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SPHD vs WDIV

Invesco S&P 500 High Dividend Low Volatility ETF vs State Street SPDR S&P Global Dividend ETF

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • SPHD costs 0.10% less per year.
  • SPHD is significantly larger than WDIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, WDIV has delivered higher annualized returns.

Side-by-side comparison

SPHDWDIV
Annual cost (TER)0.30%0.40%
Fund size (AUM)$3.3B$266M
Since20122013
Dividend yield4.37%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.4%+24.8%
CAGR 3Y+12.4%+16.6%
CAGR 5Y+6.1%+8.0%
Sharpe 3Y0.701.06
Volatility 1Y11.07%10.17%
Max drawdown-41.39%-42.34%

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

Similar to SPHD and WDIV