SPVM vs GBF

Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and ISHARES GOVERNMENT/CREDIT BOND ETF (GBF, ETF).

5-Year PerformanceSPVM has outperformed GBF, delivering a return of +10.2% compared to -0.3%

SPVM vs GBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPVM(ETF)	GBF(ETF)
Net Assets	$120M	$119M
Expense Ratio	0.39%	0.20%
Max Drawdown	45.84%	23.43%
Sharpe Ratio	2.01	-0.01
5Y Beta	0.70	0.03
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%	18.25%
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

Winner

SPVM

$120M

GBF

$119M

Expense Ratio

SPVM

0.39%

Winner

GBF

0.20%

Max Drawdown

SPVM

45.84%

Winner

GBF

23.43%

Sharpe Ratio

Winner

SPVM

2.01

GBF

-0.01

5Y Beta

SPVM

0.70

Winner

GBF

0.03

P/E Ratio

SPVM

16.47

GBF

N/A

Forward P/E

SPVM

12.62

GBF

N/A

PEG Ratio

SPVM

0.37

GBF

N/A

5Y Dividends CAGR

SPVM

10.47%

Winner

GBF

18.25%

5Y EPS CAGR

SPVM

8.22%

GBF

N/A

Debt to Equity

SPVM

33.11%

GBF

N/A

P/S Ratio

SPVM

0.93

GBF

N/A

P/B Ratio

SPVM

1.83

GBF

N/A

SPVM vs GBF - Historical Returns

Returns include dividend reinvestment.

Period	SPVM	GBF
1 month	+3.42%	-0.20%
3 months	+4.40%	-1.14%
6 months	+11.31%	-0.10%
1 year	+30.51%	+3.78%
5 years(CAGR)	+10.25%	-0.27%
10 years(CAGR)	+11.95%	+1.47%
Max(CAGR)	+11.70%	+3.01%

Winner

SPVM

+3.42%

GBF

-0.20%

Winner

SPVM

+4.40%

GBF

-1.14%

Winner

SPVM

+11.31%

GBF

-0.10%

Winner

SPVM

+30.51%

GBF

+3.78%

5Y(CAGR)

Winner

SPVM

+10.25%

GBF

-0.27%

10Y(CAGR)

Winner

SPVM

+11.95%

GBF

+1.47%

Max(CAGR)

Winner

SPVM

+11.70%

GBF

+3.01%

SPVM vs GBF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPVM	GBF
2026	+8.40%	-0.14%
2025	+20.83%	+6.30%
2024	+14.64%	+1.42%
2023	+6.81%	+5.13%
2022	-3.10%	-13.13%
2021	+30.60%	-2.07%
2020	-3.42%	+8.44%
2019	+28.98%	+9.34%
2018	-8.78%	-0.15%
2017	+13.67%	+3.83%
2016	+25.92%	+2.25%
2015	-4.77%	-0.28%
2014	+11.59%	+6.05%
2013	+30.94%	-2.09%
2012	+16.63%	+4.13%
2011	-3.07%	+9.44%
2010	N/A	+5.44%
2009	N/A	+3.45%
2008	N/A	+6.81%
2007	N/A	+6.69%

SPVM vs GBF Drawdown Comparison

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

The maximum drawdown for GBF was -19.67%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current SPVM drawdown is -0.26%. The current GBF drawdown is -5.11%.

Rank	SPVM	GBF
#1	-45.33% Feb 12, 2020 - Jan 20, 2021	-19.67% Aug 4, 2020 - Oct 24, 2022
#2	-20.52% Jul 7, 2011 - Mar 13, 2012	-8.75% Sep 9, 2008 - Dec 2, 2008
#3	-19.50% Apr 20, 2022 - Mar 7, 2024	-7.97% Mar 9, 2020 - Jun 26, 2020
#4	-18.67% Nov 29, 2024 - Jul 23, 2025	-6.12% May 2, 2013 - Jul 23, 2014
#5	-17.51% Jan 26, 2018 - Apr 16, 2019	-5.85% Dec 29, 2008 - Jul 31, 2009
#6	-16.13% Dec 23, 2014 - Jul 12, 2016	-5.20% Jul 8, 2016 - Sep 5, 2017
#7	-13.40% Mar 26, 2012 - Sep 7, 2012	-4.35% Oct 6, 2010 - Jun 1, 2011
#8	-9.46% Jul 26, 2019 - Oct 28, 2019	-3.90% Sep 7, 2017 - Feb 7, 2019
#9	-8.43% Sep 19, 2014 - Nov 6, 2014	-3.73% Jan 30, 2015 - Feb 11, 2016
#10	-7.70% May 10, 2021 - Aug 11, 2021	-2.81% Apr 9, 2008 - Sep 4, 2008
#11	-7.54% Feb 9, 2022 - Mar 24, 2022	-2.75% May 7, 2007 - Aug 16, 2007
#12	-7.39% Oct 17, 2012 - Dec 18, 2012	-2.58% Sep 4, 2019 - Jan 23, 2020
#13	-7.25% Jul 30, 2024 - Aug 29, 2024	-2.00% Nov 12, 2012 - Apr 15, 2013
#14	-6.90% Jan 14, 2022 - Feb 9, 2022	-1.98% Jul 24, 2012 - Nov 7, 2012
#15	-6.59% Nov 16, 2021 - Jan 3, 2022	-1.86% Nov 30, 2009 - Mar 2, 2010

Correlation

Correlation between SPVM and GBF is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

SPVM vs GBF dividend yield comparison.

Year	SPVM	GBF
2026	0.50%	1.57%
2025	2.02%	3.81%
2024	1.91%	3.94%
2023	2.45%	3.03%
2022	2.33%	2.13%
2021	1.41%	1.22%
2020	2.11%	1.64%
2019	2.40%	2.64%
2018	3.10%	2.59%
2017	1.68%	2.31%
2016	2.80%	2.09%
2015	2.67%	2.04%
2014	1.94%	2.08%
2013	1.92%	2.37%
2012	2.24%	2.53%
2011	1.02%	3.03%
2010	0.00%	3.19%
2009	0.00%	3.56%
2008	0.00%	4.17%
2007	0.00%	4.67%