SPGP vs DES
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceSPGP has outperformed DES, delivering a return of +8.4% compared to +8.3%
SPGP vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPGP
$2.30B
DES
$2.20B
Expense Ratio
Winner
SPGP
0.36%
DES
0.38%
Max Drawdown
Winner
SPGP
42.43%
DES
68.10%
Sharpe Ratio
SPGP
0.93
Winner
DES
1.50
5Y Beta
SPGP
1.00
Winner
DES
0.80
P/E Ratio
Winner
SPGP
14.94
DES
20.90
Forward P/E
SPGP
15.74
Winner
DES
13.88
PEG Ratio
SPGP
0.07
DES
N/A
5Y Dividends CAGR
Winner
SPGP
8.03%
DES
6.38%
5Y EPS CAGR
Winner
SPGP
23.37%
DES
9.19%
Debt to Equity
SPGP
763.29%
Winner
DES
41.72%
SPGP vs DES - Holdings Comparison
SPGP and DES have 1 common holdings. Overlap is 0.00%
SPGP's top 25 holdings weight is 44.02%. DES's top 25 holdings weight is 18.20%.
| Rank | SPGP | DES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 2.33% | TFS FINANCIAL CORP (TFSL) - 1.21% |
| #2 | CINCINNATI FINANCIAL CORP (CINF) - 2.18% | EPR PROPERTIES (EPR) - 1.07% |
| #3 | COMFORT SYSTEMS USA INC (FIX) - 2.01% | SONOCO PRODUCTS CO (SON) - 1.02% |
| #4 | ARISTA NETWORKS INC (ANET) - 1.96% | CAL-MAINE FOODS INC (CALM) - 0.93% |
| #5 | ARCH CAPITAL GROUP LTD (ACGL) - 1.96% | KODIAK GAS SERVICES INC (KGS) - 0.90% |
| #6 | PROGRESSIVE CORP (PGR) - 1.93% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.85% |
| #7 | GE AEROSPACE (GE) - 1.92% | TRAVEL&LEISURE CO (TNL) - 0.84% |
| #8 | ELI LILLY AND CO (LLY) - 1.89% | PBF ENERGY INC CLASS A (PBF) - 0.84% |
| #9 | ROYAL CARIBBEAN GROUP (RCL) - 1.87% | AVNET INC (AVT) - 0.84% |
| #10 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.84% | OUTFRONT MEDIA INC (OUT) - 0.83% |
| #11 | THE TRADE DESK INC CLASS A (TTD) - 1.81% | FIRST BANCORP (FBP) - 0.81% |
| #12 | EXPEDIA GROUP INC (EXPE) - 1.79% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.75% |
| #13 | FIRST SOLAR INC (FSLR) - 1.78% | ARCHROCK INC (AROC) - 0.73% |
| #14 | INCYTE CORP (INCY) - 1.77% | PATTERSON-UTI ENERGY INC (PTEN) - 0.69% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.73% | n/a (HASI) - 0.69% |
| #16 | ALLSTATE CORP (ALL) - 1.70% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.67% |
| #17 | LAS VEGAS SANDS CORP (LVS) - 1.67% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #18 | CARNIVAL CORPORATION LTD (CCL) - 1.66% | BATH & BODY WORKS INC (BBWI) - 0.64% |
| #19 | PAYPAL HOLDINGS INC (PYPL) - 1.61% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.64% |
| #20 | NEWMONT CORP (NEM) - 1.57% | AMERICOLD REALTY TRUST INC (COLD) - 0.61% |
| #21 | EMCOR GROUP INC (EME) - 1.49% | NATIONAL HEALTHCARE CORP (NHC) - 0.41% |
| #22 | FORTINET INC (FTNT) - 1.45% | COUSINS PROPERTIES INC (CUZ) - 0.40% |
| #23 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.40% | SENSIENT TECHNOLOGIES CORP (SXT) - 0.40% |
| #24 | UBER TECHNOLOGIES INC (UBER) - 1.36% | OTTER TAIL CORP (OTTR) - 0.39% |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 1.34% | FIRST HAWAIIAN INC (FHB) - 0.39% |
| Total Holdings | 78 | 473 |
SPGP vs DES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPGP
+3.81%
DES
+3.30%
3M
Winner
SPGP
+11.57%
DES
+9.91%
6M
Winner
SPGP
+13.26%
DES
+11.92%
1Y
SPGP
+16.95%
Winner
DES
+26.92%
5Y(CAGR)
Winner
SPGP
+8.40%
DES
+8.29%
10Y(CAGR)
Winner
SPGP
+15.33%
DES
+9.13%
Max(CAGR)
Winner
SPGP
+14.64%
DES
+12.35%
SPGP vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | DES |
|---|---|---|
| 2026 | +13.29% | +24.70% |
| 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% | +13.44% |
| 2016 | +1.84% | +42.07% |
| 2015 | +6.62% | +0.43% |
| 2014 | +17.46% | +15.15% |
| 2013 | +26.61% | +40.32% |
| 2012 | +14.10% | +26.09% |
| 2011 | +1.02% | +3.09% |
| 2010 | N/A | +34.43% |
| 2009 | N/A | +30.88% |
| 2008 | N/A | -19.68% |
| 2007 | N/A | -6.72% |
| 2006 | N/A | +20.76% |
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 -59.89%, occurring on Mar 9, 2009. Recovery took 673 trading sessions.
The current DES drawdown is -0.22%.
| Rank | SPGP | DES |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -59.89% Jul 5, 2007 - Mar 8, 2010 |
| #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 | -21.37% Jul 7, 2011 - Jan 18, 2012 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -16.52% Jun 23, 2015 - Mar 18, 2016 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -15.96% Apr 29, 2010 - Oct 13, 2010 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -9.15% Apr 2, 2012 - Jun 29, 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 | -8.34% Sep 24, 2012 - Dec 17, 2012 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -8.14% Jul 1, 2014 - Oct 28, 2014 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -7.94% Apr 28, 2011 - Jul 1, 2011 |
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 | 0.49% | 0.97% |
| 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% | 7.41% |
| 2016 | 0.89% | 8.09% |
| 2015 | 1.12% | 9.28% |
| 2014 | 1.52% | 8.04% |
| 2013 | 2.11% | 7.33% |
| 2012 | 1.49% | 12.11% |
| 2011 | 1.27% | 10.15% |
| 2010 | 0.00% | 10.71% |
| 2009 | 0.00% | 10.80% |
| 2008 | 0.00% | 18.27% |
| 2007 | 0.00% | 11.35% |
| 2006 | 0.00% | 5.46% |
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