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EFAD vs SPHD

ProShares MSCI EAFE Dividend Growers ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

EFAD

ProShares MSCI EAFE Dividend Growers ETF

ProShares

Annual cost

0.50%

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 0.20% less per year.
  • SPHD is significantly larger than EFAD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPHD has delivered higher annualized returns.

Side-by-side comparison

EFADSPHD
Annual cost (TER)0.50%0.30%
Fund size (AUM)$62M$3.3B
Since20142012
Dividend yield2.82%4.37%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+12.6%
CAGR 3Y+6.1%+12.2%
CAGR 5Y+1.3%+6.2%
Sharpe 3Y0.250.69
Volatility 1Y13.36%11.06%
Max drawdown-35.74%-41.39%

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

Similar to EFAD and SPHD