GRPM vs CMBS

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

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

GRPM vs CMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

GRPM

$482M

CMBS

$481M

Expense Ratio

GRPM

0.35%

Winner

CMBS

0.25%

Max Drawdown

GRPM

44.49%

Winner

CMBS

20.92%

Sharpe Ratio

Winner

GRPM

1.09

CMBS

0.11

5Y Beta

GRPM

1.02

Winner

CMBS

0.00

P/E Ratio

GRPM

15.57

CMBS

N/A

Forward P/E

GRPM

13.47

CMBS

N/A

5Y Dividends CAGR

Winner

GRPM

7.74%

CMBS

3.22%

5Y EPS CAGR

GRPM

24.35%

CMBS

N/A

Debt to Equity

GRPM

69.20%

CMBS

N/A

P/S Ratio

GRPM

2.21

CMBS

N/A

P/B Ratio

GRPM

2.33

CMBS

N/A

GRPM vs CMBS - Historical Returns

Returns include dividend reinvestment.

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

Winner

GRPM

+0.41%

CMBS

+0.03%

Winner

GRPM

+5.58%

CMBS

-0.89%

Winner

GRPM

+5.82%

CMBS

+0.61%

Winner

GRPM

+22.78%

CMBS

+3.97%

5Y(CAGR)

Winner

GRPM

+7.51%

CMBS

+0.81%

10Y(CAGR)

Winner

GRPM

+10.81%

CMBS

+2.06%

Max(CAGR)

Winner

GRPM

+11.17%

CMBS

+2.38%

GRPM vs CMBS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

GRPM vs CMBS Drawdown Comparison

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

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

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

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

Correlation

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

0.82

-101

Dividend Comparison (2010 - 2026)

GRPM vs CMBS dividend yield comparison.

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