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SPGP vs HDEF

Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceHDEF has outperformed SPGP, delivering a return of +11.5% compared to +7.9%

SPGP vs HDEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPGP
$2.20B
HDEF
$2.20B
Expense Ratio
SPGP
0.36%
Winner
HDEF
0.09%
Max Drawdown
SPGP
42.43%
Winner
HDEF
38.17%
Sharpe Ratio
SPGP
0.65
Winner
HDEF
1.29
5Y Beta
SPGP
1.01
Winner
HDEF
0.41
P/E Ratio
SPGP
15.46
HDEF
N/A
Forward P/E
SPGP
15.13
HDEF
N/A
PEG Ratio
SPGP
0.08
HDEF
N/A
5Y Dividends CAGR
SPGP
8.03%
Winner
HDEF
12.60%
5Y EPS CAGR
SPGP
25.54%
HDEF
N/A
Debt to Equity
SPGP
72.27%
HDEF
N/A
P/S Ratio
SPGP
2.09
HDEF
N/A
P/B Ratio
SPGP
3.55
HDEF
N/A

SPGP vs HDEF - Historical Returns

Returns include dividend reinvestment.

1M
SPGP
+2.24%
Winner
HDEF
+4.88%
3M
Winner
SPGP
+4.28%
HDEF
+3.39%
6M
SPGP
+6.34%
Winner
HDEF
+9.63%
1Y
SPGP
+13.89%
Winner
HDEF
+19.46%
5Y(CAGR)
SPGP
+7.93%
Winner
HDEF
+11.52%
10Y(CAGR)
Winner
SPGP
+14.96%
HDEF
+8.81%
Max(CAGR)
Winner
SPGP
+14.31%
HDEF
+7.89%

SPGP vs HDEF - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPGPHDEF
2026+7.54%+9.10%
2025+9.79%+33.36%
2024+8.64%+3.36%
2023+21.05%+17.51%
2022-13.53%-3.03%
2021+37.67%+6.01%
2020+14.92%-2.76%
2019+39.98%+25.44%
2018+0.65%-13.77%
2017+34.72%+9.90%
2016+1.84%+13.43%
2015+6.62%-4.66%
2014+17.46%N/A
2013+26.61%N/A
2012+14.10%N/A
2011+1.02%N/A

SPGP vs HDEF Drawdown Comparison

The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current SPGP drawdown is -1.82%. The current HDEF drawdown is -0.48%.

RankSPGPHDEF
#1-42.07%
Feb 13, 2020 - Nov 5, 2020
-36.42%
Jan 2, 2020 - Jan 6, 2021
#2-22.88%
Dec 2, 2024 - Aug 13, 2025
-23.69%
Feb 9, 2022 - Apr 6, 2023
#3-22.80%
Oct 1, 2018 - Apr 3, 2019
-17.55%
Jan 22, 2018 - Oct 24, 2019
#4-22.65%
Dec 29, 2021 - Jul 31, 2023
-14.95%
Aug 18, 2015 - Aug 10, 2016
#5-19.36%
Aug 5, 2015 - Jan 25, 2017
-11.15%
Sep 26, 2024 - Mar 5, 2025
#6-16.83%
Jul 25, 2011 - Jan 26, 2012
-10.60%
Mar 18, 2025 - Apr 22, 2025
#7-11.16%
Jan 6, 2026 - Apr 17, 2026
-9.31%
Jun 15, 2021 - Jan 12, 2022
#8-10.69%
Jul 24, 2019 - Oct 24, 2019
-8.79%
Jul 26, 2023 - Dec 13, 2023
#9-9.68%
Jul 31, 2023 - Dec 13, 2023
-8.02%
Feb 27, 2026 - Jul 17, 2026
#10-9.65%
Jan 26, 2018 - Mar 9, 2018
-6.39%
May 8, 2023 - Jun 15, 2023
#11-9.57%
Jul 16, 2024 - Oct 4, 2024
-5.63%
Dec 9, 2016 - Jan 10, 2017
#12-8.58%
Sep 19, 2014 - Nov 11, 2014
-5.46%
Dec 27, 2023 - Mar 20, 2024
#13-8.55%
Apr 2, 2012 - Aug 7, 2012
-4.72%
Jan 8, 2021 - Mar 16, 2021
#14-8.04%
May 3, 2019 - Jun 20, 2019
-4.35%
Nov 2, 2017 - Jan 9, 2018
#15-7.95%
Sep 19, 2012 - Jan 22, 2013
-4.24%
May 17, 2024 - Jul 12, 2024

Correlation

Correlation between SPGP and HDEF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2011 - 2026)

SPGP vs HDEF dividend yield comparison.

YearSPGPHDEF
20260.52%2.60%
20251.04%3.88%
20241.38%4.53%
20231.24%4.38%
20221.22%5.41%
20210.69%4.76%
20201.10%3.93%
20190.86%4.20%
20180.95%3.55%
20170.68%3.38%
20160.89%9.52%
20151.12%1.87%
20141.52%0.00%
20132.11%0.00%
20121.49%0.00%
20111.27%0.00%

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