SPMD vs USIG
Comparison between SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).
5-Year PerformanceSPMD has outperformed USIG, delivering a return of +8.5% compared to +0.9%
SPMD vs USIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMD vs USIG - Historical Returns
Returns include dividend reinvestment.
SPMD vs USIG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | USIG |
|---|---|---|
| 2026 | +9.85% | +0.21% |
| 2025 | +7.70% | +7.86% |
| 2024 | +14.26% | +3.06% |
| 2023 | +16.97% | +7.57% |
| 2022 | -13.41% | -14.62% |
| 2021 | +26.68% | -1.05% |
| 2020 | +13.36% | +9.20% |
| 2019 | +25.15% | +13.82% |
| 2018 | -11.76% | -1.91% |
| 2017 | +14.82% | +5.66% |
| 2016 | +20.57% | +5.33% |
| 2015 | -2.73% | -1.76% |
| 2014 | +9.38% | +7.98% |
| 2013 | +35.41% | -2.51% |
| 2012 | +15.80% | +7.70% |
| 2011 | -2.07% | +9.02% |
| 2010 | +23.61% | +7.81% |
| 2009 | +43.74% | +11.22% |
| 2008 | -37.86% | -0.75% |
| 2007 | +4.98% | +4.73% |
| 2006 | +11.73% | N/A |
| 2005 | +3.21% | N/A |
SPMD vs USIG Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.
The current SPMD drawdown is -1.74%. The current USIG drawdown is -1.33%.
| Rank | SPMD | USIG |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -22.21% Feb 5, 2008 - Jun 3, 2009 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -21.45% Sep 22, 2021 - Oct 14, 2025 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -18.88% Mar 6, 2020 - Jun 30, 2020 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -7.07% May 2, 2013 - May 1, 2014 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -5.24% Dec 31, 2020 - Jul 28, 2021 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -5.04% Aug 29, 2016 - Jun 14, 2017 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -4.96% Jan 30, 2015 - Apr 5, 2016 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -4.68% Oct 7, 2010 - May 5, 2011 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -4.06% Dec 15, 2017 - Feb 8, 2019 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -3.19% Mar 7, 2007 - Sep 5, 2007 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -2.79% Feb 23, 2026 - Mar 27, 2026 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -2.78% Nov 26, 2007 - Jan 7, 2008 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -2.50% Aug 28, 2019 - Oct 4, 2019 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -2.44% Aug 4, 2011 - Sep 2, 2011 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -2.43% Aug 6, 2020 - Nov 23, 2020 |
Correlation
Correlation between SPMD and USIG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
SPMD vs USIG dividend yield comparison.
| Year | SPMD | USIG |
|---|---|---|
| 2026 | 0.29% | 1.57% |
| 2025 | 1.39% | 4.62% |
| 2024 | 1.42% | 4.51% |
| 2023 | 1.47% | 3.94% |
| 2022 | 1.64% | 3.14% |
| 2021 | 1.24% | 2.33% |
| 2020 | 1.30% | 2.82% |
| 2019 | 1.57% | 3.37% |
| 2018 | 1.85% | 3.44% |
| 2017 | 1.97% | 3.03% |
| 2016 | 2.13% | 2.87% |
| 2015 | 5.33% | 3.24% |
| 2014 | 5.71% | 3.32% |
| 2013 | 10.67% | 3.53% |
| 2012 | 2.48% | 3.23% |
| 2011 | 1.34% | 4.11% |
| 2010 | 1.13% | 4.56% |
| 2009 | 1.31% | 4.95% |
| 2008 | 2.34% | 5.12% |
| 2007 | 6.04% | 5.22% |
| 2006 | 2.73% | 0.00% |
| 2005 | 0.18% | 0.00% |
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