Screener
SPHD vs PGX
Invesco S&P 500 High Dividend Low Volatility ETF vs Invesco Preferred ETF
Key differences
- SPHD costs 0.20% less per year.
- SPHD is classified as equity, while PGX is fixed income — different risk/return profiles.
- Over the last 3 years, SPHD has delivered higher annualized returns.
Side-by-side comparison
| SPHD | PGX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.50% |
| Fund size (AUM) | $3.3B | $3.9B |
| Since | 2012 | 2008 |
| Dividend yield | 4.37% | 6.16% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.6% | +7.3% |
| CAGR 3Y | +12.2% | +6.1% |
| CAGR 5Y | +6.2% | -0.3% |
| Sharpe 3Y | 0.69 | 0.31 |
| Volatility 1Y | 11.06% | 6.14% |
| Max drawdown | -41.39% | -34.10% |
Similar to SPHD and PGX
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