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SPAB vs RWL

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF) and INVESCO S&P 500 REVENUE ETF (RWL, ETF).

5-Year PerformanceRWL has outperformed SPAB, delivering a return of +14.2% compared to -0.2%

SPAB vs RWL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPAB
$9.70B
RWL
$9.70B
Expense Ratio
Winner
SPAB
0.03%
RWL
0.39%
Max Drawdown
Winner
SPAB
24.08%
RWL
55.30%
Sharpe Ratio
SPAB
-0.38
Winner
RWL
2.40
5Y Beta
Winner
SPAB
0.04
RWL
0.68
P/E Ratio
SPAB
N/A
RWL
22.15
Forward P/E
SPAB
N/A
RWL
17.37
PEG Ratio
SPAB
N/A
RWL
-3.86
5Y Dividends CAGR
SPAB
7.31%
Winner
RWL
8.40%
5Y EPS CAGR
SPAB
N/A
RWL
17.24%
Debt to Equity
SPAB
N/A
RWL
35.34%
P/S Ratio
SPAB
N/A
RWL
1.07
P/B Ratio
SPAB
N/A
RWL
3.39

SPAB vs RWL - Historical Returns

Returns include dividend reinvestment.

1M
SPAB
-0.28%
Winner
RWL
+3.10%
3M
SPAB
-0.34%
Winner
RWL
+8.83%
6M
SPAB
-0.54%
Winner
RWL
+11.78%
1Y
SPAB
+2.45%
Winner
RWL
+31.28%
5Y(CAGR)
SPAB
-0.22%
Winner
RWL
+14.17%
10Y(CAGR)
SPAB
+1.41%
Winner
RWL
+14.23%
Max(CAGR)
SPAB
+3.04%
Winner
RWL
+11.47%

SPAB vs RWL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPABRWL
2026+0.08%+17.10%
2025+7.16%+18.96%
2024+1.68%+15.91%
2023+5.02%+17.70%
2022-12.57%-6.69%
2021-1.71%+31.55%
2020+7.17%+8.40%
2019+8.55%+27.15%
2018-0.04%-8.46%
2017+3.66%+18.98%
2016+2.28%+13.58%
2015+0.06%-1.29%
2014+5.94%+14.33%
2013-2.08%+34.50%
2012+4.23%+16.05%
2011+7.94%-1.00%
2010+6.30%+15.28%
2009+3.94%+26.40%
2008+7.97%-34.19%
2007+5.46%N/A

SPAB vs RWL Drawdown Comparison

The maximum drawdown for SPAB was -18.56%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.

The current SPAB drawdown is -2.52%.

RankSPABRWL
#1-18.56%
Aug 4, 2020 - Oct 20, 2022
-54.83%
May 15, 2008 - Feb 8, 2011
#2-13.75%
Sep 9, 2008 - Nov 10, 2008
-36.03%
Feb 12, 2020 - Nov 9, 2020
#3-9.41%
Mar 6, 2020 - May 29, 2020
-21.38%
Apr 29, 2011 - Feb 27, 2012
#4-6.43%
Jan 20, 2009 - Aug 13, 2009
-19.49%
Sep 21, 2018 - Jul 3, 2019
#5-5.01%
May 1, 2013 - May 7, 2014
-17.50%
Apr 20, 2022 - Jul 11, 2023
#6-4.38%
Jul 6, 2016 - Aug 30, 2017
-15.27%
May 21, 2015 - Jul 11, 2016
#7-3.71%
Nov 4, 2010 - May 5, 2011
-14.39%
Feb 19, 2025 - Jun 27, 2025
#8-3.58%
Sep 7, 2017 - Jan 30, 2019
-11.74%
Jan 26, 2018 - Sep 20, 2018
#9-3.47%
Mar 17, 2008 - Sep 9, 2008
-10.32%
Mar 26, 2012 - Aug 16, 2012
#10-3.11%
Jan 30, 2015 - Feb 8, 2016
-10.20%
Feb 26, 2008 - Apr 25, 2008
#11-2.97%
Nov 10, 2008 - Nov 25, 2008
-9.19%
Jul 31, 2023 - Dec 8, 2023
#12-2.04%
Sep 4, 2019 - Jan 15, 2020
-7.72%
Sep 19, 2014 - Nov 5, 2014
#13-1.82%
Dec 18, 2008 - Jan 14, 2009
-6.84%
Oct 18, 2012 - Dec 18, 2012
#14-1.81%
May 30, 2007 - Jul 26, 2007
-6.80%
Jul 12, 2019 - Sep 11, 2019
#15-1.79%
Sep 22, 2011 - Dec 16, 2011
-6.75%
Jan 11, 2022 - Mar 25, 2022

Correlation

Correlation between SPAB and RWL is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2007 - 2026)

SPAB vs RWL dividend yield comparison.

YearSPABRWL
20262.40%0.61%
20253.97%1.35%
20243.86%1.43%
20233.34%1.60%
20222.59%1.62%
20212.11%1.35%
20202.43%1.75%
20192.92%1.87%
20182.96%1.99%
20172.67%1.60%
20162.63%1.71%
20152.59%1.97%
20142.43%1.43%
20131.99%1.61%
20122.35%1.89%
20113.44%1.85%
20104.54%1.34%
20095.24%1.32%
20084.40%1.21%
20072.96%0.00%

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