StockComparison Logo
vs

SPVM vs PFFR

Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and INFRACAP REIT PREFERRED ETF (PFFR, ETF).

5-Year PerformanceSPVM has outperformed PFFR, delivering a return of +12.0% compared to +1.1%

SPVM vs PFFR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPVM
$115M
PFFR
$115M
Expense Ratio
Winner
SPVM
0.39%
PFFR
0.45%
Max Drawdown
Winner
SPVM
45.84%
PFFR
54.17%
Sharpe Ratio
Winner
SPVM
1.92
PFFR
0.17
5Y Beta
SPVM
0.68
Winner
PFFR
0.20
P/E Ratio
SPVM
16.22
PFFR
N/A
Forward P/E
SPVM
12.77
PFFR
N/A
PEG Ratio
SPVM
0.14
PFFR
N/A
5Y Dividends CAGR
Winner
SPVM
11.99%
PFFR
0.27%
5Y EPS CAGR
SPVM
9.13%
PFFR
N/A
Debt to Equity
SPVM
37.83%
PFFR
N/A
P/S Ratio
SPVM
1.13
PFFR
N/A
P/B Ratio
SPVM
1.97
PFFR
N/A

SPVM vs PFFR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPVM
+4.61%
PFFR
+0.38%
3M
Winner
SPVM
+8.03%
PFFR
+1.93%
6M
Winner
SPVM
+11.18%
PFFR
+0.81%
1Y
Winner
SPVM
+28.38%
PFFR
+5.07%
5Y(CAGR)
Winner
SPVM
+12.01%
PFFR
+1.09%
10Y(CAGR)
Winner
SPVM
+12.15%
PFFR
+3.35%
Max(CAGR)
Winner
SPVM
+11.93%
PFFR
+3.35%

SPVM vs PFFR - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSPVMPFFR
2026+13.38%+1.66%
2025+20.83%+2.64%
2024+14.64%+7.55%
2023+6.81%+18.70%
2022-3.10%-24.22%
2021+30.60%+6.72%
2020-3.42%-0.85%
2019+28.98%+18.99%
2018-8.78%-7.36%
2017+13.67%+7.56%
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 PFFR Drawdown Comparison

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

The maximum drawdown for PFFR was -53.02%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.

The current SPVM drawdown is -0.12%. The current PFFR drawdown is -1.41%.

RankSPVMPFFR
#1-45.33%
Feb 12, 2020 - Jan 20, 2021
-53.02%
Feb 11, 2020 - Mar 24, 2021
#2-20.52%
Jul 7, 2011 - Mar 13, 2012
-29.79%
Sep 3, 2021 - Sep 16, 2024
#3-19.50%
Apr 20, 2022 - Mar 7, 2024
-11.17%
Oct 16, 2024 - Sep 5, 2025
#4-18.67%
Nov 29, 2024 - Jul 23, 2025
-10.84%
Aug 31, 2018 - Feb 20, 2019
#5-17.51%
Jan 26, 2018 - Apr 16, 2019
-6.55%
Sep 17, 2025 - Mar 30, 2026
#6-16.13%
Dec 23, 2014 - Jul 12, 2016
-6.39%
Dec 8, 2017 - Jul 3, 2018
#7-13.40%
Mar 26, 2012 - Sep 7, 2012
-2.90%
Oct 25, 2019 - Dec 27, 2019
#8-9.46%
Jul 26, 2019 - Oct 28, 2019
-1.91%
Mar 1, 2017 - Apr 3, 2017
#9-8.43%
Sep 19, 2014 - Nov 6, 2014
-1.63%
Jul 24, 2017 - Sep 1, 2017
#10-7.70%
May 10, 2021 - Aug 11, 2021
-1.62%
Apr 27, 2021 - May 28, 2021
#11-7.54%
Feb 9, 2022 - Mar 24, 2022
-1.48%
Sep 20, 2017 - Oct 20, 2017
#12-7.39%
Oct 17, 2012 - Dec 18, 2012
-1.36%
Jul 9, 2018 - Aug 30, 2018
#13-7.25%
Jul 30, 2024 - Aug 29, 2024
-1.24%
Apr 5, 2019 - May 15, 2019
#14-6.90%
Jan 14, 2022 - Feb 9, 2022
-1.09%
Jul 2, 2021 - Aug 4, 2021
#15-6.59%
Nov 16, 2021 - Jan 3, 2022
-0.97%
Aug 6, 2021 - Aug 30, 2021

Correlation

Correlation between SPVM and PFFR is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2011 - 2026)

SPVM vs PFFR dividend yield comparison.

YearSPVMPFFR
20260.94%4.89%
20252.02%7.99%
20241.91%7.78%
20232.45%7.72%
20222.33%8.60%
20211.41%6.08%
20202.11%6.11%
20192.40%5.77%
20183.10%6.48%
20171.68%6.59%
20162.80%0.00%
20152.67%0.00%
20141.94%0.00%
20131.92%0.00%
20122.24%0.00%
20111.02%0.00%

Select Stocks to Compare