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SPHD vs OMFS
Invesco S&P 500 High Dividend Low Volatility ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
- SPHD costs 0.09% less per year.
- SPHD is significantly larger than OMFS — larger funds tend to be more liquid and less likely to close.
- SPHD follows a index tracking strategy; OMFS uses index enhanced.
- Over the last 3 years, OMFS has delivered higher annualized returns.
- SPHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPHD | OMFS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.39% |
| Fund size (AUM) | $3.3B | $275M |
| Since | 2012 | 2017 |
| Dividend yield | 4.37% | 0.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +12.6% | +33.5% |
| CAGR 3Y | +12.2% | +15.9% |
| CAGR 5Y | +6.2% | +6.8% |
| Sharpe 3Y | 0.69 | 0.65 |
| Volatility 1Y | 11.06% | 17.69% |
| Max drawdown | -41.39% | -42.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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