AOHY vs SPVM

Comparison between ANGEL OAK HIGH YIELD OPPORTUNITIES ETF (AOHY, ETF) and INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF).

AOHY vs SPVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOHY(ETF)	SPVM(ETF)
Net Assets	$120M	$120M
Expense Ratio	0.56%	0.39%
Max Drawdown	5.69%	45.84%
Sharpe Ratio	0.89	2.01
5Y Beta	0.16	0.70
P/E Ratio	N/A	16.47
Forward P/E	N/A	12.62
PEG Ratio	N/A	0.37
5Y Dividends CAGR	N/A	10.47%
5Y EPS CAGR	N/A	8.22%
Debt to Equity	N/A	33.11%
P/S Ratio	N/A	0.93
P/B Ratio	N/A	1.83

Net Assets

AOHY

$120M

Winner

SPVM

$120M

Expense Ratio

AOHY

0.56%

Winner

SPVM

0.39%

Max Drawdown

Winner

AOHY

5.69%

SPVM

45.84%

Sharpe Ratio

AOHY

0.89

Winner

SPVM

2.01

5Y Beta

Winner

AOHY

0.16

SPVM

0.70

P/E Ratio

AOHY

N/A

SPVM

16.47

Forward P/E

AOHY

N/A

SPVM

12.62

PEG Ratio

AOHY

N/A

SPVM

0.37

5Y Dividends CAGR

AOHY

N/A

SPVM

10.47%

5Y EPS CAGR

AOHY

N/A

SPVM

8.22%

Debt to Equity

AOHY

N/A

SPVM

33.11%

P/S Ratio

AOHY

N/A

SPVM

0.93

P/B Ratio

AOHY

N/A

SPVM

1.83

AOHY vs SPVM - Historical Returns

Returns include dividend reinvestment.

Period	AOHY	SPVM
1 month	+0.07%	+3.42%
3 months	+0.89%	+4.40%
6 months	+2.36%	+11.31%
1 year	+6.63%	+30.51%
5 years(CAGR)	N/A	+10.25%
10 years(CAGR)	N/A	+11.95%
Max(CAGR)	+7.41%	+11.70%

AOHY

+0.07%

Winner

SPVM

+3.42%

AOHY

+0.89%

Winner

SPVM

+4.40%

AOHY

+2.36%

Winner

SPVM

+11.31%

AOHY

+6.63%

Winner

SPVM

+30.51%

5Y(CAGR)

AOHY

N/A

SPVM

+10.25%

10Y(CAGR)

AOHY

N/A

SPVM

+11.95%

Max(CAGR)

AOHY

+7.41%

Winner

SPVM

+11.70%

AOHY vs SPVM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	AOHY	SPVM
2026	+1.68%	+8.40%
2025	+7.52%	+20.83%
2024	+7.50%	+14.64%
2023	N/A	+6.81%
2022	N/A	-3.10%
2021	N/A	+30.60%
2020	N/A	-3.42%
2019	N/A	+28.98%
2018	N/A	-8.78%
2017	N/A	+13.67%
2016	N/A	+25.92%
2015	N/A	-4.77%
2014	N/A	+11.59%
2013	N/A	+30.94%
2012	N/A	+16.63%
2011	N/A	-3.07%

AOHY vs SPVM Drawdown Comparison

The maximum drawdown for AOHY was -4.17%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.

The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.

The current AOHY drawdown is -0.59%. The current SPVM drawdown is -0.26%.

Rank	AOHY	SPVM
#1	-4.17% Feb 28, 2025 - May 12, 2025	-45.33% Feb 12, 2020 - Jan 20, 2021
#2	-2.37% Feb 18, 2026 - Apr 14, 2026	-20.52% Jul 7, 2011 - Mar 13, 2012
#3	-1.64% Mar 28, 2024 - May 3, 2024	-19.50% Apr 20, 2022 - Mar 7, 2024
#4	-1.43% Dec 9, 2024 - Jan 21, 2025	-18.67% Nov 29, 2024 - Jul 23, 2025
#5	-1.12% Sep 30, 2025 - Oct 27, 2025	-17.51% Jan 26, 2018 - Apr 16, 2019
#6	-1.04% Oct 27, 2025 - Nov 28, 2025	-16.13% Dec 23, 2014 - Jul 12, 2016
#7	-0.94% May 6, 2026 - May 27, 2026	-13.40% Mar 26, 2012 - Sep 7, 2012
#8	-0.84% Oct 1, 2024 - Nov 11, 2024	-9.46% Jul 26, 2019 - Oct 28, 2019
#9	-0.81% Nov 19, 2024 - Nov 29, 2024	-8.43% Sep 19, 2014 - Nov 6, 2014
#10	-0.77% May 13, 2025 - May 30, 2025	-7.70% May 10, 2021 - Aug 11, 2021
#11	-0.59% May 29, 2026 - Jun 5, 2026	-7.54% Feb 9, 2022 - Mar 24, 2022
#12	-0.54% Jul 2, 2025 - Jul 29, 2025	-7.39% Oct 17, 2012 - Dec 18, 2012
#13	-0.49% Nov 11, 2024 - Nov 19, 2024	-7.25% Jul 30, 2024 - Aug 29, 2024
#14	-0.47% Jan 30, 2025 - Feb 18, 2025	-6.90% Jan 14, 2022 - Feb 9, 2022
#15	-0.41% May 17, 2024 - Jun 3, 2024	-6.59% Nov 16, 2021 - Jan 3, 2022

Correlation

Correlation between AOHY and SPVM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

AOHY vs SPVM dividend yield comparison.

Year	AOHY	SPVM
2026	2.67%	0.50%
2025	6.53%	2.02%
2024	6.05%	1.91%
2023	0.00%	2.45%
2022	0.00%	2.33%
2021	0.00%	1.41%
2020	0.00%	2.11%
2019	0.00%	2.40%
2018	0.00%	3.10%
2017	0.00%	1.68%
2016	0.00%	2.80%
2015	0.00%	2.67%
2014	0.00%	1.94%
2013	0.00%	1.92%
2012	0.00%	2.24%
2011	0.00%	1.02%