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USIG vs SPEM

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF).

5-Year PerformanceSPEM has outperformed USIG, delivering a return of +8.0% compared to +0.1%

USIG vs SPEM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USIG
$17B
SPEM
$17B
Expense Ratio
Winner
USIG
0.04%
SPEM
0.07%
Max Drawdown
Winner
USIG
24.90%
SPEM
65.07%
Sharpe Ratio
USIG
-0.41
Winner
SPEM
0.96
5Y Beta
Winner
USIG
0.11
SPEM
0.74
5Y Dividends CAGR
USIG
7.97%
Winner
SPEM
9.39%

USIG vs SPEM - Historical Returns

Returns include dividend reinvestment.

1M
USIG
-0.19%
Winner
SPEM
+2.48%
3M
USIG
-0.25%
Winner
SPEM
+3.54%
6M
USIG
-1.70%
Winner
SPEM
+3.99%
1Y
USIG
+2.34%
Winner
SPEM
+21.39%
5Y(CAGR)
USIG
+0.08%
Winner
SPEM
+8.00%
10Y(CAGR)
USIG
+2.23%
Winner
SPEM
+8.45%
Max(CAGR)
USIG
+3.85%
Winner
SPEM
+5.67%

USIG vs SPEM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUSIGSPEM
2026-0.30%+10.69%
2025+7.86%+26.06%
2024+3.06%+12.77%
2023+7.57%+9.34%
2022-14.62%-18.38%
2021-1.05%+0.94%
2020+9.20%+12.23%
2019+13.82%+19.24%
2018-1.91%-15.13%
2017+5.66%+33.44%
2016+5.33%+14.74%
2015-1.76%-14.68%
2014+7.98%+1.97%
2013-2.51%-3.47%
2012+7.70%+14.83%
2011+9.02%-19.79%
2010+7.81%+15.47%
2009+11.22%+65.42%
2008-0.75%-48.76%
2007+4.73%+36.13%

USIG vs SPEM Drawdown Comparison

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.

The current USIG drawdown is -1.83%. The current SPEM drawdown is -1.41%.

RankUSIGSPEM
#1-22.21%
Feb 5, 2008 - Jun 3, 2009
-64.42%
Oct 31, 2007 - Sep 3, 2014
#2-21.45%
Sep 22, 2021 - Oct 14, 2025
-36.05%
Jan 26, 2018 - Nov 9, 2020
#3-18.88%
Mar 6, 2020 - Jun 30, 2020
-34.89%
Sep 5, 2014 - Jul 12, 2017
#4-7.07%
May 2, 2013 - May 1, 2014
-33.40%
Feb 17, 2021 - Oct 7, 2024
#5-5.24%
Dec 31, 2020 - Jul 28, 2021
-17.89%
Jul 23, 2007 - Sep 19, 2007
#6-5.04%
Aug 29, 2016 - Jun 14, 2017
-17.63%
Oct 7, 2024 - Jun 9, 2025
#7-4.96%
Jan 30, 2015 - Apr 5, 2016
-11.36%
Feb 25, 2026 - Apr 17, 2026
#8-4.68%
Oct 7, 2010 - May 5, 2011
-7.02%
Jun 22, 2026 - Jul 29, 2026
#9-4.06%
Dec 15, 2017 - Feb 8, 2019
-5.47%
Jun 2, 2026 - Jun 22, 2026
#10-3.19%
Mar 7, 2007 - Sep 5, 2007
-5.02%
Jan 20, 2021 - Feb 5, 2021
#11-2.79%
Feb 23, 2026 - Mar 27, 2026
-4.86%
Oct 29, 2025 - Jan 2, 2026
#12-2.78%
Nov 26, 2007 - Jan 7, 2008
-4.56%
May 6, 2026 - Jun 2, 2026
#13-2.50%
Aug 28, 2019 - Oct 4, 2019
-4.38%
Oct 8, 2025 - Oct 20, 2025
#14-2.44%
Aug 4, 2011 - Sep 2, 2011
-4.30%
Nov 22, 2017 - Dec 28, 2017
#15-2.43%
Aug 6, 2020 - Nov 23, 2020
-4.11%
Oct 18, 2007 - Oct 26, 2007

Correlation

Correlation between USIG and SPEM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2007 - 2026)

USIG vs SPEM dividend yield comparison.

YearUSIGSPEM
20262.82%1.01%
20254.62%2.77%
20244.51%2.78%
20233.94%2.80%
20223.14%3.38%
20212.33%3.14%
20202.82%1.92%
20193.37%2.94%
20183.44%2.34%
20173.03%1.12%
20162.87%1.52%
20153.24%2.40%
20143.32%2.26%
20133.53%1.91%
20123.23%1.99%
20114.11%3.64%
20104.56%2.32%
20094.95%0.71%
20085.12%3.69%
20075.22%1.82%

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