AAXJ vs SPHD
Comparison between ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceAAXJ has outperformed SPHD, delivering a return of +6.6% compared to +5.7%
AAXJ vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAXJ
$3.30B
SPHD
$3.30B
Expense Ratio
AAXJ
0.72%
Winner
SPHD
0.30%
Max Drawdown
AAXJ
49.37%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
AAXJ
2.32
SPHD
0.55
5Y Beta
AAXJ
0.81
Winner
SPHD
0.39
P/E Ratio
AAXJ
N/A
SPHD
18.76
Forward P/E
AAXJ
N/A
SPHD
13.41
PEG Ratio
AAXJ
N/A
SPHD
0.34
5Y Dividends CAGR
Winner
AAXJ
7.97%
SPHD
3.96%
5Y EPS CAGR
AAXJ
N/A
SPHD
5.08%
Debt to Equity
AAXJ
N/A
SPHD
-78.14%
P/S Ratio
AAXJ
N/A
SPHD
1.86
P/B Ratio
AAXJ
N/A
SPHD
1.81
AAXJ vs SPHD - Holdings Comparison
AAXJ and SPHD have 1 common holdings. Overlap is -0.54%
AAXJ's top 25 holdings weight is 48.39%. SPHD's top 25 holdings weight is 58.83%.
| Rank | AAXJ | SPHD |
|---|---|---|
| #1 | n/a (n/a) - 16.87% | VERIZON COMMUNICATIONS INC (VZ) - 3.27% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.85% | ALTRIA GROUP INC (MO) - 3.20% |
| #3 | SK HYNIX INC (n/a) - 4.54% | PFIZER INC (PFE) - 3.05% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.71% | HEALTHPEAK PROPERTIES INC (DOC) - 2.81% |
| #5 | n/a (n/a) - 2.71% | THE KRAFT HEINZ CO (KHC) - 2.75% |
| #6 | DELTA ELECTRONICS INC (n/a) - 1.19% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% |
| #7 | MEDIATEK INC (n/a) - 1.13% | ONEOK INC (OKE) - 2.64% |
| #8 | AIA GROUP LTD (n/a) - 1.05% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.51% |
| #9 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.03% | REALTY INCOME CORP (O) - 2.49% |
| #10 | HDFC BANK LTD (n/a) - 0.90% | CONAGRA BRANDS INC (CAG) - 2.46% |
| #11 | DBS GROUP HOLDINGS LTD (n/a) - 0.87% | KIMCO REALTY CORP (KIM) - 2.37% |
| #12 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.87% | FRANKLIN RESOURCES INC (BEN) - 2.36% |
| #13 | n/a (n/a) - 0.84% | CROWN CASTLE INC (CCI) - 2.23% |
| #14 | RELIANCE INDUSTRIES LTD (n/a) - 0.84% | CHEVRON CORP (CVX) - 2.12% |
| #15 | ICICI BANK LTD (n/a) - 0.70% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #16 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.69% | KIMBERLY-CLARK CORP (KMB) - 2.05% |
| #17 | PDD HOLDINGS INC ADR (PDD) - 0.66% | PUBLIC STORAGE (PSA) - 2.05% |
| #18 | XIAOMI CORP CLASS B (n/a) - 0.65% | AT&T INC (T) - 2.05% |
| #19 | n/a (n/a) - 0.61% | EXTRA SPACE STORAGE INC (EXR) - 2.04% |
| #20 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.56% | DOMINION ENERGY INC (D) - 2.01% |
| #21 | HANA FINANCIAL GROUP INC (n/a) - 0.23% | KINDER MORGAN INC CLASS P (KMI) - 1.98% |
| #22 | KIA CORP (n/a) - 0.23% | EOG RESOURCES INC (EOG) - 1.96% |
| #23 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.22% | CLOROX CO (CLX) - 1.94% |
| #24 | CK HUTCHISON HOLDINGS LTD (n/a) - 0.22% | T. ROWE PRICE GROUP INC (TROW) - 1.89% |
| #25 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.22% | PINNACLE WEST CAPITAL CORP (PNW) - 1.88% |
| Total Holdings | 877 | 57 |
AAXJ vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAXJ
+14.32%
SPHD
-0.07%
3M
Winner
