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SPHD vs SPDV
Invesco S&P 500 High Dividend Low Volatility ETF vs AAM S&P 500 High Dividend Value ETF
Key differences
- SPHD is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPDV has delivered higher annualized returns.
- SPHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPHD | SPDV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.29% |
| Fund size (AUM) | $3.3B | $90M |
| Since | 2012 | 2017 |
| Dividend yield | 4.37% | 3.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.4% | +28.6% |
| CAGR 3Y | +12.4% | +17.5% |
| CAGR 5Y | +6.1% | +8.2% |
| Sharpe 3Y | 0.70 | 0.92 |
| Volatility 1Y | 11.07% | 12.32% |
| Max drawdown | -41.39% | -43.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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