SPIB vs SPY

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SPIB, delivering a return of +13.3% compared to +1.9%

SPIB vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPIB(ETF)	SPY(ETF)
Net Assets	$11B	$652B
Expense Ratio	0.04%	0.09%
Max Drawdown	17.32%	56.47%
Sharpe Ratio	0.74	2.07
5Y Beta	0.06	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	17.29%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

SPIB

$11B

Winner

SPY

$652B

Expense Ratio

Winner

SPIB

0.04%

SPY

0.09%

Max Drawdown

Winner

SPIB

17.32%

SPY

56.47%

Sharpe Ratio

SPIB

0.74

Winner

SPY

2.07

5Y Beta

Winner

SPIB

0.06

SPY

1.00

P/E Ratio

SPIB

N/A

SPY

28.24

Forward P/E

SPIB

N/A

SPY

21.85

5Y Dividends CAGR

Winner

SPIB

17.29%

SPY

5.43%

5Y EPS CAGR

SPIB

N/A

SPY

25.79%

Debt to Equity

SPIB

N/A

SPY

22.35%

P/S Ratio

SPIB

N/A

SPY

3.55

P/B Ratio

SPIB

N/A

SPY

5.29

SPIB vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SPIB	SPY
1 month	+0.25%	+9.11%
3 months	+0.06%	+6.59%
6 months	+1.43%	+10.56%
1 year	+6.22%	+32.04%
5 years(CAGR)	+1.86%	+13.35%
10 years(CAGR)	+2.87%	+15.49%
Max(CAGR)	+3.87%	+8.50%

SPIB

+0.25%

Winner

SPY

+9.11%

SPIB

+0.06%

Winner

SPY

+6.59%

SPIB

+1.43%

Winner

SPY

+10.56%

SPIB

+6.22%

Winner

SPY

+32.04%

5Y(CAGR)

SPIB

+1.86%

Winner

SPY

+13.35%

10Y(CAGR)

SPIB

+2.87%

Winner

SPY

+15.49%

Max(CAGR)

SPIB

+3.87%

Winner

SPY

+8.50%

SPIB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPIB	SPY
2026	+0.60%	+8.27%
2025	+7.91%	+18.00%
2024	+4.62%	+25.59%
2023	+6.97%	+26.72%
2022	-9.31%	-18.64%
2021	-1.13%	+30.52%
2020	+7.69%	+17.28%
2019	+10.13%	+31.09%
2018	-0.40%	-5.24%
2017	+3.73%	+20.78%
2016	+3.88%	+13.59%
2015	+0.16%	+1.31%
2014	+4.26%	+14.56%
2013	-0.46%	+29.00%
2012	+8.54%	+14.17%
2011	+5.90%	+0.85%
2010	+6.96%	+13.14%
2009	+8.44%	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SPIB vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPIB drawdown is -0.61%.

Rank	SPIB	SPY
#1	-14.94% Mar 4, 2020 - Jun 2, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-14.80% Aug 3, 2021 - Sep 4, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-5.36% Feb 20, 2009 - May 7, 2009	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-4.59% May 2, 2013 - Apr 8, 2014	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.75% Nov 4, 2010 - Apr 29, 2011	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-2.98% Sep 6, 2016 - Apr 18, 2017	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.88% Aug 10, 2011 - Nov 3, 2011	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.83% Sep 7, 2017 - Jan 23, 2019	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.55% Dec 31, 2020 - Jul 20, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-2.44% Oct 1, 2024 - Feb 25, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.12% Apr 17, 2015 - Mar 16, 2016	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.02% Feb 27, 2026 - Mar 26, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.98% Apr 3, 2025 - Apr 29, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.85% Jun 3, 2009 - Jun 25, 2009	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.77% May 6, 2010 - Jun 29, 2010	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SPIB and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (1999 - 2026)

SPIB vs SPY dividend yield comparison.

Year	SPIB	SPY
2026	1.47%	0.24%
2025	4.42%	1.07%
2024	4.41%	1.21%
2023	3.84%	1.40%
2022	2.65%	1.65%
2021	1.58%	1.20%
2020	2.18%	1.52%
2019	3.03%	1.75%
2018	3.04%	2.04%
2017	2.79%	1.80%
2016	2.68%	2.03%
2015	2.69%	2.06%
2014	2.65%	1.87%
2013	3.04%	1.81%
2012	3.28%	2.18%
2011	3.70%	2.05%
2010	4.16%	1.80%
2009	4.25%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%