USIG vs SPY
Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed USIG, delivering a return of +13.2% compared to +0.6%
USIG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USIG vs SPY - Historical Returns
Returns include dividend reinvestment.
USIG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USIG | SPY |
|---|---|---|
| 2026 | +0.85% | +7.95% |
| 2025 | +7.86% | +18.00% |
| 2024 | +3.06% | +25.59% |
| 2023 | +7.57% | +26.72% |
| 2022 | -14.62% | -18.64% |
| 2021 | -1.05% | +30.52% |
| 2020 | +9.20% | +17.28% |
| 2019 | +13.82% | +31.09% |
| 2018 | -0.03% | -5.24% |
| 2017 | +8.92% | +20.78% |
| 2016 | +8.35% | +13.59% |
| 2015 | +1.37% | +1.31% |
| 2014 | +11.65% | +14.56% |
| 2013 | +0.90% | +29.00% |
| 2012 | +11.27% | +14.17% |
| 2011 | +13.68% | +0.85% |
| 2010 | +12.81% | +13.14% |
| 2009 | +17.02% | +22.67% |
| 2008 | +4.37% | -36.25% |
| 2007 | +10.31% | +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% |
USIG vs SPY Drawdown Comparison
The maximum drawdown for USIG was -21.45%, occurring on Oct 20, 2022. Recovery took 1019 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current USIG drawdown is -0.70%. The current SPY drawdown is -3.18%.
| Rank | USIG | SPY |
|---|---|---|
| #1 | -21.45% Sep 22, 2021 - Oct 14, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -20.68% Sep 4, 2008 - Dec 26, 2008 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -18.88% Mar 6, 2020 - Jun 30, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -6.72% May 2, 2013 - Feb 3, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.22% Feb 17, 2009 - May 4, 2009 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.24% Dec 31, 2020 - Jul 28, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.31% Aug 29, 2016 - Apr 12, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.13% Nov 4, 2010 - Mar 16, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.99% Feb 2, 2015 - Feb 25, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.04% May 20, 2008 - Sep 3, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.94% Dec 27, 2017 - Aug 17, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.93% Feb 5, 2008 - Apr 9, 2008 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.79% Feb 23, 2026 - Mar 27, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.59% Apr 11, 2008 - May 2, 2008 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.56% May 8, 2007 - Aug 1, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between USIG and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
USIG vs SPY dividend yield comparison.
| Year | USIG | SPY |
|---|---|---|
| 2026 | 1.97% | 0.50% |
| 2025 | 4.62% | 1.07% |
| 2024 | 4.51% | 1.21% |
| 2023 | 3.94% | 1.40% |
| 2022 | 3.14% | 1.65% |
| 2021 | 2.33% | 1.20% |
| 2020 | 2.82% | 1.52% |
| 2019 | 3.37% | 1.75% |
| 2018 | 5.38% | 2.04% |
| 2017 | 6.05% | 1.80% |
| 2016 | 5.74% | 2.03% |
| 2015 | 6.48% | 2.06% |
| 2014 | 6.65% | 1.87% |
| 2013 | 7.06% | 1.81% |
| 2012 | 6.46% | 2.18% |
| 2011 | 8.22% | 2.05% |
| 2010 | 9.13% | 1.80% |
| 2009 | 9.91% | 1.95% |
| 2008 | 10.24% | 3.02% |
| 2007 | 10.45% | 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks