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FLXR vs SPHD

Comparison between TCW Flexible Income ETF (FLXR, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).

FLXR vs SPHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FLXR
$3.20B
SPHD
$3.20B
Expense Ratio
FLXR
0.40%
Winner
SPHD
0.30%
Max Drawdown
Winner
FLXR
3.44%
SPHD
42.14%
Sharpe Ratio
Winner
FLXR
0.93
SPHD
0.82
5Y Beta
Winner
FLXR
0.03
SPHD
0.38
P/E Ratio
FLXR
N/A
SPHD
19.11
Forward P/E
FLXR
N/A
SPHD
13.52
PEG Ratio
FLXR
N/A
SPHD
0.49
5Y Dividends CAGR
FLXR
N/A
SPHD
6.35%
5Y EPS CAGR
FLXR
N/A
SPHD
5.69%
Debt to Equity
FLXR
N/A
SPHD
-44.25%
P/S Ratio
FLXR
N/A
SPHD
1.88
P/B Ratio
FLXR
N/A
SPHD
1.83

FLXR vs SPHD - Historical Returns

Returns include dividend reinvestment.

1M
FLXR
+0.42%
Winner
SPHD
+4.03%
3M
FLXR
+1.27%
Winner
SPHD
+4.97%
6M
FLXR
+1.84%
Winner
SPHD
+9.45%
1Y
FLXR
+5.71%
Winner
SPHD
+12.85%
5Y(CAGR)
FLXR
N/A
SPHD
+6.47%
10Y(CAGR)
FLXR
N/A
SPHD
+7.63%
Max(CAGR)
FLXR
+7.40%
Winner
SPHD
+9.76%

FLXR vs SPHD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearFLXRSPHD
2026+1.39%+9.21%
2025+8.34%+3.29%
2024+4.77%+16.18%
2023N/A+0.93%
2022N/A+0.31%
2021N/A+26.77%
2020N/A-8.99%
2019N/A+20.89%
2018N/A-6.32%
2017N/A+10.79%
2016N/A+23.47%
2015N/A+4.85%
2014N/A+21.27%
2013N/A+18.33%
2012N/A-1.73%

FLXR vs SPHD Drawdown Comparison

The maximum drawdown for FLXR was -1.94%, occurring on Nov 1, 2024. Recovery took 97 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 -0.53%.

RankFLXRSPHD
#1-1.94%
Oct 1, 2024 - Feb 21, 2025
-41.36%
Jan 17, 2020 - Mar 8, 2021
#2-1.47%
Apr 3, 2025 - Apr 29, 2025
-19.51%
Apr 20, 2022 - May 15, 2024
#3-1.46%
Feb 27, 2026 - Apr 17, 2026
-13.30%
Nov 29, 2024 - Jan 22, 2026
#4-0.79%
May 8, 2026 - May 28, 2026
-12.52%
Sep 21, 2018 - Feb 5, 2019
#5-0.53%
Aug 5, 2024 - Aug 14, 2024
-11.05%
Jan 26, 2018 - Aug 17, 2018
#6-0.53%
Sep 16, 2024 - Oct 1, 2024
-8.88%
Aug 17, 2015 - Oct 22, 2015
#7-0.50%
Oct 28, 2025 - Nov 11, 2025
-8.32%
Jun 11, 2021 - Dec 29, 2021
#8-0.46%
Apr 30, 2025 - May 19, 2025
-7.39%
Jul 29, 2016 - Dec 7, 2016
#9-0.43%
Jun 27, 2024 - Jul 3, 2024
-7.33%
Mar 2, 2026 - Mar 20, 2026
#10-0.41%
May 29, 2026 - Jun 11, 2026
-7.24%
Apr 12, 2019 - Sep 10, 2019
#11-0.41%
Apr 17, 2026 - May 8, 2026
-6.98%
May 21, 2013 - Oct 25, 2013
#12-0.38%
Sep 16, 2025 - Oct 8, 2025
-6.67%
Dec 29, 2015 - Feb 17, 2016
#13-0.35%
Aug 8, 2025 - Aug 25, 2025
-5.84%
Nov 1, 2012 - Jan 2, 2013
#14-0.35%
Dec 3, 2025 - Dec 16, 2025
-5.76%
Jan 22, 2015 - Aug 14, 2015
#15-0.35%
Sep 10, 2024 - Sep 16, 2024
-5.04%
Jan 14, 2022 - Mar 22, 2022

Correlation

Correlation between FLXR and SPHD is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2012 - 2026)

FLXR vs SPHD dividend yield comparison.

YearFLXRSPHD
20262.56%2.01%
20255.66%4.02%
20243.44%3.41%
20230.00%4.48%
20220.00%3.89%
20210.00%3.45%
20200.00%4.89%
20190.00%4.07%
20180.00%4.40%
20170.00%3.14%
20160.00%3.83%
20150.00%3.49%
20140.00%3.24%
20130.00%3.68%
20120.00%0.93%

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