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SPIB vs SPHY

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

5-Year PerformanceSPHY has outperformed SPIB, delivering a return of +4.4% compared to +1.7%

SPIB vs SPHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPIB
$12B
Winner
SPHY
$12B
Expense Ratio
Winner
SPIB
0.04%
SPHY
0.05%
Max Drawdown
Winner
SPIB
17.32%
SPHY
23.35%
Sharpe Ratio
SPIB
-0.26
Winner
SPHY
0.49
5Y Beta
Winner
SPIB
0.06
SPHY
0.23
5Y Dividends CAGR
Winner
SPIB
16.50%
SPHY
1.56%

SPIB vs SPHY - Historical Returns

Returns include dividend reinvestment.

1M
SPIB
+0.05%
Winner
SPHY
+0.28%
3M
SPIB
+0.26%
Winner
SPHY
+1.25%
6M
SPIB
+0.12%
Winner
SPHY
+1.71%
1Y
SPIB
+3.16%
Winner
SPHY
+5.73%
5Y(CAGR)
SPIB
+1.68%
Winner
SPHY
+4.37%
10Y(CAGR)
SPIB
+2.72%
Winner
SPHY
+4.96%
Max(CAGR)
SPIB
+3.82%
Winner
SPHY
+4.95%

SPIB vs SPHY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPIBSPHY
2026+0.62%+2.39%
2025+7.91%+8.31%
2024+4.62%+8.81%
2023+6.97%+12.80%
2022-9.31%-10.48%
2021-1.13%+5.74%
2020+7.69%+6.44%
2019+10.13%+13.55%
2018-0.40%-2.69%
2017+3.73%+6.73%
2016+3.88%+11.15%
2015+0.16%-3.64%
2014+4.26%+6.53%
2013-0.46%-1.34%
2012+8.54%+7.21%
2011+5.90%N/A
2010+6.96%N/A
2009+8.44%N/A

SPIB vs SPHY Drawdown Comparison

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

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

The current SPIB drawdown is -0.59%.

RankSPIBSPHY
#1-14.94%
Mar 4, 2020 - Jun 2, 2020
-21.97%
Feb 14, 2020 - Oct 8, 2020
#2-14.80%
Aug 3, 2021 - Sep 4, 2024
-15.29%
Dec 28, 2021 - Dec 14, 2023
#3-5.36%
Feb 20, 2009 - May 7, 2009
-8.30%
Apr 16, 2015 - Apr 25, 2016
#4-4.59%
May 2, 2013 - Apr 8, 2014
-7.23%
May 2, 2013 - Feb 24, 2014
#5-3.75%
Nov 4, 2010 - Apr 29, 2011
-4.86%
Feb 26, 2025 - May 12, 2025
#6-2.98%
Sep 6, 2016 - Apr 18, 2017
-4.21%
Dec 29, 2017 - Feb 15, 2019
#7-2.88%
Aug 10, 2011 - Nov 3, 2011
-4.17%
Oct 24, 2016 - Jan 18, 2017
#8-2.83%
Sep 7, 2017 - Jan 23, 2019
-2.48%
Aug 21, 2014 - Jan 14, 2015
#9-2.55%
Dec 31, 2020 - Jul 20, 2021
-2.41%
Feb 20, 2026 - Apr 8, 2026
#10-2.44%
Oct 1, 2024 - Feb 25, 2025
-2.36%
Nov 9, 2021 - Dec 23, 2021
#11-2.12%
Apr 17, 2015 - Mar 16, 2016
-2.29%
Mar 27, 2024 - May 3, 2024
#12-2.02%
Feb 27, 2026 - Mar 26, 2026
-2.28%
Jan 29, 2013 - Apr 16, 2013
#13-1.98%
Apr 3, 2025 - Apr 29, 2025
-2.07%
Sep 17, 2012 - Oct 11, 2012
#14-1.85%
Jun 3, 2009 - Jun 25, 2009
-1.99%
Mar 1, 2017 - Apr 10, 2017
#15-1.77%
May 6, 2010 - Jun 29, 2010
-1.84%
Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between SPIB and SPHY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2009 - 2026)

SPIB vs SPHY dividend yield comparison.

YearSPIBSPHY
20262.62%4.14%
20254.42%7.38%
20244.41%7.80%
20233.84%7.30%
20222.65%6.47%
20211.58%5.13%
20202.18%5.63%
20193.03%5.73%
20183.04%4.09%
20172.79%4.41%
20162.68%4.27%
20152.69%4.29%
20142.65%3.98%
20133.04%4.41%
20123.28%2.17%
20113.70%0.00%
20104.16%0.00%
20094.25%0.00%

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