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SPMO vs IGSB

Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF).

5-Year PerformanceSPMO has outperformed IGSB, delivering a return of +21.4% compared to +2.4%

SPMO vs IGSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPMO
$22B
Winner
IGSB
$22B
Expense Ratio
SPMO
0.13%
Winner
IGSB
0.04%
Max Drawdown
SPMO
31.31%
Winner
IGSB
13.38%
Sharpe Ratio
Winner
SPMO
1.19
IGSB
-0.04
5Y Beta
SPMO
1.25
Winner
IGSB
0.04
P/E Ratio
SPMO
33.07
IGSB
N/A
Forward P/E
SPMO
18.03
IGSB
N/A
PEG Ratio
SPMO
0.18
IGSB
N/A
5Y Dividends CAGR
SPMO
14.50%
Winner
IGSB
17.12%
5Y EPS CAGR
SPMO
34.33%
IGSB
N/A
Debt to Equity
SPMO
28.23%
IGSB
N/A
P/S Ratio
SPMO
4.49
IGSB
N/A
P/B Ratio
SPMO
7.80
IGSB
N/A

SPMO vs IGSB - Historical Returns

Returns include dividend reinvestment.

1M
SPMO
-7.40%
Winner
IGSB
+0.17%
3M
Winner
SPMO
+18.38%
IGSB
+0.15%
6M
Winner
SPMO
+27.79%
IGSB
+0.70%
1Y
Winner
SPMO
+32.36%
IGSB
+3.62%
5Y(CAGR)
Winner
SPMO
+21.37%
IGSB
+2.42%
10Y(CAGR)
Winner
SPMO
+20.66%
IGSB
+2.71%
Max(CAGR)
Winner
SPMO
+19.43%
IGSB
+2.82%

SPMO vs IGSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPMOIGSB
2026+25.63%+0.82%
2025+25.85%+6.91%
2024+47.17%+5.27%
2023+19.46%+6.25%
2022-10.46%-5.49%
2021+24.36%-0.56%
2020+27.55%+5.33%
2019+25.67%+6.99%
2018-1.19%+1.32%
2017+28.51%+1.36%
2016+7.37%+1.79%
2015+2.79%+0.66%
2014N/A+0.72%
2013N/A+1.09%
2012N/A+2.48%
2011N/A+1.86%
2010N/A+2.81%
2009N/A+7.02%
2008N/A+3.42%
2007N/A+5.66%

SPMO vs IGSB Drawdown Comparison

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The current SPMO drawdown is -7.40%. The current IGSB drawdown is -0.31%.

RankSPMOIGSB
#1-30.93%
Feb 19, 2020 - Jul 8, 2020
-13.38%
Mar 4, 2020 - May 28, 2020
#2-23.38%
Oct 1, 2018 - Jun 19, 2019
-11.48%
Sep 19, 2008 - Jan 6, 2009
#3-22.75%
Jan 4, 2022 - Dec 13, 2023
-9.46%
Aug 3, 2021 - Mar 27, 2024
#4-20.13%
Feb 13, 2025 - May 13, 2025
-5.07%
Sep 10, 2008 - Sep 19, 2008
#5-13.16%
Jul 10, 2024 - Oct 4, 2024
-4.10%
Jan 9, 2009 - May 4, 2009
#6-12.70%
Oct 29, 2025 - Apr 13, 2026
-1.46%
Feb 27, 2026 - Jun 26, 2026
#7-11.03%
Nov 25, 2015 - Jul 25, 2016
-1.34%
Apr 3, 2025 - Apr 28, 2025
#8-10.99%
Jun 22, 2026 - Jul 17, 2026
-1.29%
Feb 29, 2008 - Aug 26, 2008
#9-10.67%
Feb 12, 2021 - Apr 9, 2021
-1.29%
Aug 2, 2011 - Nov 3, 2011
#10-9.50%
Mar 12, 2018 - Jun 4, 2018
-1.24%
Jun 3, 2009 - Jun 22, 2009
#11-8.97%
Jan 26, 2018 - Mar 9, 2018
-1.18%
Sep 24, 2024 - Jan 27, 2025
#12-8.93%
Sep 2, 2020 - Oct 12, 2020
-1.09%
Nov 3, 2011 - Jan 3, 2012
#13-8.79%
Oct 13, 2020 - Nov 6, 2020
-1.02%
Mar 27, 2024 - May 3, 2024
#14-8.00%
Apr 16, 2021 - Jun 22, 2021
-0.99%
May 7, 2013 - Sep 18, 2013
#15-7.45%
Mar 22, 2024 - May 15, 2024
-0.98%
Sep 8, 2017 - Aug 10, 2018

Correlation

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

0.94
-101

Dividend Comparison (2007 - 2026)

SPMO vs IGSB dividend yield comparison.

YearSPMOIGSB
20260.38%2.30%
20250.73%4.44%
20240.48%4.02%
20231.63%3.26%
20221.66%2.07%
20210.52%1.82%
20201.27%2.36%
20191.39%3.06%
20181.05%2.46%
20170.77%1.65%
20161.94%1.45%
20150.36%1.18%
20140.00%0.90%
20130.00%1.12%
20120.00%1.56%
20110.00%1.90%
20100.00%2.52%
20090.00%3.57%
20080.00%3.93%
20070.00%4.63%

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