SPDW vs MBB

Comparison between SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF) and ISHARES MBS ETF (MBB, ETF).

5-Year PerformanceSPDW has outperformed MBB, delivering a return of +10.1% compared to +0.4%

SPDW vs MBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPDW(ETF)	MBB(ETF)
Net Assets	$39B	$38B
Expense Ratio	0.03%	0.04%
Max Drawdown	62.16%	22.85%
Sharpe Ratio	1.80	0.68
5Y Beta	0.75	0.04
5Y Dividends CAGR	13.43%	14.91%

Net Assets

Winner

SPDW

$39B

MBB

$38B

Expense Ratio

Winner

SPDW

0.03%

MBB

0.04%

Max Drawdown

SPDW

62.16%

Winner

MBB

22.85%

Sharpe Ratio

Winner

SPDW

1.80

MBB

0.68

5Y Beta

SPDW

0.75

Winner

MBB

0.04

5Y Dividends CAGR

SPDW

13.43%

Winner

MBB

14.91%

SPDW vs MBB - Historical Returns

Returns include dividend reinvestment.

Period	SPDW	MBB
1 month	+3.59%	-0.54%
3 months	+2.97%	-1.25%
6 months	+16.81%	+1.26%
1 year	+34.49%	+6.92%
5 years(CAGR)	+10.07%	+0.36%
10 years(CAGR)	+10.27%	+1.30%
Max(CAGR)	+5.09%	+2.68%

Winner

SPDW

+3.59%

MBB

-0.54%

Winner

SPDW

+2.97%

MBB

-1.25%

Winner

SPDW

+16.81%

MBB

+1.26%

Winner

SPDW

+34.49%

MBB

+6.92%

5Y(CAGR)

Winner

SPDW

+10.07%

MBB

+0.36%

10Y(CAGR)

Winner

SPDW

+10.27%

MBB

+1.30%

Max(CAGR)

Winner

SPDW

+5.09%

MBB

+2.68%

SPDW vs MBB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPDW	MBB
2026	+11.89%	+0.56%
2025	+35.04%	+8.48%
2024	+4.67%	+1.91%
2023	+17.29%	+4.52%
2022	-16.44%	-11.39%
2021	+10.78%	-1.44%
2020	+9.03%	+3.95%
2019	+22.59%	+5.99%
2018	-14.87%	+0.89%
2017	+25.12%	+2.43%
2016	+4.63%	+1.25%
2015	-1.21%	+1.13%
2014	-3.60%	+6.22%
2013	+17.28%	-1.98%
2012	+15.67%	+2.07%
2011	-14.17%	+6.01%
2010	+8.26%	+5.49%
2009	+27.02%	+4.73%
2008	-40.20%	+7.13%
2007	+2.52%	+4.99%

SPDW vs MBB Drawdown Comparison

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

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

The current SPDW drawdown is -0.34%. The current MBB drawdown is -1.62%.

Rank	SPDW	MBB
#1	-60.01% Oct 31, 2007 - May 27, 2014	-17.64% Feb 9, 2021 - Oct 28, 2025
#2	-34.97% Jan 26, 2018 - Nov 11, 2020	-4.81% Sep 25, 2012 - May 1, 2014
#3	-30.23% Sep 3, 2021 - Mar 7, 2024	-4.32% Mar 9, 2020 - Mar 27, 2020
#4	-23.54% Jul 3, 2014 - May 2, 2017	-3.82% Sep 17, 2008 - Nov 25, 2008
#5	-13.53% Mar 19, 2025 - Apr 28, 2025	-3.43% Sep 27, 2016 - Aug 23, 2017
#6	-12.79% Jul 16, 2007 - Oct 10, 2007	-3.00% May 20, 2008 - Sep 2, 2008
#7	-11.55% Feb 26, 2026 - May 6, 2026	-2.92% Sep 7, 2017 - Dec 28, 2018
#8	-9.62% Sep 26, 2024 - Mar 5, 2025	-2.65% Nov 4, 2010 - Apr 25, 2011
#9	-7.71% Jul 12, 2024 - Aug 21, 2024	-2.63% Feb 27, 2026 - Mar 26, 2026
#10	-5.66% Jun 14, 2021 - Sep 2, 2021	-2.56% May 8, 2007 - Aug 21, 2007
#11	-5.23% Nov 12, 2025 - Dec 10, 2025	-2.51% Jan 22, 2008 - Mar 17, 2008
#12	-4.74% Mar 27, 2024 - May 9, 2024	-2.02% May 20, 2009 - Jul 8, 2009
#13	-4.49% Jan 8, 2021 - Feb 9, 2021	-1.77% Jan 8, 2009 - Mar 18, 2009
#14	-4.38% Oct 12, 2007 - Oct 26, 2007	-1.74% Apr 15, 2015 - Sep 18, 2015
#15	-4.28% Jul 23, 2025 - Aug 13, 2025	-1.64% Nov 30, 2009 - Feb 4, 2010

Correlation

Correlation between SPDW and MBB is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2007 - 2026)

SPDW vs MBB dividend yield comparison.

Year	SPDW	MBB
2026	0.00%	1.41%
2025	3.30%	4.21%
2024	3.19%	3.94%
2023	2.75%	3.40%
2022	3.12%	2.31%
2021	3.04%	1.05%
2020	1.87%	2.10%
2019	3.13%	2.77%
2018	3.08%	2.64%
2017	1.86%	2.23%
2016	3.12%	2.58%
2015	2.78%	2.66%
2014	3.51%	1.72%
2013	2.36%	1.27%
2012	2.23%	2.04%
2011	3.26%	3.33%
2010	2.25%	5.92%
2009	0.79%	3.57%
2008	3.43%	4.33%
2007	2.01%	3.89%