Skip to content
Beacon
Screener

XMLV vs SPHD

Invesco S&P MidCap Low Volatility ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD is significantly larger than XMLV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

XMLVSPHD
Annual cost (TER)0.25%0.30%
Fund size (AUM)$750M$3.3B
Since20132012
Dividend yield2.80%4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+12.4%
CAGR 3Y+11.5%+12.4%
CAGR 5Y+6.1%+6.1%
Sharpe 3Y0.630.70
Volatility 1Y10.30%11.07%
Max drawdown-39.86%-41.39%

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

Similar to XMLV and SPHD