XLY vs IGSB
Comparison between THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF) and ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF).
5-Year PerformanceXLY has outperformed IGSB, delivering a return of +7.1% compared to +2.5%
XLY vs IGSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLY vs IGSB - Historical Returns
Returns include dividend reinvestment.
XLY vs IGSB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLY | IGSB |
|---|---|---|
| 2026 | +1.76% | +0.76% |
| 2025 | +8.79% | +6.91% |
| 2024 | +27.69% | +5.27% |
| 2023 | +40.48% | +6.25% |
| 2022 | -38.05% | -5.49% |
| 2021 | +29.02% | -0.56% |
| 2020 | +28.11% | +5.33% |
| 2019 | +27.43% | +6.99% |
| 2018 | +0.07% | +1.32% |
| 2017 | +22.10% | +1.36% |
| 2016 | +7.82% | +1.79% |
| 2015 | +10.71% | +0.66% |
| 2014 | +9.97% | +0.72% |
| 2013 | +39.82% | +1.09% |
| 2012 | +22.56% | +2.48% |
| 2011 | +4.76% | +1.86% |
| 2010 | +26.49% | +2.81% |
| 2009 | +33.87% | +7.02% |
| 2008 | -31.93% | +3.42% |
| 2007 | -14.03% | +5.66% |
| 2006 | +17.58% | N/A |
| 2005 | -5.96% | N/A |
| 2004 | +13.86% | N/A |
| 2003 | +32.22% | N/A |
| 2002 | -18.92% | N/A |
| 2001 | +12.93% | N/A |
| 2000 | -14.27% | N/A |
| 1999 | +10.32% | N/A |
XLY vs IGSB Drawdown Comparison
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.
The current XLY drawdown is -3.28%. The current IGSB drawdown is -0.26%.
| Rank | XLY | IGSB |
|---|---|---|
| #1 | -59.05% Jun 4, 2007 - Jan 27, 2011 | -13.38% Mar 4, 2020 - May 28, 2020 |
| #2 | -39.67% Nov 19, 2021 - Nov 6, 2024 | -11.48% Sep 19, 2008 - Jan 6, 2009 |
| #3 | -33.91% Feb 20, 2020 - Jun 8, 2020 | -9.46% Aug 3, 2021 - Mar 27, 2024 |
| #4 | -31.54% Mar 19, 2002 - Nov 7, 2003 | -5.07% Sep 10, 2008 - Sep 19, 2008 |
| #5 | -31.53% Apr 11, 2000 - Mar 15, 2002 | -4.10% Jan 9, 2009 - May 4, 2009 |
| #6 | -26.02% Dec 17, 2024 - Sep 12, 2025 | -1.46% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -22.12% Dec 31, 1999 - Apr 11, 2000 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #8 | -21.36% Sep 20, 2018 - Apr 4, 2019 | -1.29% Feb 29, 2008 - Aug 26, 2008 |
| #9 | -18.42% Jul 7, 2011 - Jan 19, 2012 | -1.29% Aug 2, 2011 - Nov 3, 2011 |
| #10 | -15.84% Nov 25, 2015 - Jul 11, 2016 | -1.24% Jun 3, 2009 - Jun 22, 2009 |
| #11 | -14.98% Jan 12, 2026 - Mar 30, 2026 | -1.18% Sep 24, 2024 - Jan 27, 2025 |
| #12 | -12.72% Dec 30, 2004 - Sep 25, 2006 | -1.09% Nov 3, 2011 - Jan 3, 2012 |
| #13 | -11.45% Aug 4, 2015 - Oct 26, 2015 | -1.02% Mar 27, 2024 - May 3, 2024 |
| #14 | -10.80% Apr 5, 2004 - Oct 28, 2004 | -0.99% May 7, 2013 - Sep 18, 2013 |
| #15 | -10.03% Feb 8, 2021 - Apr 5, 2021 | -0.98% Sep 8, 2017 - Aug 10, 2018 |
Correlation
Correlation between XLY and IGSB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
XLY vs IGSB dividend yield comparison.
| Year | XLY | IGSB |
|---|---|---|
| 2026 | 0.18% | 1.52% |
| 2025 | 0.79% | 4.44% |
| 2024 | 0.72% | 4.02% |
| 2023 | 0.78% | 3.26% |
| 2022 | 1.00% | 2.07% |
| 2021 | 0.53% | 1.82% |
| 2020 | 0.82% | 2.36% |
| 2019 | 1.28% | 3.06% |
| 2018 | 1.34% | 2.46% |
| 2017 | 1.20% | 1.65% |
| 2016 | 1.71% | 1.45% |
| 2015 | 1.43% | 1.18% |
| 2014 | 1.31% | 0.90% |
| 2013 | 1.16% | 1.12% |
| 2012 | 1.60% | 1.56% |
| 2011 | 1.56% | 1.90% |
| 2010 | 1.32% | 2.52% |
| 2009 | 1.52% | 3.57% |
| 2008 | 1.94% | 3.93% |
| 2007 | 1.37% | 4.63% |
| 2006 | 0.92% | 0.00% |
| 2005 | 1.00% | 0.00% |
| 2004 | 0.67% | 0.00% |
| 2003 | 0.62% | 0.00% |
| 2002 | 0.74% | 0.00% |
| 2001 | 0.77% | 0.00% |
| 2000 | 0.91% | 0.00% |
| 1999 | 0.12% | 0.00% |
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