SPGP vs NUGO
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).
5-Year PerformanceNUGO has outperformed SPGP, delivering a return of +12.6% compared to +8.2%
SPGP vs NUGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPGP
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
Winner
SPGP
0.36%
NUGO
0.50%
Max Drawdown
SPGP
42.43%
Winner
NUGO
38.01%
Sharpe Ratio
Winner
SPGP
0.80
NUGO
0.69
5Y Beta
Winner
SPGP
1.00
NUGO
1.27
P/E Ratio
Winner
SPGP
14.99
NUGO
34.36
Forward P/E
Winner
SPGP
15.68
NUGO
26.30
PEG Ratio
Winner
SPGP
0.08
NUGO
0.27
5Y Dividends CAGR
SPGP
8.03%
NUGO
N/A
5Y EPS CAGR
SPGP
23.37%
Winner
NUGO
40.06%
Debt to Equity
SPGP
763.29%
Winner
NUGO
41.05%
P/S Ratio
Winner
SPGP
2.11
NUGO
9.95
P/B Ratio
Winner
SPGP
3.52
NUGO
13.35
SPGP vs NUGO - Holdings Comparison
SPGP and NUGO have 12 common holdings. Overlap is 14.42%
SPGP's top 25 holdings weight is 44.02%. NUGO's top 25 holdings weight is 85.34%.
| Rank | SPGP | NUGO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 2.33% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | CINCINNATI FINANCIAL CORP (CINF) - 2.18% | ALPHABET INC CLASS A (GOOGL) - 11.58% |
| #3 | COMFORT SYSTEMS USA INC (FIX) - 2.01% | APPLE INC (AAPL) - 9.12% |
| #4 | ARISTA NETWORKS INC (ANET) - 1.96% | BROADCOM INC (AVGO) - 6.78% |
| #5 | ARCH CAPITAL GROUP LTD (ACGL) - 1.96% | MICROSOFT CORP (MSFT) - 4.87% |
| #6 | PROGRESSIVE CORP (PGR) - 1.93% | ELI LILLY AND CO (LLY) - 3.85% |
| #7 | GE AEROSPACE (GE) - 1.92% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #8 | ELI LILLY AND CO (LLY) - 1.89% | APPLIED MATERIALS INC (AMAT) - 3.21% |
| #9 | ROYAL CARIBBEAN GROUP (RCL) - 1.87% | TESLA INC (TSLA) - 3.07% |
| #10 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.84% | AMAZON.COM INC (AMZN) - 3.02% |
| #11 | THE TRADE DESK INC CLASS A (TTD) - 1.81% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #12 | EXPEDIA GROUP INC (EXPE) - 1.79% | GE AEROSPACE (GE) - 1.91% |
| #13 | FIRST SOLAR INC (FSLR) - 1.78% | PALO ALTO NETWORKS INC (PANW) - 1.85% |
| #14 | INCYTE CORP (INCY) - 1.77% | ARISTA NETWORKS INC (ANET) - 1.82% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.73% | GE VERNOVA INC (GEV) - 1.66% |
| #16 | ALLSTATE CORP (ALL) - 1.70% | HOWMET AEROSPACE INC (HWM) - 1.50% |
| #17 | LAS VEGAS SANDS CORP (LVS) - 1.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #18 | CARNIVAL CORPORATION LTD (CCL) - 1.66% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% |
| #19 | PAYPAL HOLDINGS INC (PYPL) - 1.61% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #20 | NEWMONT CORP (NEM) - 1.57% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #21 | EMCOR GROUP INC (EME) - 1.49% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #22 | FORTINET INC (FTNT) - 1.45% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% |
| #23 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.40% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% |
| #24 | UBER TECHNOLOGIES INC (UBER) - 1.36% | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 1.34% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% |
| Total Holdings | 78 | 48 |
SPGP vs NUGO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPGP
+4.03%
NUGO
+0.77%
3M
Winner
SPGP
+8.52%
NUGO
+0.52%
6M
SPGP
+9.74%
Winner
NUGO
+13.08%
1Y
Winner
SPGP
+16.90%
NUGO
+16.57%
5Y(CAGR)
SPGP
+8.18%
Winner
NUGO
+12.64%
10Y(CAGR)
SPGP
+15.23%
NUGO
N/A
Max(CAGR)
Winner
SPGP
+14.53%
NUGO
+12.64%
SPGP vs NUGO - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | NUGO |
|---|---|---|
| 2026 | +11.87% | +8.60% |
| 2025 | +9.79% | +14.52% |
| 2024 | +8.64% | +37.96% |
| 2023 | +21.05% | +46.20% |
| 2022 | -13.53% | -33.54% |
| 2021 | +37.67% | +7.78% |
| 2020 | +14.92% | N/A |
| 2019 | +39.98% | N/A |
| 2018 | +0.65% | N/A |
| 2017 | +34.72% | N/A |
| 2016 | +1.84% | N/A |
| 2015 | +6.62% | N/A |
| 2014 | +17.46% | N/A |
| 2013 | +26.61% | N/A |
| 2012 | +14.10% | N/A |
| 2011 | +1.02% | N/A |
SPGP vs NUGO Drawdown Comparison
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current SPGP drawdown is -1.26%. The current NUGO drawdown is -3.22%.
| Rank | SPGP | NUGO |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -38.01% Nov 19, 2021 - Jan 24, 2024 |
| #2 | -22.88% Dec 2, 2024 - Aug 13, 2025 | -25.12% Dec 16, 2024 - Jul 3, 2025 |
| #3 | -22.80% Oct 1, 2018 - Apr 3, 2019 | -17.54% Oct 29, 2025 - May 6, 2026 |
| #4 | -22.65% Dec 29, 2021 - Jul 31, 2023 | -14.99% Jul 10, 2024 - Oct 21, 2024 |
| #5 | -19.36% Aug 5, 2015 - Jan 25, 2017 | -9.87% Jun 2, 2026 - Aug 13, 2026 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -7.37% Mar 22, 2024 - May 15, 2024 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -3.73% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -3.63% Aug 13, 2026 - Aug 20, 2026 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -3.59% Feb 9, 2024 - Feb 22, 2024 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -3.39% Oct 9, 2025 - Oct 24, 2025 |
| #11 | -9.57% Jul 16, 2024 - Oct 4, 2024 | -3.23% Aug 12, 2025 - Sep 8, 2025 |
| #12 | -8.58% Sep 19, 2014 - Nov 11, 2014 | -3.08% Nov 12, 2024 - Dec 2, 2024 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -3.07% May 14, 2026 - May 28, 2026 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -2.95% May 28, 2024 - Jun 5, 2024 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -2.73% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between SPGP and NUGO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
SPGP vs NUGO dividend yield comparison.
| Year | SPGP | NUGO |
|---|---|---|
| 2026 | 0.50% | 0.00% |
| 2025 | 1.04% | 0.00% |
| 2024 | 1.38% | 0.00% |
| 2023 | 1.24% | 0.19% |
| 2022 | 1.22% | 0.26% |
| 2021 | 0.69% | 0.00% |
| 2020 | 1.10% | 0.00% |
| 2019 | 0.86% | 0.00% |
| 2018 | 0.95% | 0.00% |
| 2017 | 0.68% | 0.00% |
| 2016 | 0.89% | 0.00% |
| 2015 | 1.12% | 0.00% |
| 2014 | 1.52% | 0.00% |
| 2013 | 2.11% | 0.00% |
| 2012 | 1.49% | 0.00% |
| 2011 | 1.27% | 0.00% |
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