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FFTY vs SPGP

CapForce IBD 50 ETF vs Invesco S&P 500 GARP ETF

FFTY

CapForce IBD 50 ETF

Capital-FORCE ETF

Annual cost

0.80%

Fund size

$88M

SPGP

Invesco S&P 500 GARP ETF

Invesco

Annual cost

0.36%

Fund size

$2.2B

Key differences

  • SPGP costs 0.44% less per year.
  • SPGP is significantly larger than FFTY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FFTY has delivered higher annualized returns.

Side-by-side comparison

FFTYSPGP
Annual cost (TER)0.80%0.36%
Fund size (AUM)$88M$2.2B
Since20152011
Dividend yield1.23%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.8%+19.3%
CAGR 3Y+21.6%+13.1%
CAGR 5Y-0.1%+8.3%
Sharpe 3Y0.690.59
Volatility 1Y34.09%15.38%
Max drawdown-59.46%-42.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FFTY and SPGP