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VBF vs SDOW

Comparison between Invesco Bond Fund (VBF, ETF) and ProShares UltraPro Short Dow30 -3x Shares (SDOW, ETF).

5-Year PerformanceVBF has outperformed SDOW, delivering a return of -1.7% compared to -25.5%

VBF vs SDOW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VBF
$186M
SDOW
$185M
Max Drawdown
Winner
VBF
38.98%
SDOW
99.97%
Sharpe Ratio
Winner
VBF
-0.23
SDOW
-1.22
5Y Beta
VBF
0.12
Winner
SDOW
-2.72
5Y Dividends CAGR
VBF
-9.98%
SDOW
N/A

VBF vs SDOW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VBF
+0.18%
SDOW
-2.20%
3M
Winner
VBF
-0.99%
SDOW
-16.24%
6M
Winner
VBF
-0.79%
SDOW
-17.47%
1Y
Winner
VBF
+2.06%
SDOW
-37.85%
5Y(CAGR)
Winner
VBF
-1.66%
SDOW
-25.47%
10Y(CAGR)
Winner
VBF
+2.67%
SDOW
-37.60%
Max(CAGR)
Winner
VBF
+5.47%
SDOW
-38.09%

VBF vs SDOW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVBFSDOW
2026-0.53%-21.02%
2025+5.12%-34.74%
2024+6.40%-25.86%
2023+0.21%-28.99%
2022-16.53%+5.94%
2021-2.37%-50.70%
2020+16.93%-65.26%
2019+29.67%-49.49%
2018-11.86%+0.54%
2017+12.93%-51.64%
2016+9.62%-44.88%
2015+0.30%-13.81%
2014+11.67%-31.79%
2013-11.85%-53.77%
2012+11.03%-28.97%
2011+20.34%-38.79%
2010+2.96%-46.05%
2009+18.90%N/A
2008+4.13%N/A
2007+1.60%N/A
2006+9.35%N/A
2005+0.49%N/A
2004+5.93%N/A
2003+3.25%N/A
2002+1.56%N/A
2001+17.05%N/A
2000+16.14%N/A
1999-4.56%N/A

VBF vs SDOW Drawdown Comparison

The maximum drawdown for VBF was -32.21%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SDOW was -99.96%, occurring on Jul 6, 2026. This drawdown has not yet recovered.

The current VBF drawdown is -11.33%. The current SDOW drawdown is -99.96%.

RankVBFSDOW
#1-32.21%
Sep 15, 2021 - Oct 20, 2022
-99.96%
Jul 2, 2010 - Jul 6, 2026
#2-26.44%
Jan 9, 2008 - Dec 22, 2008
-29.11%
Feb 12, 2010 - Jul 2, 2010
#3-24.84%
Feb 6, 2020 - Jul 24, 2020
N/A
#4-17.70%
Sep 4, 2012 - Jan 22, 2015
N/A
#5-14.06%
Jul 3, 2003 - Feb 16, 2005
N/A
#6-13.77%
May 28, 2009 - Sep 2, 2009
N/A
#7-13.44%
Aug 17, 2010 - Sep 22, 2011
N/A
#8-12.58%
Feb 2, 2009 - Apr 21, 2009
N/A
#9-12.08%
Jan 2, 2018 - May 24, 2019
N/A
#10-11.58%
Dec 27, 2011 - May 21, 2012
N/A
#11-11.01%
Dec 31, 2020 - Sep 15, 2021
N/A
#12-9.38%
Apr 17, 2015 - Mar 17, 2016
N/A
#13-8.64%
Mar 10, 2010 - Jul 1, 2010
N/A
#14-8.47%
Nov 9, 1999 - Jul 6, 2000
N/A
#15-8.09%
Aug 7, 2001 - Sep 27, 2001
N/A

Correlation

Correlation between VBF and SDOW is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69
-101

Dividend Comparison (2000 - 2026)

VBF vs SDOW dividend yield comparison.

YearVBFSDOW
20263.15%1.87%
20255.46%5.80%
20245.51%8.30%
20235.31%5.38%
20224.60%0.36%
20213.36%0.00%
20206.89%0.52%
20195.04%2.17%
20185.40%1.23%
20175.07%0.09%
20164.56%0.00%
20155.40%0.00%
20147.53%0.00%
20136.73%0.00%
20127.10%0.00%
20116.55%0.00%
20105.39%0.00%
20094.95%0.00%
20087.09%0.00%
20075.54%0.00%
20065.42%0.00%
20055.77%0.00%
20045.93%0.00%
20036.48%0.00%
20026.91%0.00%
20017.11%0.00%
20003.90%0.00%

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