XLU vs IGSB
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF) and ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF).
5-Year PerformanceXLU has outperformed IGSB, delivering a return of +9.4% compared to +2.4%
XLU vs IGSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLU vs IGSB - Historical Returns
Returns include dividend reinvestment.
XLU vs IGSB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLU | IGSB |
|---|---|---|
| 2026 | +3.84% | +0.85% |
| 2025 | +15.12% | +6.91% |
| 2024 | +21.52% | +5.27% |
| 2023 | -7.17% | +6.25% |
| 2022 | +2.43% | -5.49% |
| 2021 | +20.74% | -0.56% |
| 2020 | +1.85% | +5.33% |
| 2019 | +28.12% | +6.99% |
| 2018 | +4.90% | +1.32% |
| 2017 | +12.31% | +1.36% |
| 2016 | +16.30% | +1.79% |
| 2015 | -5.35% | +0.66% |
| 2014 | +30.73% | +0.72% |
| 2013 | +11.01% | +1.09% |
| 2012 | +2.87% | +2.48% |
| 2011 | +19.04% | +1.86% |
| 2010 | +5.10% | +2.81% |
| 2009 | +9.16% | +7.02% |
| 2008 | -28.52% | +3.42% |
| 2007 | +18.09% | +5.66% |
| 2006 | +18.82% | N/A |
| 2005 | +17.72% | N/A |
| 2004 | +23.90% | N/A |
| 2003 | +23.54% | N/A |
| 2002 | -29.77% | N/A |
| 2001 | -11.65% | N/A |
| 2000 | +26.52% | N/A |
| 1999 | -5.71% | N/A |
XLU vs IGSB Drawdown Comparison
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.
The current XLU drawdown is -6.06%. The current IGSB drawdown is -0.17%.
| Rank | XLU | IGSB |
|---|---|---|
| #1 | -51.96% May 21, 2001 - Feb 8, 2005 | -13.38% Mar 4, 2020 - May 28, 2020 |
| #2 | -46.49% Dec 10, 2007 - Jun 14, 2012 | -11.48% Sep 19, 2008 - Jan 6, 2009 |
| #3 | -36.03% Feb 18, 2020 - Aug 5, 2021 | -9.46% Aug 3, 2021 - Mar 27, 2024 |
| #4 | -25.26% Sep 12, 2022 - Aug 1, 2024 | -5.07% Sep 10, 2008 - Sep 19, 2008 |
| #5 | -21.46% Nov 1, 1999 - Jun 13, 2000 | -4.10% Jan 9, 2009 - May 4, 2009 |
| #6 | -15.71% Apr 8, 2022 - Aug 12, 2022 | -1.46% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -15.69% Jan 29, 2015 - Mar 8, 2016 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #8 | -15.59% Nov 14, 2017 - Oct 24, 2018 | -1.29% Feb 29, 2008 - Aug 26, 2008 |
| #9 | -13.25% Dec 13, 2000 - May 21, 2001 | -1.29% Aug 2, 2011 - Nov 3, 2011 |
| #10 | -12.44% Jul 6, 2016 - Mar 22, 2017 | -1.24% Jun 3, 2009 - Jun 22, 2009 |
| #11 | -12.04% Apr 30, 2013 - Feb 14, 2014 | -1.18% Sep 24, 2024 - Jan 27, 2025 |
| #12 | -11.86% Oct 3, 2005 - Jul 19, 2006 | -1.09% Nov 3, 2011 - Jan 3, 2012 |
| #13 | -11.73% May 18, 2007 - Oct 31, 2007 | -1.02% Mar 27, 2024 - May 3, 2024 |
| #14 | -10.51% Nov 29, 2024 - May 16, 2025 | -0.99% May 7, 2013 - Sep 18, 2013 |
| #15 | -9.94% Jul 30, 2012 - Feb 28, 2013 | -0.98% Sep 8, 2017 - Aug 10, 2018 |
Correlation
Correlation between XLU and IGSB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
XLU vs IGSB dividend yield comparison.
| Year | XLU | IGSB |
|---|---|---|
| 2026 | 0.70% | 1.91% |
| 2025 | 2.71% | 4.44% |
| 2024 | 2.96% | 4.02% |
| 2023 | 3.39% | 3.26% |
| 2022 | 2.92% | 2.07% |
| 2021 | 2.79% | 1.82% |
| 2020 | 3.14% | 2.36% |
| 2019 | 2.95% | 3.06% |
| 2018 | 3.33% | 2.46% |
| 2017 | 3.33% | 1.65% |
| 2016 | 3.41% | 1.45% |
| 2015 | 3.67% | 1.18% |
| 2014 | 3.19% | 0.90% |
| 2013 | 3.86% | 1.12% |
| 2012 | 4.14% | 1.56% |
| 2011 | 3.80% | 1.90% |
| 2010 | 4.06% | 2.52% |
| 2009 | 4.11% | 3.57% |
| 2008 | 4.26% | 3.93% |
| 2007 | 2.59% | 4.63% |
| 2006 | 3.23% | 0.00% |
| 2005 | 3.22% | 0.00% |
| 2004 | 3.14% | 0.00% |
| 2003 | 3.41% | 0.00% |
| 2002 | 4.81% | 0.00% |
| 2001 | 3.14% | 0.00% |
| 2000 | 4.26% | 0.00% |
| 1999 | 1.30% | 0.00% |
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