SPVM vs BEX

Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and Tradr 2X Long BE Daily ETF (BEX, ETF).

SPVM vs BEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPVM(ETF)	BEX(ETF)
Net Assets	$120M	$120M
Expense Ratio	0.39%	N/A
Max Drawdown	45.84%	26.07%
Sharpe Ratio	2.01	-4.49
5Y Beta	0.70	6.85
P/E Ratio	16.47	N/A
Forward P/E	12.62	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	10.47%	N/A
5Y EPS CAGR	8.22%	N/A
Debt to Equity	33.11%	N/A
P/S Ratio	0.93	N/A
P/B Ratio	1.83	N/A

Net Assets

SPVM

$120M

Winner

BEX

$120M

Expense Ratio

SPVM

0.39%

BEX

N/A

Max Drawdown

SPVM

45.84%

Winner

BEX

26.07%

Sharpe Ratio

Winner

SPVM

2.01

BEX

-4.49

5Y Beta

Winner

SPVM

0.70

BEX

6.85

P/E Ratio

SPVM

16.47

BEX

N/A

Forward P/E

SPVM

12.62

BEX

N/A

PEG Ratio

SPVM

0.37

BEX

N/A

5Y Dividends CAGR

SPVM

10.47%

BEX

N/A

5Y EPS CAGR

SPVM

8.22%

BEX

N/A

Debt to Equity

SPVM

33.11%

BEX

N/A

P/S Ratio

SPVM

0.93

BEX

N/A

P/B Ratio

SPVM

1.83

BEX

N/A

SPVM vs BEX - Historical Returns

Returns include dividend reinvestment.

Period	SPVM	BEX
1 month	+3.42%	N/A
3 months	+4.40%	N/A
6 months	+11.31%	N/A
1 year	+30.51%	N/A
5 years(CAGR)	+10.25%	N/A
10 years(CAGR)	+11.95%	N/A
Max(CAGR)	+11.70%	-100.00%

SPVM

+3.42%

BEX

N/A

SPVM

+4.40%

BEX

N/A

SPVM

+11.31%

BEX

N/A

SPVM

+30.51%

BEX

N/A

5Y(CAGR)

SPVM

+10.25%

BEX

N/A

10Y(CAGR)

SPVM

+11.95%

BEX

N/A

Max(CAGR)

Winner

SPVM

+11.70%

BEX

-100.00%

SPVM vs BEX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPVM	BEX
2026	+8.40%	-26.07%
2025	+20.83%	N/A
2024	+14.64%	N/A
2023	+6.81%	N/A
2022	-3.10%	N/A
2021	+30.60%	N/A
2020	-3.42%	N/A
2019	+28.98%	N/A
2018	-8.78%	N/A
2017	+13.67%	N/A
2016	+25.92%	N/A
2015	-4.77%	N/A
2014	+11.59%	N/A
2013	+30.94%	N/A
2012	+16.63%	N/A
2011	-3.07%	N/A

SPVM vs BEX Drawdown Comparison

The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.

The maximum drawdown for BEX was -26.07%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SPVM drawdown is -0.26%. The current BEX drawdown is -26.07%.

Rank	SPVM	BEX
#1	-45.33% Feb 12, 2020 - Jan 20, 2021	-26.07% May 26, 2026 - Jun 5, 2026
#2	-20.52% Jul 7, 2011 - Mar 13, 2012	N/A
#3	-19.50% Apr 20, 2022 - Mar 7, 2024	N/A
#4	-18.67% Nov 29, 2024 - Jul 23, 2025	N/A
#5	-17.51% Jan 26, 2018 - Apr 16, 2019	N/A
#6	-16.13% Dec 23, 2014 - Jul 12, 2016	N/A
#7	-13.40% Mar 26, 2012 - Sep 7, 2012	N/A
#8	-9.46% Jul 26, 2019 - Oct 28, 2019	N/A
#9	-8.43% Sep 19, 2014 - Nov 6, 2014	N/A
#10	-7.70% May 10, 2021 - Aug 11, 2021	N/A
#11	-7.54% Feb 9, 2022 - Mar 24, 2022	N/A
#12	-7.39% Oct 17, 2012 - Dec 18, 2012	N/A
#13	-7.25% Jul 30, 2024 - Aug 29, 2024	N/A
#14	-6.90% Jan 14, 2022 - Feb 9, 2022	N/A
#15	-6.59% Nov 16, 2021 - Jan 3, 2022	N/A

Correlation

Correlation between SPVM and BEX is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101