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SPHD vs DGRO

Invesco S&P 500 High Dividend Low Volatility ETF vs iShares Core Dividend Growth ETF

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.22% less per year.
  • DGRO is significantly larger than SPHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DGRO has delivered higher annualized returns.

Side-by-side comparison

SPHDDGRO
Annual cost (TER)0.30%0.08%
Fund size (AUM)$3.3B$39.6B
Since20122014
Dividend yield4.37%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+24.3%
CAGR 3Y+12.2%+17.2%
CAGR 5Y+6.2%+10.6%
Sharpe 3Y0.691.11
Volatility 1Y11.06%9.59%
Max drawdown-41.39%-35.10%

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

Similar to SPHD and DGRO