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SPHD vs VIG

Invesco S&P 500 High Dividend Low Volatility ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

Key differences

  • VIG costs 0.26% less per year.
  • VIG is significantly larger than SPHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VIG has delivered higher annualized returns.
  • VIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPHDVIG
Annual cost (TER)0.30%0.04%
Fund size (AUM)$3.3B$124.6B
Since20122006
Dividend yield4.37%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.6%+21.1%
CAGR 3Y+12.2%+16.5%
CAGR 5Y+6.2%+10.6%
Sharpe 3Y0.691.02
Volatility 1Y11.06%10.18%
Max drawdown-41.39%-31.72%

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

Similar to SPHD and VIG