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CFA vs SPLV

VictoryShares US 500 Volatility Wtd ETF vs Invesco S&P 500 Low Volatility ETF

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • SPLV costs 0.10% less per year.
  • SPLV is significantly larger than CFA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CFA has delivered higher annualized returns.

Side-by-side comparison

CFASPLV
Annual cost (TER)0.35%0.25%
Fund size (AUM)$532M$7.2B
Since20142011
Dividend yield1.25%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.2%+4.3%
CAGR 3Y+14.0%+8.2%
CAGR 5Y+7.8%+6.1%
Sharpe 3Y0.790.45
Volatility 1Y10.91%9.71%
Max drawdown-37.74%-36.26%

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

Similar to CFA and SPLV