SUB vs SPIB

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

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

SUB vs SPIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SUB

$11B

SPIB

$11B

Expense Ratio

SUB

0.07%

Winner

SPIB

0.04%

Max Drawdown

Winner

SUB

11.72%

SPIB

17.32%

Sharpe Ratio

SUB

-0.42

Winner

SPIB

0.72

5Y Beta

Winner

SUB

0.01

SPIB

0.06

5Y Dividends CAGR

Winner

SUB

19.17%

SPIB

17.29%

SUB vs SPIB - Historical Returns

Returns include dividend reinvestment.

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

Winner

SUB

-0.11%

SPIB

-0.29%

Winner

SUB

-0.38%

SPIB

-0.56%

Winner

SUB

+1.05%

SPIB

+0.91%

SUB

+3.32%

Winner

SPIB

+5.94%

5Y(CAGR)

SUB

+1.42%

Winner

SPIB

+1.89%

10Y(CAGR)

SUB

+1.44%

Winner

SPIB

+2.86%

Max(CAGR)

SUB

+1.58%

Winner

SPIB

+3.85%

SUB vs SPIB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

SUB vs SPIB Drawdown Comparison

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

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

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

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

Correlation

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

0.98

-101

Dividend Comparison (2008 - 2026)

SUB vs SPIB dividend yield comparison.

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