AAXJ
+14.77%
SPHD
-2.66%
6M
Winner
AAXJ
+27.47%
SPHD
+6.40%
1Y
Winner
AAXJ
+58.56%
SPHD
+9.51%
5Y(CAGR)
Winner
AAXJ
+6.55%
SPHD
+5.75%
10Y(CAGR)
Winner
AAXJ
+10.59%
SPHD
+7.31%
Max(CAGR)
AAXJ
+6.80%
Winner
SPHD
+9.48%
AAXJ vs SPHD - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AAXJ | SPHD |
|---|---|---|
| 2026 | +22.36% | +4.53% |
| 2025 | +32.06% | +3.29% |
| 2024 | +12.32% | +16.18% |
| 2023 | +3.42% | +0.93% |
| 2022 | -20.91% | +0.31% |
| 2021 | -6.56% | +26.77% |
| 2020 | +21.04% | -8.99% |
| 2019 | +18.74% | +20.89% |
| 2018 | -16.78% | -6.32% |
| 2017 | +40.39% | +10.79% |
| 2016 | +7.84% | +23.47% |
| 2015 | -9.87% | +4.85% |
| 2014 | +6.28% | +21.27% |
| 2013 | -0.52% | +18.33% |
| 2012 | +20.37% | -1.73% |
| 2011 | -21.26% | N/A |
| 2010 | +13.23% | N/A |
| 2009 | +60.72% | N/A |
| 2008 | -32.98% | N/A |
AAXJ vs SPHD Drawdown Comparison
The maximum drawdown for AAXJ was -49.37%, occurring on Nov 20, 2008. Recovery took 232 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current SPHD drawdown is -4.78%.
| Rank | AAXJ | SPHD |
|---|---|---|
| #1 | -49.37% Aug 15, 2008 - Jul 20, 2009 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -44.50% Feb 17, 2021 - Oct 20, 2025 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -32.99% Jan 26, 2018 - Oct 9, 2020 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -31.09% Apr 27, 2015 - May 25, 2017 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -29.50% Apr 21, 2011 - May 16, 2014 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -15.57% Apr 14, 2010 - Sep 20, 2010 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -14.07% Jan 11, 2010 - Apr 1, 2010 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -13.66% Feb 25, 2026 - Apr 17, 2026 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -10.90% Sep 5, 2014 - Apr 8, 2015 | -7.33% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -9.49% Nov 5, 2010 - Apr 21, 2011 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -8.35% Aug 3, 2009 - Sep 10, 2009 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -8.19% Oct 19, 2009 - Nov 16, 2009 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -6.51% Jul 20, 2009 - Aug 3, 2009 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -5.95% Oct 29, 2025 - Jan 2, 2026 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -5.74% Nov 22, 2017 - Jan 2, 2018 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between AAXJ and SPHD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2008 - 2026)
AAXJ vs SPHD dividend yield comparison.
| Year | AAXJ | SPHD |
|---|---|---|
| 2026 | 0.00% | 1.67% |
| 2025 | 1.81% | 4.02% |
| 2024 | 1.86% | 3.41% |
| 2023 | 1.95% | 4.48% |
| 2022 | 1.74% | 3.89% |
| 2021 | 2.21% | 3.45% |
| 2020 | 1.06% | 4.89% |
| 2019 | 1.83% | 4.07% |
| 2018 | 2.10% | 4.40% |
| 2017 | 1.99% | 3.14% |
| 2016 | 1.77% | 3.83% |
| 2015 | 2.44% | 3.49% |
| 2014 | 1.78% | 3.24% |
| 2013 | 1.77% | 3.68% |
| 2012 | 1.73% | 0.93% |
| 2011 | 2.11% | 0.00% |
| 2010 | 1.51% | 0.00% |
| 2009 | 1.26% | 0.00% |
| 2008 | 0.19% | 0.00% |
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