SPHD vs ACWV
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF).
5-Year PerformanceSPHD has outperformed ACWV, delivering a return of +6.0% compared to +5.3%
SPHD vs ACWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
ACWV
$3.30B
Expense Ratio
SPHD
0.30%
Winner
ACWV
0.20%
Max Drawdown
SPHD
42.14%
Winner
ACWV
28.82%
Sharpe Ratio
Winner
SPHD
0.71
ACWV
0.10
5Y Beta
SPHD
0.38
Winner
ACWV
0.36
P/E Ratio
Winner
SPHD
18.87
ACWV
20.49
Forward P/E
Winner
SPHD
13.25
ACWV
16.94
PEG Ratio
SPHD
0.49
Winner
ACWV
0.20
5Y Dividends CAGR
Winner
SPHD
6.35%
ACWV
5.63%
5Y EPS CAGR
SPHD
5.66%
Winner
ACWV
16.40%
Debt to Equity
Winner
SPHD
-44.44%
ACWV
28.62%
P/S Ratio
SPHD
1.86
Winner
ACWV
1.51
P/B Ratio
Winner
SPHD
1.82
ACWV
3.58
SPHD vs ACWV - Holdings Comparison
SPHD and ACWV have 12 common holdings. Overlap is 4.47%
SPHD's top 25 holdings weight is 60.77%. ACWV's top 25 holdings weight is 25.76%.
| Rank | SPHD | ACWV |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 3.52% | CISCO SYSTEMS INC (CSCO) - 2.13% |
| #2 | VERIZON COMMUNICATIONS INC (VZ) - 3.47% | JOHNSON & JOHNSON (JNJ) - 1.46% |
| #3 | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% | DUKE ENERGY CORP (DUK) - 1.24% |
| #4 | THE KRAFT HEINZ CO (KHC) - 2.95% | n/a (n/a) - 1.18% |
| #5 | PFIZER INC (PFE) - 2.90% | MOTOROLA SOLUTIONS INC (MSI) - 1.15% |
| #6 | FRANKLIN RESOURCES INC (BEN) - 2.82% | SOUTHERN CO (SO) - 1.11% |
| #7 | ONEOK INC (OKE) - 2.81% | CENCORA INC (COR) - 1.07% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.05% |
| #9 | KIMCO REALTY CORP (KIM) - 2.46% | MICROSOFT CORP (MSFT) - 1.04% |
| #10 | REALTY INCOME CORP (O) - 2.43% | KDDI CORP (n/a) - 1.00% |
| #11 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% | WASTE MANAGEMENT INC (WM) - 1.00% |
| #12 | CROWN CASTLE INC (CCI) - 2.34% | REPUBLIC SERVICES INC (RSG) - 0.96% |
| #13 | CONAGRA BRANDS INC (CAG) - 2.26% | CHUBB LTD (CB) - 0.95% |
| #14 | DOMINION ENERGY INC (D) - 2.12% | EXXON MOBIL CORP (XOM) - 0.94% |
| #15 | CHEVRON CORP (CVX) - 2.09% | PEPSICO INC (PEP) - 0.93% |
| #16 | EXTRA SPACE STORAGE INC (EXR) - 2.07% | MCDONALD'S CORP (MCD) - 0.91% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.88% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 2.07% | UNITED MICROELECTRONICS CORP (n/a) - 0.87% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.05% | AT&T INC (T) - 0.87% |
| #20 | PUBLIC STORAGE (PSA) - 2.05% | THE KROGER CO (KR) - 0.86% |
| #21 | T. ROWE PRICE GROUP INC (TROW) - 2.04% | SOFTBANK CORP (n/a) - 0.85% |
| #22 | AT&T INC (T) - 2.00% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #23 | EOG RESOURCES INC (EOG) - 1.99% | CONSOLIDATED EDISON INC (ED) - 0.83% |
| #24 | UDR INC (UDR) - 1.98% | ORANGE SA (n/a) - 0.83% |
| #25 | BXP INC (BXP) - 1.92% | MCKESSON CORP (MCK) - 0.81% |
| Total Holdings | 55 | 424 |
SPHD vs ACWV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+1.11%
ACWV
-0.07%
3M
SPHD
-1.63%
Winner
ACWV
-1.25%
6M
Winner
SPHD
+7.61%
ACWV
+1.73%
1Y
Winner
SPHD
+11.79%
ACWV
+4.42%
5Y(CAGR)
Winner
SPHD
+5.96%
ACWV
+5.33%
10Y(CAGR)
Winner
SPHD
+7.29%
ACWV
+7.26%
Max(CAGR)
Winner
SPHD
+9.56%
ACWV
+8.26%
SPHD vs ACWV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | ACWV |
|---|---|---|
| 2026 | +6.29% | +1.70% |
| 2025 | +3.29% | +11.32% |
| 2024 | +16.18% | +11.25% |
| 2023 | +0.93% | +7.77% |
| 2022 | +0.31% | -9.99% |
| 2021 | +26.77% | +14.56% |
| 2020 | -8.99% | +2.75% |
| 2019 | +20.89% | +21.70% |
| 2018 | -6.32% | -1.61% |
| 2017 | +10.79% | +18.27% |
| 2016 | +23.47% | +8.98% |
| 2015 | +4.85% | +3.19% |
| 2014 | +21.27% | +12.02% |
| 2013 | +18.33% | +15.87% |
| 2012 | -1.73% | +9.50% |
| 2011 | N/A | -0.92% |
SPHD vs ACWV Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current SPHD drawdown is -3.19%. The current ACWV drawdown is -3.59%.
| Rank | SPHD | ACWV |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -28.82% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -18.13% Dec 31, 2021 - Feb 22, 2024 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -11.15% Apr 28, 2015 - Mar 17, 2016 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -10.06% Sep 21, 2018 - Feb 19, 2019 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -9.24% May 15, 2013 - Oct 18, 2013 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -8.40% Jan 26, 2018 - Sep 13, 2018 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -7.91% Aug 11, 2016 - Mar 15, 2017 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -7.80% Oct 27, 2011 - Jan 23, 2012 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -7.56% Apr 2, 2025 - Apr 30, 2025 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -6.37% Feb 27, 2026 - Mar 27, 2026 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -6.18% Nov 15, 2013 - Mar 6, 2014 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -5.78% Apr 2, 2012 - Jun 19, 2012 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -5.72% Nov 29, 2024 - Feb 13, 2025 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -5.30% Sep 3, 2021 - Dec 16, 2021 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -4.85% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between SPHD and ACWV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
SPHD vs ACWV dividend yield comparison.
| Year | SPHD | ACWV |
|---|---|---|
| 2026 | 2.06% | 0.00% |
| 2025 | 4.02% | 2.09% |
| 2024 | 3.41% | 2.33% |
| 2023 | 4.48% | 2.41% |
| 2022 | 3.89% | 2.18% |
| 2021 | 3.45% | 1.92% |
| 2020 | 4.89% | 1.77% |
| 2019 | 4.07% | 2.54% |
| 2018 | 4.40% | 2.32% |
| 2017 | 3.14% | 2.04% |
| 2016 | 3.83% | 2.56% |
| 2015 | 3.49% | 2.28% |
| 2014 | 3.24% | 2.22% |
| 2013 | 3.68% | 2.47% |
| 2012 | 0.93% | 1.94% |
| 2011 | 0.00% | 0.51% |
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