VLUE vs SPSB
Comparison between ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB, ETF).
5-Year PerformanceVLUE has outperformed SPSB, delivering a return of +16.2% compared to +2.8%
VLUE vs SPSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VLUE vs SPSB - Historical Returns
Returns include dividend reinvestment.
VLUE vs SPSB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | VLUE | SPSB |
|---|---|---|
| 2026 | +37.34% | +1.17% |
| 2025 | +32.85% | +5.90% |
| 2024 | +7.11% | +5.39% |
| 2023 | +14.27% | +5.53% |
| 2022 | -15.42% | -3.19% |
| 2021 | +30.09% | -0.20% |
| 2020 | -0.88% | +3.83% |
| 2019 | +25.91% | +5.21% |
| 2018 | -12.27% | +1.45% |
| 2017 | +20.70% | +1.68% |
| 2016 | +17.35% | +2.09% |
| 2015 | -2.57% | +0.87% |
| 2014 | +13.40% | +0.87% |
| 2013 | +22.41% | +1.12% |
| 2012 | N/A | +3.04% |
| 2011 | N/A | +1.28% |
| 2010 | N/A | +2.81% |
| 2009 | N/A | -1.14% |
VLUE vs SPSB Drawdown Comparison
The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for SPSB was -11.75%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The current VLUE drawdown is -7.18%. The current SPSB drawdown is -0.07%.
| Rank | VLUE | SPSB |
|---|---|---|
| #1 | -39.47% Feb 12, 2020 - Jan 6, 2021 | -11.75% Mar 5, 2020 - May 18, 2020 |
| #2 | -27.11% Jan 14, 2022 - Mar 27, 2024 | -5.96% Sep 14, 2021 - Nov 28, 2023 |
| #3 | -22.15% Sep 20, 2018 - Nov 4, 2019 | -1.39% Aug 1, 2011 - Jan 10, 2012 |
| #4 | -19.66% May 22, 2015 - Oct 5, 2016 | -1.28% Dec 17, 2009 - Jul 14, 2010 |
| #5 | -17.88% Nov 25, 2024 - Jun 30, 2025 | -1.02% Nov 4, 2010 - Jan 28, 2011 |
| #6 | -10.21% Jan 26, 2018 - Aug 27, 2018 | -0.93% Sep 7, 2017 - Jul 30, 2018 |
| #7 | -9.17% Jul 16, 2024 - Sep 26, 2024 | -0.87% Feb 23, 2026 - Apr 17, 2026 |
| #8 | -9.04% Feb 11, 2026 - Apr 9, 2026 | -0.78% May 6, 2013 - Sep 18, 2013 |
| #9 | -8.18% Sep 18, 2014 - Nov 7, 2014 | -0.77% Apr 3, 2025 - Apr 25, 2025 |
| #10 | -7.52% Mar 28, 2024 - Jul 16, 2024 | -0.73% Oct 22, 2015 - Mar 16, 2016 |
| #11 | -7.18% Jun 25, 2026 - Jul 16, 2026 | -0.69% Sep 6, 2016 - Feb 6, 2017 |
| #12 | -7.09% Jun 4, 2021 - Nov 12, 2021 | -0.63% May 15, 2015 - Oct 6, 2015 |
| #13 | -6.43% Jun 2, 2026 - Jun 22, 2026 | -0.63% Oct 2, 2024 - Dec 4, 2024 |
| #14 | -6.03% Nov 12, 2025 - Nov 28, 2025 | -0.62% Oct 21, 2014 - Jan 27, 2015 |
| #15 | -5.78% Jan 15, 2014 - Feb 28, 2014 | -0.56% Feb 3, 2012 - Feb 28, 2012 |
Correlation
Correlation between VLUE and SPSB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
VLUE vs SPSB dividend yield comparison.
| Year | VLUE | SPSB |
|---|---|---|
| 2026 | 0.70% | 2.14% |
| 2025 | 2.11% | 4.55% |
| 2024 | 2.73% | 4.85% |
| 2023 | 2.66% | 4.06% |
| 2022 | 3.18% | 1.92% |
| 2021 | 2.22% | 1.19% |
| 2020 | 2.42% | 1.94% |
| 2019 | 2.61% | 2.77% |
| 2018 | 2.70% | 2.36% |
| 2017 | 2.14% | 1.94% |
| 2016 | 2.07% | 1.65% |
| 2015 | 2.39% | 1.43% |
| 2014 | 1.64% | 1.26% |
| 2013 | 1.33% | 1.40% |
| 2012 | 0.00% | 1.55% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 2.05% |
| 2009 | 0.00% | 0.04% |
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