Screener
SPDV vs SPHD
AAM S&P 500 High Dividend Value ETF vs Invesco S&P 500 High Dividend Low Volatility ETF
Key differences
- SPHD is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPDV has delivered higher annualized returns.
- SPHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPDV | SPHD | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.30% |
| Fund size (AUM) | $90M | $3.3B |
| Since | 2017 | 2012 |
| Dividend yield | 3.38% | 4.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +12.4% |
| CAGR 3Y | +17.5% | +12.4% |
| CAGR 5Y | +8.2% | +6.1% |
| Sharpe 3Y | 0.92 | 0.70 |
| Volatility 1Y | 12.32% | 11.07% |
| Max drawdown | -43.81% | -41.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SPDV and SPHD
Explore further