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DVVY vs SPHD

Invesco Diversified Dividend Opportunities ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Invesco

Annual cost

0.33%

Fund size

$3M

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD is significantly larger than DVVY — larger funds tend to be more liquid and less likely to close.
  • DVVY 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

DVVYSPHD
Annual cost (TER)0.33%0.30%
Fund size (AUM)$3M$3.3B
Since20262012
Dividend yield4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+12.4%
CAGR 3YN/A+12.4%
CAGR 5YN/A+6.1%
Sharpe 3YN/A0.70
Volatility 1Y11.07%
Max drawdown-2.57%-41.39%

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

Similar to DVVY and SPHD