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SPGP vs TAGG

Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformanceSPGP has outperformed TAGG, delivering a return of +7.9% compared to +0.2%

SPGP vs TAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPGP
$2.20B
Winner
TAGG
$2.30B
Expense Ratio
SPGP
0.36%
Winner
TAGG
0.08%
Max Drawdown
SPGP
42.43%
Winner
TAGG
21.31%
Sharpe Ratio
Winner
SPGP
0.65
TAGG
0.02
5Y Beta
SPGP
1.01
Winner
TAGG
0.02
P/E Ratio
SPGP
15.46
TAGG
N/A
Forward P/E
SPGP
15.13
TAGG
N/A
PEG Ratio
SPGP
0.08
TAGG
N/A
5Y Dividends CAGR
SPGP
8.03%
TAGG
N/A
5Y EPS CAGR
SPGP
25.54%
TAGG
N/A
Debt to Equity
SPGP
72.27%
TAGG
N/A
P/S Ratio
SPGP
2.09
TAGG
N/A
P/B Ratio
SPGP
3.55
TAGG
N/A

SPGP vs TAGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPGP
+2.24%
TAGG
-0.53%
3M
Winner
SPGP
+4.28%
TAGG
-0.74%
6M
Winner
SPGP
+6.34%
TAGG
-0.21%
1Y
Winner
SPGP
+13.89%
TAGG
+3.53%
5Y(CAGR)
Winner
SPGP
+7.93%
TAGG
+0.17%
10Y(CAGR)
SPGP
+14.96%
TAGG
N/A
Max(CAGR)
Winner
SPGP
+14.31%
TAGG
+0.17%

SPGP vs TAGG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPGPTAGG
2026+7.54%-0.14%
2025+9.79%+7.35%
2024+8.64%+2.10%
2023+21.05%+5.30%
2022-13.53%-12.04%
2021+37.67%+0.01%
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 TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current SPGP drawdown is -1.82%. The current TAGG drawdown is -2.32%.

RankSPGPTAGG
#1-42.07%
Feb 13, 2020 - Nov 5, 2020
-17.27%
Nov 9, 2021 - Oct 16, 2025
#2-22.88%
Dec 2, 2024 - Aug 13, 2025
-3.19%
Feb 27, 2026 - May 19, 2026
#3-22.80%
Oct 1, 2018 - Apr 3, 2019
-1.08%
Oct 27, 2025 - Nov 26, 2025
#4-22.65%
Dec 29, 2021 - Jul 31, 2023
-1.01%
Oct 1, 2021 - Nov 5, 2021
#5-19.36%
Aug 5, 2015 - Jan 25, 2017
-0.88%
Nov 26, 2025 - Jan 14, 2026
#6-16.83%
Jul 25, 2011 - Jan 26, 2012
-0.62%
Jan 14, 2026 - Feb 5, 2026
#7-11.16%
Jan 6, 2026 - Apr 17, 2026
-0.21%
Nov 5, 2021 - Nov 9, 2021
#8-10.69%
Jul 24, 2019 - Oct 24, 2019
-0.19%
Oct 22, 2025 - Oct 27, 2025
#9-9.68%
Jul 31, 2023 - Dec 13, 2023
-0.17%
Feb 10, 2026 - Feb 12, 2026
#10-9.65%
Jan 26, 2018 - Mar 9, 2018
-0.15%
Feb 17, 2026 - Feb 23, 2026
#11-9.57%
Jul 16, 2024 - Oct 4, 2024
-0.14%
Feb 6, 2026 - Feb 10, 2026
#12-8.58%
Sep 19, 2014 - Nov 11, 2014
-0.07%
Feb 23, 2026 - Feb 26, 2026
#13-8.55%
Apr 2, 2012 - Aug 7, 2012
-0.07%
Oct 16, 2025 - Oct 20, 2025
#14-8.04%
May 3, 2019 - Jun 20, 2019
N/A
#15-7.95%
Sep 19, 2012 - Jan 22, 2013
N/A

Correlation

Correlation between SPGP and TAGG is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2011 - 2026)

SPGP vs TAGG dividend yield comparison.

YearSPGPTAGG
20260.52%2.20%
20251.04%4.36%
20241.38%4.36%
20231.24%3.48%
20221.22%3.67%
20210.69%0.33%
20201.10%0.00%
20190.86%0.00%
20180.95%0.00%
20170.68%0.00%
20160.89%0.00%
20151.12%0.00%
20141.52%0.00%
20132.11%0.00%
20121.49%0.00%
20111.27%0.00%

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