Skip to content
Beacon
Screener

SPHD vs RZV

Invesco S&P 500 High Dividend Low Volatility ETF vs Invesco S&P SmallCap 600 Pure Value ETF

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

RZV

Invesco S&P SmallCap 600 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$265M

Key differences

  • SPHD is significantly larger than RZV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RZV has delivered higher annualized returns.
  • RZV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPHDRZV
Annual cost (TER)0.30%0.35%
Fund size (AUM)$3.3B$265M
Since20122006
Dividend yield4.37%1.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+42.5%
CAGR 3Y+12.2%+17.5%
CAGR 5Y+6.2%+8.9%
Sharpe 3Y0.690.65
Volatility 1Y11.06%20.84%
Max drawdown-41.39%-60.42%

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

Similar to SPHD and RZV