SPIB vs SDVY

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).

5-Year PerformanceSDVY has outperformed SPIB, delivering a return of +9.5% compared to +1.9%

SPIB vs SDVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPIB(ETF)	SDVY(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.04%	0.58%
Max Drawdown	17.32%	45.19%
Sharpe Ratio	0.72	1.23
5Y Beta	0.06	0.94
P/E Ratio	N/A	17.89
Forward P/E	N/A	15.44
PEG Ratio	N/A	0.28
5Y Dividends CAGR	17.29%	10.72%
5Y EPS CAGR	N/A	23.15%
Debt to Equity	N/A	16.04%
P/S Ratio	N/A	2.16
P/B Ratio	N/A	2.59

Net Assets

SPIB

$11B

SDVY

$11B

Expense Ratio

Winner

SPIB

0.04%

SDVY

0.58%

Max Drawdown

Winner

SPIB

17.32%

SDVY

45.19%

Sharpe Ratio

SPIB

0.72

Winner

SDVY

1.23

5Y Beta

Winner

SPIB

0.06

SDVY

0.94

P/E Ratio

SPIB

N/A

SDVY

17.89

Forward P/E

SPIB

N/A

SDVY

15.44

PEG Ratio

SPIB

N/A

SDVY

0.28

5Y Dividends CAGR

Winner

SPIB

17.29%

SDVY

10.72%

5Y EPS CAGR

SPIB

N/A

SDVY

23.15%

Debt to Equity

SPIB

N/A

SDVY

16.04%

P/S Ratio

SPIB

N/A

SDVY

2.16

P/B Ratio

SPIB

N/A

SDVY

2.59

SPIB vs SDVY - Historical Returns

Returns include dividend reinvestment.

Period	SPIB	SDVY
1 month	-0.29%	-0.62%
3 months	-0.56%	-0.71%
6 months	+0.91%	+9.06%
1 year	+5.94%	+20.16%
5 years(CAGR)	+1.89%	+9.47%
10 years(CAGR)	+2.86%	+10.87%
Max(CAGR)	+3.85%	+10.87%

Winner

SPIB

-0.29%

SDVY

-0.62%

Winner

SPIB

-0.56%

SDVY

-0.71%

SPIB

+0.91%

Winner

SDVY

+9.06%

SPIB

+5.94%

Winner

SDVY

+20.16%

5Y(CAGR)

SPIB

+1.89%

Winner

SDVY

+9.47%

10Y(CAGR)

SPIB

+2.86%

Winner

SDVY

+10.87%

Max(CAGR)

SPIB

+3.85%

Winner

SDVY

+10.87%

SPIB vs SDVY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SPIB	SDVY
2026	+0.24%	+7.21%
2025	+7.91%	+9.13%
2024	+4.62%	+11.49%
2023	+6.97%	+28.50%
2022	-9.31%	-12.37%
2021	-1.13%	+29.11%
2020	+7.69%	+11.08%
2019	+10.13%	+24.65%
2018	-0.40%	-15.06%
2017	+3.73%	+5.78%
2016	+3.88%	N/A
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 SDVY Drawdown Comparison

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

The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.

The current SPIB drawdown is -0.97%. The current SDVY drawdown is -2.52%.

Rank	SPIB	SDVY
#1	-14.94% Mar 4, 2020 - Jun 2, 2020	-44.70% Jul 24, 2019 - Nov 17, 2020
#2	-14.80% Aug 3, 2021 - Sep 4, 2024	-25.92% Nov 25, 2024 - Jan 5, 2026
#3	-5.36% Feb 20, 2009 - May 7, 2009	-24.44% Jan 4, 2022 - Jul 19, 2023
#4	-4.59% May 2, 2013 - Apr 8, 2014	-22.58% Aug 21, 2018 - Jul 24, 2019
#5	-3.75% Nov 4, 2010 - Apr 29, 2011	-12.52% Aug 7, 2023 - Dec 4, 2023
#6	-2.98% Sep 6, 2016 - Apr 18, 2017	-9.76% Jul 31, 2024 - Oct 11, 2024
#7	-2.88% Aug 10, 2011 - Nov 3, 2011	-9.27% Feb 20, 2026 - Apr 27, 2026
#8	-2.83% Sep 7, 2017 - Jan 23, 2019	-8.86% May 7, 2021 - Nov 3, 2021
#9	-2.55% Dec 31, 2020 - Jul 20, 2021	-8.09% Jan 23, 2018 - Aug 21, 2018
#10	-2.44% Oct 1, 2024 - Feb 25, 2025	-7.23% Nov 16, 2021 - Jan 4, 2022
#11	-2.12% Apr 17, 2015 - Mar 16, 2016	-7.15% Mar 28, 2024 - May 15, 2024
#12	-2.02% Feb 27, 2026 - Mar 26, 2026	-6.13% Mar 15, 2021 - Apr 5, 2021
#13	-1.98% Apr 3, 2025 - Apr 29, 2025	-6.08% Dec 26, 2023 - Mar 7, 2024
#14	-1.85% Jun 3, 2009 - Jun 25, 2009	-6.07% May 15, 2024 - Jul 15, 2024
#15	-1.77% May 6, 2010 - Jun 29, 2010	-5.95% Jan 20, 2021 - Feb 5, 2021

Correlation

Correlation between SPIB and SDVY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2009 - 2026)

SPIB vs SDVY dividend yield comparison.

Year	SPIB	SDVY
2026	1.47%	0.24%
2025	4.42%	1.69%
2024	4.41%	1.60%
2023	3.84%	1.90%
2022	2.65%	2.28%
2021	1.58%	1.09%
2020	2.18%	1.48%
2019	3.03%	1.69%
2018	3.04%	1.57%
2017	2.79%	0.29%
2016	2.68%	0.00%
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%