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SDY vs SPHD
State Street SPDR S&P Dividend ETF vs Invesco S&P 500 High Dividend Low Volatility ETF
Key differences
- SDY is significantly larger than SPHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHD has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDY | SPHD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.30% |
| Fund size (AUM) | $22.0B | $3.3B |
| Since | 2005 | 2012 |
| Dividend yield | 2.46% | 4.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +12.4% |
| CAGR 3Y | +10.1% | +12.4% |
| CAGR 5Y | +6.2% | +6.1% |
| Sharpe 3Y | 0.56 | 0.70 |
| Volatility 1Y | 10.48% | 11.07% |
| Max drawdown | -36.70% | -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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