Screener
SPHD vs KBWD
Invesco S&P 500 High Dividend Low Volatility ETF vs Invesco KBW High Dividend Yield Financial ETF
Key differences
- SPHD costs 5.09% less per year.
- SPHD is significantly larger than KBWD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHD has delivered higher annualized returns.
Side-by-side comparison
| SPHD | KBWD | |
|---|---|---|
| Annual cost (TER) | 0.30% | 5.39% |
| Fund size (AUM) | $3.3B | $447M |
| Since | 2012 | 2010 |
| Dividend yield | 4.37% | 13.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.6% | +6.7% |
| CAGR 3Y | +12.2% | +8.5% |
| CAGR 5Y | +6.2% | +1.4% |
| Sharpe 3Y | 0.69 | 0.34 |
| Volatility 1Y | 11.06% | 15.37% |
| Max drawdown | -41.39% | -58.63% |
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