SPLV vs IJT
Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).
5-Year PerformanceIJT has outperformed SPLV, delivering a return of +6.1% compared to +5.7%
SPLV vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPLV
$7.20B
Winner
IJT
$7.30B
Expense Ratio
SPLV
0.25%
Winner
IJT
0.18%
Max Drawdown
Winner
SPLV
36.56%
IJT
57.98%
Sharpe Ratio
SPLV
-0.10
Winner
IJT
1.12
5Y Beta
Winner
SPLV
0.35
IJT
1.05
P/E Ratio
Winner
SPLV
22.01
IJT
29.65
Forward P/E
SPLV
20.53
Winner
IJT
18.77
PEG Ratio
SPLV
0.89
IJT
N/A
5Y Dividends CAGR
SPLV
7.67%
Winner
IJT
14.05%
5Y EPS CAGR
SPLV
11.39%
Winner
IJT
21.66%
Debt to Equity
SPLV
59.46%
IJT
N/A
P/S Ratio
SPLV
2.41
Winner
IJT
1.53
P/B Ratio
Winner
SPLV
2.96
IJT
3.03
SPLV vs IJT - Holdings Comparison
SPLV and IJT have 1 common holdings. Overlap is -0.41%
SPLV's top 25 holdings weight is 30.93%. IJT's top 25 holdings weight is 22.54%.
| Rank | SPLV | IJT |
|---|---|---|
| #1 | SOUTHERN CO (SO) - 1.34% | VIAVI SOLUTIONS INC (VIAV) - 1.48% |
| #2 | PINNACLE WEST CAPITAL CORP (PNW) - 1.34% | SANMINA CORP (SANM) - 1.44% |
| #3 | WEC ENERGY GROUP INC (WEC) - 1.34% | FORMFACTOR INC (FORM) - 1.33% |
| #4 | ATMOS ENERGY CORP (ATO) - 1.33% | PRIMORIS SERVICES CORP (PRIM) - 1.30% |
| #5 | CENTERPOINT ENERGY INC (CNP) - 1.33% | ARGAN INC (AGX) - 1.18% |
| #6 | CMS ENERGY CORP (CMS) - 1.32% | VIASAT INC (VSAT) - 1.06% |
| #7 | AMEREN CORP (AEE) - 1.32% | ESCO TECHNOLOGIES INC (ESE) - 1.04% |
| #8 | EVERGY INC (EVRG) - 1.31% | EVERUS CONSTRUCTION GROUP INC (ECG) - 1.02% |
| #9 | ALLIANT ENERGY CORP (LNT) - 1.30% | POWELL INDUSTRIES INC (POWL) - 0.99% |
| #10 | DTE ENERGY CO (DTE) - 1.30% | STONEX GROUP INC (SNEX) - 0.90% |
| #11 | DUKE ENERGY CORP (DUK) - 1.30% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.89% |
| #12 | PPL CORP (PPL) - 1.29% | FEDERAL SIGNAL CORP (FSS) - 0.88% |
| #13 | EXELON CORP (EXC) - 1.26% | SEMTECH CORP (SMTC) - 0.87% |
| #14 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.24% | KRYSTAL BIOTECH INC (KRYS) - 0.87% |
| #15 | TJX COMPANIES INC (TJX) - 1.21% | MYR GROUP INC (MYRG) - 0.86% |
| #16 | REALTY INCOME CORP (O) - 1.21% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.84% |
| #17 | LINDE PLC (LIN) - 1.16% | ARCHROCK INC (AROC) - 0.83% |
| #18 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.15% | JBT MAREL CORP (JBTM) - 0.81% |
| #19 | ENTERGY CORP (ETR) - 1.14% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.81% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.14% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.81% |
| #21 | REGENCY CENTERS CORP (REG) - 1.13% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.48% |
| #22 | FIRSTENERGY CORP (FE) - 1.13% | PRICESMART INC (PSMT) - 0.47% |
| #23 | COCA-COLA CO (KO) - 1.13% | SHAKE SHACK INC CLASS A (SHAK) - 0.46% |
| #24 | NISOURCE INC (NI) - 1.11% | TIDEWATER INC (TDW) - 0.46% |
| #25 | CONSOLIDATED EDISON INC (ED) - 1.10% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.46% |
| Total Holdings | 106 | 303 |
SPLV vs IJT - Historical Returns
Returns include dividend reinvestment.
