SPMD vs IEI
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF) and ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF).
5-Year PerformanceSPMD has outperformed IEI, delivering a return of +8.8% compared to +0.1%
SPMD vs IEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMD vs IEI - Historical Returns
Returns include dividend reinvestment.
SPMD vs IEI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | IEI |
|---|---|---|
| 2026 | +13.75% | -0.53% |
| 2025 | +7.70% | +6.97% |
| 2024 | +14.26% | +2.11% |
| 2023 | +16.97% | +4.11% |
| 2022 | -13.41% | -9.13% |
| 2021 | +26.68% | -2.57% |
| 2020 | +13.36% | +6.76% |
| 2019 | +25.15% | +5.56% |
| 2018 | -11.76% | +1.50% |
| 2017 | +14.82% | +1.24% |
| 2016 | +20.57% | +1.02% |
| 2015 | -2.73% | +1.41% |
| 2014 | +9.38% | +3.07% |
| 2013 | +35.41% | -1.78% |
| 2012 | +15.80% | +2.15% |
| 2011 | -2.07% | +8.25% |
| 2010 | +23.61% | +6.24% |
| 2009 | +43.74% | -1.06% |
| 2008 | -37.86% | +12.21% |
| 2007 | +4.98% | +10.13% |
| 2006 | +11.73% | N/A |
| 2005 | +3.21% | N/A |
SPMD vs IEI Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.
The current SPMD drawdown is -1.79%. The current IEI drawdown is -1.99%.
| Rank | SPMD | IEI |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -14.60% Aug 4, 2020 - Nov 25, 2025 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -5.97% Dec 16, 2008 - May 5, 2010 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -5.25% Mar 17, 2008 - Sep 15, 2008 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -4.92% Nov 4, 2010 - Jun 8, 2011 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -4.49% Jul 5, 2016 - Mar 15, 2019 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -4.16% May 2, 2013 - Oct 8, 2014 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -2.89% Oct 7, 2008 - Nov 4, 2008 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -2.49% Feb 27, 2026 - May 19, 2026 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -2.21% Sep 17, 2008 - Oct 6, 2008 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -2.16% Jan 30, 2015 - Aug 24, 2015 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -2.00% Jan 31, 2012 - May 4, 2012 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -1.97% May 8, 2007 - Jul 24, 2007 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -1.96% Oct 14, 2015 - Jan 28, 2016 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -1.95% Sep 4, 2019 - Jan 27, 2020 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -1.84% Mar 9, 2020 - Mar 23, 2020 |
Correlation
Correlation between SPMD and IEI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SPMD vs IEI dividend yield comparison.
| Year | SPMD | IEI |
|---|---|---|
| 2026 | 0.60% | 1.85% |
| 2025 | 1.39% | 3.48% |
| 2024 | 1.42% | 3.18% |
| 2023 | 1.47% | 2.36% |
| 2022 | 1.64% | 1.37% |
| 2021 | 1.24% | 0.73% |
| 2020 | 1.30% | 1.12% |
| 2019 | 1.57% | 2.01% |
| 2018 | 1.85% | 1.95% |
| 2017 | 1.97% | 1.51% |
| 2016 | 2.13% | 1.33% |
| 2015 | 5.33% | 1.39% |
| 2014 | 5.71% | 1.23% |
| 2013 | 10.67% | 0.77% |
| 2012 | 2.48% | 0.87% |
| 2011 | 1.34% | 1.67% |
| 2010 | 1.13% | 2.13% |
| 2009 | 1.31% | 3.14% |
| 2008 | 2.34% | 2.80% |
| 2007 | 6.04% | 4.04% |
| 2006 | 2.73% | 0.00% |
| 2005 | 0.18% | 0.00% |
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