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SPHD vs FDVV

Invesco S&P 500 High Dividend Low Volatility ETF vs Fidelity High Dividend ETF

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

Key differences

  • FDVV costs 0.15% less per year.
  • Over the last 3 years, FDVV has delivered higher annualized returns.

Side-by-side comparison

SPHDFDVV
Annual cost (TER)0.30%0.15%
Fund size (AUM)$3.3B$9.2B
Since20122016
Dividend yield4.37%2.81%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+25.7%
CAGR 3Y+12.2%+20.7%
CAGR 5Y+6.2%+13.5%
Sharpe 3Y0.691.28
Volatility 1Y11.06%10.10%
Max drawdown-41.39%-40.25%

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

Similar to SPHD and FDVV