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KBWD vs SPHD
Invesco KBW High Dividend Yield Financial ETF vs Invesco S&P 500 High Dividend Low Volatility ETF
Key differences
- SPHD costs 5.09% less per year.
- SPHD is significantly larger than KBWD — 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
| KBWD | SPHD | |
|---|---|---|
| Annual cost (TER) | 5.39% | 0.30% |
| Fund size (AUM) | $447M | $3.3B |
| Since | 2010 | 2012 |
| Dividend yield | 13.23% | 4.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.7% | +12.6% |
| CAGR 3Y | +8.5% | +12.2% |
| CAGR 5Y | +1.4% | +6.2% |
| Sharpe 3Y | 0.34 | 0.69 |
| Volatility 1Y | 15.37% | 11.06% |
| Max drawdown | -58.63% | -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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