SYSB vs SPY
Comparison between iShares U.S. Fixed Income Balanced Risk Systematic ETF (SYSB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SYSB, delivering a return of +13.3% compared to +1.6%
SYSB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SYSB
$1B
Winner
SPY
$652B
Expense Ratio
SYSB
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
SYSB
22.37%
SPY
56.47%
Sharpe Ratio
SYSB
0.80
Winner
SPY
2.07
5Y Beta
Winner
SYSB
0.09
SPY
1.00
P/E Ratio
SYSB
N/A
SPY
28.24
Forward P/E
SYSB
N/A
SPY
21.85
5Y Dividends CAGR
Winner
SYSB
13.60%
SPY
5.43%
5Y EPS CAGR
SYSB
N/A
SPY
25.79%
Debt to Equity
SYSB
N/A
SPY
22.35%
P/S Ratio
SYSB
N/A
SPY
3.55
P/B Ratio
SYSB
N/A
SPY
5.29
SYSB vs SPY - Holdings Comparison
SYSB and SPY have 1 common holdings. Overlap is -7.73%
SYSB's top 25 holdings weight is 48.08%. SPY's top 25 holdings weight is 51.32%.
| Rank | SYSB | SPY |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 8.48% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | UNITED STATES TREASURY BONDS 2.75% (n/a) - 4.90% | APPLE INC (AAPL) - 6.48% |
| #3 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 4.59% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | UNITED STATES TREASURY BONDS 3% (n/a) - 3.92% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | UNITED STATES TREASURY BONDS 1.125% (n/a) - 3.77% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | UNITED STATES TREASURY BONDS 2% (n/a) - 2.59% | BROADCOM INC (AVGO) - 3.09% |
| #7 | UNITED STATES TREASURY BONDS 2.25% (n/a) - 2.46% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.32% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | n/a (n/a) - 2.17% | TESLA INC (TSLA) - 1.73% |
| #10 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.71% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | UNITED STATES TREASURY NOTES 2.875% (n/a) - 1.44% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.36% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | UNITED STATES TREASURY BONDS 1.875% (n/a) - 1.31% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.13% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | UNITED STATES TREASURY BONDS 1.75% (n/a) - 1.05% | WALMART INC (WMT) - 0.91% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.71% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | n/a (n/a) - 0.67% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.63% | VISA INC CLASS A (V) - 0.85% |
| #19 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.55% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.51% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (n/a) - 0.41% | INTEL CORP (INTC) - 0.65% |
| #22 | FNMA PASS-THRU I 6% (n/a) - 0.37% | NETFLIX INC (NFLX) - 0.64% |
| #23 | n/a (n/a) - 0.35% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SALESFORCE INC. 4.9% (n/a) - 0.34% | CHEVRON CORP (CVX) - 0.58% |
| #25 | WORKDAY INC 3.8% (n/a) - 0.34% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 725 | 505 |
SYSB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SYSB
+0.08%
Winner
SPY
+9.11%
3M
SYSB
-0.13%
Winner
SPY
+6.59%
6M
SYSB
+1.06%
Winner
SPY
+10.56%
1Y
SYSB
+6.83%
Winner
SPY
+32.04%
5Y(CAGR)
SYSB
+1.63%
Winner
SPY
+13.35%
10Y(CAGR)
SYSB
+2.42%
Winner
SPY
+15.49%
Max(CAGR)
SYSB
+2.44%
Winner
SPY
+8.50%
SYSB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SYSB | SPY |
|---|---|---|
| 2026 | +0.55% | +8.27% |
| 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% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.33%.
| Rank | SYSB | SPY |
|---|---|---|
| #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 | -2.84% Feb 27, 2026 - Mar 27, 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 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (1999 - 2026)
SYSB vs SPY dividend yield comparison.
| Year | SYSB | SPY |
|---|---|---|
| 2026 | 1.51% | 0.24% |
| 2025 | 4.78% | 1.07% |
| 2024 | 5.04% | 1.21% |
| 2023 | 4.44% | 1.40% |
| 2022 | 3.27% | 1.65% |
| 2021 | 1.92% | 1.20% |
| 2020 | 2.57% | 1.52% |
| 2019 | 3.27% | 1.75% |
| 2018 | 3.61% | 2.04% |
| 2017 | 2.74% | 1.80% |
| 2016 | 2.92% | 2.03% |
| 2015 | 2.26% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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