CMBS vs GRPM

Comparison between ISHARES CMBS ETF (CMBS, ETF) and INVESCO S&P MIDCAP 400 GARP ETF (GRPM, ETF).

5-Year PerformanceGRPM has outperformed CMBS, delivering a return of +7.5% compared to +0.8%

CMBS vs GRPM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMBS(ETF)	GRPM(ETF)
Net Assets	$481M	$482M
Expense Ratio	0.25%	0.35%
Max Drawdown	20.92%	44.49%
Sharpe Ratio	0.11	1.09
5Y Beta	0.00	1.02
P/E Ratio	N/A	15.57
Forward P/E	N/A	13.47
5Y Dividends CAGR	3.22%	7.74%
5Y EPS CAGR	N/A	24.35%
Debt to Equity	N/A	69.20%
P/S Ratio	N/A	2.21
P/B Ratio	N/A	2.33

Net Assets

CMBS

$481M

Winner

GRPM

$482M

Expense Ratio

Winner

CMBS

0.25%

GRPM

0.35%

Max Drawdown

Winner

CMBS

20.92%

GRPM

44.49%

Sharpe Ratio

CMBS

0.11

Winner

GRPM

1.09

5Y Beta

Winner

CMBS

0.00

GRPM

1.02

P/E Ratio

CMBS

N/A

GRPM

15.57

Forward P/E

CMBS

N/A

GRPM

13.47

5Y Dividends CAGR

CMBS

3.22%

Winner

GRPM

7.74%

5Y EPS CAGR

CMBS

N/A

GRPM

24.35%

Debt to Equity

CMBS

N/A

GRPM

69.20%

P/S Ratio

CMBS

N/A

GRPM

2.21

P/B Ratio

CMBS

N/A

GRPM

2.33

CMBS vs GRPM - Historical Returns

Returns include dividend reinvestment.

Period	CMBS	GRPM
1 month	+0.03%	+0.41%
3 months	-0.89%	+5.58%
6 months	+0.61%	+5.82%
1 year	+3.97%	+22.78%
5 years(CAGR)	+0.81%	+7.51%
10 years(CAGR)	+2.06%	+10.81%
Max(CAGR)	+2.38%	+11.17%

CMBS

+0.03%

Winner

GRPM

+0.41%

CMBS

-0.89%

Winner

GRPM

+5.58%

CMBS

+0.61%

Winner

GRPM

+5.82%

CMBS

+3.97%

Winner

GRPM

+22.78%

5Y(CAGR)

CMBS

+0.81%

Winner

GRPM

+7.51%

10Y(CAGR)

CMBS

+2.06%

Winner

GRPM

+10.81%

Max(CAGR)

CMBS

+2.38%

Winner

GRPM

+11.17%

CMBS vs GRPM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CMBS	GRPM
2026	+0.10%	+5.90%
2025	+7.26%	+7.59%
2024	+4.46%	+15.97%
2023	+5.03%	+19.10%
2022	-10.84%	-12.25%
2021	-1.82%	+28.26%
2020	+7.84%	+15.70%
2019	+7.93%	+22.87%
2018	+1.05%	-13.16%
2017	+3.29%	+12.36%
2016	+3.06%	+24.01%
2015	+0.69%	-5.19%
2014	+2.56%	+11.15%
2013	+0.39%	+31.83%
2012	+4.54%	+14.71%
2011	N/A	-0.93%
2010	N/A	+3.53%

CMBS vs GRPM Drawdown Comparison

The maximum drawdown for CMBS was -15.87%, occurring on Nov 3, 2022. Recovery took 1014 trading sessions.

The maximum drawdown for GRPM was -43.11%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current CMBS drawdown is -1.67%. The current GRPM drawdown is -1.69%.

Rank	CMBS	GRPM
#1	-15.87% Jul 20, 2021 - Aug 4, 2025	-43.11% Jan 16, 2020 - Nov 9, 2020
#2	-9.89% Mar 9, 2020 - Jul 30, 2020	-28.10% Nov 25, 2024 - Jan 22, 2026
#3	-4.94% Sep 7, 2016 - Sep 5, 2017	-25.45% Jul 7, 2011 - Mar 16, 2012
#4	-3.82% Sep 7, 2017 - Jan 3, 2019	-23.83% Sep 20, 2018 - Jan 16, 2020
#5	-3.33% May 21, 2013 - Apr 14, 2014	-23.01% Nov 5, 2021 - Dec 14, 2023
#6	-2.55% Jan 29, 2021 - Jul 20, 2021	-21.51% May 21, 2015 - Jul 26, 2016
#7	-2.44% Feb 27, 2026 - Mar 27, 2026	-12.22% Mar 19, 2012 - Sep 12, 2012
#8	-2.20% Feb 2, 2015 - Oct 14, 2015	-11.13% Jul 16, 2024 - Nov 11, 2024
#9	-2.05% Oct 14, 2015 - Jan 20, 2016	-10.57% Sep 5, 2014 - Nov 21, 2014
#10	-2.04% Sep 4, 2019 - Jan 27, 2020	-9.74% Jan 23, 2018 - Jun 6, 2018
#11	-1.84% Feb 11, 2016 - Apr 1, 2016	-8.07% Jun 8, 2021 - Oct 20, 2021
#12	-1.82% Jul 3, 2012 - Jul 25, 2012	-7.54% Feb 9, 2026 - Apr 17, 2026
#13	-1.60% Mar 7, 2012 - Jun 26, 2012	-7.51% Apr 29, 2011 - Jul 7, 2011
#14	-1.54% Oct 2, 2020 - Dec 11, 2020	-7.46% Sep 14, 2012 - Dec 18, 2012
#15	-1.38% Nov 28, 2014 - Jan 7, 2015	-6.89% Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between CMBS and GRPM is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2010 - 2026)

CMBS vs GRPM dividend yield comparison.

Year	CMBS	GRPM
2026	1.51%	0.17%
2025	3.45%	1.19%
2024	3.31%	0.95%
2023	2.97%	0.96%
2022	2.65%	1.28%
2021	2.46%	0.92%
2020	2.83%	1.16%
2019	2.74%	1.25%
2018	2.70%	1.50%
2017	2.50%	1.14%
2016	2.29%	1.00%
2015	2.31%	1.43%
2014	2.15%	1.28%
2013	2.00%	1.80%
2012	2.22%	1.58%
2011	0.00%	0.97%
2010	0.00%	0.10%