SPSB vs IAGG

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceSPSB has outperformed IAGG, delivering a return of +2.8% compared to +0.9%

SPSB vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPSB(ETF)	IAGG(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.04%	0.07%
Max Drawdown	11.75%	15.86%
Sharpe Ratio	-0.20	-0.56
5Y Beta	0.02	0.04
5Y Dividends CAGR	22.87%	36.14%

Net Assets

SPSB

$11B

IAGG

$11B

Expense Ratio

Winner

SPSB

0.04%

IAGG

0.07%

Max Drawdown

Winner

SPSB

11.75%

IAGG

15.86%

Sharpe Ratio

Winner

SPSB

-0.20

IAGG

-0.56

5Y Beta

Winner

SPSB

0.02

IAGG

0.04

5Y Dividends CAGR

SPSB

22.87%

Winner

IAGG

36.14%

SPSB vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	SPSB	IAGG
1 month	+0.36%	+0.18%
3 months	+0.78%	+0.81%
6 months	+1.03%	+0.81%
1 year	+3.62%	+2.13%
5 years(CAGR)	+2.83%	+0.92%
10 years(CAGR)	+2.63%	+1.98%
Max(CAGR)	+2.30%	+2.49%

Winner

SPSB

+0.36%

IAGG

+0.18%

SPSB

+0.78%

Winner

IAGG

+0.81%

Winner

SPSB

+1.03%

IAGG

+0.81%

Winner

SPSB

+3.62%

IAGG

+2.13%

5Y(CAGR)

Winner

SPSB

+2.83%

IAGG

+0.92%

10Y(CAGR)

Winner

SPSB

+2.63%

IAGG

+1.98%

Max(CAGR)

SPSB

+2.30%

Winner

IAGG

+2.49%

SPSB vs IAGG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SPSB	IAGG
2026	+1.46%	+1.39%
2025	+5.90%	+3.18%
2024	+5.39%	+4.89%
2023	+5.53%	+7.70%
2022	-3.19%	-10.50%
2021	-0.20%	-1.82%
2020	+3.83%	+4.29%
2019	+5.21%	+7.93%
2018	+1.45%	+3.24%
2017	+1.68%	+2.38%
2016	+2.09%	+4.91%
2015	+0.87%	-0.09%
2014	+0.87%	N/A
2013	+1.12%	N/A
2012	+3.04%	N/A
2011	+1.28%	N/A
2010	+2.81%	N/A
2009	-1.14%	N/A

SPSB vs IAGG Drawdown Comparison

The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current IAGG drawdown is -0.44%.

Rank	SPSB	IAGG
#1	-11.75% Mar 5, 2020 - May 18, 2020	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-5.96% Sep 14, 2021 - Nov 28, 2023	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-1.39% Aug 1, 2011 - Jan 10, 2012	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-1.28% Dec 17, 2009 - Jul 14, 2010	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-1.02% Nov 4, 2010 - Jan 28, 2011	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-0.93% Sep 7, 2017 - Jul 30, 2018	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-0.87% Feb 23, 2026 - Apr 17, 2026	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-0.78% May 6, 2013 - Sep 18, 2013	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-0.77% Apr 3, 2025 - Apr 25, 2025	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-0.73% Oct 22, 2015 - Mar 16, 2016	-0.85% Apr 30, 2025 - May 30, 2025
#11	-0.69% Sep 6, 2016 - Feb 6, 2017	-0.83% Apr 5, 2016 - May 11, 2016
#12	-0.63% May 15, 2015 - Oct 6, 2015	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-0.63% Oct 2, 2024 - Dec 4, 2024	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-0.62% Oct 21, 2014 - Jan 27, 2015	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-0.56% Feb 3, 2012 - Feb 28, 2012	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between SPSB and IAGG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2009 - 2026)

SPSB vs IAGG dividend yield comparison.

Year	SPSB	IAGG
2026	2.49%	1.43%
2025	4.55%	3.08%
2024	4.85%	4.28%
2023	4.06%	3.55%
2022	1.92%	2.27%
2021	1.19%	1.16%
2020	1.94%	1.95%
2019	2.77%	2.82%
2018	2.36%	3.02%
2017	1.94%	1.74%
2016	1.65%	1.56%
2015	1.43%	0.13%
2014	1.26%	0.00%
2013	1.40%	0.00%
2012	1.55%	0.00%
2011	1.95%	0.00%
2010	2.05%	0.00%
2009	0.04%	0.00%