GVI vs IMTM

Comparison between ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).

5-Year PerformanceIMTM has outperformed GVI, delivering a return of +8.4% compared to +0.9%

GVI vs IMTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GVI(ETF)	IMTM(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.20%	0.30%
Max Drawdown	15.45%	34.72%
Sharpe Ratio	-0.16	0.92
5Y Beta	0.01	0.83
5Y Dividends CAGR	14.61%	37.85%

Net Assets

GVI

$3.80B

Winner

IMTM

$3.90B

Expense Ratio

Winner

GVI

0.20%

IMTM

0.30%

Max Drawdown

Winner

GVI

15.45%

IMTM

34.72%

Sharpe Ratio

GVI

-0.16

Winner

IMTM

0.92

5Y Beta

Winner

GVI

0.01

IMTM

0.83

5Y Dividends CAGR

GVI

14.61%

Winner

IMTM

37.85%

GVI vs IMTM - Historical Returns

Returns include dividend reinvestment.

Period	GVI	IMTM
1 month	-0.30%	-0.02%
3 months	-0.78%	+4.70%
6 months	+0.08%	+10.20%
1 year	+3.49%	+19.43%
5 years(CAGR)	+0.93%	+8.38%
10 years(CAGR)	+1.78%	+9.52%
Max(CAGR)	+2.86%	+8.66%

GVI

-0.30%

Winner

IMTM

-0.02%

GVI

-0.78%

Winner

IMTM

+4.70%

GVI

+0.08%

Winner

IMTM

+10.20%

GVI

+3.49%

Winner

IMTM

+19.43%

5Y(CAGR)

GVI

+0.93%

Winner

IMTM

+8.38%

10Y(CAGR)

GVI

+1.78%

Winner

IMTM

+9.52%

Max(CAGR)

GVI

+2.86%

Winner

IMTM

+8.66%

GVI vs IMTM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	GVI	IMTM
2026	-0.19%	+6.20%
2025	+6.67%	+34.88%
2024	+3.20%	+13.55%
2023	+4.97%	+14.13%
2022	-8.04%	-16.98%
2021	-1.86%	+2.45%
2020	+6.17%	+21.34%
2019	+6.42%	+24.70%
2018	+0.87%	-14.94%
2017	+1.83%	+25.17%
2016	+1.83%	+2.90%
2015	+0.52%	-2.08%
2014	+2.75%	N/A
2013	-0.81%	N/A
2012	+3.65%	N/A
2011	+6.01%	N/A
2010	+5.16%	N/A
2009	+2.78%	N/A
2008	+7.86%	N/A
2007	+7.61%	N/A

GVI vs IMTM Drawdown Comparison

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.

The current GVI drawdown is -1.39%. The current IMTM drawdown is -3.58%.

Rank	GVI	IMTM
#1	-12.93% Aug 2, 2021 - Jun 23, 2025	-32.60% Nov 8, 2021 - Mar 6, 2024
#2	-7.54% Sep 9, 2008 - Dec 1, 2008	-29.79% Feb 19, 2020 - Jul 10, 2020
#3	-5.96% Mar 9, 2020 - May 19, 2020	-23.03% Jan 26, 2018 - Jan 14, 2020
#4	-3.57% May 1, 2013 - May 20, 2014	-19.90% May 21, 2015 - Apr 25, 2017
#5	-3.53% Jan 14, 2009 - Jul 31, 2009	-12.85% Feb 25, 2026 - May 13, 2026
#6	-3.39% Oct 11, 2010 - May 27, 2011	-12.41% Mar 19, 2025 - Apr 24, 2025
#7	-3.30% Jul 8, 2016 - Aug 29, 2017	-12.00% Jul 16, 2024 - Sep 26, 2024
#8	-2.99% Sep 7, 2017 - Jan 3, 2019	-10.56% Feb 16, 2021 - Jun 1, 2021
#9	-2.54% Apr 11, 2008 - Sep 3, 2008	-8.53% Sep 26, 2024 - Feb 13, 2025
#10	-2.17% Dec 31, 2020 - Aug 2, 2021	-6.81% Jun 7, 2021 - Aug 10, 2021
#11	-1.79% Feb 27, 2026 - Mar 26, 2026	-6.70% Sep 7, 2021 - Nov 3, 2021
#12	-1.78% Jan 30, 2015 - Oct 2, 2015	-6.70% Oct 12, 2020 - Nov 5, 2020
#13	-1.69% Dec 30, 2008 - Jan 14, 2009	-5.46% Mar 27, 2024 - May 28, 2024
#14	-1.69% Sep 21, 2011 - Nov 1, 2011	-5.37% Nov 12, 2025 - Dec 10, 2025
#15	-1.68% May 8, 2007 - Jul 26, 2007	-4.74% Sep 2, 2020 - Oct 9, 2020

Correlation

Correlation between GVI and IMTM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2007 - 2026)

GVI vs IMTM dividend yield comparison.

Year	GVI	IMTM
2026	1.54%	0.00%
2025	3.48%	4.70%
2024	3.40%	2.93%
2023	2.75%	2.29%
2022	1.86%	2.68%
2021	1.46%	2.51%
2020	1.84%	0.97%
2019	2.29%	2.13%
2018	2.16%	2.36%
2017	1.91%	1.92%
2016	1.77%	2.75%
2015	1.75%	1.56%
2014	1.72%	0.00%
2013	1.77%	0.00%
2012	2.13%	0.00%
2011	2.63%	0.00%
2010	2.86%	0.00%
2009	3.32%	0.00%
2008	4.02%	0.00%
2007	4.42%	0.00%