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IMVP vs SPY

Comparison between Invesco India ETF (IMVP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IMVP, delivering a return of +13.3% compared to +2.4%

IMVP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMVP
$155M
Winner
SPY
$735B
Expense Ratio
IMVP
0.78%
Winner
SPY
0.09%
Max Drawdown
IMVP
64.71%
Winner
SPY
56.47%
Sharpe Ratio
IMVP
-1.26
Winner
SPY
1.62
5Y Beta
Winner
IMVP
0.48
SPY
1.00
P/E Ratio
IMVP
N/A
SPY
28.99
Forward P/E
IMVP
N/A
SPY
22.37
5Y Dividends CAGR
IMVP
-11.50%
Winner
SPY
5.43%
5Y EPS CAGR
IMVP
N/A
SPY
26.05%
Debt to Equity
IMVP
N/A
SPY
32.40%
P/S Ratio
IMVP
N/A
SPY
3.74
P/B Ratio
IMVP
N/A
SPY
5.61

IMVP vs SPY - Holdings Comparison

IMVP and SPY have 1 common holdings. Overlap is 0.00%

IMVP's top 25 holdings weight is 56.86%. SPY's top 25 holdings weight is 52.37%.

RankIMVPSPY
#1
HDFC BANK LTD (n/a) - 7.29%
NVIDIA CORP (NVDA) - 8.10%
#2
RELIANCE INDUSTRIES LTD (n/a) - 6.82%
APPLE INC (AAPL) - 7.02%
#3
ICICI BANK LTD (n/a) - 5.17%
MICROSOFT CORP (MSFT) - 4.79%
#4
BHARTI AIRTEL LTD (n/a) - 3.90%
AMAZON.COM INC (AMZN) - 4.02%
#5
INFOSYS LTD (n/a) - 3.38%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
INDIAN RUPEE (n/a) - 3.35%
BROADCOM INC (AVGO) - 3.10%
#7
MAHINDRA & MAHINDRA LTD (n/a) - 2.23%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
AXIS BANK LTD (n/a) - 2.21%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
LARSEN & TOUBRO LTD (n/a) - 2.07%
TESLA INC (TSLA) - 1.89%
#10
BAJAJ FINANCE LTD (n/a) - 2.04%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TATA CONSULTANCY SERVICES LTD (n/a) - 1.94%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
KOTAK MAHINDRA BANK LTD (n/a) - 1.62%
ELI LILLY AND CO (LLY) - 1.31%
#13
HINDUSTAN UNILEVER LTD (n/a) - 1.44%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MARUTI SUZUKI INDIA LTD (n/a) - 1.38%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SUN PHARMACEUTICALS INDUSTRIES LTD (n/a) - 1.29%
EXXON MOBIL CORP (XOM) - 0.97%
#16
NTPC LTD (n/a) - 1.24%
INTEL CORP (INTC) - 0.90%
#17
TATA STEEL LTD (n/a) - 1.21%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
BHARAT ELECTRONICS LTD (n/a) - 1.11%
VISA INC CLASS A (V) - 0.85%
#19
TITAN CO LTD (n/a) - 1.09%
WALMART INC (WMT) - 0.81%
#20
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.09%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ULTRATECH CEMENT LTD (n/a) - 1.08%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
HCL TECHNOLOGIES LTD (n/a) - 1.07%
CATERPILLAR INC (CAT) - 0.66%
#23
HINDALCO INDUSTRIES LTD (n/a) - 0.96%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
POWER GRID CORP OF INDIA LTD (n/a) - 0.95%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SHRIRAM FINANCE LTD (n/a) - 0.93%
ABBVIE INC (ABBV) - 0.58%
Total Holdings222505

IMVP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IMVP
-4.15%
Winner
SPY
+1.90%
3M
IMVP
-9.07%
Winner
SPY
+8.55%
6M
IMVP
-15.72%
Winner
SPY
+8.18%
1Y
IMVP
-17.00%
Winner
SPY
+25.79%
5Y(CAGR)
IMVP
+2.44%
Winner
SPY
+13.32%
10Y(CAGR)
IMVP
+8.02%
Winner
SPY
+15.19%
Max(CAGR)
IMVP
+3.11%
Winner
SPY
+8.47%

IMVP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMVPSPY
2026-16.85%+8.26%
2025-0.14%+18.00%
2024+9.49%+25.59%
2023+22.41%+26.72%
2022-10.66%-18.64%
2021+22.40%+30.52%
2020+17.01%+17.28%
2019+13.20%+31.09%
2018-7.75%-5.24%
2017+37.23%+20.78%
2016+1.93%+13.59%
2015-8.17%+1.31%
2014+25.85%+14.56%
2013-6.04%+29.00%
2012+8.90%+14.17%
2011-36.55%+0.85%
2010+13.01%+13.14%
2009+70.46%+22.67%
2008-51.35%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IMVP vs SPY Drawdown Comparison

The maximum drawdown for IMVP was -64.55%, occurring on Nov 20, 2008. Recovery took 2362 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IMVP drawdown is -23.57%. The current SPY drawdown is -2.90%.

RankIMVPSPY
#1-64.55%
May 2, 2008 - Sep 19, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-39.62%
Jan 17, 2020 - Oct 6, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.78%
Sep 26, 2024 - Mar 30, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.98%
Jan 26, 2018 - Jan 17, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.96%
Jan 12, 2022 - Dec 1, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.85%
Mar 11, 2008 - Apr 18, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.38%
Mar 11, 2021 - May 26, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.76%
Mar 5, 2008 - Mar 11, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.64%
Oct 18, 2021 - Jan 11, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.26%
Jan 20, 2021 - Feb 8, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.65%
Sep 19, 2017 - Oct 16, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.19%
Jun 3, 2024 - Jun 12, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.84%
Nov 2, 2017 - Dec 20, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.77%
Jul 31, 2024 - Sep 12, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.63%
Oct 9, 2020 - Nov 6, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IMVP and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

IMVP vs SPY dividend yield comparison.

YearIMVPSPY
20260.00%0.24%
20257.39%1.07%
20248.48%1.21%
20232.08%1.40%
202214.07%1.65%
20216.95%1.20%
20200.72%1.52%
201936.35%1.75%
20180.96%2.04%
20171.01%1.80%
20161.18%2.03%
20150.61%2.06%
20140.99%1.87%
20130.48%1.81%
20121.17%2.18%
20110.00%2.05%
20100.92%1.80%
20090.60%1.95%
20080.89%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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