SPIB vs ESGD

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF) and ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF).

5-Year PerformanceESGD has outperformed SPIB, delivering a return of +8.2% compared to +1.9%

SPIB vs ESGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPIB(ETF)	ESGD(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.04%	0.20%
Max Drawdown	17.32%	36.32%
Sharpe Ratio	0.74	1.27
5Y Beta	0.06	0.74
5Y Dividends CAGR	17.29%	19.87%

Net Assets

SPIB

$11B

ESGD

$11B

Expense Ratio

Winner

SPIB

0.04%

ESGD

0.20%

Max Drawdown

Winner

SPIB

17.32%

ESGD

36.32%

Sharpe Ratio

SPIB

0.74

Winner

ESGD

1.27

5Y Beta

Winner

SPIB

0.06

ESGD

0.74

5Y Dividends CAGR

SPIB

17.29%

Winner

ESGD

19.87%

SPIB vs ESGD - Historical Returns

Returns include dividend reinvestment.

Period	SPIB	ESGD
1 month	+0.25%	+1.76%
3 months	+0.06%	-0.37%
6 months	+1.43%	+11.44%
1 year	+6.22%	+24.66%
5 years(CAGR)	+1.86%	+8.21%
10 years(CAGR)	+2.87%	+9.71%
Max(CAGR)	+3.87%	+9.71%

SPIB

+0.25%

Winner

ESGD

+1.76%

Winner

SPIB

+0.06%

ESGD

-0.37%

SPIB

+1.43%

Winner

ESGD

+11.44%

SPIB

+6.22%

Winner

ESGD

+24.66%

5Y(CAGR)

SPIB

+1.86%

Winner

ESGD

+8.21%

10Y(CAGR)

SPIB

+2.87%

Winner

ESGD

+9.71%

Max(CAGR)

SPIB

+3.87%

Winner

ESGD

+9.71%

SPIB vs ESGD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SPIB	ESGD
2026	+0.60%	+6.76%
2025	+7.91%	+30.15%
2024	+4.62%	+5.27%
2023	+6.97%	+17.62%
2022	-9.31%	-15.64%
2021	-1.13%	+11.04%
2020	+7.69%	+7.27%
2019	+10.13%	+24.28%
2018	-0.40%	-13.80%
2017	+3.73%	+24.81%
2016	+3.88%	+5.46%
2015	+0.16%	N/A
2014	+4.26%	N/A
2013	-0.46%	N/A
2012	+8.54%	N/A
2011	+5.90%	N/A
2010	+6.96%	N/A
2009	+8.44%	N/A

SPIB vs ESGD Drawdown Comparison

The maximum drawdown for SPIB was -14.94%, occurring on Mar 19, 2020. Recovery took 62 trading sessions.

The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

The current SPIB drawdown is -0.61%. The current ESGD drawdown is -1.73%.

Rank	SPIB	ESGD
#1	-14.94% Mar 4, 2020 - Jun 2, 2020	-33.70% Jan 17, 2020 - Nov 11, 2020
#2	-14.80% Aug 3, 2021 - Sep 4, 2024	-29.99% Sep 7, 2021 - Feb 22, 2024
#3	-5.36% Feb 20, 2009 - May 7, 2009	-21.96% Jan 26, 2018 - Dec 27, 2019
#4	-4.59% May 2, 2013 - Apr 8, 2014	-13.86% Mar 19, 2025 - Apr 29, 2025
#5	-3.75% Nov 4, 2010 - Apr 29, 2011	-11.68% Feb 25, 2026 - Mar 27, 2026
#6	-2.98% Sep 6, 2016 - Apr 18, 2017	-10.13% Sep 26, 2024 - Mar 5, 2025
#7	-2.88% Aug 10, 2011 - Nov 3, 2011	-7.72% Jul 12, 2024 - Aug 21, 2024
#8	-2.83% Sep 7, 2017 - Jan 23, 2019	-5.79% Nov 12, 2025 - Dec 11, 2025
#9	-2.55% Dec 31, 2020 - Jul 20, 2021	-5.66% Sep 28, 2016 - Jan 5, 2017
#10	-2.44% Oct 1, 2024 - Feb 25, 2025	-5.42% Jun 15, 2021 - Aug 13, 2021
#11	-2.12% Apr 17, 2015 - Mar 16, 2016	-4.94% Mar 27, 2024 - May 9, 2024
#12	-2.02% Feb 27, 2026 - Mar 26, 2026	-4.61% Jul 23, 2025 - Aug 15, 2025
#13	-1.98% Apr 3, 2025 - Apr 29, 2025	-4.54% Jan 8, 2021 - Feb 11, 2021
#14	-1.85% Jun 3, 2009 - Jun 25, 2009	-3.74% Aug 30, 2024 - Sep 19, 2024
#15	-1.77% May 6, 2010 - Jun 29, 2010	-3.70% Feb 16, 2021 - Apr 5, 2021

Correlation

Correlation between SPIB and ESGD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2009 - 2026)

SPIB vs ESGD dividend yield comparison.

Year	SPIB	ESGD
2026	1.47%	0.00%
2025	4.42%	3.60%
2024	4.41%	3.23%
2023	3.84%	3.02%
2022	2.65%	2.59%
2021	1.58%	2.75%
2020	2.18%	1.63%
2019	3.03%	2.57%
2018	3.04%	2.69%
2017	2.79%	2.65%
2016	2.68%	0.09%
2015	2.69%	0.00%
2014	2.65%	0.00%
2013	3.04%	0.00%
2012	3.28%	0.00%
2011	3.70%	0.00%
2010	4.16%	0.00%
2009	4.25%	0.00%