SPHY vs IGF

Comparison between SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF).

5-Year PerformanceIGF has outperformed SPHY, delivering a return of +10.4% compared to +4.5%

SPHY vs IGF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHY(ETF)	IGF(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.05%	0.39%
Max Drawdown	23.35%	59.46%
Sharpe Ratio	1.30	1.43
5Y Beta	0.23	0.41
5Y Dividends CAGR	4.66%	9.47%

Net Assets

SPHY

$10B

IGF

$10B

Expense Ratio

Winner

SPHY

0.05%

IGF

0.39%

Max Drawdown

Winner

SPHY

23.35%

IGF

59.46%

Sharpe Ratio

SPHY

1.30

Winner

IGF

1.43

5Y Beta

Winner

SPHY

0.23

IGF

0.41

5Y Dividends CAGR

SPHY

4.66%

Winner

IGF

9.47%

SPHY vs IGF - Historical Returns

Returns include dividend reinvestment.

Period	SPHY	IGF
1 month	+0.50%	-2.57%
3 months	+0.58%	+0.83%
6 months	+2.89%	+10.43%
1 year	+8.91%	+20.96%
5 years(CAGR)	+4.46%	+10.37%
10 years(CAGR)	+5.31%	+8.66%
Max(CAGR)	+4.97%	+4.91%

Winner

SPHY

+0.50%

IGF

-2.57%

SPHY

+0.58%

Winner

IGF

+0.83%

SPHY

+2.89%

Winner

IGF

+10.43%

SPHY

+8.91%

Winner

IGF

+20.96%

5Y(CAGR)

SPHY

+4.46%

Winner

IGF

+10.37%

10Y(CAGR)

SPHY

+5.31%

Winner

IGF

+8.66%

Max(CAGR)

Winner

SPHY

+4.97%

IGF

+4.91%

SPHY vs IGF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPHY	IGF
2026	+1.42%	+8.14%
2025	+8.31%	+20.40%
2024	+8.81%	+14.99%
2023	+12.80%	+6.19%
2022	-10.48%	-1.73%
2021	+5.74%	+12.40%
2020	+6.44%	-6.32%
2019	+13.55%	+25.62%
2018	-2.69%	-10.45%
2017	+6.73%	+18.88%
2016	+11.15%	+12.88%
2015	-3.64%	-12.25%
2014	+6.53%	+12.98%
2013	-1.34%	+11.61%
2012	+7.21%	+10.62%
2011	N/A	-1.82%
2010	N/A	+3.73%
2009	N/A	+17.05%
2008	N/A	-40.35%
2007	N/A	+1.11%

SPHY vs IGF Drawdown Comparison

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The maximum drawdown for IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.

The current SPHY drawdown is -0.06%. The current IGF drawdown is -3.45%.

Rank	SPHY	IGF
#1	-21.97% Feb 14, 2020 - Oct 8, 2020	-58.32% Jan 2, 2008 - Mar 27, 2014
#2	-15.29% Dec 28, 2021 - Dec 14, 2023	-42.11% Feb 18, 2020 - Oct 20, 2021
#3	-8.30% Apr 16, 2015 - Apr 25, 2016	-23.03% Apr 28, 2015 - Sep 8, 2016
#4	-7.23% May 2, 2013 - Feb 24, 2014	-20.80% Apr 20, 2022 - May 7, 2024
#5	-4.86% Feb 26, 2025 - May 12, 2025	-14.74% Jan 26, 2018 - Mar 19, 2019
#6	-4.21% Dec 29, 2017 - Feb 15, 2019	-11.38% Sep 8, 2016 - Mar 22, 2017
#7	-4.17% Oct 24, 2016 - Jan 18, 2017	-9.83% Sep 5, 2014 - Apr 28, 2015
#8	-2.48% Aug 21, 2014 - Jan 14, 2015	-8.74% Apr 2, 2025 - Apr 17, 2025
#9	-2.41% Feb 20, 2026 - Apr 8, 2026	-7.05% Nov 5, 2021 - Jan 12, 2022
#10	-2.36% Nov 9, 2021 - Dec 23, 2021	-6.97% Nov 29, 2024 - Jan 21, 2025
#11	-2.29% Mar 27, 2024 - May 3, 2024	-6.28% Jul 11, 2019 - Oct 22, 2019
#12	-2.28% Jan 29, 2013 - Apr 16, 2013	-6.27% Jul 24, 2014 - Sep 5, 2014
#13	-2.07% Sep 17, 2012 - Oct 11, 2012	-5.87% Feb 27, 2026 - Mar 20, 2026
#14	-1.99% Mar 1, 2017 - Apr 10, 2017	-4.67% Jan 21, 2025 - Apr 1, 2025
#15	-1.84% Feb 27, 2015 - Apr 15, 2015	-4.48% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between SPHY and IGF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

SPHY vs IGF dividend yield comparison.

Year	SPHY	IGF
2026	2.35%	0.00%
2025	7.38%	3.23%
2024	7.80%	3.21%
2023	7.30%	3.36%
2022	6.47%	2.67%
2021	5.13%	2.42%
2020	5.63%	2.33%
2019	5.73%	3.27%
2018	4.09%	3.52%
2017	4.41%	2.95%
2016	4.27%	2.98%
2015	4.29%	3.25%
2014	3.98%	3.00%
2013	4.41%	3.45%
2012	2.17%	4.10%
2011	0.00%	4.36%
2010	0.00%	3.70%
2009	0.00%	3.35%
2008	0.00%	3.10%
2007	0.00%	0.36%