Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPGP (Invesco S&P 500 GARP ETF) 7.19% 19.09% 13.44% 8.12% 14.87% NA NA
Data as of 06/04/2026, Common starting date is 06/16/2011
More Performance Analytics Comparison
Name Start Date End Date
SPGP (Invesco S&P 500 GARP ETF) 06/16/2011 06/04/2026
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 2014 2013 2012 2011
Annualized Return (%) 1.11 19.09 13.44 8.12 14.87 NA NA 7.19 9.80 8.48 20.30 -13.83 35.71 15.95 39.16 1.69 36.24 -1.19 6.32 16.21 29.88 16.13 0.60
Sharpe Ratio NA 1.10 0.58 0.29 0.62 NA NA 0.71 0.32 0.33 1.07 -0.64 2.47 0.37 2.29 0.01 4.21 -0.09 0.37 1.39 2.95 1.33 0.04
Standard Deviation(%) NA 15.15 17.40 18.49 21.28 NA NA 17.43 21.44 14.77 15.70 23.93 14.43 42.53 16.47 21.60 8.48 15.24 16.85 11.63 10.12 12.22 26.31
Draw Down(%) NA 11.15 22.87 22.87 42.07 NA NA 11.15 22.29 9.57 12.21 22.18 7.42 42.07 10.69 22.80 2.51 16.97 12.28 8.58 4.96 8.55 17.18
Yield(%) 0.00 1.03 1.51 1.29 2.42 3.46 2.60 0.29 1.13 1.48 1.48 1.04 0.95 1.24 1.20 0.95 0.91 0.90 1.18 1.75 2.61 1.68 0.87
Data as of 06/04/2026, Common starting date is 06/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPGP (Invesco S&P 500 GARP ETF) 3.99%
Dec 2021 – Dec 2024
6.98%
Mar 2021 – Mar 2026
12.29%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPGP (Invesco S&P 500 GARP ETF) 29.86%
Dec 2018 – Dec 2021
24.85%
Dec 2016 – Dec 2021
18.77%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return