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FDVV vs SPHD

Fidelity High Dividend ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • FDVV costs 0.15% less per year.
  • Over the last 3 years, FDVV has delivered higher annualized returns.

Side-by-side comparison

FDVVSPHD
Annual cost (TER)0.15%0.30%
Fund size (AUM)$9.2B$3.3B
Since20162012
Dividend yield2.81%4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.7%+12.6%
CAGR 3Y+20.7%+12.2%
CAGR 5Y+13.5%+6.2%
Sharpe 3Y1.280.69
Volatility 1Y10.10%11.06%
Max drawdown-40.25%-41.39%

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

Similar to FDVV and SPHD