SPHQ vs IEI
Comparison between INVESCO S&P 500 QUALITY ETF (SPHQ, ETF) and ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF).
5-Year PerformanceSPHQ has outperformed IEI, delivering a return of +14.5% compared to +0.2%
SPHQ vs IEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPHQ vs IEI - Historical Returns
Returns include dividend reinvestment.
SPHQ vs IEI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPHQ | IEI |
|---|---|---|
| 2026 | +16.23% | -0.28% |
| 2025 | +13.53% | +6.97% |
| 2024 | +26.32% | +2.11% |
| 2023 | +25.85% | +4.11% |
| 2022 | -16.09% | -9.13% |
| 2021 | +29.54% | -2.57% |
| 2020 | +16.35% | +6.76% |
| 2019 | +33.63% | +5.56% |
| 2018 | -7.53% | +1.50% |
| 2017 | +18.59% | +1.24% |
| 2016 | +15.55% | +1.02% |
| 2015 | +1.80% | +1.41% |
| 2014 | +17.17% | +3.07% |
| 2013 | +29.38% | -1.78% |
| 2012 | +13.50% | +2.15% |
| 2011 | +5.34% | +8.25% |
| 2010 | +19.12% | +6.24% |
| 2009 | +10.06% | -1.06% |
| 2008 | -45.68% | +12.21% |
| 2007 | +16.62% | +10.13% |
| 2006 | +1.98% | N/A |
| 2005 | -2.05% | N/A |
SPHQ vs IEI Drawdown Comparison
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.
The current IEI drawdown is -1.74%.
| Rank | SPHQ | IEI |
|---|---|---|
| #1 | -57.83% Oct 29, 2007 - May 14, 2013 | -14.60% Aug 4, 2020 - Nov 25, 2025 |
| #2 | -31.58% Feb 12, 2020 - Aug 4, 2020 | -5.97% Dec 16, 2008 - May 5, 2010 |
| #3 | -25.05% Jan 4, 2022 - Jul 31, 2023 | -5.25% Mar 17, 2008 - Sep 15, 2008 |
| #4 | -22.35% May 8, 2006 - May 4, 2007 | -4.92% Nov 4, 2010 - Jun 8, 2011 |
| #5 | -20.74% Oct 1, 2018 - Apr 5, 2019 | -4.49% Jul 5, 2016 - Mar 15, 2019 |
| #6 | -16.57% Feb 19, 2025 - Jun 4, 2025 | -4.16% May 2, 2013 - Oct 8, 2014 |
| #7 | -11.71% Jul 19, 2007 - Sep 25, 2007 | -2.89% Oct 7, 2008 - Nov 4, 2008 |
| #8 | -9.77% Jan 26, 2018 - Aug 29, 2018 | -2.49% Feb 27, 2026 - May 19, 2026 |
| #9 | -8.90% Feb 27, 2026 - Apr 24, 2026 | -2.21% Sep 17, 2008 - Oct 6, 2008 |
| #10 | -8.76% Sep 2, 2020 - Nov 16, 2020 | -2.16% Jan 30, 2015 - Aug 24, 2015 |
| #11 | -8.51% Dec 1, 2015 - Mar 1, 2016 | -2.00% Jan 31, 2012 - May 4, 2012 |
| #12 | -8.47% Sep 1, 2023 - Dec 11, 2023 | -1.97% May 8, 2007 - Jul 24, 2007 |
| #13 | -8.30% May 21, 2015 - Nov 2, 2015 | -1.96% Oct 14, 2015 - Jan 28, 2016 |
| #14 | -6.82% Apr 30, 2019 - Jun 19, 2019 | -1.95% Sep 4, 2019 - Jan 27, 2020 |
| #15 | -6.68% Jul 24, 2019 - Oct 25, 2019 | -1.84% Mar 9, 2020 - Mar 23, 2020 |
Correlation
Correlation between SPHQ and IEI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
SPHQ vs IEI dividend yield comparison.
| Year | SPHQ | IEI |
|---|---|---|
| 2026 | 0.33% | 1.53% |
| 2025 | 1.09% | 3.48% |
| 2024 | 1.15% | 3.18% |
| 2023 | 1.42% | 2.36% |
| 2022 | 1.85% | 1.37% |
| 2021 | 1.19% | 0.73% |
| 2020 | 1.55% | 1.12% |
| 2019 | 1.51% | 2.01% |
| 2018 | 1.85% | 1.95% |
| 2017 | 1.57% | 1.51% |
| 2016 | 1.67% | 1.33% |
| 2015 | 2.29% | 1.39% |
| 2014 | 1.66% | 1.23% |
| 2013 | 1.70% | 0.77% |
| 2012 | 1.97% | 0.87% |
| 2011 | 1.76% | 1.67% |
| 2010 | 0.59% | 2.13% |
| 2009 | 0.30% | 3.14% |
| 2008 | 0.11% | 2.80% |
| 2007 | 0.00% | 4.04% |
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