Skip to content
Beacon
Screener

SPHD vs DVY

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

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • SPHD costs 0.08% less per year.
  • DVY is significantly larger than SPHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DVY has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPHDDVY
Annual cost (TER)0.30%0.38%
Fund size (AUM)$3.3B$22.9B
Since20122003
Dividend yield4.37%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+23.9%
CAGR 3Y+12.2%+16.1%
CAGR 5Y+6.2%+8.7%
Sharpe 3Y0.690.89
Volatility 1Y11.06%11.23%
Max drawdown-41.39%-41.59%

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

Similar to SPHD and DVY