBO

N/A

BGIG

19.50

PEG Ratio

SPBO

N/A

BGIG

0.64

5Y Dividends CAGR

SPBO

11.35%

BGIG

N/A

5Y EPS CAGR

SPBO

N/A

BGIG

14.02%

P/S Ratio

SPBO

N/A

BGIG

2.79

P/B Ratio

SPBO

N/A

BGIG

4.19

SPBO vs BGIG - Historical Returns

Returns include dividend reinvestment.

Period	SPBO	BGIG
1 month	+0.25%	+1.53%
3 months	+0.06%	+1.19%
6 months	+1.26%	+9.59%
1 year	+7.15%	+21.62%
5 years(CAGR)	+0.74%	N/A
10 years(CAGR)	+2.81%	N/A
Max(CAGR)	+3.46%	+15.86%

SPBO

+0.25%

Winner

BGIG

+1.53%

SPBO

+0.06%

Winner

BGIG

+1.19%

SPBO

+1.26%

Winner

BGIG

+9.59%

SPBO

+7.15%

Winner

BGIG

+21.62%

5Y(CAGR)

SPBO

+0.74%

BGIG

N/A

10Y(CAGR)

SPBO

+2.81%

BGIG

N/A

Max(CAGR)

SPBO

+3.46%

Winner

BGIG

+15.86%

SPBO vs BGIG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPBO	BGIG
2026	+0.79%	+6.96%
2025	+7.86%	+12.53%
2024	+3.11%	+16.25%
2023	+8.19%	+4.55%
2022	-14.96%	N/A
2021	-1.18%	N/A
2020	+9.91%	N/A
2019	+14.16%	N/A
2018	-1.58%	N/A
2017	+4.77%	N/A
2016	+4.43%	N/A
2015	-1.60%	N/A
2014	+8.40%	N/A
2013	-2.29%	N/A
2012	+7.92%	N/A
2011	+5.89%	N/A

SPBO vs BGIG Drawdown Comparison

The maximum drawdown for SPBO was -22.23%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.

The current SPBO drawdown is -0.85%. The current BGIG drawdown is -1.34%.

Rank	SPBO	BGIG
#1	-22.23% Sep 22, 2021 - Oct 24, 2025	-13.23% Oct 18, 2024 - Jun 30, 2025
#2	-20.04% Mar 6, 2020 - Jun 15, 2020	-7.95% Sep 15, 2023 - Dec 1, 2023
#3	-9.01% May 1, 2013 - May 2, 2014	-5.81% Mar 2, 2026 - Apr 30, 2026
#4	-5.59% Dec 31, 2020 - Jul 19, 2021	-4.73% Jul 16, 2024 - Aug 15, 2024
#5	-5.09% Apr 24, 2015 - May 4, 2016	-4.73% Mar 28, 2024 - May 14, 2024
#6	-4.45% Aug 23, 2016 - May 19, 2017	-3.06% Aug 30, 2024 - Sep 16, 2024
#7	-4.17% Sep 8, 2017 - Jan 31, 2019	-2.56% May 21, 2024 - Jun 13, 2024
#8	-3.44% Nov 1, 2011 - Jan 31, 2012	-2.50% Oct 8, 2025 - Nov 25, 2025
#9	-3.13% Oct 21, 2014 - Jan 6, 2015	-2.03% Jul 25, 2025 - Aug 20, 2025
#10	-2.86% Feb 26, 2026 - Mar 27, 2026	-1.87% Nov 28, 2025 - Jan 12, 2026
#11	-2.76% Jan 30, 2015 - Apr 24, 2015	-1.71% Jun 18, 2024 - Jul 10, 2024
#12	-2.75% Aug 6, 2020 - Nov 23, 2020	-1.49% Dec 19, 2023 - Dec 26, 2023
#13	-2.62% Aug 28, 2014 - Oct 15, 2014	-1.46% Jan 8, 2024 - Jan 19, 2024
#14	-2.50% Aug 28, 2019 - Nov 26, 2019	-1.34% Apr 30, 2026 - May 8, 2026
#15	-2.18% Feb 1, 2012 - Apr 20, 2012	-1.32% Jan 16, 2026 - Jan 26, 2026

Correlation

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

0.97

-101

Dividend Comparison (2011 - 2026)

SPBO vs BGIG dividend yield comparison.

Year	SPBO	BGIG
2026	1.69%	0.60%
2025	5.09%	1.89%
2024	5.28%	2.02%
2023	4.73%	0.78%
2022	3.54%	0.00%
2021	2.42%	0.00%
2020	2.75%	0.00%
2019	3.46%	0.00%
2018	3.60%	0.00%
2017	3.15%	0.00%
2016	3.35%	0.00%
2015	3.07%	0.00%
2014	3.21%	0.00%
2013	3.76%	0.00%
2012	3.70%	0.00%
2011	2.53%	0.00%