SPHD vs BSCS
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF).
5-Year PerformanceSPHD has outperformed BSCS, delivering a return of +5.7% compared to +1.5%
SPHD vs BSCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
Winner
BSCS
$3.40B
Expense Ratio
SPHD
0.30%
Winner
BSCS
0.10%
Max Drawdown
SPHD
42.14%
Winner
BSCS
20.35%
Sharpe Ratio
SPHD
0.55
Winner
BSCS
0.66
5Y Beta
SPHD
0.39
Winner
BSCS
0.03
P/E Ratio
SPHD
18.76
BSCS
N/A
Forward P/E
SPHD
13.41
BSCS
N/A
PEG Ratio
SPHD
0.34
BSCS
N/A
5Y Dividends CAGR
SPHD
3.96%
Winner
BSCS
10.32%
5Y EPS CAGR
SPHD
5.08%
BSCS
N/A
Debt to Equity
SPHD
-78.14%
BSCS
N/A
P/S Ratio
SPHD
1.86
BSCS
N/A
P/B Ratio
SPHD
1.81
BSCS
N/A
SPHD vs BSCS - Holdings Comparison
SPHD and BSCS have 2 common holdings. Overlap is 0.06%
SPHD's top 25 holdings weight is 58.83%. BSCS's top 25 holdings weight is 16.11%.
| Rank | SPHD | BSCS |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.27% | n/a (n/a) - 1.43% |
| #2 | ALTRIA GROUP INC (MO) - 3.20% | CVS HEALTH CORP 4.3% (n/a) - 1.20% |
| #3 | PFIZER INC (PFE) - 3.05% | THE CIGNA GROUP 4.375% (n/a) - 0.92% |
| #4 | HEALTHPEAK PROPERTIES INC (DOC) - 2.81% | AMGEN INC. 5.15% (n/a) - 0.92% |
| #5 | THE KRAFT HEINZ CO (KHC) - 2.75% | APPLE INC. 4% (n/a) - 0.72% |
| #6 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% | RTX CORP. 4.125% (n/a) - 0.72% |
| #7 | ONEOK INC (OKE) - 2.64% | n/a (n/a) - 0.64% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.51% | n/a (n/a) - 0.64% |
| #9 | REALTY INCOME CORP (O) - 2.49% | SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.63% |
| #10 | CONAGRA BRANDS INC (CAG) - 2.46% | CITIBANK, N.A. 5.803% (n/a) - 0.63% |
| #11 | KIMCO REALTY CORP (KIM) - 2.37% | AMAZON.COM, INC. 3.9% (n/a) - 0.60% |
| #12 | FRANKLIN RESOURCES INC (BEN) - 2.36% | APPLE INC. 1.2% (n/a) - 0.58% |
| #13 | CROWN CASTLE INC (CCI) - 2.23% | n/a (n/a) - 0.54% |
| #14 | CHEVRON CORP (CVX) - 2.12% | APPLE INC. 1.4% (n/a) - 0.53% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | AT&T INC 1.65% (n/a) - 0.52% |
| #16 | KIMBERLY-CLARK CORP (KMB) - 2.05% | AMAZON.COM, INC. 1.65% (n/a) - 0.52% |
| #17 | PUBLIC STORAGE (PSA) - 2.05% | CENTENE CORP. 2.45% (n/a) - 0.52% |
| #18 | AT&T INC (T) - 2.05% | CITIGROUP INC. 4.125% (n/a) - 0.50% |
| #19 | EXTRA SPACE STORAGE INC (EXR) - 2.04% | VERIZON COMMUNICATIONS INC. 2.1% (n/a) - 0.49% |
| #20 | DOMINION ENERGY INC (D) - 2.01% | NORTHROP GRUMMAN CORPORATION 3.25% (n/a) - 0.48% |
| #21 | KINDER MORGAN INC CLASS P (KMI) - 1.98% | BARCLAYS PLC 4.836% (n/a) - 0.48% |
| #22 | EOG RESOURCES INC (EOG) - 1.96% | NETFLIX, INC. 5.875% (n/a) - 0.48% |
| #23 | CLOROX CO (CLX) - 1.94% | n/a (n/a) - 0.48% |
| #24 | T. ROWE PRICE GROUP INC (TROW) - 1.89% | n/a (n/a) - 0.47% |
| #25 | PINNACLE WEST CAPITAL CORP (PNW) - 1.88% | n/a (n/a) - 0.47% |
| Total Holdings | 57 | 452 |
SPHD vs BSCS - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
-0.07%
Winner
BSCS
+0.26%
3M
SPHD
-2.66%
Winner
BSCS
+0.16%
6M
Winner
SPHD
+6.40%
BSCS
+1.52%
1Y
Winner
SPHD
+9.51%
BSCS
+5.08%
5Y(CAGR)
Winner
SPHD
+5.75%
BSCS
+1.45%
10Y(CAGR)
SPHD
+7.31%
BSCS
N/A
Max(CAGR)
Winner
SPHD
+9.48%
BSCS
+3.73%
SPHD vs BSCS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | BSCS |
|---|---|---|
| 2026 | +4.53% | +0.63% |
| 2025 | +3.29% | +6.93% |
| 2024 | +16.18% | +4.31% |
| 2023 | +0.93% | +7.23% |
| 2022 | +0.31% | -10.92% |
| 2021 | +26.77% | -1.72% |
| 2020 | -8.99% | +10.08% |
| 2019 | +20.89% | +15.10% |
| 2018 | -6.32% | -0.39% |
| 2017 | +10.79% | N/A |
| 2016 | +23.47% | N/A |
| 2015 | +4.85% | N/A |
| 2014 | +21.27% | N/A |
| 2013 | +18.33% | N/A |
| 2012 | -1.73% | N/A |
SPHD vs BSCS Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.
The current SPHD drawdown is -4.78%. The current BSCS drawdown is -0.11%.
| Rank | SPHD | BSCS |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -18.40% Mar 4, 2020 - Jun 9, 2020 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -17.63% Aug 2, 2021 - Jun 4, 2025 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -4.47% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -2.88% Aug 22, 2018 - Jan 11, 2019 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -2.52% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -1.54% Aug 6, 2020 - Nov 18, 2020 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -1.43% Oct 4, 2019 - Dec 3, 2019 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -1.11% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -1.09% Jun 10, 2020 - Jun 15, 2020 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -1.08% Feb 27, 2026 - Mar 26, 2026 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -0.92% Jun 17, 2020 - Jul 2, 2020 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -0.68% Dec 11, 2019 - Dec 27, 2019 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -0.63% Mar 27, 2019 - Apr 10, 2019 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -0.54% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -0.50% Apr 26, 2019 - May 7, 2019 |
Correlation
Correlation between SPHD and BSCS is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2012 - 2026)
SPHD vs BSCS dividend yield comparison.
| Year | SPHD | BSCS |
|---|---|---|
| 2026 | 1.67% | 1.43% |
| 2025 | 4.02% | 4.46% |
| 2024 | 3.41% | 4.54% |
| 2023 | 4.48% | 3.90% |
| 2022 | 3.89% | 2.72% |
| 2021 | 3.45% | 2.13% |
| 2020 | 4.89% | 2.51% |
| 2019 | 4.07% | 3.04% |
| 2018 | 4.40% | 1.42% |
| 2017 | 3.14% | 0.00% |
| 2016 | 3.83% | 0.00% |
| 2015 | 3.49% | 0.00% |
| 2014 | 3.24% | 0.00% |
| 2013 | 3.68% | 0.00% |
| 2012 | 0.93% | 0.00% |
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