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SPLV vs ICSH

Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH, ETF).

5-Year PerformanceSPLV has outperformed ICSH, delivering a return of +5.8% compared to +3.7%

SPLV vs ICSH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLV
$7.20B
Winner
ICSH
$7.30B
Expense Ratio
SPLV
0.25%
Winner
ICSH
0.08%
Max Drawdown
SPLV
36.56%
Winner
ICSH
3.94%
Sharpe Ratio
SPLV
-0.01
Winner
ICSH
1.44
5Y Beta
SPLV
0.33
Winner
ICSH
0.00
P/E Ratio
SPLV
21.08
ICSH
N/A
Forward P/E
SPLV
19.81
ICSH
N/A
PEG Ratio
SPLV
0.87
ICSH
N/A
5Y Dividends CAGR
SPLV
10.28%
Winner
ICSH
44.80%
5Y EPS CAGR
SPLV
12.62%
ICSH
N/A
Debt to Equity
SPLV
55.33%
ICSH
N/A
P/S Ratio
SPLV
3.38
ICSH
N/A
P/B Ratio
SPLV
2.78
ICSH
N/A

SPLV vs ICSH - Historical Returns

Returns include dividend reinvestment.

1M
SPLV
-0.11%
Winner
ICSH
+0.28%
3M
SPLV
-3.03%
Winner
ICSH
+0.77%
6M
Winner
SPLV
+4.16%
ICSH
+1.71%
1Y
SPLV
+3.40%
Winner
ICSH
+4.30%
5Y(CAGR)
Winner
SPLV
+5.84%
ICSH
+3.66%
10Y(CAGR)
Winner
SPLV
+8.29%
ICSH
+2.77%
Max(CAGR)
Winner
SPLV
+9.98%
ICSH
+2.30%

SPLV vs ICSH - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPLVICSH
2026+4.12%+1.41%
2025+4.53%+4.94%
2024+12.93%+5.51%
2023+0.57%+5.58%
2022-3.95%+0.96%
2021+25.59%+0.16%
2020-0.65%+1.59%
2019+29.84%+3.18%
2018+0.54%+2.27%
2017+17.18%+1.70%
2016+11.86%+0.86%
2015+3.90%+0.21%
2014+18.78%+0.14%
2013+20.63%+0.02%
2012+10.55%N/A
2011+6.95%N/A

SPLV vs ICSH Drawdown Comparison

The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.

The maximum drawdown for ICSH was -3.94%, occurring on Mar 23, 2020. Recovery took 46 trading sessions.

The current SPLV drawdown is -4.61%. The current ICSH drawdown is -0.04%.

RankSPLVICSH
#1-36.25%
Feb 14, 2020 - Apr 21, 2021
-3.94%
Mar 9, 2020 - May 13, 2020
#2-17.26%
Apr 20, 2022 - Jun 24, 2024
-1.24%
Apr 7, 2014 - May 8, 2014
#3-12.49%
Jul 7, 2011 - Oct 27, 2011
-0.73%
Sep 20, 2021 - Nov 8, 2022
#4-11.51%
Dec 3, 2018 - Feb 8, 2019
-0.53%
Oct 29, 2015 - Feb 12, 2016
#5-11.30%
Aug 18, 2015 - Oct 28, 2015
-0.40%
Jul 23, 2015 - Aug 25, 2015
#6-9.10%
Mar 3, 2025 - Aug 20, 2025
-0.39%
Oct 21, 2014 - Jan 5, 2015
#7-9.02%
Dec 31, 2021 - Apr 6, 2022
-0.38%
Feb 12, 2016 - Mar 4, 2016
#8-8.91%
Jan 26, 2018 - Jul 26, 2018
-0.38%
Dec 2, 2016 - Dec 22, 2016
#9-8.59%
Nov 29, 2024 - Mar 3, 2025
-0.38%
Nov 3, 2016 - Nov 23, 2016
#10-7.72%
Jul 22, 2016 - Feb 16, 2017
-0.34%
Dec 22, 2016 - Jan 24, 2017
#11-7.52%
Dec 29, 2015 - Mar 11, 2016
-0.30%
Nov 23, 2016 - Dec 1, 2016
#12-7.41%
Mar 2, 2026 - Jun 1, 2026
-0.30%
Oct 25, 2016 - Nov 3, 2016
#13-7.13%
May 17, 2013 - Jul 18, 2013
-0.28%
Aug 17, 2016 - Sep 20, 2016
#14-6.02%
Sep 13, 2018 - Nov 30, 2018
-0.26%
Aug 25, 2015 - Oct 29, 2015
#15-6.02%
Oct 27, 2011 - Dec 20, 2011
-0.25%
May 13, 2014 - Oct 10, 2014

Correlation

Correlation between SPLV and ICSH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2011 - 2026)

SPLV vs ICSH dividend yield comparison.

YearSPLVICSH
20260.92%1.69%
20252.04%4.55%
20241.88%5.24%
20232.45%4.78%
20222.11%1.66%
20211.51%0.42%
20202.12%1.21%
20192.08%2.61%
20182.18%2.20%
20172.03%1.36%
20162.03%0.88%
20152.28%0.54%
20142.20%0.46%
20132.60%0.00%
20123.01%0.00%
20112.11%0.00%

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