SPHD vs AOA
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed SPHD, delivering a return of +8.9% compared to +7.2%
SPHD vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.20B
AOA
$3.20B
Expense Ratio
SPHD
0.30%
Winner
AOA
0.15%
Max Drawdown
SPHD
42.14%
Winner
AOA
28.38%
Sharpe Ratio
SPHD
0.80
Winner
AOA
1.52
5Y Beta
Winner
SPHD
0.37
AOA
0.72
P/E Ratio
SPHD
18.87
AOA
N/A
Forward P/E
SPHD
13.40
AOA
N/A
PEG Ratio
SPHD
0.49
AOA
N/A
5Y Dividends CAGR
SPHD
5.98%
Winner
AOA
15.17%
5Y EPS CAGR
SPHD
5.48%
AOA
N/A
Debt to Equity
SPHD
-43.30%
AOA
N/A
P/S Ratio
SPHD
1.84
AOA
N/A
P/B Ratio
SPHD
1.81
AOA
N/A
SPHD vs AOA - Holdings Comparison
SPHD and AOA have 0 common holdings. Overlap is 0.00%
SPHD's top 25 holdings weight is 60.12%. AOA's top 25 holdings weight is 99.87%.
| Rank | SPHD | AOA |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 3.39% | ISHARES CORE S&P 500 ETF (IVV) - 45.23% |
| #2 | HEALTHPEAK PROPERTIES INC (DOC) - 3.27% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.48% |
| #3 | VERIZON COMMUNICATIONS INC (VZ) - 3.27% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.33% |
| #4 | FRANKLIN RESOURCES INC (BEN) - 2.96% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 9.11% |
| #5 | PFIZER INC (PFE) - 2.85% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.93% |
| #6 | THE KRAFT HEINZ CO (KHC) - 2.84% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.56% |
| #7 | ONEOK INC (OKE) - 2.66% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.23% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.52% | N/A |
| #9 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.46% | N/A |
| #10 | KIMCO REALTY CORP (KIM) - 2.46% | N/A |
| #11 | REALTY INCOME CORP (O) - 2.36% | N/A |
| #12 | CONAGRA BRANDS INC (CAG) - 2.28% | N/A |
| #13 | KIMBERLY-CLARK CORP (KMB) - 2.17% | N/A |
| #14 | PUBLIC STORAGE (PSA) - 2.16% | N/A |
| #15 | DOMINION ENERGY INC (D) - 2.16% | N/A |
| #16 | T. ROWE PRICE GROUP INC (TROW) - 2.13% | N/A |
| #17 | CROWN CASTLE INC (CCI) - 2.13% | N/A |
| #18 | EXTRA SPACE STORAGE INC (EXR) - 2.10% | N/A |
| #19 | BXP INC (BXP) - 2.07% | N/A |
| #20 | HORMEL FOODS CORP (HRL) - 2.05% | N/A |
| #21 | KINDER MORGAN INC CLASS P (KMI) - 1.98% | N/A |
| #22 | CHEVRON CORP (CVX) - 1.98% | N/A |
| #23 | UDR INC (UDR) - 1.97% | N/A |
| #24 | PRUDENTIAL FINANCIAL INC (PRU) - 1.97% | N/A |
| #25 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.93% | N/A |
| Total Holdings | 56 | 7 |
SPHD vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+0.82%
AOA
-0.18%
3M
SPHD
+4.96%
Winner
AOA
+9.62%
6M
Winner
SPHD
+8.55%
AOA
+7.63%
1Y
SPHD
+12.08%
Winner
AOA
+21.65%
5Y(CAGR)
SPHD
+7.16%
Winner
AOA
+8.92%
10Y(CAGR)
SPHD
+7.21%
Winner
AOA
+10.25%
Max(CAGR)
SPHD
+9.63%
Winner
AOA
+10.44%
SPHD vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | AOA |
|---|---|---|
| 2026 | +7.67% | +7.60% |
| 2025 | +3.29% | +19.99% |
| 2024 | +16.18% | +14.32% |
| 2023 | +0.93% | +18.04% |
| 2022 | +0.31% | -16.54% |
| 2021 | +26.77% | +15.99% |
| 2020 | -8.99% | +11.88% |
| 2019 | +20.89% | +22.58% |
| 2018 | -6.32% | -8.43% |
| 2017 | +10.79% | +19.48% |
| 2016 | +23.47% | +9.03% |
| 2015 | +4.85% | -0.97% |
| 2014 | +21.27% | +7.12% |
| 2013 | +18.33% | +20.51% |
| 2012 | -1.73% | +13.52% |
| 2011 | N/A | -2.65% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +23.86% |
| 2008 | N/A | -2.55% |
SPHD vs AOA Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current SPHD drawdown is -1.92%. The current AOA drawdown is -2.08%.
| Rank | SPHD | AOA |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between SPHD and AOA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2008 - 2026)
SPHD vs AOA dividend yield comparison.
| Year | SPHD | AOA |
|---|---|---|
| 2026 | 2.46% | 0.29% |
| 2025 | 4.02% | 2.18% |
| 2024 | 3.41% | 2.30% |
| 2023 | 4.48% | 2.22% |
| 2022 | 3.89% | 2.10% |
| 2021 | 3.45% | 1.67% |
| 2020 | 4.89% | 1.71% |
| 2019 | 4.07% | 2.50% |
| 2018 | 4.40% | 2.37% |
| 2017 | 3.14% | 5.09% |
| 2016 | 3.83% | 2.26% |
| 2015 | 3.49% | 2.15% |
| 2014 | 3.24% | 2.18% |
| 2013 | 3.68% | 1.84% |
| 2012 | 0.93% | 2.18% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 2.04% |
| 2008 | 0.00% | 0.71% |
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