USIG vs SPMD
Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF).
5-Year PerformanceSPMD has outperformed USIG, delivering a return of +8.5% compared to +0.9%
USIG vs SPMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USIG vs SPMD - Historical Returns
Returns include dividend reinvestment.
USIG vs SPMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USIG | SPMD |
|---|---|---|
| 2026 | +0.21% | +9.85% |
| 2025 | +7.86% | +7.70% |
| 2024 | +3.06% | +14.26% |
| 2023 | +7.57% | +16.97% |
| 2022 | -14.62% | -13.41% |
| 2021 | -1.05% | +26.68% |
| 2020 | +9.20% | +13.36% |
| 2019 | +13.82% | +25.15% |
| 2018 | -1.91% | -11.76% |
| 2017 | +5.66% | +14.82% |
| 2016 | +5.33% | +20.57% |
| 2015 | -1.76% | -2.73% |
| 2014 | +7.98% | +9.38% |
| 2013 | -2.51% | +35.41% |
| 2012 | +7.70% | +15.80% |
| 2011 | +9.02% | -2.07% |
| 2010 | +7.81% | +23.61% |
| 2009 | +11.22% | +43.74% |
| 2008 | -0.75% | -37.86% |
| 2007 | +4.73% | +4.98% |
| 2006 | N/A | +11.73% |
| 2005 | N/A | +3.21% |
USIG vs SPMD Drawdown Comparison
The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current USIG drawdown is -1.33%. The current SPMD drawdown is -1.74%.
| Rank | USIG | SPMD |
|---|---|---|
| #1 | -22.21% Feb 5, 2008 - Jun 3, 2009 | -57.65% Jul 17, 2007 - Dec 17, 2010 |
| #2 | -21.45% Sep 22, 2021 - Oct 14, 2025 | -41.85% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -18.88% Mar 6, 2020 - Jun 30, 2020 | -27.47% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -7.07% May 2, 2013 - May 1, 2014 | -24.96% Jun 22, 2015 - Nov 14, 2016 |
| #5 | -5.24% Dec 31, 2020 - Jul 28, 2021 | -24.31% Aug 29, 2018 - Dec 19, 2019 |
| #6 | -5.04% Aug 29, 2016 - Jun 14, 2017 | -24.09% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -4.96% Jan 30, 2015 - Apr 5, 2016 | -23.70% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -4.68% Oct 7, 2010 - May 5, 2011 | -12.22% Mar 19, 2012 - Sep 13, 2012 |
| #9 | -4.06% Dec 15, 2017 - Feb 8, 2019 | -11.85% May 8, 2006 - Nov 15, 2006 |
| #10 | -3.19% Mar 7, 2007 - Sep 5, 2007 | -11.64% Jul 2, 2014 - Nov 25, 2014 |
| #11 | -2.79% Feb 23, 2026 - Mar 27, 2026 | -9.37% Jan 26, 2018 - May 21, 2018 |
| #12 | -2.78% Nov 26, 2007 - Jan 7, 2008 | -8.86% Feb 20, 2026 - Apr 17, 2026 |
| #13 | -2.50% Aug 28, 2019 - Oct 4, 2019 | -7.83% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.44% Aug 4, 2011 - Sep 2, 2011 | -7.14% Sep 14, 2012 - Dec 18, 2012 |
| #15 | -2.43% Aug 6, 2020 - Nov 23, 2020 | -7.12% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between USIG and SPMD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
USIG vs SPMD dividend yield comparison.
| Year | USIG | SPMD |
|---|---|---|
| 2026 | 1.57% | 0.29% |
| 2025 | 4.62% | 1.39% |
| 2024 | 4.51% | 1.42% |
| 2023 | 3.94% | 1.47% |
| 2022 | 3.14% | 1.64% |
| 2021 | 2.33% | 1.24% |
| 2020 | 2.82% | 1.30% |
| 2019 | 3.37% | 1.57% |
| 2018 | 3.44% | 1.85% |
| 2017 | 3.03% | 1.97% |
| 2016 | 2.87% | 2.13% |
| 2015 | 3.24% | 5.33% |
| 2014 | 3.32% | 5.71% |
| 2013 | 3.53% | 10.67% |
| 2012 | 3.23% | 2.48% |
| 2011 | 4.11% | 1.34% |
| 2010 | 4.56% | 1.13% |
| 2009 | 4.95% | 1.31% |
| 2008 | 5.12% | 2.34% |
| 2007 | 5.22% | 6.04% |
| 2006 | 0.00% | 2.73% |
| 2005 | 0.00% | 0.18% |
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