1M
SPLV
-1.76%
Winner
IJT
+3.42%
3M
SPLV
-3.60%
Winner
IJT
+5.41%
6M
SPLV
+1.88%
Winner
IJT
+17.09%
1Y
SPLV
+3.13%
Winner
IJT
+23.83%
5Y(CAGR)
SPLV
+5.74%
Winner
IJT
+6.10%
10Y(CAGR)
SPLV
+8.27%
Winner
IJT
+11.17%
Max(CAGR)
Winner
SPLV
+9.94%
IJT
+9.37%
SPLV vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPLV | IJT |
|---|---|---|
| 2026 | +2.87% | +12.67% |
| 2025 | +4.53% | +5.10% |
| 2024 | +12.93% | +10.13% |
| 2023 | +0.57% | +17.67% |
| 2022 | -3.95% | -21.74% |
| 2021 | +25.59% | +23.41% |
| 2020 | -0.65% | +19.03% |
| 2019 | +29.84% | +21.08% |
| 2018 | +0.54% | -4.80% |
| 2017 | +17.18% | +14.05% |
| 2016 | +11.86% | +25.73% |
| 2015 | +3.90% | +3.35% |
| 2014 | +18.78% | +5.01% |
| 2013 | +20.63% | +38.45% |
| 2012 | +10.55% | +13.49% |
| 2011 | +6.95% | +1.63% |
| 2010 | N/A | +25.66% |
| 2009 | N/A | +26.13% |
| 2008 | N/A | -32.71% |
| 2007 | N/A | +6.09% |
| 2006 | N/A | +8.46% |
| 2005 | N/A | +10.75% |
| 2004 | N/A | +21.10% |
| 2003 | N/A | +33.27% |
| 2002 | N/A | -14.85% |
| 2001 | N/A | +4.08% |
| 2000 | N/A | +1.71% |
SPLV vs IJT Drawdown Comparison
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current SPLV drawdown is -5.76%. The current IJT drawdown is -2.46%.
| Rank | SPLV | IJT |
|---|---|---|
| #1 | -36.25% Feb 14, 2020 - Apr 21, 2021 | -57.60% Oct 10, 2007 - Dec 21, 2010 |
| #2 | -17.26% Apr 20, 2022 - Jun 24, 2024 | -42.03% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -12.49% Jul 7, 2011 - Oct 27, 2011 | -36.43% Sep 1, 2000 - Dec 1, 2003 |
| #4 | -11.51% Dec 3, 2018 - Feb 8, 2019 | -29.23% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -11.30% Aug 18, 2015 - Oct 28, 2015 | -27.41% Nov 25, 2024 - Jan 15, 2026 |
| #6 | -9.10% Mar 3, 2025 - Aug 20, 2025 | -26.45% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -9.02% Dec 31, 2021 - Apr 6, 2022 | -19.69% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -8.91% Jan 26, 2018 - Jul 26, 2018 | -14.11% May 9, 2006 - Feb 1, 2007 |
| #9 | -8.59% Nov 29, 2024 - Mar 3, 2025 | -12.70% Jun 30, 2004 - Oct 27, 2004 |
| #10 | -7.72% Jul 22, 2016 - Feb 16, 2017 | -12.36% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -7.52% Dec 29, 2015 - Mar 11, 2016 | -11.11% Mar 7, 2005 - Jul 5, 2005 |
| #12 | -7.13% May 17, 2013 - Jul 18, 2013 | -10.60% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -6.64% Mar 2, 2026 - Mar 27, 2026 | -10.21% Mar 26, 2012 - Sep 6, 2012 |
| #14 | -6.02% Sep 13, 2018 - Nov 30, 2018 | -9.51% Apr 5, 2004 - Jun 25, 2004 |
| #15 | -6.02% Oct 27, 2011 - Dec 20, 2011 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
Correlation
Correlation between SPLV and IJT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SPLV vs IJT dividend yield comparison.
| Year | SPLV | IJT |
|---|---|---|
| 2026 | 0.74% | 0.14% |
| 2025 | 2.04% | 0.91% |
| 2024 | 1.88% | 1.06% |
| 2023 | 2.45% | 1.02% |
| 2022 | 2.11% | 1.08% |
| 2021 | 1.51% | 0.63% |
| 2020 | 2.12% | 0.68% |
| 2019 | 2.08% | 0.92% |
| 2018 | 2.18% | 0.92% |
| 2017 | 2.03% | 0.86% |
| 2016 | 2.03% | 1.03% |
| 2015 | 2.28% | 1.14% |
| 2014 | 2.20% | 0.78% |
| 2013 | 2.60% | 0.70% |
| 2012 | 3.01% | 1.41% |
| 2011 | 2.11% | 0.65% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 0.38% |
| 2008 | 0.00% | 0.95% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.56% |
| 2004 | 0.00% | 0.34% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.24% |
| 2001 | 0.00% | 0.08% |
| 2000 | 0.00% | 0.79% |
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