SPDW vs IUSB

Comparison between SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF) and ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB, ETF).

5-Year PerformanceSPDW has outperformed IUSB, delivering a return of +9.5% compared to +0.5%

SPDW vs IUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPDW(ETF)	IUSB(ETF)
Net Assets	$36B	$36B
Expense Ratio	0.03%	0.06%
Max Drawdown	62.16%	22.73%
Sharpe Ratio	1.87	0.48
5Y Beta	0.75	0.05
5Y Dividends CAGR	13.43%	9.63%

Net Assets

SPDW

$36B

Winner

IUSB

$36B

Expense Ratio

Winner

SPDW

0.03%

IUSB

0.06%

Max Drawdown

SPDW

62.16%

Winner

IUSB

22.73%

Sharpe Ratio

Winner

SPDW

1.87

IUSB

0.48

5Y Beta

SPDW

0.75

Winner

IUSB

0.05

5Y Dividends CAGR

Winner

SPDW

13.43%

IUSB

9.63%

SPDW vs IUSB - Holdings Comparison

SPDW and IUSB have 0 common holdings. Overlap is 0.00%

SPDW's top 25 holdings weight is 19.94%. IUSB's top 25 holdings weight is 3.11%.

Rank	SPDW	IUSB
#1	SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08%	BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%
#2	ASML HOLDING NV (n/a) - 1.80%	N/A
#3	SK HYNIX INC (n/a) - 1.20%	N/A
#4	NOVARTIS AG REGISTERED SHARES (n/a) - 0.96%	N/A
#5	ASTRAZENECA PLC (AZN:XLON) - 0.95%	N/A
#6	HSBC HOLDINGS PLC (n/a) - 0.91%	N/A
#7	SHELL PLC (n/a) - 0.90%	N/A
#8	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90%	N/A
#9	TOYOTA MOTOR CORP (n/a) - 0.84%	N/A
#10	NESTLE SA (n/a) - 0.84%	N/A
#11	ROYAL BANK OF CANADA (RY) - 0.75%	N/A
#12	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68%	N/A
#13	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66%	N/A
#14	L'OREAL SA (n/a) - 0.62%	N/A
#15	SIEMENS AG (n/a) - 0.60%	N/A
#16	TOTALENERGIES SE (TTE) - 0.60%	N/A
#17	SAP SE (n/a) - 0.57%	N/A
#18	BHP GROUP LTD (n/a) - 0.57%	N/A
#19	BANCO SANTANDER SA (n/a) - 0.54%	N/A
#20	SCHNEIDER ELECTRIC SE (n/a) - 0.53%	N/A
#21	THE TORONTO-DOMINION BANK (TD) - 0.52%	N/A
#22	ALLIANZ SE (n/a) - 0.51%	N/A
#23	ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47%	N/A
#24	n/a (SHOP) - 0.47%	N/A
#25	HITACHI LTD (n/a) - 0.47%	N/A
Total Holdings	2250	1

SPDW vs IUSB - Historical Returns

Returns include dividend reinvestment.

Period	SPDW	IUSB
1 month	+4.46%	+0.18%
3 months	+3.81%	+0.08%
6 months	+18.65%	+1.00%
1 year	+36.49%	+5.96%
5 years(CAGR)	+9.46%	+0.53%
10 years(CAGR)	+10.26%	+2.03%
Max(CAGR)	+5.11%	+2.25%

Winner

SPDW

+4.46%

IUSB

+0.18%

Winner

SPDW

+3.81%

IUSB

+0.08%

Winner

SPDW

+18.65%

IUSB

+1.00%

Winner

SPDW

+36.49%

IUSB

+5.96%

5Y(CAGR)

Winner

SPDW

+9.46%

IUSB

+0.53%

10Y(CAGR)

Winner

SPDW

+10.26%

IUSB

+2.03%

Max(CAGR)

Winner

SPDW

+5.11%

IUSB

+2.25%

SPDW vs IUSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPDW	IUSB
2026	+12.20%	+0.73%
2025	+35.04%	+7.38%
2024	+4.67%	+2.60%
2023	+17.29%	+5.66%
2022	-16.44%	-12.47%
2021	+10.78%	-1.17%
2020	+9.03%	+7.38%
2019	+22.59%	+8.95%
2018	-14.87%	-0.27%
2017	+25.12%	+3.93%
2016	+4.63%	+3.83%
2015	-1.21%	+0.06%
2014	-3.60%	+1.90%
2013	+17.28%	N/A
2012	+15.67%	N/A
2011	-14.17%	N/A
2010	+8.26%	N/A
2009	+27.02%	N/A
2008	-40.20%	N/A
2007	+2.52%	N/A

SPDW vs IUSB Drawdown Comparison

The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current SPDW drawdown is -0.06%. The current IUSB drawdown is -1.05%.

Rank	SPDW	IUSB
#1	-60.01% Oct 31, 2007 - May 27, 2014	-17.90% Dec 31, 2020 - Oct 20, 2025
#2	-34.97% Jan 26, 2018 - Nov 11, 2020	-9.90% Mar 6, 2020 - Jun 10, 2020
#3	-30.23% Sep 3, 2021 - Mar 7, 2024	-4.01% Sep 7, 2016 - Jul 21, 2017
#4	-23.54% Jul 3, 2014 - May 2, 2017	-3.26% Sep 7, 2017 - Jan 30, 2019
#5	-13.53% Mar 19, 2025 - Apr 28, 2025	-2.58% Apr 24, 2015 - Mar 16, 2016
#6	-12.79% Jul 16, 2007 - Oct 10, 2007	-2.49% Feb 27, 2026 - Mar 27, 2026
#7	-11.55% Feb 26, 2026 - May 6, 2026	-1.78% Sep 4, 2019 - Oct 4, 2019
#8	-9.62% Sep 26, 2024 - Mar 5, 2025	-1.69% Jan 30, 2015 - Mar 24, 2015
#9	-7.71% Jul 12, 2024 - Aug 21, 2024	-1.54% Aug 4, 2020 - Dec 30, 2020
#10	-5.66% Jun 14, 2021 - Sep 2, 2021	-1.31% Oct 4, 2019 - Jan 3, 2020
#11	-5.23% Nov 12, 2025 - Dec 10, 2025	-0.99% Oct 28, 2025 - Nov 26, 2025
#12	-4.74% Mar 27, 2024 - May 9, 2024	-0.85% Aug 15, 2014 - Oct 7, 2014
#13	-4.49% Jan 8, 2021 - Feb 9, 2021	-0.76% Jul 8, 2016 - Jul 29, 2016
#14	-4.38% Oct 12, 2007 - Oct 26, 2007	-0.75% Nov 26, 2025 - Jan 14, 2026
#15	-4.28% Jul 23, 2025 - Aug 13, 2025	-0.72% Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between SPDW and IUSB is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

SPDW vs IUSB dividend yield comparison.

Year	SPDW	IUSB
2026	0.00%	1.41%
2025	3.30%	4.17%
2024	3.19%	4.04%
2023	2.75%	3.46%
2022	3.12%	2.53%
2021	3.04%	1.74%
2020	1.87%	2.68%
2019	3.13%	3.04%
2018	3.08%	2.98%
2017	1.86%	2.56%
2016	3.12%	2.60%
2015	2.78%	1.95%
2014	3.51%	1.39%
2013	2.36%	0.00%
2012	2.23%	0.00%
2011	3.26%	0.00%
2010	2.25%	0.00%
2009	0.79%	0.00%
2008	3.43%	0.00%
2007	2.01%	0.00%