Screener
SPHD vs PGF
Invesco S&P 500 High Dividend Low Volatility ETF vs Invesco Financial Preferred ETF
Key differences
- SPHD costs 0.25% less per year.
- SPHD is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHD has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPHD | PGF | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.55% |
| Fund size (AUM) | $3.3B | $719M |
| Since | 2012 | 2006 |
| Dividend yield | 4.37% | 6.24% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.6% | +6.0% |
| CAGR 3Y | +12.2% | +5.6% |
| CAGR 5Y | +6.2% | -0.4% |
| Sharpe 3Y | 0.69 | 0.25 |
| Volatility 1Y | 11.06% | 6.36% |
| Max drawdown | -41.39% | -28.92% |
Similar to SPHD and PGF
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