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SPHD vs DWX

Invesco S&P 500 High Dividend Low Volatility ETF vs State Street SPDR S&P International Dividend ETF

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

DWX

State Street SPDR S&P International Dividend ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$512M

Key differences

  • SPHD costs 0.15% less per year.
  • SPHD is significantly larger than DWX — larger funds tend to be more liquid and less likely to close.
  • SPHD is classified as equity, while DWX is alternative — different risk/return profiles.
  • Over the last 3 years, DWX has delivered higher annualized returns.

Side-by-side comparison

SPHDDWX
Annual cost (TER)0.30%0.45%
Fund size (AUM)$3.3B$512M
Since20122008
Dividend yield4.37%4.18%
Asset classequityalternative
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+17.9%
CAGR 3Y+12.2%+14.9%
CAGR 5Y+6.2%+7.8%
Sharpe 3Y0.690.98
Volatility 1Y11.06%10.88%
Max drawdown-41.39%-36.05%

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

Similar to SPHD and DWX