SPIB vs SUB

Comparison between SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).

5-Year PerformanceSPIB has outperformed SUB, delivering a return of +1.9% compared to +1.4%

SPIB vs SUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPIB(ETF)	SUB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.04%	0.07%
Max Drawdown	17.32%	11.72%
Sharpe Ratio	0.72	-0.42
5Y Beta	0.06	0.01
5Y Dividends CAGR	17.29%	19.17%

Net Assets

SPIB

$11B

Winner

SUB

$11B

Expense Ratio

Winner

SPIB

0.04%

SUB

0.07%

Max Drawdown

SPIB

17.32%

Winner

SUB

11.72%

Sharpe Ratio

Winner

SPIB

0.72

SUB

-0.42

5Y Beta

SPIB

0.06

Winner

SUB

0.01

5Y Dividends CAGR

SPIB

17.29%

Winner

SUB

19.17%

SPIB vs SUB - Historical Returns

Returns include dividend reinvestment.

Period	SPIB	SUB
1 month	-0.29%	-0.11%
3 months	-0.56%	-0.38%
6 months	+0.91%	+1.05%
1 year	+5.94%	+3.32%
5 years(CAGR)	+1.89%	+1.42%
10 years(CAGR)	+2.86%	+1.44%
Max(CAGR)	+3.85%	+1.58%

SPIB

-0.29%

Winner

SUB

-0.11%

SPIB

-0.56%

Winner

SUB

-0.38%

SPIB

+0.91%

Winner

SUB

+1.05%

Winner

SPIB

+5.94%

SUB

+3.32%

5Y(CAGR)

Winner

SPIB

+1.89%

SUB

+1.42%

10Y(CAGR)

Winner

SPIB

+2.86%

SUB

+1.44%

Max(CAGR)

Winner

SPIB

+3.85%

SUB

+1.58%

SPIB vs SUB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SPIB	SUB
2026	+0.24%	+0.41%
2025	+7.91%	+3.55%
2024	+4.62%	+2.26%
2023	+6.97%	+2.83%
2022	-9.31%	-2.02%
2021	-1.13%	+0.17%
2020	+7.69%	+2.58%
2019	+10.13%	+3.00%
2018	-0.40%	+1.88%
2017	+3.73%	+0.83%
2016	+3.88%	+0.01%
2015	+0.16%	+0.71%
2014	+4.26%	+0.54%
2013	-0.46%	+0.77%
2012	+8.54%	+0.41%
2011	+5.90%	+3.85%
2010	+6.96%	+0.55%
2009	+8.44%	+4.28%
2008	N/A	+1.68%

SPIB vs SUB Drawdown Comparison

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

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current SPIB drawdown is -0.97%. The current SUB drawdown is -0.46%.

Rank	SPIB	SUB
#1	-14.94% Mar 4, 2020 - Jun 2, 2020	-9.46% Mar 6, 2020 - May 19, 2020
#2	-14.80% Aug 3, 2021 - Sep 4, 2024	-6.40% Jan 16, 2009 - Sep 12, 2011
#3	-5.36% Feb 20, 2009 - May 7, 2009	-4.92% Jan 13, 2009 - Jan 16, 2009
#4	-4.59% May 2, 2013 - Apr 8, 2014	-4.35% Jul 22, 2021 - Dec 13, 2023
#5	-3.75% Nov 4, 2010 - Apr 29, 2011	-2.43% Mar 1, 2013 - Oct 24, 2013
#6	-2.98% Sep 6, 2016 - Apr 18, 2017	-1.71% Aug 24, 2016 - May 23, 2017
#7	-2.88% Aug 10, 2011 - Nov 3, 2011	-1.46% Jan 17, 2012 - Mar 1, 2013
#8	-2.83% Sep 7, 2017 - Jan 23, 2019	-1.25% Sep 7, 2017 - Nov 29, 2018
#9	-2.55% Dec 31, 2020 - Jul 20, 2021	-1.23% Apr 4, 2025 - May 29, 2025
#10	-2.44% Oct 1, 2024 - Feb 25, 2025	-0.92% Oct 2, 2024 - Jan 27, 2025
#11	-2.12% Apr 17, 2015 - Mar 16, 2016	-0.87% Jan 30, 2015 - Oct 2, 2015
#12	-2.02% Feb 27, 2026 - Mar 26, 2026	-0.80% Feb 23, 2026 - Mar 24, 2026
#13	-1.98% Apr 3, 2025 - Apr 29, 2025	-0.77% Aug 15, 2019 - Nov 27, 2019
#14	-1.85% Jun 3, 2009 - Jun 25, 2009	-0.75% Sep 12, 2011 - Dec 2, 2011
#15	-1.77% May 6, 2010 - Jun 29, 2010	-0.68% Dec 27, 2023 - May 8, 2024

Correlation

Correlation between SPIB and SUB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

SPIB vs SUB dividend yield comparison.

Year	SPIB	SUB
2026	1.47%	0.85%
2025	4.42%	2.42%
2024	4.41%	2.10%
2023	3.84%	1.73%
2022	2.65%	0.86%
2021	1.58%	0.72%
2020	2.18%	1.23%
2019	3.03%	1.58%
2018	3.04%	1.32%
2017	2.79%	0.95%
2016	2.68%	0.75%
2015	2.69%	0.77%
2014	2.65%	0.76%
2013	3.04%	0.84%
2012	3.28%	0.99%
2011	3.70%	1.27%
2010	4.16%	1.28%
2009	4.25%	1.44%
2008	0.00%	0.33%