SPGP vs DES
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceDES has outperformed SPGP, delivering a return of +8.6% compared to +7.9%
SPGP vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPGP
$2.20B
DES
$2.20B
Expense Ratio
Winner
SPGP
0.36%
DES
0.38%
Max Drawdown
Winner
SPGP
42.43%
DES
68.10%
Sharpe Ratio
SPGP
0.65
Winner
DES
1.46
5Y Beta
SPGP
1.01
Winner
DES
0.81
P/E Ratio
Winner
SPGP
15.46
DES
22.98
Forward P/E
SPGP
15.13
Winner
DES
13.76
PEG Ratio
SPGP
0.08
DES
N/A
5Y Dividends CAGR
SPGP
8.03%
Winner
DES
10.11%
5Y EPS CAGR
Winner
SPGP
25.54%
DES
7.06%
Debt to Equity
SPGP
72.27%
DES
N/A
P/S Ratio
SPGP
2.09
Winner
DES
1.09
P/B Ratio
SPGP
3.55
Winner
DES
1.83
SPGP vs DES - Holdings Comparison
SPGP and DES have 0 common holdings. Overlap is 0.00%
SPGP's top 25 holdings weight is 44.24%. DES's top 25 holdings weight is 19.58%.
| Rank | SPGP | DES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 2.30% | TFS FINANCIAL CORP (TFSL) - 1.20% |
| #2 | CINCINNATI FINANCIAL CORP (CINF) - 2.07% | KODIAK GAS SERVICES INC (KGS) - 1.10% |
| #3 | GE AEROSPACE (GE) - 2.00% | EPR PROPERTIES (EPR) - 1.07% |
| #4 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.99% | SONOCO PRODUCTS CO (SON) - 0.94% |
| #5 | THE TRADE DESK INC CLASS A (TTD) - 1.97% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.92% |
| #6 | ARCH CAPITAL GROUP LTD (ACGL) - 1.94% | CAL-MAINE FOODS INC (CALM) - 0.92% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 1.92% | OUTFRONT MEDIA INC (OUT) - 0.88% |
| #8 | PROGRESSIVE CORP (PGR) - 1.91% | PBF ENERGY INC CLASS A (PBF) - 0.86% |
| #9 | ARISTA NETWORKS INC (ANET) - 1.90% | ARCHROCK INC (AROC) - 0.85% |
| #10 | ROYAL CARIBBEAN GROUP (RCL) - 1.88% | TRAVEL&LEISURE CO (TNL) - 0.81% |
| #11 | FIRST SOLAR INC (FSLR) - 1.88% | FIRST BANCORP (FBP) - 0.78% |
| #12 | ELI LILLY AND CO (LLY) - 1.85% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.78% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.85% | AVNET INC (AVT) - 0.76% |
| #14 | EXPEDIA GROUP INC (EXPE) - 1.81% | PATTERSON-UTI ENERGY INC (PTEN) - 0.73% |
| #15 | INCYTE CORP (INCY) - 1.74% | n/a (HASI) - 0.71% |
| #16 | CARNIVAL CORPORATION LTD (CCL) - 1.67% | AMERICOLD REALTY TRUST INC (COLD) - 0.71% |
| #17 | LAS VEGAS SANDS CORP (LVS) - 1.64% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.68% |
| #18 | ALLSTATE CORP (ALL) - 1.60% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #19 | PAYPAL HOLDINGS INC (PYPL) - 1.59% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.63% |
| #20 | NEWMONT CORP (NEM) - 1.54% | BATH & BODY WORKS INC (BBWI) - 0.63% |
| #21 | FORTINET INC (FTNT) - 1.52% | n/a (CRC) - 0.62% |
| #22 | EMCOR GROUP INC (EME) - 1.50% | AVISTA CORP (AVA) - 0.61% |
| #23 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.43% | n/a (MCHB) - 0.59% |
| #24 | UBER TECHNOLOGIES INC (UBER) - 1.38% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.58% |
| #25 | GE VERNOVA INC (GEV) - 1.36% | INTERPARFUMS INC (IPAR) - 0.57% |
| Total Holdings | 78 | 516 |
SPGP vs DES - Historical Returns
Returns include dividend reinvestment.
1M
SPGP
+2.24%
Winner
DES
+4.38%
3M
SPGP
+4.28%
Winner
DES
+7.84%
6M
SPGP
+6.34%
Winner
DES
+14.35%
1Y
SPGP
+13.89%
Winner
DES
+29.78%
5Y(CAGR)
SPGP
+7.93%
Winner
DES
+8.57%
10Y(CAGR)
Winner
SPGP
+14.96%
DES
+8.20%
Max(CAGR)
Winner
SPGP
+14.31%
DES
+7.98%
SPGP vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | DES |
|---|---|---|
| 2026 | +7.54% | +23.13% |
| 2025 | +9.79% | +0.96% |
| 2024 | +8.64% | +9.71% |
| 2023 | +21.05% | +16.28% |
| 2022 | -13.53% | -11.65% |
| 2021 | +37.67% | +27.88% |
| 2020 | +14.92% | -3.69% |
| 2019 | +39.98% | +19.33% |
| 2018 | +0.65% | -13.42% |
| 2017 | +34.72% | +8.08% |
| 2016 | +1.84% | +33.60% |
| 2015 | +6.62% | -5.29% |
| 2014 | +17.46% | +8.94% |
| 2013 | +26.61% | +32.90% |
| 2012 | +14.10% | +16.16% |
| 2011 | +1.02% | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
SPGP vs DES Drawdown Comparison
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current SPGP drawdown is -1.82%. The current DES drawdown is -0.73%.
| Rank | SPGP | DES |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -22.88% Dec 2, 2024 - Aug 13, 2025 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -22.80% Oct 1, 2018 - Apr 3, 2019 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -22.65% Dec 29, 2021 - Jul 31, 2023 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -19.36% Aug 5, 2015 - Jan 25, 2017 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -9.57% Jul 16, 2024 - Oct 4, 2024 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -8.58% Sep 19, 2014 - Nov 11, 2014 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between SPGP and DES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
SPGP vs DES dividend yield comparison.
| Year | SPGP | DES |
|---|---|---|
| 2026 | 0.52% | 0.87% |
| 2025 | 1.04% | 2.85% |
| 2024 | 1.38% | 2.81% |
| 2023 | 1.24% | 2.65% |
| 2022 | 1.22% | 2.89% |
| 2021 | 0.69% | 2.31% |
| 2020 | 1.10% | 2.75% |
| 2019 | 0.86% | 2.68% |
| 2018 | 0.95% | 3.65% |
| 2017 | 0.68% | 2.89% |
| 2016 | 0.89% | 2.70% |
| 2015 | 1.12% | 3.09% |
| 2014 | 1.52% | 2.68% |
| 2013 | 2.11% | 2.45% |
| 2012 | 1.49% | 4.04% |
| 2011 | 1.27% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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