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SPHD vs DIVZ

Invesco S&P 500 High Dividend Low Volatility ETF vs Polen Dividend Income ETF

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • SPHD costs 0.35% less per year.
  • SPHD is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • SPHD follows a index tracking strategy; DIVZ uses active selection.
  • Over the last 3 years, DIVZ has delivered higher annualized returns.
  • SPHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPHDDIVZ
Annual cost (TER)0.30%0.65%
Fund size (AUM)$3.3B$242M
Since20122021
Dividend yield4.37%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+12.6%+16.1%
CAGR 3Y+12.2%+15.6%
CAGR 5Y+6.2%+9.2%
Sharpe 3Y0.691.05
Volatility 1Y11.06%9.19%
Max drawdown-41.39%-15.43%

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

Similar to SPHD and DIVZ