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PWV vs SPHD

Invesco Dynamic Large Cap Value ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD costs 0.25% less per year.
  • Over the last 3 years, PWV has delivered higher annualized returns.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVSPHD
Annual cost (TER)0.55%0.30%
Fund size (AUM)$1.5B$3.3B
Since20052012
Dividend yield1.83%4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.6%+12.6%
CAGR 3Y+20.9%+12.2%
CAGR 5Y+12.9%+6.2%
Sharpe 3Y1.260.69
Volatility 1Y9.41%11.06%
Max drawdown-37.67%-41.39%

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

Similar to PWV and SPHD