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SPMD vs IGIB

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF) and ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF).

5-Year PerformanceSPMD has outperformed IGIB, delivering a return of +8.8% compared to +1.0%

SPMD vs IGIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPMD
$18B
Winner
IGIB
$19B
Expense Ratio
Winner
SPMD
0.03%
IGIB
0.04%
Max Drawdown
SPMD
60.53%
Winner
IGIB
23.94%
Sharpe Ratio
Winner
SPMD
1.04
IGIB
0.07
5Y Beta
SPMD
0.98
Winner
IGIB
0.09
P/E Ratio
SPMD
25.06
IGIB
N/A
Forward P/E
SPMD
17.15
IGIB
N/A
PEG Ratio
SPMD
0.18
IGIB
N/A
5Y Dividends CAGR
SPMD
8.64%
Winner
IGIB
11.58%
5Y EPS CAGR
SPMD
12.91%
IGIB
N/A
Debt to Equity
SPMD
44.80%
IGIB
N/A
P/S Ratio
SPMD
1.64
IGIB
N/A
P/B Ratio
SPMD
2.78
IGIB
N/A

SPMD vs IGIB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPMD
-0.45%
IGIB
-0.50%
3M
Winner
SPMD
+4.10%
IGIB
-0.74%
6M
Winner
SPMD
+8.20%
IGIB
-0.34%
1Y
Winner
SPMD
+21.69%
IGIB
+3.78%
5Y(CAGR)
Winner
SPMD
+8.81%
IGIB
+0.96%
10Y(CAGR)
Winner
SPMD
+11.24%
IGIB
+2.86%
Max(CAGR)
Winner
SPMD
+9.85%
IGIB
+3.80%

SPMD vs IGIB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSPMDIGIB
2026+13.75%-0.20%
2025+7.70%+9.54%
2024+14.26%+4.03%
2023+16.97%+8.67%
2022-13.41%-13.49%
2021+26.68%-1.59%
2020+13.36%+9.38%
2019+25.15%+14.25%
2018-11.76%-0.56%
2017+14.82%+3.50%
2016+20.57%+3.41%
2015-2.73%+0.41%
2014+9.38%+3.56%
2013+35.41%-0.34%
2012+15.80%+6.98%
2011-2.07%+5.71%
2010+23.61%+6.28%
2009+43.74%+10.28%
2008-37.86%-0.99%
2007+4.98%+5.95%
2006+11.73%N/A
2005+3.21%N/A

SPMD vs IGIB Drawdown Comparison

The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The current SPMD drawdown is -1.79%. The current IGIB drawdown is -1.77%.

RankSPMDIGIB
#1-57.65%
Jul 17, 2007 - Dec 17, 2010
-20.63%
Aug 3, 2021 - Jun 26, 2025
#2-41.85%
Feb 20, 2020 - Nov 9, 2020
-16.23%
Mar 4, 2020 - Jun 9, 2020
#3-27.47%
Apr 29, 2011 - Mar 15, 2012
-14.46%
Feb 5, 2008 - Jan 13, 2009
#4-24.96%
Jun 22, 2015 - Nov 14, 2016
-5.67%
Jan 13, 2009 - May 13, 2009
#5-24.31%
Aug 29, 2018 - Dec 19, 2019
-4.66%
May 2, 2013 - Apr 9, 2014
#6-24.09%
Nov 25, 2024 - Dec 10, 2025
-4.19%
Dec 30, 2020 - Jul 28, 2021
#7-23.70%
Nov 16, 2021 - Feb 9, 2024
-3.77%
Nov 4, 2010 - May 3, 2011
#8-12.22%
Mar 19, 2012 - Sep 13, 2012
-3.07%
Sep 7, 2016 - May 17, 2017
#9-11.85%
May 8, 2006 - Nov 15, 2006
-3.01%
Feb 27, 2026 - Mar 27, 2026
#10-11.64%
Jul 2, 2014 - Nov 25, 2014
-2.80%
Sep 7, 2017 - Jan 22, 2019
#11-9.37%
Jan 26, 2018 - May 21, 2018
-2.35%
Sep 6, 2011 - Nov 2, 2011
#12-8.86%
Feb 20, 2026 - Apr 17, 2026
-2.15%
Nov 2, 2011 - Jan 17, 2012
#13-7.83%
Jul 16, 2024 - Sep 19, 2024
-2.14%
May 8, 2007 - Aug 16, 2007
#14-7.14%
Sep 14, 2012 - Dec 18, 2012
-2.09%
Sep 4, 2019 - Oct 4, 2019
#15-7.12%
Mar 28, 2024 - May 15, 2024
-1.96%
Apr 24, 2015 - Mar 16, 2016

Correlation

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

0.91
-101

Dividend Comparison (2005 - 2026)

SPMD vs IGIB dividend yield comparison.

YearSPMDIGIB
20260.60%2.46%
20251.39%4.59%
20241.42%4.41%
20231.47%3.78%
20221.64%3.04%
20211.24%2.52%
20201.30%2.74%
20191.57%3.44%
20181.85%3.41%
20171.97%2.51%
20162.13%2.45%
20155.33%2.51%
20145.71%2.35%
201310.67%2.61%
20122.48%3.02%
20111.34%3.76%
20101.13%4.24%
20091.31%4.53%
20082.34%4.72%
20076.04%5.02%
20062.73%0.00%
20050.18%0.00%

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