SPLV vs SPMB
Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF).
5-Year PerformanceSPLV has outperformed SPMB, delivering a return of +6.1% compared to +0.4%
SPLV vs SPMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPLV vs SPMB - Historical Returns
Returns include dividend reinvestment.
SPLV vs SPMB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPLV | SPMB |
|---|---|---|
| 2026 | +5.54% | +1.03% |
| 2025 | +4.53% | +8.33% |
| 2024 | +12.93% | +1.95% |
| 2023 | +0.57% | +4.47% |
| 2022 | -3.95% | -11.74% |
| 2021 | +25.59% | -1.46% |
| 2020 | -0.65% | +3.99% |
| 2019 | +29.84% | +5.91% |
| 2018 | +0.54% | +1.08% |
| 2017 | +17.18% | +2.02% |
| 2016 | +11.86% | +1.15% |
| 2015 | +3.90% | +2.04% |
| 2014 | +18.78% | +5.77% |
| 2013 | +20.63% | -2.04% |
| 2012 | +10.55% | +2.08% |
| 2011 | +6.95% | +6.23% |
| 2010 | N/A | +5.17% |
| 2009 | N/A | +5.27% |
SPLV vs SPMB Drawdown Comparison
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The current SPLV drawdown is -3.31%. The current SPMB drawdown is -1.18%.
| Rank | SPLV | SPMB |
|---|---|---|
| #1 | -36.25% Feb 14, 2020 - Apr 21, 2021 | -18.03% Feb 2, 2021 - Jan 9, 2026 |
| #2 | -17.26% Apr 20, 2022 - Jun 24, 2024 | -12.60% Mar 6, 2020 - Mar 30, 2020 |
| #3 | -12.49% Jul 7, 2011 - Oct 27, 2011 | -5.04% Nov 5, 2009 - Jun 14, 2010 |
| #4 | -11.51% Dec 3, 2018 - Feb 8, 2019 | -4.95% Sep 11, 2009 - Nov 5, 2009 |
| #5 | -11.30% Aug 18, 2015 - Oct 28, 2015 | -4.53% Sep 26, 2012 - May 1, 2014 |
| #6 | -9.10% Mar 3, 2025 - Aug 20, 2025 | -4.43% May 18, 2009 - Sep 11, 2009 |
| #7 | -9.02% Dec 31, 2021 - Apr 6, 2022 | -3.93% Sep 29, 2016 - Dec 19, 2018 |
| #8 | -8.91% Jan 26, 2018 - Jul 26, 2018 | -2.99% Nov 3, 2010 - Mar 16, 2011 |
| #9 | -8.59% Nov 29, 2024 - Mar 3, 2025 | -2.89% Feb 27, 2026 - May 19, 2026 |
| #10 | -7.72% Jul 22, 2016 - Feb 16, 2017 | -2.23% Apr 9, 2009 - May 18, 2009 |
| #11 | -7.52% Dec 29, 2015 - Mar 11, 2016 | -2.00% Apr 14, 2015 - Sep 18, 2015 |
| #12 | -7.41% Mar 2, 2026 - Jun 1, 2026 | -1.64% Sep 14, 2011 - Jan 13, 2012 |
| #13 | -7.13% May 17, 2013 - Jul 18, 2013 | -1.64% Feb 13, 2009 - Mar 13, 2009 |
| #14 | -6.02% Sep 13, 2018 - Nov 30, 2018 | -1.27% Oct 2, 2015 - Jan 13, 2016 |
| #15 | -6.02% Oct 27, 2011 - Dec 20, 2011 | -1.22% Jun 8, 2011 - Aug 2, 2011 |
Correlation
Correlation between SPLV and SPMB is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
SPLV vs SPMB dividend yield comparison.
| Year | SPLV | SPMB |
|---|---|---|
| 2026 | 0.91% | 1.58% |
| 2025 | 2.04% | 3.98% |
| 2024 | 1.88% | 3.76% |
| 2023 | 2.45% | 3.21% |
| 2022 | 2.11% | 2.98% |
| 2021 | 1.51% | 2.59% |
| 2020 | 2.12% | 2.95% |
| 2019 | 2.08% | 3.24% |
| 2018 | 2.18% | 3.36% |
| 2017 | 2.03% | 3.13% |
| 2016 | 2.03% | 2.99% |
| 2015 | 2.28% | 3.05% |
| 2014 | 2.20% | 3.54% |
| 2013 | 2.60% | 0.97% |
| 2012 | 3.01% | 2.42% |
| 2011 | 2.11% | 3.88% |
| 2010 | 0.00% | 4.17% |
| 2009 | 0.00% | 3.53% |
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