SPHB vs IGE
Comparison between INVESCO S&P 500 HIGH BETA ETF (SPHB, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed SPHB, delivering a return of +16.5% compared to +13.8%
SPHB vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHB
$831M
Winner
IGE
$833M
Expense Ratio
Winner
SPHB
0.25%
IGE
0.39%
Max Drawdown
Winner
SPHB
47.78%
IGE
73.46%
Sharpe Ratio
Winner
SPHB
1.99
IGE
1.97
5Y Beta
SPHB
1.51
Winner
IGE
0.68
P/E Ratio
SPHB
38.52
Winner
IGE
23.28
Forward P/E
SPHB
21.92
Winner
IGE
13.62
5Y Dividends CAGR
SPHB
-5.20%
Winner
IGE
12.57%
5Y EPS CAGR
SPHB
15.38%
Winner
IGE
28.27%
Debt to Equity
Winner
SPHB
-19.57%
IGE
46.29%
P/S Ratio
SPHB
2.89
Winner
IGE
1.81
P/B Ratio
SPHB
4.69
Winner
IGE
2.53
SPHB vs IGE - Holdings Comparison
SPHB and IGE have 3 common holdings. Overlap is 1.65%
SPHB's top 25 holdings weight is 34.74%. IGE's top 25 holdings weight is 68.12%.
| Rank | SPHB | IGE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.08% | EXXON MOBIL CORP (XOM) - 10.16% |
| #2 | MICRON TECHNOLOGY INC (MU) - 1.78% | CHEVRON CORP (CVX) - 9.40% |
| #3 | COHERENT CORP (COHR) - 1.63% | CONOCOPHILLIPS (COP) - 3.87% |
| #4 | SUPER MICRO COMPUTER INC (SMCI) - 1.59% | ENBRIDGE INC (n/a) - 3.32% |
| #5 | n/a (COIN) - 1.55% | NEWMONT CORP (NEM) - 3.08% |
| #6 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.54% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 1.48% | WILLIAMS COMPANIES INC (WMB) - 2.51% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.48% | FREEPORT-MCMORAN INC (FCX) - 2.33% |
| #9 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.44% | AGNICO EAGLE MINES LTD (n/a) - 2.31% |
| #10 | TERADYNE INC (TER) - 1.42% | SLB LTD (SLB) - 2.24% |
| #11 | CIENA CORP (CIEN) - 1.38% | SUNCOR ENERGY INC (SU) - 2.10% |
| #12 | LUMENTUM HOLDINGS INC (LITE) - 1.36% | EOG RESOURCES INC (EOG) - 2.01% |
| #13 | WESTERN DIGITAL CORP (WDC) - 1.32% | MARATHON PETROLEUM CORP (MPC) - 1.97% |
| #14 | KLA CORP (KLAC) - 1.30% | VALERO ENERGY CORP (VLO) - 1.97% |
| #15 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.29% | TC ENERGY CORP (TRP) - 1.93% |
| #16 | ON SEMICONDUCTOR CORP (ON) - 1.27% | PHILLIPS 66 (PSX) - 1.88% |
| #17 | ARISTA NETWORKS INC (ANET) - 1.25% | BARRICK MINING CORP (n/a) - 1.79% |
| #18 | INTEL CORP (INTC) - 1.24% | CRH PLC (CRH) - 1.76% |
| #19 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.24% | KINDER MORGAN INC CLASS P (KMI) - 1.73% |
| #20 | APPLIED MATERIALS INC (AMAT) - 1.21% | BAKER HUGHES CO CLASS A (BKR) - 1.71% |
| #21 | TESLA INC (TSLA) - 1.20% | TARGA RESOURCES CORP (TRGP) - 1.56% |
| #22 | CARNIVAL CORPORATION LTD (CCL) - 1.18% | ONEOK INC (OKE) - 1.55% |
| #23 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.17% | WHEATON PRECIOUS METALS CORP (WPM) - 1.51% |
| #24 | NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 1.17% | DEVON ENERGY CORP (DVN) - 1.42% |
| #25 | DATADOG INC CLASS A (DDOG) - 1.17% | CHENIERE ENERGY INC (LNG) - 1.36% |
| Total Holdings | 102 | 140 |
SPHB vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHB
+4.01%
IGE
-3.62%
3M
Winner
SPHB
+17.76%
IGE
-2.36%
6M
Winner
SPHB
+22.39%
IGE
+19.36%
1Y
Winner
SPHB
+60.23%
IGE
+40.86%
5Y(CAGR)
SPHB
+13.79%
Winner
IGE
+16.51%
10Y(CAGR)
Winner
SPHB
+17.98%
IGE
+9.24%
Max(CAGR)
Winner
SPHB
+13.86%
