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SYSB vs SPY

Comparison between ISHARES SYSTEMATIC BOND ETF (SYSB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SYSB, delivering a return of +13.2% compared to +1.3%

SYSB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SYSB
$1.20B
Winner
SPY
$781B
Expense Ratio
SYSB
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
SYSB
22.37%
SPY
56.47%
Sharpe Ratio
SYSB
-0.20
Winner
SPY
1.43
5Y Beta
Winner
SYSB
0.09
SPY
1.00
P/E Ratio
SYSB
N/A
SPY
26.48
Forward P/E
SYSB
N/A
SPY
20.89
PEG Ratio
SYSB
N/A
SPY
0.30
5Y Dividends CAGR
Winner
SYSB
11.90%
SPY
6.00%
5Y EPS CAGR
SYSB
N/A
SPY
26.40%
Debt to Equity
SYSB
N/A
SPY
48.17%
P/S Ratio
SYSB
N/A
SPY
3.72
P/B Ratio
SYSB
N/A
SPY
5.55

SYSB vs SPY - Holdings Comparison

SYSB and SPY have 1 common holdings. Overlap is -6.70%

SYSB's top 25 holdings weight is 43.08%. SPY's top 25 holdings weight is 51.49%.

RankSYSBSPY
#1
BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 8.23%
NVIDIA CORP (NVDA) - 7.76%
#2
UNITED STATES TREASURY NOTES 4.25% (n/a) - 7.65%
APPLE INC (AAPL) - 7.44%
#3
UNITED STATES TREASURY BONDS 2.75% (n/a) - 4.30%
MICROSOFT CORP (MSFT) - 4.56%
#4
UNITED STATES TREASURY BONDS 2.25% (n/a) - 3.27%
AMAZON.COM INC (AMZN) - 3.74%
#5
UNITED STATES TREASURY BONDS 1.125% (n/a) - 3.25%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
UNITED STATES TREASURY BONDS 3% (n/a) - 3.11%
BROADCOM INC (AVGO) - 2.83%
#7
UNITED STATES TREASURY BONDS 2% (n/a) - 2.29%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
UNITED STATES TREASURY NOTES 3.375% (n/a) - 1.62%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
UNITED STATES TREASURY BONDS 1.875% (n/a) - 1.54%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
UNITED STATES TREASURY BONDS 1.75% (n/a) - 1.47%
TESLA INC (TSLA) - 1.65%
#11
UNITED STATES TREASURY NOTES 3.5% (n/a) - 1.29%
ELI LILLY AND CO (LLY) - 1.44%
#12
n/a (n/a) - 0.90%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
UNITED STATES TREASURY NOTES 1.875% (n/a) - 0.82%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
UNITED STATES TREASURY NOTES 4.375% (n/a) - 0.73%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
n/a (n/a) - 0.40%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.27%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 0.27%
VISA INC CLASS A (V) - 0.91%
#18
n/a (n/a) - 0.26%
INTEL CORP (INTC) - 0.77%
#19
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.23%
WALMART INC (WMT) - 0.75%
#20
n/a (n/a) - 0.21%
ABBVIE INC (ABBV) - 0.70%
#21
n/a (n/a) - 0.21%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
n/a (n/a) - 0.19%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
n/a (n/a) - 0.19%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
n/a (n/a) - 0.19%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
n/a (n/a) - 0.19%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings688505

SYSB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SYSB
-0.91%
Winner
SPY
+2.30%
3M
SYSB
-0.71%
Winner
SPY
+5.00%
6M
SYSB
-0.84%
Winner
SPY
+11.88%
1Y
SYSB
+2.84%
Winner
SPY
+22.80%
5Y(CAGR)
SYSB
+1.27%
Winner
SPY
+13.20%
10Y(CAGR)
SYSB
+2.13%
Winner
SPY
+15.26%
Max(CAGR)
SYSB
+2.32%
Winner
SPY
+8.59%

SYSB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSYSBSPY
2026-0.18%+13.10%
2025+8.23%+18.00%
2024+6.57%+25.59%
2023+7.83%+26.72%
2022-13.21%-18.64%
2021-0.85%+30.52%
2020+3.08%+17.28%
2019+10.23%+31.09%
2018-0.65%-5.24%
2017+3.68%+20.78%
2016+5.10%+13.59%
2015-0.27%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SYSB vs SPY Drawdown Comparison

The maximum drawdown for SYSB was -18.48%, occurring on Oct 20, 2022. Recovery took 907 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SYSB drawdown is -2.05%. The current SPY drawdown is -0.36%.

RankSYSBSPY
#1-18.48%
Sep 15, 2021 - Apr 28, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.71%
Mar 4, 2020 - Jul 20, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.39%
Sep 27, 2016 - Aug 29, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.99%
Feb 27, 2026 - May 19, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.81%
Oct 13, 2017 - Jan 24, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.71%
Jan 5, 2021 - Aug 3, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.75%
Apr 24, 2015 - Mar 14, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.25%
Oct 28, 2025 - Nov 26, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.08%
Jun 21, 2016 - Aug 4, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.02%
Aug 7, 2020 - Nov 30, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.91%
Nov 26, 2025 - Jan 5, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.85%
Jan 5, 2026 - Feb 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.76%
Sep 16, 2025 - Oct 14, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.63%
Aug 3, 2021 - Sep 2, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.62%
Sep 7, 2016 - Sep 22, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SYSB and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

SYSB vs SPY dividend yield comparison.

YearSYSBSPY
20262.75%0.48%
20254.78%1.07%
20245.04%1.21%
20234.44%1.40%
20223.27%1.65%
20211.92%1.20%
20202.57%1.52%
20193.27%1.75%
20183.61%2.04%
20172.74%1.80%
20162.92%2.03%
20152.26%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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