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SPBO vs IYT

Comparison between STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETF (SPBO, ETF) and ISHARES U.S. TRANSPORTATION ETF (IYT, ETF).

5-Year PerformanceIYT has outperformed SPBO, delivering a return of +5.8% compared to +0.6%

SPBO vs IYT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPBO
$2B
IYT
$2B
Expense Ratio
Winner
SPBO
0.03%
IYT
0.38%
Max Drawdown
Winner
SPBO
26.39%
IYT
60.74%
Sharpe Ratio
SPBO
0.37
Winner
IYT
1.25
5Y Beta
Winner
SPBO
0.11
IYT
1.01
P/E Ratio
SPBO
N/A
IYT
26.28
Forward P/E
SPBO
N/A
IYT
20.41
PEG Ratio
SPBO
N/A
IYT
4.47
5Y Dividends CAGR
SPBO
10.13%
Winner
IYT
14.60%
5Y EPS CAGR
SPBO
N/A
IYT
4.83%
Debt to Equity
SPBO
N/A
IYT
14.88%
P/S Ratio
SPBO
N/A
IYT
1.40
P/B Ratio
SPBO
N/A
IYT
4.29

SPBO vs IYT - Historical Returns

Returns include dividend reinvestment.

1M
SPBO
+0.01%
Winner
IYT
+7.36%
3M
SPBO
-0.59%
Winner
IYT
+7.54%
6M
SPBO
+0.36%
Winner
IYT
+12.26%
1Y
SPBO
+5.51%
Winner
IYT
+30.80%
5Y(CAGR)
SPBO
+0.58%
Winner
IYT
+5.80%
10Y(CAGR)
SPBO
+2.75%
Winner
IYT
+10.54%
Max(CAGR)
SPBO
+3.41%
Winner
IYT
+9.96%

SPBO vs IYT - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearSPBOIYT
2026+0.35%+12.73%
2025+7.86%+11.31%
2024+3.11%+5.73%
2023+8.19%+24.39%
2022-14.96%-21.53%
2021-1.18%+29.04%
2020+9.91%+13.28%
2019+14.16%+19.79%
2018-1.58%-14.39%
2017+4.77%+19.19%
2016+4.43%+24.73%
2015-1.60%-16.53%
2014+8.40%+27.11%
2013-2.29%+37.81%
2012+7.92%+5.62%
2011+5.89%-2.74%
2010N/A+25.96%
2009N/A+15.30%
2008N/A-19.47%
2007N/A-1.63%
2006N/A+8.95%
2005N/A+12.25%
2004N/A+26.77%
2003N/A+6.74%

SPBO vs IYT Drawdown Comparison

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

The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.

The current SPBO drawdown is -1.28%. The current IYT drawdown is -0.26%.

RankSPBOIYT
#1-22.23%
Sep 22, 2021 - Oct 24, 2025
-60.39%
Jun 5, 2008 - Jan 13, 2011
#2-20.04%
Mar 6, 2020 - Jun 15, 2020
-41.27%
Sep 14, 2018 - Sep 2, 2020
#3-9.01%
May 1, 2013 - May 2, 2014
-29.15%
Jan 4, 2022 - Feb 8, 2024
#4-5.59%
Dec 31, 2020 - Jul 19, 2021
-28.16%
Jul 7, 2011 - Jan 10, 2013
#5-5.09%
Apr 24, 2015 - May 4, 2016
-27.26%
Dec 29, 2014 - Nov 23, 2016
#6-4.45%
Aug 23, 2016 - May 19, 2017
-26.35%
Nov 25, 2024 - Dec 3, 2025
#7-4.17%
Sep 8, 2017 - Jan 31, 2019
-23.74%
Jul 19, 2007 - May 30, 2008
#8-3.44%
Nov 1, 2011 - Jan 31, 2012
-17.06%
May 9, 2006 - Feb 1, 2007
#9-3.13%
Oct 21, 2014 - Jan 6, 2015
-12.87%
Mar 21, 2024 - Oct 11, 2024
#10-2.86%
Feb 26, 2026 - Mar 27, 2026
-12.43%
Mar 7, 2005 - Nov 2, 2005
#11-2.76%
Jan 30, 2015 - Apr 24, 2015
-12.42%
May 7, 2021 - Nov 5, 2021
#12-2.75%
Aug 6, 2020 - Nov 23, 2020
-12.09%
Feb 20, 2026 - Apr 20, 2026
#13-2.62%
Aug 28, 2014 - Oct 15, 2014
-11.10%
Sep 18, 2014 - Oct 28, 2014
#14-2.50%
Aug 28, 2019 - Nov 26, 2019
-11.08%
Jan 12, 2018 - Aug 20, 2018
#15-2.18%
Feb 1, 2012 - Apr 20, 2012
-10.49%
Jan 22, 2004 - Jun 8, 2004

Correlation

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

0.89
-101

Dividend Comparison (2003 - 2026)

SPBO vs IYT dividend yield comparison.

YearSPBOIYT
20262.13%0.32%
20255.09%1.00%
20245.28%1.08%
20234.73%1.26%
20223.54%1.40%
20212.42%0.77%
20202.75%0.93%
20193.46%1.29%
20183.60%1.35%
20173.15%0.92%
20163.35%0.96%
20153.07%1.28%
20143.21%0.70%
20133.76%0.86%
20123.70%1.11%
20112.53%1.52%
20100.00%1.16%
20090.00%1.53%
20080.00%1.32%
20070.00%1.12%
20060.00%0.50%
20050.00%0.58%
20040.00%0.42%
20030.00%0.70%

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