SPGP vs EVT
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF).
5-Year PerformanceSPGP has outperformed EVT, delivering a return of +8.0% compared to +7.0%
SPGP vs EVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPGP vs EVT - Historical Returns
Returns include dividend reinvestment.
SPGP vs EVT - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | EVT |
|---|---|---|
| 2026 | +5.45% | +9.13% |
| 2025 | +9.79% | +14.39% |
| 2024 | +8.64% | +17.26% |
| 2023 | +21.05% | +5.41% |
| 2022 | -13.53% | -16.80% |
| 2021 | +37.67% | +36.90% |
| 2020 | +14.92% | +2.03% |
| 2019 | +39.98% | +42.47% |
| 2018 | +0.65% | -12.55% |
| 2017 | +34.72% | +20.76% |
| 2016 | +1.84% | +17.62% |
| 2015 | +6.62% | +1.23% |
| 2014 | +17.46% | +17.91% |
| 2013 | +26.61% | +19.63% |
| 2012 | +14.10% | +19.81% |
| 2011 | +1.02% | -6.01% |
| 2010 | N/A | +11.23% |
| 2009 | N/A | +43.63% |
| 2008 | N/A | -52.24% |
| 2007 | N/A | +6.32% |
| 2006 | N/A | +31.17% |
| 2005 | N/A | +12.81% |
| 2004 | N/A | +13.55% |
| 2003 | N/A | +2.82% |
SPGP vs EVT Drawdown Comparison
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for EVT was -73.95%, occurring on Mar 9, 2009. Recovery took 1482 trading sessions.
The current SPGP drawdown is -1.05%. The current EVT drawdown is -1.62%.
| Rank | SPGP | EVT |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -73.95% Jun 4, 2007 - Apr 23, 2013 |
| #2 | -22.88% Dec 2, 2024 - Aug 13, 2025 | -52.00% Feb 20, 2020 - Jan 14, 2021 |
| #3 | -22.80% Oct 1, 2018 - Apr 3, 2019 | -28.20% Jan 14, 2022 - Aug 29, 2024 |
| #4 | -22.65% Dec 29, 2021 - Jul 31, 2023 | -27.47% Oct 3, 2018 - Apr 30, 2019 |
| #5 | -19.36% Aug 5, 2015 - Jan 25, 2017 | -19.91% Mar 5, 2004 - Nov 12, 2004 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -18.70% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -14.79% Nov 3, 2015 - Apr 1, 2016 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -13.17% May 21, 2013 - Jan 16, 2014 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -10.94% May 21, 2015 - Nov 3, 2015 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -10.20% Aug 19, 2016 - Dec 20, 2016 |
| #11 | -9.57% Jul 16, 2024 - Oct 4, 2024 | -9.93% Jan 23, 2018 - Jun 12, 2018 |
| #12 | -8.58% Sep 19, 2014 - Nov 11, 2014 | -9.83% Mar 4, 2005 - Jul 12, 2005 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -9.23% Feb 26, 2026 - Apr 29, 2026 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -8.44% Dec 28, 2006 - Apr 3, 2007 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -8.35% Sep 19, 2014 - Nov 10, 2014 |
Correlation
Correlation between SPGP and EVT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
SPGP vs EVT dividend yield comparison.
| Year | SPGP | EVT |
|---|---|---|
| 2026 | 0.28% | 3.08% |
| 2025 | 1.04% | 7.84% |
| 2024 | 1.38% | 8.02% |
| 2023 | 1.24% | 8.03% |
| 2022 | 1.22% | 8.44% |
| 2021 | 0.69% | 5.65% |
| 2020 | 1.10% | 7.97% |
| 2019 | 0.86% | 6.82% |
| 2018 | 0.95% | 9.16% |
| 2017 | 0.68% | 6.85% |
| 2016 | 0.89% | 8.47% |
| 2015 | 1.12% | 7.49% |
| 2014 | 1.52% | 6.52% |
| 2013 | 2.11% | 6.22% |
| 2012 | 1.49% | 7.17% |
| 2011 | 1.27% | 8.10% |
| 2010 | 0.00% | 7.15% |
| 2009 | 0.00% | 7.49% |
| 2008 | 0.00% | 15.31% |
| 2007 | 0.00% | 6.57% |
| 2006 | 0.00% | 5.12% |
| 2005 | 0.00% | 5.96% |
| 2004 | 0.00% | 6.03% |
| 2003 | 0.00% | 1.06% |
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