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SPLV vs TBIL

Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and F/M US TREASURY 3 MONTH BILL ETF (TBIL, ETF).

SPLV vs TBIL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPLV
$7.20B
TBIL
$7.10B
Expense Ratio
SPLV
0.25%
Winner
TBIL
0.15%
Max Drawdown
SPLV
36.56%
Winner
TBIL
0.58%
Sharpe Ratio
SPLV
-0.10
Winner
TBIL
1.01
5Y Beta
SPLV
0.35
Winner
TBIL
0.00
P/E Ratio
SPLV
22.01
TBIL
N/A
Forward P/E
SPLV
20.53
TBIL
N/A
PEG Ratio
SPLV
0.89
TBIL
N/A
5Y Dividends CAGR
SPLV
7.67%
TBIL
N/A
5Y EPS CAGR
SPLV
11.39%
TBIL
N/A
Debt to Equity
SPLV
59.46%
TBIL
N/A
P/S Ratio
SPLV
2.41
TBIL
N/A
P/B Ratio
SPLV
2.96
TBIL
N/A

SPLV vs TBIL - Historical Returns

Returns include dividend reinvestment.

1M
SPLV
-1.76%
Winner
TBIL
+0.27%
3M
SPLV
-3.60%
Winner
TBIL
+0.83%
6M
Winner
SPLV
+1.88%
TBIL
+1.81%
1Y
SPLV
+3.13%
Winner
TBIL
+3.97%
5Y(CAGR)
SPLV
+5.74%
TBIL
N/A
10Y(CAGR)
SPLV
+8.27%
TBIL
N/A
Max(CAGR)
Winner
SPLV
+9.94%
TBIL
+4.53%

SPLV vs TBIL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPLVTBIL
2026+2.87%+1.23%
2025+4.53%+4.19%
2024+12.93%+5.14%
2023+0.57%+5.10%
2022-3.95%+1.30%
2021+25.59%N/A
2020-0.65%N/A
2019+29.84%N/A
2018+0.54%N/A
2017+17.18%N/A
2016+11.86%N/A
2015+3.90%N/A
2014+18.78%N/A
2013+20.63%N/A
2012+10.55%N/A
2011+6.95%N/A

SPLV vs TBIL Drawdown Comparison

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

The maximum drawdown for TBIL was -0.10%, occurring on Oct 5, 2022. Recovery took 10 trading sessions.

The current SPLV drawdown is -5.76%.

RankSPLVTBIL
#1-36.25%
Feb 14, 2020 - Apr 21, 2021
-0.10%
Oct 3, 2022 - Oct 17, 2022
#2-17.26%
Apr 20, 2022 - Jun 24, 2024
-0.05%
Dec 23, 2022 - Dec 29, 2022
#3-12.49%
Jul 7, 2011 - Oct 27, 2011
-0.04%
Aug 10, 2022 - Aug 25, 2022
#4-11.51%
Dec 3, 2018 - Feb 8, 2019
-0.04%
Nov 14, 2022 - Nov 17, 2022
#5-11.30%
Aug 18, 2015 - Oct 28, 2015
-0.04%
Apr 5, 2023 - Apr 12, 2023
#6-9.10%
Mar 3, 2025 - Aug 20, 2025
-0.02%
Jul 3, 2025 - Jul 9, 2025
#7-9.02%
Dec 31, 2021 - Apr 6, 2022
-0.02%
Aug 2, 2024 - Aug 7, 2024
#8-8.91%
Jan 26, 2018 - Jul 26, 2018
-0.02%
Mar 4, 2025 - Mar 7, 2025
#9-8.59%
Nov 29, 2024 - Mar 3, 2025
-0.02%
Feb 3, 2025 - Feb 5, 2025
#10-7.72%
Jul 22, 2016 - Feb 16, 2017
-0.02%
Oct 17, 2022 - Oct 25, 2022
#11-7.52%
Dec 29, 2015 - Mar 11, 2016
-0.02%
Jul 9, 2024 - Jul 11, 2024
#12-7.13%
May 17, 2013 - Jul 18, 2013
-0.02%
May 1, 2026 - May 5, 2026
#13-6.64%
Mar 2, 2026 - Mar 27, 2026
-0.02%
Feb 2, 2024 - Feb 8, 2024
#14-6.02%
Sep 13, 2018 - Nov 30, 2018
-0.02%
May 7, 2025 - May 9, 2025
#15-6.02%
Oct 27, 2011 - Dec 20, 2011
-0.02%
Jan 3, 2025 - Jan 8, 2025

Correlation

Correlation between SPLV and TBIL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2011 - 2026)

SPLV vs TBIL dividend yield comparison.

YearSPLVTBIL
20260.74%1.20%
20252.04%4.06%
20241.88%5.02%
20232.45%5.00%
20222.11%1.10%
20211.51%0.00%
20202.12%0.00%
20192.08%0.00%
20182.18%0.00%
20172.03%0.00%
20162.03%0.00%
20152.28%0.00%
20142.20%0.00%
20132.60%0.00%
20123.01%0.00%
20112.11%0.00%

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