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VBF vs SPY

Comparison between Invesco Bond Fund (VBF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VBF, delivering a return of +13.3% compared to -0.9%

VBF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VBF
$186M
Winner
SPY
$735B
Expense Ratio
VBF
N/A
SPY
0.09%
Max Drawdown
Winner
VBF
38.98%
SPY
56.47%
Sharpe Ratio
VBF
-0.22
Winner
SPY
1.62
5Y Beta
Winner
VBF
0.13
SPY
1.00
P/E Ratio
VBF
N/A
SPY
28.99
Forward P/E
VBF
N/A
SPY
22.37
5Y Dividends CAGR
VBF
-10.00%
Winner
SPY
5.43%
5Y EPS CAGR
VBF
N/A
SPY
26.05%
Debt to Equity
VBF
N/A
SPY
32.40%
P/S Ratio
VBF
N/A
SPY
3.74
P/B Ratio
VBF
N/A
SPY
5.61

VBF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VBF
-0.09%
Winner
SPY
+1.90%
3M
VBF
-0.53%
Winner
SPY
+8.55%
6M
VBF
-1.39%
Winner
SPY
+8.18%
1Y
VBF
+1.80%
Winner
SPY
+25.79%
5Y(CAGR)
VBF
-0.90%
Winner
SPY
+13.32%
10Y(CAGR)
VBF
+2.91%
Winner
SPY
+15.19%
Max(CAGR)
VBF
+5.48%
Winner
SPY
+8.47%

VBF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVBFSPY
2026-1.08%+8.26%
2025+5.12%+18.00%
2024+6.40%+25.59%
2023+0.21%+26.72%
2022-16.53%-18.64%
2021-2.37%+30.52%
2020+16.93%+17.28%
2019+29.67%+31.09%
2018-11.86%-5.24%
2017+12.93%+20.78%
2016+9.62%+13.59%
2015+0.30%+1.31%
2014+11.67%+14.56%
2013-11.85%+29.00%
2012+11.03%+14.17%
2011+20.34%+0.85%
2010+2.96%+13.14%
2009+18.90%+22.67%
2008+4.13%-36.25%
2007+1.60%+5.32%
2006+9.35%+13.85%
2005+0.49%+5.32%
2004+5.93%+10.75%
2003+3.25%+24.18%
2002+1.56%-22.42%
2001+17.05%-10.13%
2000+16.14%-8.84%
1999-4.56%+8.61%

VBF vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VBF drawdown is -11.81%. The current SPY drawdown is -2.90%.

RankVBFSPY
#1-32.21%
Sep 15, 2021 - Oct 20, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.44%
Jan 9, 2008 - Dec 22, 2008		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.84%
Feb 6, 2020 - Jul 24, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.70%
Sep 4, 2012 - Jan 22, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.06%
Jul 3, 2003 - Feb 16, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.77%
May 28, 2009 - Sep 2, 2009		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.44%
Aug 17, 2010 - Sep 22, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.58%
Feb 2, 2009 - Apr 21, 2009		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.08%
Jan 2, 2018 - May 24, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.58%
Dec 27, 2011 - May 21, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.01%
Dec 31, 2020 - Sep 15, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.38%
Apr 17, 2015 - Mar 17, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.64%
Mar 10, 2010 - Jul 1, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.47%
Nov 9, 1999 - Jul 6, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.09%
Aug 7, 2001 - Sep 27, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VBF and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

VBF vs SPY dividend yield comparison.

YearVBFSPY
20262.25%0.24%
20255.46%1.07%
20245.51%1.21%
20235.31%1.40%
20224.60%1.65%
20213.36%1.20%
20206.89%1.52%
20195.04%1.75%
20185.40%2.04%
20175.07%1.80%
20164.56%2.03%
20155.40%2.06%
20147.53%1.87%
20136.73%1.81%
20127.10%2.18%
20116.55%2.05%
20105.39%1.80%
20094.95%1.95%
20087.09%3.02%
20075.54%1.85%
20065.42%1.73%
20055.77%1.73%
20045.93%1.82%
20036.48%1.47%
20026.91%1.70%
20017.11%1.25%
20003.90%1.15%
19990.00%0.24%

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