IWX vs SPHD
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceIWX has outperformed SPHD, delivering a return of +12.9% compared to +8.0%
IWX vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWX
$4B
SPHD
$4B
Expense Ratio
Winner
IWX
0.20%
SPHD
0.30%
Max Drawdown
Winner
IWX
35.76%
SPHD
42.14%
Sharpe Ratio
Winner
IWX
2.61
SPHD
0.94
5Y Beta
IWX
0.68
Winner
SPHD
0.36
P/E Ratio
IWX
22.23
Winner
SPHD
19.93
Forward P/E
IWX
19.76
Winner
SPHD
14.52
PEG Ratio
Winner
IWX
0.41
SPHD
0.60
5Y Dividends CAGR
IWX
5.22%
Winner
SPHD
6.97%
5Y EPS CAGR
Winner
IWX
14.39%
SPHD
5.00%
Debt to Equity
IWX
-3.17%
Winner
SPHD
-44.60%
P/S Ratio
IWX
2.96
Winner
SPHD
2.13
P/B Ratio
IWX
3.95
Winner
SPHD
1.98
IWX vs SPHD - Holdings Comparison
IWX and SPHD have 16 common holdings. Overlap is 7.85%
IWX's top 25 holdings weight is 56.45%. SPHD's top 25 holdings weight is 62.25%.
| Rank | IWX | SPHD |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 8.38% | HEALTHPEAK PROPERTIES INC (DOC) - 3.68% |
| #2 | APPLE INC (AAPL) - 7.61% | ALTRIA GROUP INC (MO) - 3.51% |
| #3 | MICROSOFT CORP (MSFT) - 5.57% | THE KRAFT HEINZ CO (KHC) - 3.21% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% | VERIZON COMMUNICATIONS INC (VZ) - 3.17% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.48% | FRANKLIN RESOURCES INC (BEN) - 2.88% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.39% | ONEOK INC (OKE) - 2.85% |
| #7 | EXXON MOBIL CORP (XOM) - 2.21% | PFIZER INC (PFE) - 2.78% |
| #8 | INTEL CORP (INTC) - 2.17% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.63% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.80% | KIMCO REALTY CORP (KIM) - 2.61% |
| #10 | WALMART INC (WMT) - 1.70% | REALTY INCOME CORP (O) - 2.53% |
| #11 | ABBVIE INC (ABBV) - 1.60% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.47% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.50% | KIMBERLY-CLARK CORP (KMB) - 2.28% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.40% | T. ROWE PRICE GROUP INC (TROW) - 2.28% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.34% | DOMINION ENERGY INC (D) - 2.23% |
| #15 | MERCK & CO INC (MRK) - 1.21% | PRUDENTIAL FINANCIAL INC (PRU) - 2.18% |
| #16 | CHEVRON CORP (CVX) - 1.20% | CHEVRON CORP (CVX) - 2.18% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.16% |
| #18 | COCA-COLA CO (KO) - 1.09% | BXP INC (BXP) - 2.14% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% | HORMEL FOODS CORP (HRL) - 2.12% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% | PUBLIC STORAGE (PSA) - 2.10% |
| #21 | WELLS FARGO & CO (WFC) - 1.03% | EOG RESOURCES INC (EOG) - 2.10% |
| #22 | RTX CORP (RTX) - 1.01% | EXTRA SPACE STORAGE INC (EXR) - 2.08% |
| #23 | LINDE PLC (LIN) - 0.96% | UDR INC (UDR) - 2.06% |
| #24 | META PLATFORMS INC CLASS A (META) - 0.96% | KINDER MORGAN INC CLASS P (KMI) - 2.02% |
| #25 | MORGAN STANLEY (MS) - 0.93% | CROWN CASTLE INC (CCI) - 2.00% |
| Total Holdings | 155 | 53 |
IWX vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWX
+4.17%
SPHD
+0.97%
3M
Winner
IWX
+12.10%
SPHD
+6.93%
6M
Winner
IWX
+16.22%
SPHD
+4.63%
1Y
Winner
IWX
+36.34%
SPHD
+14.77%
5Y(CAGR)
Winner
IWX
+12.93%
SPHD
+8.03%
10Y(CAGR)
Winner
IWX
+12.18%
SPHD
+7.29%
Max(CAGR)
Winner
IWX
+11.84%
SPHD
+9.87%
IWX vs SPHD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWX | SPHD |
|---|---|---|
| 2026 | +22.62% | +12.27% |
| 2025 | +18.35% | +3.29% |
| 2024 | +14.15% | +16.18% |
| 2023 | +10.40% | +0.93% |
| 2022 | -5.80% | +0.31% |
| 2021 | +24.62% | +26.77% |
| 2020 | +0.74% | -8.99% |
| 2019 | +25.79% | +20.89% |
| 2018 | -6.69% | -6.32% |
| 2017 | +13.11% | +10.79% |
| 2016 | +17.63% | +23.47% |
| 2015 | -3.41% | +4.85% |
| 2014 | +14.05% | +21.27% |
| 2013 | +28.53% | +18.33% |
| 2012 | +14.33% | -1.73% |
| 2011 | +0.04% | N/A |
| 2010 | +10.63% | N/A |
| 2009 | +3.66% | N/A |
IWX vs SPHD Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 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 -1.77%.
| Rank | IWX | SPHD |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between IWX and SPHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
IWX vs SPHD dividend yield comparison.
| Year | IWX | SPHD |
|---|---|---|
| 2026 | 0.66% | 2.78% |
| 2025 | 1.59% | 4.02% |
| 2024 | 1.97% | 3.41% |
| 2023 | 2.13% | 4.48% |
| 2022 | 2.07% | 3.89% |
| 2021 | 1.79% | 3.45% |
| 2020 | 2.12% | 4.89% |
| 2019 | 2.60% | 4.07% |
| 2018 | 2.66% | 4.40% |
| 2017 | 2.12% | 3.14% |
| 2016 | 2.22% | 3.83% |
| 2015 | 2.77% | 3.49% |
| 2014 | 2.19% | 3.24% |
| 2013 | 1.89% | 3.68% |
| 2012 | 2.71% | 0.93% |
| 2011 | 2.58% | 0.00% |
| 2010 | 1.83% | 0.00% |
| 2009 | 0.56% | 0.00% |
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