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RDIV vs SPHD

Invesco S&P Ultra Dividend Revenue ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD costs 0.09% less per year.
  • Over the last 3 years, RDIV has delivered higher annualized returns.

Side-by-side comparison

RDIVSPHD
Annual cost (TER)0.39%0.30%
Fund size (AUM)$1.2B$3.3B
Since20132012
Dividend yield3.69%4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+12.4%
CAGR 3Y+20.4%+12.4%
CAGR 5Y+10.3%+6.1%
Sharpe 3Y0.990.70
Volatility 1Y13.26%11.07%
Max drawdown-49.97%-41.39%

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

Similar to RDIV and SPHD