Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPVU (Invesco S&P 500 Enhanced Value ETF) | 16.07% | 34.62% | 22.48% | 11.36% | 12.80% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPVU (Invesco S&P 500 Enhanced Value ETF) | 10/19/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 34.62 | 22.48 | 11.36 | 12.80 | NA | NA | … | … | 16.07 | 19.08 | 14.39 | 11.70 | -5.62 | 35.28 | -9.93 | 28.86 | -9.49 | 18.75 | 18.53 | 1.23 |
| Sharpe Ratio | NA | 2.72 | 1.33 | 0.52 | 0.55 | NA | NA | … | … | 3.40 | 0.98 | 0.78 | 0.48 | -0.31 | 2.10 | -0.22 | 1.73 | -0.63 | 1.89 | 1.20 | 0.41 |
| Standard Deviation(%) | NA | 12.42 | 14.79 | 17.28 | 21.16 | NA | NA | … | … | 13.20 | 16.59 | 13.79 | 16.80 | 22.87 | 16.78 | 46.07 | 15.81 | 17.33 | 9.59 | 15.20 | 14.90 |
| Draw Down(%) | NA | 6.25 | 14.43 | 21.95 | 48.02 | NA | NA | … | … | 6.25 | 12.31 | 10.11 | 14.75 | 21.95 | 8.77 | 48.02 | 11.06 | 20.27 | 5.99 | 13.77 | 4.82 |
| Yield(%) | 0.00 | 2.72 | 3.45 | 2.81 | 3.94 | 2.68 | 2.01 | … | … | 0.59 | 2.82 | 2.98 | 3.30 | 2.26 | 3.07 | 2.33 | 2.77 | 2.17 | 2.72 | 1.13 | 0.55 |
Data as of 06/05/2026, Common starting date is 10/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPVU (Invesco S&P 500 Enhanced Value ETF) |
-5.90%
Mar 2017 – Mar 2020 |
4.99%
Sep 2017 – Sep 2022 |
10.65%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPVU (Invesco S&P 500 Enhanced Value ETF) |
23.67%
May 2023 – May 2026 |
20.22%
Mar 2020 – Mar 2025 |
13.23%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart