IVAL vs SPRE
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and SP FUNDS S&P GLOBAL REIT SHARIA ETF (SPRE, ETF).
5-Year PerformanceIVAL has outperformed SPRE, delivering a return of +11.1% compared to +1.1%
IVAL vs SPRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVAL vs SPRE - Historical Returns
Returns include dividend reinvestment.
IVAL vs SPRE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IVAL | SPRE |
|---|---|---|
| 2026 | +19.06% | +11.39% |
| 2025 | +34.83% | +3.80% |
| 2024 | -0.14% | +1.23% |
| 2023 | +21.45% | +9.40% |
| 2022 | -10.65% | -28.07% |
| 2021 | -0.49% | +48.45% |
| 2020 | -5.86% | +0.73% |
| 2019 | +21.63% | N/A |
| 2018 | -23.13% | N/A |
| 2017 | +30.02% | N/A |
| 2016 | +10.36% | N/A |
| 2015 | -3.15% | N/A |
| 2014 | +0.36% | N/A |
IVAL vs SPRE Drawdown Comparison
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The maximum drawdown for SPRE was -38.33%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current IVAL drawdown is -0.39%. The current SPRE drawdown is -9.18%.
| Rank | IVAL | SPRE |
|---|---|---|
| #1 | -46.04% Jan 24, 2018 - Mar 19, 2025 | -38.33% Dec 31, 2021 - Oct 27, 2023 |
| #2 | -25.82% May 18, 2015 - Feb 21, 2017 | -8.62% Sep 3, 2021 - Oct 28, 2021 |
| #3 | -13.12% Mar 19, 2025 - Apr 28, 2025 | -7.09% Feb 8, 2021 - Mar 16, 2021 |
| #4 | -11.24% Feb 27, 2026 - Jul 29, 2026 | -3.31% Dec 31, 2020 - Jan 20, 2021 |
| #5 | -5.22% Oct 27, 2025 - Dec 4, 2025 | -3.17% Apr 30, 2021 - May 24, 2021 |
| #6 | -4.62% Dec 26, 2014 - Feb 3, 2015 | -2.70% Nov 24, 2021 - Dec 7, 2021 |
| #7 | -4.58% Nov 8, 2017 - Dec 21, 2017 | -2.44% Mar 16, 2021 - Mar 26, 2021 |
| #8 | -4.28% Jul 23, 2025 - Aug 8, 2025 | -2.23% Jun 10, 2021 - Jul 7, 2021 |
| #9 | -4.27% Sep 16, 2025 - Oct 27, 2025 | -2.22% Jan 26, 2021 - Feb 2, 2021 |
| #10 | -3.35% Mar 23, 2015 - Apr 15, 2015 | -2.20% Jul 27, 2021 - Aug 20, 2021 |
| #11 | -3.09% Feb 20, 2015 - Mar 23, 2015 | -1.76% Aug 20, 2021 - Aug 30, 2021 |
| #12 | -2.64% Jun 2, 2017 - Jul 12, 2017 | -1.55% Oct 28, 2021 - Nov 17, 2021 |
| #13 | -2.64% Jul 2, 2025 - Jul 23, 2025 | -1.22% Jul 12, 2021 - Jul 20, 2021 |
| #14 | -2.62% Aug 1, 2017 - Aug 25, 2017 | -1.20% Dec 13, 2021 - Dec 15, 2021 |
| #15 | -2.49% Jun 2, 2025 - Jun 27, 2025 | -1.15% Dec 8, 2021 - Dec 13, 2021 |
Correlation
Correlation between IVAL and SPRE is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2014 - 2026)
IVAL vs SPRE dividend yield comparison.
| Year | IVAL | SPRE |
|---|---|---|
| 2026 | 1.45% | 2.68% |
| 2025 | 2.75% | 4.10% |
| 2024 | 3.60% | 4.13% |
| 2023 | 5.15% | 4.16% |
| 2022 | 8.00% | 4.17% |
| 2021 | 3.95% | 2.83% |
| 2020 | 2.07% | 0.00% |
| 2019 | 2.51% | 0.00% |
| 2018 | 2.93% | 0.00% |
| 2017 | 1.73% | 0.00% |
| 2016 | 2.02% | 0.00% |
| 2015 | 1.86% | 0.00% |
| 2014 | 0.20% | 0.00% |
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