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SPHD vs OUSA

Invesco S&P 500 High Dividend Low Volatility ETF vs ALPS O'Shares U.S. Quality Dividend ETF Shares

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

OUSA

ALPS O'Shares U.S. Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$751M

Key differences

  • SPHD costs 0.18% less per year.
  • SPHD is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OUSA has delivered higher annualized returns.

Side-by-side comparison

SPHDOUSA
Annual cost (TER)0.30%0.48%
Fund size (AUM)$3.3B$751M
Since20122015
Dividend yield4.37%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+13.0%
CAGR 3Y+12.2%+13.6%
CAGR 5Y+6.2%+9.1%
Sharpe 3Y0.690.86
Volatility 1Y11.06%9.87%
Max drawdown-41.39%-33.12%

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

Similar to SPHD and OUSA