IGE
+7.95%
SPHB vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SPHB | IGE |
|---|---|---|
| 2026 | +20.57% | +17.11% |
| 2025 | +32.89% | +18.87% |
| 2024 | +10.20% | +7.10% |
| 2023 | +33.64% | +6.22% |
| 2022 | -21.66% | +31.15% |
| 2021 | +42.64% | +38.01% |
| 2020 | +23.83% | -19.74% |
| 2019 | +32.98% | +15.24% |
| 2018 | -16.63% | -23.01% |
| 2017 | +15.98% | -0.50% |
| 2016 | +27.43% | +30.28% |
| 2015 | -12.63% | -24.89% |
| 2014 | +13.98% | -9.16% |
| 2013 | +36.75% | +13.43% |
| 2012 | +14.22% | -1.17% |
| 2011 | -21.89% | -8.30% |
| 2010 | N/A | +19.38% |
| 2009 | N/A | +30.69% |
| 2008 | N/A | -43.73% |
| 2007 | N/A | +38.51% |
| 2006 | N/A | +11.89% |
| 2005 | N/A | +40.03% |
| 2004 | N/A | +24.17% |
| 2003 | N/A | +30.72% |
| 2002 | N/A | -13.54% |
| 2001 | N/A | +5.48% |
SPHB vs IGE Drawdown Comparison
The maximum drawdown for SPHB was -46.82%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current SPHB drawdown is -6.50%. The current IGE drawdown is -5.80%.
| Rank | SPHB | IGE |
|---|---|---|
| #1 | -46.82% Jan 17, 2020 - Jun 8, 2020 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -38.30% May 10, 2011 - Mar 14, 2013 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -34.48% Apr 23, 2015 - Nov 15, 2016 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -31.49% Nov 8, 2021 - Dec 14, 2023 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -29.21% Jan 23, 2025 - Jun 24, 2025 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -27.72% Sep 20, 2018 - Dec 12, 2019 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -21.44% Jun 8, 2020 - Nov 9, 2020 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -14.05% Jul 16, 2024 - Oct 9, 2024 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -13.10% Jun 2, 2021 - Oct 25, 2021 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -11.40% Sep 18, 2014 - Nov 10, 2014 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -11.32% Jan 26, 2018 - Aug 29, 2018 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #12 | -10.71% Feb 25, 2026 - Apr 13, 2026 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #13 | -9.69% Oct 27, 2025 - Dec 3, 2025 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #14 | -9.61% Jan 14, 2021 - Feb 8, 2021 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
| #15 | -8.89% Mar 28, 2024 - Jul 12, 2024 | -8.08% Dec 28, 2001 - Feb 25, 2002 |
Correlation
Correlation between SPHB and IGE is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2001 - 2026)
SPHB vs IGE dividend yield comparison.
| Year | SPHB | IGE |
|---|---|---|
| 2026 | 0.16% | 0.41% |
| 2025 | 0.60% | 2.32% |
| 2024 | 0.80% | 2.54% |
| 2023 | 0.73% | 2.85% |
| 2022 | 0.72% | 2.96% |
| 2021 | 0.91% | 2.92% |
| 2020 | 1.90% | 3.34% |
| 2019 | 1.26% | 5.55% |
| 2018 | 1.97% | 2.68% |
| 2017 | 1.34% | 2.11% |
| 2016 | 0.93% | 1.66% |
| 2015 | 1.69% | 3.08% |
| 2014 | 0.98% | 1.83% |
| 2013 | 0.69% | 1.50% |
| 2012 | 0.88% | 1.56% |
| 2011 | 0.70% | 1.19% |
| 2010 | 0.00% | 1.38% |
| 2009 | 0.00% | 1.05% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 0.81% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.09% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.71% |
| 2001 | 0.00% | 0.39% |
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