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SKOR vs. SPIB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SKOR vs. SPIB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SKOR achieves a 0.35% return, which is significantly lower than SPIB's 0.46% return. Both investments have delivered pretty close results over the past 10 years, with SKOR having a 2.81% annualized return and SPIB not far behind at 2.79%.


SKOR

1D
-0.13%
1M
0.39%
YTD
0.35%
6M
0.57%
1Y
4.66%
3Y*
5.95%
5Y*
1.77%
10Y*
2.81%

SPIB

1D
-0.12%
1M
0.37%
YTD
0.46%
6M
0.64%
1Y
4.70%
3Y*
5.83%
5Y*
1.77%
10Y*
2.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SKOR vs. SPIB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
0.35%7.99%4.42%7.64%-9.88%-1.40%8.84%10.69%-1.25%4.38%
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
0.46%7.91%4.28%7.27%-9.65%-1.24%7.69%10.23%-0.49%3.76%

Correlation

The correlation between SKOR and SPIB is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.97

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2014

0.78

The correlation between SKOR and SPIB shifts across timeframes, from 0.78 (all time) to 0.97 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

SKOR vs. SPIB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SKOR
SKOR Risk / Return Rank: 5050
Overall Rank
SKOR Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
SKOR Sortino Ratio Rank: 5555
Sortino Ratio Rank
SKOR Omega Ratio Rank: 5151
Omega Ratio Rank
SKOR Calmar Ratio Rank: 4646
Calmar Ratio Rank
SKOR Martin Ratio Rank: 4747
Martin Ratio Rank

SPIB
SPIB Risk / Return Rank: 5050
Overall Rank
SPIB Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
SPIB Sortino Ratio Rank: 5454
Sortino Ratio Rank
SPIB Omega Ratio Rank: 4949
Omega Ratio Rank
SPIB Calmar Ratio Rank: 4848
Calmar Ratio Rank
SPIB Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SKOR vs. SPIB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SKORSPIBDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.32

1.30

+0.01

Calmar ratioReturn relative to maximum drawdown

2.24

2.34

-0.10

Martin ratioReturn relative to average drawdown

7.73

7.83

-0.10

SKOR vs. SPIB - Sharpe Ratio Comparison

The current SKOR Sharpe Ratio is 1.72, which is comparable to the SPIB Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of SKOR and SPIB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SKOR vs. SPIB - Drawdown Comparison

The maximum SKOR drawdown since its inception was -15.98%, which is greater than SPIB's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for SKOR and SPIB.


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Drawdown Indicators


SKORSPIBDifference

Max Drawdown

Largest peak-to-trough decline

-15.98%

-14.94%

-1.04%

Max Drawdown (1Y)

Largest decline over 1 year

-2.09%

-2.02%

-0.07%

Max Drawdown (3Y)

Largest decline over 3 years

-3.11%

-3.18%

+0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-15.13%

-14.80%

-0.33%

Max Drawdown (10Y)

Largest decline over 10 years

-15.98%

-14.94%

-1.04%

Current Drawdown

Current decline from peak

-0.76%

-0.78%

+0.02%

Average Drawdown

Average peak-to-trough decline

-2.64%

-1.90%

-0.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.60%

0.60%

0.00%

Volatility

SKOR vs. SPIB - Volatility Comparison

The current volatility for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) is 0.83%, while SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) has a volatility of 0.91%. This indicates that SKOR experiences smaller price fluctuations and is considered to be less risky than SPIB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SKORSPIBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.83%

0.91%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

2.07%

2.19%

-0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

2.72%

2.86%

-0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.43%

4.48%

-0.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.91%

4.60%

+0.31%

SKOR vs. SPIB - Expense Ratio Comparison

SKOR has a 0.22% expense ratio, which is higher than SPIB's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SKOR vs. SPIB - Dividend Comparison

SKOR's dividend yield for the trailing twelve months is around 4.67%, more than SPIB's 4.46% yield.


PositionTTM20252024202320222021202020192018201720162015
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
4.67%4.70%4.90%3.90%2.57%2.55%3.38%3.53%2.85%2.46%2.74%2.25%
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
4.46%4.42%4.41%3.84%2.65%1.58%2.18%3.03%3.04%2.79%2.68%2.69%

Frequently Asked Questions


With a correlation of 0.97, SKOR and SPIB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SPIB has higher volatility (0.91%) compared to SKOR (0.83%). In terms of maximum drawdown, SKOR dropped -15.98% vs SPIB's -14.94%.

On 10-year performance, SKOR leads with 2.81% vs 2.79% for SPIB. On fees, SPIB is cheaper at 0.07% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SKOR has performed better with a 2.81% return vs 2.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPIB is cheaper with a 0.07% expense ratio, compared with 0.22% for SKOR.

SKOR has the higher dividend yield at 4.67%, compared with 4.46% for SPIB.

SKOR tracks NorthernTrustUS Corporate Bond Quality Value Index, while SPIB tracks Bloomberg US Aggregate Credit - Corporate - Investment Grade - Intermediate. They also come from different issuers: Northern Trust and State Street. Their fees differ too: 0.22% for SKOR and 0.07% for SPIB.

SKOR currently has the higher Sharpe Ratio (1.72 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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