Screener
PEY vs SPHD
Invesco High Yield Equity Dividend Achievers ETF vs Invesco S&P 500 High Dividend Low Volatility ETF
Key differences
- SPHD costs 0.24% less per year.
- SPHD is significantly larger than PEY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHD has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEY | SPHD | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.30% |
| Fund size (AUM) | $1.1B | $3.3B |
| Since | 2004 | 2012 |
| Dividend yield | 4.46% | 4.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.8% | +12.6% |
| CAGR 3Y | +11.1% | +12.2% |
| CAGR 5Y | +5.5% | +6.2% |
| Sharpe 3Y | 0.51 | 0.69 |
| Volatility 1Y | 14.18% | 11.06% |
| Max drawdown | -41.55% | -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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