SPRE vs IVAL
Comparison between SP FUNDS S&P GLOBAL REIT SHARIA ETF (SPRE, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).
5-Year PerformanceIVAL has outperformed SPRE, delivering a return of +11.1% compared to +1.3%
SPRE vs IVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPRE vs IVAL - Historical Returns
Returns include dividend reinvestment.
SPRE vs IVAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SPRE | IVAL |
|---|---|---|
| 2026 | +11.51% | +19.53% |
| 2025 | +3.80% | +34.83% |
| 2024 | +1.23% | -0.14% |
| 2023 | +9.40% | +21.45% |
| 2022 | -28.07% | -10.65% |
| 2021 | +48.45% | -0.49% |
| 2020 | +0.73% | -5.86% |
| 2019 | N/A | +21.63% |
| 2018 | N/A | -23.13% |
| 2017 | N/A | +30.02% |
| 2016 | N/A | +10.36% |
| 2015 | N/A | -3.15% |
| 2014 | N/A | +0.36% |
SPRE vs IVAL Drawdown Comparison
The maximum drawdown for SPRE was -38.33%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The current SPRE drawdown is -9.08%.
| Rank | SPRE | IVAL |
|---|---|---|
| #1 | -38.33% Dec 31, 2021 - Oct 27, 2023 | -46.04% Jan 24, 2018 - Mar 19, 2025 |
| #2 | -8.62% Sep 3, 2021 - Oct 28, 2021 | -25.82% May 18, 2015 - Feb 21, 2017 |
| #3 | -7.09% Feb 8, 2021 - Mar 16, 2021 | -13.12% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -3.31% Dec 31, 2020 - Jan 20, 2021 | -11.24% Feb 27, 2026 - Jul 29, 2026 |
| #5 | -3.17% Apr 30, 2021 - May 24, 2021 | -5.22% Oct 27, 2025 - Dec 4, 2025 |
| #6 | -2.70% Nov 24, 2021 - Dec 7, 2021 | -4.62% Dec 26, 2014 - Feb 3, 2015 |
| #7 | -2.44% Mar 16, 2021 - Mar 26, 2021 | -4.58% Nov 8, 2017 - Dec 21, 2017 |
| #8 | -2.23% Jun 10, 2021 - Jul 7, 2021 | -4.28% Jul 23, 2025 - Aug 8, 2025 |
| #9 | -2.22% Jan 26, 2021 - Feb 2, 2021 | -4.27% Sep 16, 2025 - Oct 27, 2025 |
| #10 | -2.20% Jul 27, 2021 - Aug 20, 2021 | -3.35% Mar 23, 2015 - Apr 15, 2015 |
| #11 | -1.76% Aug 20, 2021 - Aug 30, 2021 | -3.09% Feb 20, 2015 - Mar 23, 2015 |
| #12 | -1.55% Oct 28, 2021 - Nov 17, 2021 | -2.64% Jun 2, 2017 - Jul 12, 2017 |
| #13 | -1.22% Jul 12, 2021 - Jul 20, 2021 | -2.64% Jul 2, 2025 - Jul 23, 2025 |
| #14 | -1.20% Dec 13, 2021 - Dec 15, 2021 | -2.62% Aug 1, 2017 - Aug 25, 2017 |
| #15 | -1.15% Dec 8, 2021 - Dec 13, 2021 | -2.49% Jun 2, 2025 - Jun 27, 2025 |
Correlation
Correlation between SPRE and IVAL is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2014 - 2026)
SPRE vs IVAL dividend yield comparison.
| Year | SPRE | IVAL |
|---|---|---|
| 2026 | 2.35% | 1.45% |
| 2025 | 4.10% | 2.75% |
| 2024 | 4.13% | 3.60% |
| 2023 | 4.16% | 5.15% |
| 2022 | 4.17% | 8.00% |
| 2021 | 2.83% | 3.95% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 2.51% |
| 2018 | 0.00% | 2.93% |
| 2017 | 0.00% | 1.73% |
| 2016 | 0.00% | 2.02% |
| 2015 | 0.00% | 1.86% |
| 2014 | 0.00% | 0.20% |
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