GBF vs SPVM

Comparison between ISHARES GOVERNMENT/CREDIT BOND ETF (GBF, ETF) and INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF).

5-Year PerformanceSPVM has outperformed GBF, delivering a return of +10.2% compared to -0.3%

GBF vs SPVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBF(ETF)	SPVM(ETF)
Net Assets	$119M	$120M
Expense Ratio	0.20%	0.39%
Max Drawdown	23.43%	45.84%
Sharpe Ratio	-0.01	2.01
5Y Beta	0.03	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	18.25%	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

GBF

$119M

Winner

SPVM

$120M

Expense Ratio

Winner

GBF

0.20%

SPVM

0.39%

Max Drawdown

Winner

GBF

23.43%

SPVM

45.84%

Sharpe Ratio

GBF

-0.01

Winner

SPVM

2.01

5Y Beta

Winner

GBF

0.03

SPVM

0.70

P/E Ratio

GBF

N/A

SPVM

16.47

Forward P/E

GBF

N/A

SPVM

12.62

PEG Ratio

GBF

N/A

SPVM

0.37

5Y Dividends CAGR

Winner

GBF

18.25%

SPVM

10.47%

5Y EPS CAGR

GBF

N/A

SPVM

8.22%

Debt to Equity

GBF

N/A

SPVM

33.11%

P/S Ratio

GBF

N/A

SPVM

0.93

P/B Ratio

GBF

N/A

SPVM

1.83

GBF vs SPVM - Historical Returns

Returns include dividend reinvestment.

Period	GBF	SPVM
1 month	-0.20%	+3.42%
3 months	-1.14%	+4.40%
6 months	-0.10%	+11.31%
1 year	+3.78%	+30.51%
5 years(CAGR)	-0.27%	+10.25%
10 years(CAGR)	+1.47%	+11.95%
Max(CAGR)	+3.01%	+11.70%

GBF

-0.20%

Winner

SPVM

+3.42%

GBF

-1.14%

Winner

SPVM

+4.40%

GBF

-0.10%

Winner

SPVM

+11.31%

GBF

+3.78%

Winner

SPVM

+30.51%

5Y(CAGR)

GBF

-0.27%

Winner

SPVM

+10.25%

10Y(CAGR)

GBF

+1.47%

Winner

SPVM

+11.95%

Max(CAGR)

GBF

+3.01%

Winner

SPVM

+11.70%

GBF vs SPVM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	GBF	SPVM
2026	-0.14%	+8.40%
2025	+6.30%	+20.83%
2024	+1.42%	+14.64%
2023	+5.13%	+6.81%
2022	-13.13%	-3.10%
2021	-2.07%	+30.60%
2020	+8.44%	-3.42%
2019	+9.34%	+28.98%
2018	-0.15%	-8.78%
2017	+3.83%	+13.67%
2016	+2.25%	+25.92%
2015	-0.28%	-4.77%
2014	+6.05%	+11.59%
2013	-2.09%	+30.94%
2012	+4.13%	+16.63%
2011	+9.44%	-3.07%
2010	+5.44%	N/A
2009	+3.45%	N/A
2008	+6.81%	N/A
2007	+6.69%	N/A

GBF vs SPVM Drawdown Comparison

The maximum drawdown for GBF was -19.67%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current GBF drawdown is -5.11%. The current SPVM drawdown is -0.26%.

Rank	GBF	SPVM
#1	-19.67% Aug 4, 2020 - Oct 24, 2022	-45.33% Feb 12, 2020 - Jan 20, 2021
#2	-8.75% Sep 9, 2008 - Dec 2, 2008	-20.52% Jul 7, 2011 - Mar 13, 2012
#3	-7.97% Mar 9, 2020 - Jun 26, 2020	-19.50% Apr 20, 2022 - Mar 7, 2024
#4	-6.12% May 2, 2013 - Jul 23, 2014	-18.67% Nov 29, 2024 - Jul 23, 2025
#5	-5.85% Dec 29, 2008 - Jul 31, 2009	-17.51% Jan 26, 2018 - Apr 16, 2019
#6	-5.20% Jul 8, 2016 - Sep 5, 2017	-16.13% Dec 23, 2014 - Jul 12, 2016
#7	-4.35% Oct 6, 2010 - Jun 1, 2011	-13.40% Mar 26, 2012 - Sep 7, 2012
#8	-3.90% Sep 7, 2017 - Feb 7, 2019	-9.46% Jul 26, 2019 - Oct 28, 2019
#9	-3.73% Jan 30, 2015 - Feb 11, 2016	-8.43% Sep 19, 2014 - Nov 6, 2014
#10	-2.81% Apr 9, 2008 - Sep 4, 2008	-7.70% May 10, 2021 - Aug 11, 2021
#11	-2.75% May 7, 2007 - Aug 16, 2007	-7.54% Feb 9, 2022 - Mar 24, 2022
#12	-2.58% Sep 4, 2019 - Jan 23, 2020	-7.39% Oct 17, 2012 - Dec 18, 2012
#13	-2.00% Nov 12, 2012 - Apr 15, 2013	-7.25% Jul 30, 2024 - Aug 29, 2024
#14	-1.98% Jul 24, 2012 - Nov 7, 2012	-6.90% Jan 14, 2022 - Feb 9, 2022
#15	-1.86% Nov 30, 2009 - Mar 2, 2010	-6.59% Nov 16, 2021 - Jan 3, 2022

Correlation

Correlation between GBF and SPVM is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

GBF vs SPVM dividend yield comparison.

Year	GBF	SPVM
2026	1.57%	0.50%
2025	3.81%	2.02%
2024	3.94%	1.91%
2023	3.03%	2.45%
2022	2.13%	2.33%
2021	1.22%	1.41%
2020	1.64%	2.11%
2019	2.64%	2.40%
2018	2.59%	3.10%
2017	2.31%	1.68%
2016	2.09%	2.80%
2015	2.04%	2.67%
2014	2.08%	1.94%
2013	2.37%	1.92%
2012	2.53%	2.24%
2011	3.03%	1.02%
2010	3.19%	0.00%
2009	3.56%	0.00%
2008	4.17%	0.00%
2007	4.67%	0.00%