SPVM vs ERH
Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and Allspring Utilities and High Income Fund (ERH, ETF).
5-Year PerformanceSPVM has outperformed ERH, delivering a return of +10.9% compared to +3.4%
SPVM vs ERH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPVM vs ERH - Historical Returns
Returns include dividend reinvestment.
SPVM vs ERH - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SPVM | ERH |
|---|---|---|
| 2026 | +10.17% | +2.73% |
| 2025 | +20.83% | +19.30% |
| 2024 | +14.64% | +24.86% |
| 2023 | +6.81% | -11.14% |
| 2022 | -3.10% | -18.66% |
| 2021 | +30.60% | +24.09% |
| 2020 | -3.42% | -2.29% |
| 2019 | +28.98% | +31.38% |
| 2018 | -8.78% | -8.20% |
| 2017 | +13.67% | +18.00% |
| 2016 | +25.92% | +15.44% |
| 2015 | -4.77% | -7.58% |
| 2014 | +11.59% | +16.65% |
| 2013 | +30.94% | +13.20% |
| 2012 | +16.63% | +9.30% |
| 2011 | -3.07% | +3.37% |
| 2010 | N/A | -17.01% |
| 2009 | N/A | +39.98% |
| 2008 | N/A | -51.44% |
| 2007 | N/A | +16.01% |
| 2006 | N/A | +63.33% |
| 2005 | N/A | +15.48% |
| 2004 | N/A | +9.31% |
SPVM vs ERH Drawdown Comparison
The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.
The maximum drawdown for ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2326 trading sessions.
The current ERH drawdown is -7.04%.
| Rank | SPVM | ERH |
|---|---|---|
| #1 | -45.33% Feb 12, 2020 - Jan 20, 2021 | -69.81% Jan 11, 2008 - Apr 7, 2017 |
| #2 | -20.52% Jul 7, 2011 - Mar 13, 2012 | -46.06% Feb 20, 2020 - Jun 10, 2021 |
| #3 | -19.50% Apr 20, 2022 - Mar 7, 2024 | -37.84% Dec 15, 2021 - Jun 3, 2025 |
| #4 | -18.67% Nov 29, 2024 - Jul 23, 2025 | -25.62% Apr 12, 2007 - Oct 23, 2007 |
| #5 | -17.51% Jan 26, 2018 - Apr 16, 2019 | -14.12% May 3, 2004 - Nov 4, 2004 |
| #6 | -16.13% Dec 23, 2014 - Jul 12, 2016 | -13.93% Dec 12, 2017 - Aug 10, 2018 |
| #7 | -13.40% Mar 26, 2012 - Sep 7, 2012 | -13.90% Nov 13, 2007 - Dec 31, 2007 |
| #8 | -9.46% Jul 26, 2019 - Oct 28, 2019 | -12.90% Sep 13, 2018 - Feb 4, 2019 |
| #9 | -8.43% Sep 19, 2014 - Nov 6, 2014 | -12.85% Sep 14, 2021 - Dec 6, 2021 |
| #10 | -7.70% May 10, 2021 - Aug 11, 2021 | -10.95% Jan 3, 2007 - Mar 21, 2007 |
| #11 | -7.54% Feb 9, 2022 - Mar 24, 2022 | -9.36% Oct 7, 2025 - Feb 25, 2026 |
| #12 | -7.39% Oct 17, 2012 - Dec 18, 2012 | -8.83% May 4, 2026 - May 18, 2026 |
| #13 | -7.25% Jul 30, 2024 - Aug 29, 2024 | -8.38% Feb 27, 2026 - May 1, 2026 |
| #14 | -6.90% Jan 14, 2022 - Feb 9, 2022 | -7.79% Oct 4, 2005 - Jan 18, 2006 |
| #15 | -6.59% Nov 16, 2021 - Jan 3, 2022 | -6.40% Mar 7, 2005 - Jun 7, 2005 |
Correlation
Correlation between SPVM and ERH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
SPVM vs ERH dividend yield comparison.
| Year | SPVM | ERH |
|---|---|---|
| 2026 | 0.49% | 4.38% |
| 2025 | 2.02% | 8.13% |
| 2024 | 1.91% | 7.15% |
| 2023 | 2.45% | 9.19% |
| 2022 | 2.33% | 8.09% |
| 2021 | 1.41% | 5.86% |
| 2020 | 2.11% | 7.20% |
| 2019 | 2.40% | 6.53% |
| 2018 | 3.10% | 8.06% |
| 2017 | 1.68% | 6.82% |
| 2016 | 2.80% | 7.53% |
| 2015 | 2.67% | 8.04% |
| 2014 | 1.94% | 7.03% |
| 2013 | 1.92% | 7.63% |
| 2012 | 2.24% | 8.05% |
| 2011 | 1.02% | 8.07% |
| 2010 | 0.00% | 8.67% |
| 2009 | 0.00% | 8.96% |
| 2008 | 0.00% | 23.94% |
| 2007 | 0.00% | 15.45% |
| 2006 | 0.00% | 12.10% |
| 2005 | 0.00% | 20.46% |
| 2004 | 0.00% | 5.12% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks