IBND vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricIBNDSPYWinner
Expense Ratio0.50%0.09%
AUM$454M$789.1B
Dividend Yield2.76%1.01%
Holdings968505
YTD Return-1.61%+13.68%
1Y Return-0.76%+21.53%
3Y Return (annualized)+5.66%+21.44%
5Y Return (annualized)-1.21%+13.18%
Volatility (annualized)9.6%15.3%
Max Drawdown-35.6%-56.5%
Fund FamilySPDR State Street Global AdvisorsState Street Investment Management
CategoryFixed IncomeEquity
InceptionMay 19, 2010Jan 22, 1993

IBND vs SPY Performance

State Street SPDR Bloomberg International Corporate Bond ETF (IBND) is a ETF from SPDR State Street Global Advisors and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year IBND returned -0.76% while SPY returned +21.53%. Year to date, IBND is down 1.61% versus a gain of 13.68% for SPY.

Over three years, IBND compounded at +5.66% per year against +21.44% for SPY; over five years the annualized figures are -1.21% and +13.18% respectively. Across the full 16-year window we track, SPY has the edge at +8.85% annualized vs +0.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 9.6% for IBND. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -35.6% for IBND and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBND charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, IBND currently yields 2.76% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

IBND and SPY share 0 holdings out of 544 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IBND or SPY?

IBND has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, IBND or SPY?

Over the past year IBND returned -0.76% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (16 years), IBND annualized +0.67% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, IBND or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 9.6% for IBND. Worst drawdown: IBND -35.6% vs SPY -56.5%.

Should I hold both IBND and SPY?

IBND and SPY have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBND and SPY?

IBND and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, IBND or SPY?

IBND yields 2.76% while SPY yields 1.01%, so IBND currently pays the higher dividend yield.

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