IVAL vs SPY
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IVAL, delivering a return of +13.3% compared to +7.9%
IVAL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVAL
$207M
Winner
SPY
$735B
Expense Ratio
IVAL
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IVAL
49.20%
SPY
56.47%
Sharpe Ratio
IVAL
1.52
Winner
SPY
1.62
5Y Beta
Winner
IVAL
0.67
SPY
1.00
P/E Ratio
IVAL
N/A
SPY
28.99
Forward P/E
IVAL
N/A
SPY
22.37
5Y Dividends CAGR
Winner
IVAL
17.82%
SPY
5.43%
5Y EPS CAGR
IVAL
N/A
SPY
26.05%
Debt to Equity
IVAL
N/A
SPY
32.40%
P/S Ratio
IVAL
N/A
SPY
3.74
P/B Ratio
IVAL
N/A
SPY
5.61
IVAL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IVAL
+0.31%
Winner
SPY
+1.90%
3M
IVAL
+2.37%
Winner
SPY
+8.55%
6M
Winner
IVAL
+14.32%
SPY
+8.18%
1Y
Winner
IVAL
+29.95%
SPY
+25.79%
5Y(CAGR)
IVAL
+7.91%
Winner
SPY
+13.32%
10Y(CAGR)
IVAL
+7.62%
Winner
SPY
+15.19%
Max(CAGR)
IVAL
+6.22%
Winner
SPY
+8.47%
IVAL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVAL | SPY |
|---|---|---|
| 2026 | +10.18% | +8.26% |
| 2025 | +34.83% | +18.00% |
| 2024 | -0.14% | +25.59% |
| 2023 | +21.45% | +26.72% |
| 2022 | -10.65% | -18.64% |
| 2021 | -0.49% | +30.52% |
| 2020 | -5.86% | +17.28% |
| 2019 | +21.63% | +31.09% |
| 2018 | -23.13% | -5.24% |
| 2017 | +30.02% | +20.78% |
| 2016 | +10.36% | +13.59% |
| 2015 | -3.15% | +1.31% |
| 2014 | +0.36% | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IVAL vs SPY Drawdown Comparison
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IVAL drawdown is -4.84%. The current SPY drawdown is -2.90%.
| Rank | IVAL | SPY |
|---|---|---|
| #1 | -46.04% Jan 24, 2018 - Mar 19, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.82% May 18, 2015 - Feb 21, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.12% Mar 19, 2025 - Apr 28, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.24% Feb 27, 2026 - Mar 20, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.22% Oct 27, 2025 - Dec 4, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.62% Dec 26, 2014 - Feb 3, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.58% Nov 8, 2017 - Dec 21, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.28% Jul 23, 2025 - Aug 8, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.27% Sep 16, 2025 - Oct 27, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.35% Mar 23, 2015 - Apr 15, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.09% Feb 20, 2015 - Mar 23, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.64% Jun 2, 2017 - Jul 12, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.64% Jul 2, 2025 - Jul 23, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.62% Aug 1, 2017 - Aug 25, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.49% Jun 2, 2025 - Jun 27, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IVAL and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
IVAL vs SPY dividend yield comparison.
| Year | IVAL | SPY |
|---|---|---|
| 2026 | 0.41% | 0.24% |
| 2025 | 2.75% | 1.07% |
| 2024 | 3.60% | 1.21% |
| 2023 | 5.15% | 1.40% |
| 2022 | 8.00% | 1.65% |
| 2021 | 3.95% | 1.20% |
| 2020 | 2.07% | 1.52% |
| 2019 | 2.51% | 1.75% |
| 2018 | 2.93% | 2.04% |
| 2017 | 1.73% | 1.80% |
| 2016 | 2.02% | 2.03% |
| 2015 | 1.86% | 2.06% |
| 2014 | 0.20% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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