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GOVI vs. FGOVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GOVI vs. FGOVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Equal Weight 0-30 Years Treasury ETF (GOVI) and Fidelity Government Income Fund (FGOVX). The values are adjusted to include any dividend payments, if applicable.

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GOVI vs. FGOVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GOVI
Invesco Equal Weight 0-30 Years Treasury ETF
-0.26%5.84%-2.95%3.31%-19.98%-3.76%12.55%10.00%-0.28%4.96%
FGOVX
Fidelity Government Income Fund
-0.13%6.57%0.09%4.23%-13.09%-2.25%6.79%6.41%0.63%2.22%

Returns By Period

In the year-to-date period, GOVI achieves a -0.26% return, which is significantly lower than FGOVX's -0.13% return. Over the past 10 years, GOVI has underperformed FGOVX with an annualized return of 0.08%, while FGOVX has yielded a comparatively higher 0.81% annualized return.


GOVI

1D
-0.20%
1M
-2.46%
YTD
-0.26%
6M
-0.32%
1Y
1.09%
3Y*
0.32%
5Y*
-2.44%
10Y*
0.08%

FGOVX

1D
0.11%
1M
-1.50%
YTD
-0.13%
6M
0.55%
1Y
3.06%
3Y*
2.54%
5Y*
-0.49%
10Y*
0.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GOVI vs. FGOVX - Expense Ratio Comparison

GOVI has a 0.15% expense ratio, which is lower than FGOVX's 0.45% expense ratio.


Return for Risk

GOVI vs. FGOVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GOVI
GOVI Risk / Return Rank: 1515
Overall Rank
GOVI Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
GOVI Sortino Ratio Rank: 1313
Sortino Ratio Rank
GOVI Omega Ratio Rank: 1313
Omega Ratio Rank
GOVI Calmar Ratio Rank: 1717
Calmar Ratio Rank
GOVI Martin Ratio Rank: 1616
Martin Ratio Rank

FGOVX
FGOVX Risk / Return Rank: 3434
Overall Rank
FGOVX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FGOVX Sortino Ratio Rank: 3131
Sortino Ratio Rank
FGOVX Omega Ratio Rank: 2323
Omega Ratio Rank
FGOVX Calmar Ratio Rank: 5454
Calmar Ratio Rank
FGOVX Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GOVI vs. FGOVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Equal Weight 0-30 Years Treasury ETF (GOVI) and Fidelity Government Income Fund (FGOVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GOVIFGOVXDifference

Sharpe ratio

Return per unit of total volatility

0.15

0.80

-0.65

Sortino ratio

Return per unit of downside risk

0.25

1.16

-0.90

Omega ratio

Gain probability vs. loss probability

1.03

1.14

-0.11

Calmar ratio

Return relative to maximum drawdown

0.28

1.37

-1.09

Martin ratio

Return relative to average drawdown

0.65

3.62

-2.97

GOVI vs. FGOVX - Sharpe Ratio Comparison

The current GOVI Sharpe Ratio is 0.15, which is lower than the FGOVX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of GOVI and FGOVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GOVIFGOVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.15

0.80

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

-0.08

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.16

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.71

-0.40

Correlation

The correlation between GOVI and FGOVX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GOVI vs. FGOVX - Dividend Comparison

GOVI's dividend yield for the trailing twelve months is around 3.82%, more than FGOVX's 3.13% yield.


TTM20252024202320222021202020192018201720162015
GOVI
Invesco Equal Weight 0-30 Years Treasury ETF
3.82%3.75%3.56%2.87%1.97%1.15%1.00%1.96%2.14%2.02%2.00%2.14%
FGOVX
Fidelity Government Income Fund
3.13%3.37%3.20%2.57%1.13%0.60%2.39%2.10%2.08%1.81%2.69%2.25%

Drawdowns

GOVI vs. FGOVX - Drawdown Comparison

The maximum GOVI drawdown since its inception was -32.70%, which is greater than FGOVX's maximum drawdown of -19.93%. Use the drawdown chart below to compare losses from any high point for GOVI and FGOVX.


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Drawdown Indicators


GOVIFGOVXDifference

Max Drawdown

Largest peak-to-trough decline

-32.70%

-19.93%

-12.77%

Max Drawdown (1Y)

Largest decline over 1 year

-5.83%

-2.86%

-2.97%

Max Drawdown (5Y)

Largest decline over 5 years

-28.30%

-18.00%

-10.30%

Max Drawdown (10Y)

Largest decline over 10 years

-32.70%

-19.93%

-12.77%

Current Drawdown

Current decline from peak

-22.15%

-7.12%

-15.03%

Average Drawdown

Average peak-to-trough decline

-9.53%

-3.92%

-5.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

1.08%

+1.44%

Volatility

GOVI vs. FGOVX - Volatility Comparison

Invesco Equal Weight 0-30 Years Treasury ETF (GOVI) has a higher volatility of 2.69% compared to Fidelity Government Income Fund (FGOVX) at 1.50%. This indicates that GOVI's price experiences larger fluctuations and is considered to be riskier than FGOVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOVIFGOVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

1.50%

+1.19%

Volatility (6M)

Calculated over the trailing 6-month period

4.43%

2.56%

+1.87%

Volatility (1Y)

Calculated over the trailing 1-year period

7.51%

4.32%

+3.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.85%

6.06%

+3.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.10%

5.03%

+4.07%