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DIVL vs SPHD

Madison Dividend Value ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

DIVL

Madison Dividend Value ETF

Madison Asset Management, LLC

Annual cost

0.65%

Fund size

$62M

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD costs 0.35% less per year.
  • SPHD is significantly larger than DIVL — larger funds tend to be more liquid and less likely to close.
  • DIVL covers global markets; SPHD covers north america.
  • DIVL follows a active selection strategy; SPHD uses index tracking.
  • SPHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVLSPHD
Annual cost (TER)0.65%0.30%
Fund size (AUM)$62M$3.3B
Since20232012
Dividend yield1.68%4.37%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.2%+12.6%
CAGR 3YN/A+12.2%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.69
Volatility 1Y10.56%11.06%
Max drawdown-14.06%-41.39%

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

Similar to DIVL and SPHD