StockComparison Logo
vs

SPEM vs USIG

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformanceSPEM has outperformed USIG, delivering a return of +8.0% compared to +0.1%

SPEM vs USIG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPEM
$17B
USIG
$17B
Expense Ratio
SPEM
0.07%
Winner
USIG
0.04%
Max Drawdown
SPEM
65.07%
Winner
USIG
24.90%
Sharpe Ratio
Winner
SPEM
0.96
USIG
-0.41
5Y Beta
SPEM
0.74
Winner
USIG
0.11
5Y Dividends CAGR
Winner
SPEM
9.39%
USIG
7.97%

SPEM vs USIG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPEM
+2.48%
USIG
-0.19%
3M
Winner
SPEM
+3.54%
USIG
-0.25%
6M
Winner
SPEM
+3.99%
USIG
-1.70%
1Y
Winner
SPEM
+21.39%
USIG
+2.34%
5Y(CAGR)
Winner
SPEM
+8.00%
USIG
+0.08%
10Y(CAGR)
Winner
SPEM
+8.45%
USIG
+2.23%
Max(CAGR)
Winner
SPEM
+5.67%
USIG
+3.85%

SPEM vs USIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPEMUSIG
2026+10.69%-0.30%
2025+26.06%+7.86%
2024+12.77%+3.06%
2023+9.34%+7.57%
2022-18.38%-14.62%
2021+0.94%-1.05%
2020+12.23%+9.20%
2019+19.24%+13.82%
2018-15.13%-1.91%
2017+33.44%+5.66%
2016+14.74%+5.33%
2015-14.68%-1.76%
2014+1.97%+7.98%
2013-3.47%-2.51%
2012+14.83%+7.70%
2011-19.79%+9.02%
2010+15.47%+7.81%
2009+65.42%+11.22%
2008-48.76%-0.75%
2007+36.13%+4.73%

SPEM vs USIG Drawdown Comparison

The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current SPEM drawdown is -1.41%. The current USIG drawdown is -1.83%.

RankSPEMUSIG
#1-64.42%
Oct 31, 2007 - Sep 3, 2014
-22.21%
Feb 5, 2008 - Jun 3, 2009
#2-36.05%
Jan 26, 2018 - Nov 9, 2020
-21.45%
Sep 22, 2021 - Oct 14, 2025
#3-34.89%
Sep 5, 2014 - Jul 12, 2017
-18.88%
Mar 6, 2020 - Jun 30, 2020
#4-33.40%
Feb 17, 2021 - Oct 7, 2024
-7.07%
May 2, 2013 - May 1, 2014
#5-17.89%
Jul 23, 2007 - Sep 19, 2007
-5.24%
Dec 31, 2020 - Jul 28, 2021
#6-17.63%
Oct 7, 2024 - Jun 9, 2025
-5.04%
Aug 29, 2016 - Jun 14, 2017
#7-11.36%
Feb 25, 2026 - Apr 17, 2026
-4.96%
Jan 30, 2015 - Apr 5, 2016
#8-7.02%
Jun 22, 2026 - Jul 29, 2026
-4.68%
Oct 7, 2010 - May 5, 2011
#9-5.47%
Jun 2, 2026 - Jun 22, 2026
-4.06%
Dec 15, 2017 - Feb 8, 2019
#10-5.02%
Jan 20, 2021 - Feb 5, 2021
-3.19%
Mar 7, 2007 - Sep 5, 2007
#11-4.86%
Oct 29, 2025 - Jan 2, 2026
-2.79%
Feb 23, 2026 - Mar 27, 2026
#12-4.56%
May 6, 2026 - Jun 2, 2026
-2.78%
Nov 26, 2007 - Jan 7, 2008
#13-4.38%
Oct 8, 2025 - Oct 20, 2025
-2.50%
Aug 28, 2019 - Oct 4, 2019
#14-4.30%
Nov 22, 2017 - Dec 28, 2017
-2.44%
Aug 4, 2011 - Sep 2, 2011
#15-4.11%
Oct 18, 2007 - Oct 26, 2007
-2.43%
Aug 6, 2020 - Nov 23, 2020

Correlation

Correlation between SPEM and USIG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2007 - 2026)

SPEM vs USIG dividend yield comparison.

YearSPEMUSIG
20261.01%2.82%
20252.77%4.62%
20242.78%4.51%
20232.80%3.94%
20223.38%3.14%
20213.14%2.33%
20201.92%2.82%
20192.94%3.37%
20182.34%3.44%
20171.12%3.03%
20161.52%2.87%
20152.40%3.24%
20142.26%3.32%
20131.91%3.53%
20121.99%3.23%
20113.64%4.11%
20102.32%4.56%
20090.71%4.95%
20083.69%5.12%
20071.82%5.22%

Select Stocks to Compare