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BAB vs LGLV

Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).

5-Year PerformanceLGLV has outperformed BAB, delivering a return of +8.2% compared to -0.5%

BAB vs LGLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BAB
$1.10B
LGLV
$1.10B
Expense Ratio
BAB
0.28%
Winner
LGLV
0.12%
Max Drawdown
Winner
BAB
29.50%
LGLV
36.99%
Sharpe Ratio
Winner
BAB
0.45
LGLV
0.34
5Y Beta
Winner
BAB
0.04
LGLV
0.43
P/E Ratio
BAB
N/A
LGLV
23.48
Forward P/E
BAB
N/A
LGLV
19.98
PEG Ratio
BAB
N/A
LGLV
0.49
5Y Dividends CAGR
BAB
5.51%
Winner
LGLV
10.68%
5Y EPS CAGR
BAB
N/A
LGLV
10.53%
Debt to Equity
BAB
N/A
LGLV
69.18%
P/S Ratio
BAB
N/A
LGLV
2.79
P/B Ratio
BAB
N/A
LGLV
3.24

BAB vs LGLV - Historical Returns

Returns include dividend reinvestment.

1M
BAB
+1.50%
Winner
LGLV
+2.51%
3M
Winner
BAB
-0.05%
LGLV
-0.16%
6M
BAB
+0.92%
Winner
LGLV
+2.88%
1Y
Winner
BAB
+6.38%
LGLV
+6.33%
5Y(CAGR)
BAB
-0.48%
Winner
LGLV
+8.23%
10Y(CAGR)
BAB
+2.17%
Winner
LGLV
+11.29%
Max(CAGR)
BAB
+4.72%
Winner
LGLV
+11.75%

BAB vs LGLV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearBABLGLV
2026+0.42%+3.35%
2025+8.22%+8.79%
2024+1.68%+15.88%
2023+7.83%+9.02%
2022-18.48%-7.09%
2021+1.06%+30.70%
2020+8.66%+7.07%
2019+10.85%+31.91%
2018+1.36%+0.78%
2017+9.76%+17.66%
2016+4.06%+13.77%
2015-0.61%+3.00%
2014+16.75%+18.26%
2013-5.13%+18.38%
2012+11.26%N/A
2011+21.17%N/A
2010+9.24%N/A
2009-2.68%N/A

BAB vs LGLV Drawdown Comparison

The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The current BAB drawdown is -5.45%. The current LGLV drawdown is -4.12%.

RankBABLGLV
#1-27.80%
Mar 9, 2020 - Jan 27, 2021
-36.62%
Feb 14, 2020 - Dec 17, 2020
#2-24.94%
Aug 3, 2021 - Oct 24, 2022
-17.49%
Dec 29, 2021 - Dec 28, 2023
#3-12.13%
May 1, 2013 - May 28, 2014
-13.61%
Sep 21, 2018 - Feb 19, 2019
#4-8.31%
Jul 29, 2016 - Aug 23, 2017
-10.18%
Nov 27, 2024 - May 19, 2025
#5-7.40%
Jan 30, 2015 - Feb 2, 2016
-10.04%
Nov 19, 2015 - Mar 16, 2016
#6-6.99%
Aug 26, 2010 - May 4, 2011
-9.04%
Aug 17, 2015 - Oct 28, 2015
#7-6.51%
Aug 4, 2011 - Aug 18, 2011
-7.99%
Jan 26, 2018 - Jul 18, 2018
#8-5.52%
Oct 3, 2011 - Nov 23, 2011
-7.52%
Sep 2, 2016 - Dec 13, 2016
#9-5.40%
Jan 27, 2021 - Jul 6, 2021
-6.86%
Mar 2, 2026 - Mar 27, 2026
#10-4.65%
Jul 25, 2012 - Nov 8, 2012
-6.10%
Sep 2, 2021 - Oct 21, 2021
#11-4.26%
Aug 28, 2019 - Jan 27, 2020
-5.91%
May 21, 2013 - Jul 15, 2013
#12-3.75%
Dec 29, 2017 - Dec 19, 2018
-5.56%
Aug 2, 2013 - Oct 18, 2013
#13-3.62%
Nov 30, 2009 - Feb 5, 2010
-5.18%
Mar 28, 2024 - Jun 24, 2024
#14-3.20%
Mar 7, 2012 - Apr 9, 2012
-5.14%
Sep 19, 2014 - Oct 28, 2014
#15-2.95%
Sep 22, 2011 - Oct 3, 2011
-4.50%
Jul 26, 2019 - Sep 4, 2019

Correlation

Correlation between BAB and LGLV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2010 - 2026)

BAB vs LGLV dividend yield comparison.

YearBABLGLV
20261.73%0.53%
20253.96%1.94%
20243.97%1.93%
20233.65%2.03%
20223.40%1.95%
20212.63%1.65%
20202.96%1.98%
20193.77%1.89%
20184.20%2.09%
20173.96%4.39%
20164.26%2.54%
20154.71%2.97%
20144.59%7.14%
20135.18%2.99%
20124.87%0.00%
20115.21%0.00%
20105.89%0.00%

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