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BKLN vs SPLV

Comparison between INVESCO SENIOR LOAN ETF (BKLN, ETF) and INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF).

5-Year PerformanceSPLV has outperformed BKLN, delivering a return of +6.3% compared to +5.3%

BKLN vs SPLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BKLN
$7.10B
SPLV
$7.10B
Expense Ratio
BKLN
0.65%
Winner
SPLV
0.25%
Max Drawdown
Winner
BKLN
32.19%
SPLV
36.56%
Sharpe Ratio
BKLN
0.04
Winner
SPLV
0.53
5Y Beta
Winner
BKLN
0.15
SPLV
0.31
P/E Ratio
BKLN
N/A
SPLV
21.29
Forward P/E
BKLN
N/A
SPLV
20.82
PEG Ratio
BKLN
N/A
SPLV
0.88
5Y Dividends CAGR
Winner
BKLN
13.76%
SPLV
9.63%
5Y EPS CAGR
BKLN
N/A
SPLV
11.41%
Debt to Equity
BKLN
N/A
SPLV
58.17%
P/S Ratio
BKLN
N/A
SPLV
3.48
P/B Ratio
BKLN
N/A
SPLV
2.88

BKLN vs SPLV - Historical Returns

Returns include dividend reinvestment.

1M
BKLN
+0.55%
Winner
SPLV
+4.64%
3M
BKLN
+0.58%
Winner
SPLV
+3.10%
6M
BKLN
+0.27%
Winner
SPLV
+5.72%
1Y
BKLN
+3.93%
Winner
SPLV
+7.68%
5Y(CAGR)
BKLN
+5.28%
Winner
SPLV
+6.28%
10Y(CAGR)
BKLN
+4.19%
Winner
SPLV
+8.19%
Max(CAGR)
BKLN
+3.72%
Winner
SPLV
+10.22%

BKLN vs SPLV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearBKLNSPLV
2026+0.51%+8.72%
2025+6.88%+4.53%
2024+8.25%+12.93%
2023+12.04%+0.57%
2022-2.47%-3.95%
2021+2.50%+25.59%
2020+1.11%-0.65%
2019+9.72%+29.84%
2018-1.53%+0.54%
2017+1.99%+17.18%
2016+9.18%+11.86%
2015-2.90%+3.90%
2014+0.55%+18.78%
2013+3.82%+20.63%
2012+9.61%+10.55%
2011-2.04%+6.95%

BKLN vs SPLV Drawdown Comparison

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The current SPLV drawdown is -0.48%.

RankBKLNSPLV
#1-24.16%
Jan 8, 2020 - Dec 2, 2020
-36.25%
Feb 14, 2020 - Apr 21, 2021
#2-8.75%
May 13, 2011 - Feb 2, 2012
-17.26%
Apr 20, 2022 - Jun 24, 2024
#3-7.31%
Jan 14, 2022 - Jan 23, 2023
-12.49%
Jul 7, 2011 - Oct 27, 2011
#4-7.07%
May 4, 2015 - Jul 8, 2016
-11.51%
Dec 3, 2018 - Feb 8, 2019
#5-5.69%
Oct 2, 2018 - Feb 22, 2019
-11.30%
Aug 18, 2015 - Oct 28, 2015
#6-3.73%
Jul 2, 2014 - Apr 7, 2015
-9.10%
Mar 3, 2025 - Aug 20, 2025
#7-3.71%
May 4, 2012 - Jul 13, 2012
-9.02%
Dec 31, 2021 - Apr 6, 2022
#8-3.55%
Feb 18, 2025 - May 2, 2025
-8.91%
Jan 26, 2018 - Jul 26, 2018
#9-3.07%
Jan 9, 2026 - May 5, 2026
-8.59%
Nov 29, 2024 - Mar 3, 2025
#10-2.66%
Mar 3, 2023 - Apr 11, 2023
-7.72%
Jul 22, 2016 - Feb 16, 2017
#11-2.39%
Mar 3, 2011 - Apr 4, 2011
-7.52%
Dec 29, 2015 - Mar 11, 2016
#12-2.04%
May 22, 2013 - Oct 28, 2013
-7.41%
Mar 2, 2026 - Jul 7, 2026
#13-1.66%
Jul 22, 2024 - Aug 16, 2024
-7.13%
May 17, 2013 - Jul 18, 2013
#14-1.57%
Sep 17, 2019 - Dec 4, 2019
-6.02%
Sep 13, 2018 - Nov 30, 2018
#15-1.52%
Oct 17, 2012 - Dec 6, 2012
-6.02%
Oct 27, 2011 - Dec 20, 2011

Correlation

Correlation between BKLN and SPLV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2011 - 2026)

BKLN vs SPLV dividend yield comparison.

YearBKLNSPLV
20263.08%1.06%
20256.95%2.04%
20248.41%1.88%
20238.59%2.45%
20224.94%2.11%
20213.11%1.51%
20203.56%2.12%
20194.86%2.08%
20184.51%2.18%
20173.50%2.03%
20164.54%2.03%
20154.12%2.28%
20144.12%2.20%
20134.40%2.60%
20124.81%3.01%
20113.39%2.11%

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