Screener
DWX vs SPHD
State Street SPDR S&P International Dividend ETF vs Invesco S&P 500 High Dividend Low Volatility ETF
Key differences
- SPHD costs 0.15% less per year.
- SPHD is significantly larger than DWX — larger funds tend to be more liquid and less likely to close.
- DWX is classified as alternative, while SPHD is equity — different risk/return profiles.
- Over the last 3 years, DWX has delivered higher annualized returns.
Side-by-side comparison
| DWX | SPHD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.30% |
| Fund size (AUM) | $512M | $3.3B |
| Since | 2008 | 2012 |
| Dividend yield | 4.18% | 4.37% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +17.9% | +12.4% |
| CAGR 3Y | +14.9% | +12.4% |
| CAGR 5Y | +7.8% | +6.1% |
| Sharpe 3Y | 0.98 | 0.70 |
| Volatility 1Y | 10.88% | 11.07% |
| Max drawdown | -36.05% | -41.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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