SPHD vs EUFN

Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed SPHD, delivering a return of +18.3% compared to +5.7%

SPHD vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHD(ETF)	EUFN(ETF)
Net Assets	$3.30B	$3.40B
Expense Ratio	0.30%	0.49%
Max Drawdown	42.14%	59.14%
Sharpe Ratio	0.55	1.27
5Y Beta	0.39	0.81
P/E Ratio	18.76	N/A
Forward P/E	13.41	N/A
PEG Ratio	0.34	N/A
5Y Dividends CAGR	3.96%	33.53%
5Y EPS CAGR	5.08%	N/A
Debt to Equity	-78.14%	N/A
P/S Ratio	1.86	N/A
P/B Ratio	1.81	N/A

Net Assets

SPHD

$3.30B

Winner

EUFN

$3.40B

Expense Ratio

Winner

SPHD

0.30%

EUFN

0.49%

Max Drawdown

Winner

SPHD

42.14%

EUFN

59.14%

Sharpe Ratio

SPHD

0.55

Winner

EUFN

1.27

5Y Beta

Winner

SPHD

0.39

EUFN

0.81

P/E Ratio

SPHD

18.76

EUFN

N/A

Forward P/E

SPHD

13.41

EUFN

N/A

PEG Ratio

SPHD

0.34

EUFN

N/A

5Y Dividends CAGR

SPHD

3.96%

Winner

EUFN

33.53%

5Y EPS CAGR

SPHD

5.08%

EUFN

N/A

Debt to Equity

SPHD

-78.14%

EUFN

N/A

P/S Ratio

SPHD

1.86

EUFN

N/A

P/B Ratio

SPHD

1.81

EUFN

N/A

SPHD vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	SPHD	EUFN
1 month	-0.07%	+2.37%
3 months	-2.66%	-1.81%
6 months	+6.40%	+13.08%
1 year	+9.51%	+29.87%
5 years(CAGR)	+5.75%	+18.33%
10 years(CAGR)	+7.31%	+12.57%
Max(CAGR)	+9.48%	+7.10%

SPHD

-0.07%

Winner

EUFN

+2.37%

SPHD

-2.66%

Winner

EUFN

-1.81%

SPHD

+6.40%

Winner

EUFN

+13.08%

SPHD

+9.51%

Winner

EUFN

+29.87%

5Y(CAGR)

SPHD

+5.75%

Winner

EUFN

+18.33%

10Y(CAGR)

SPHD

+7.31%

Winner

EUFN

+12.57%

Max(CAGR)

Winner

SPHD

+9.48%

EUFN

+7.10%

SPHD vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPHD	EUFN
2026	+4.53%	+1.39%
2025	+3.29%	+67.60%
2024	+16.18%	+18.14%
2023	+0.93%	+24.26%
2022	+0.31%	-9.61%
2021	+26.77%	+19.77%
2020	-8.99%	-9.99%
2019	+20.89%	+21.29%
2018	-6.32%	-23.77%
2017	+10.79%	+24.49%
2016	+23.47%	-0.66%
2015	+4.85%	-4.80%
2014	+21.27%	-7.21%
2013	+18.33%	+26.80%
2012	-1.73%	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

SPHD vs EUFN Drawdown Comparison

The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current SPHD drawdown is -4.78%. The current EUFN drawdown is -2.11%.

Rank	SPHD	EUFN
#1	-41.36% Jan 17, 2020 - Mar 8, 2021	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-19.51% Apr 20, 2022 - May 15, 2024	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-13.30% Nov 29, 2024 - Jan 22, 2026	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-12.52% Sep 21, 2018 - Feb 5, 2019	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-11.05% Jan 26, 2018 - Aug 17, 2018	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-8.88% Aug 17, 2015 - Oct 22, 2015	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-8.32% Jun 11, 2021 - Dec 29, 2021	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-7.39% Jul 29, 2016 - Dec 7, 2016	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-7.33% Mar 2, 2026 - Mar 20, 2026	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-7.24% Apr 12, 2019 - Sep 10, 2019	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-6.98% May 21, 2013 - Oct 25, 2013	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-6.67% Dec 29, 2015 - Feb 17, 2016	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-5.84% Nov 1, 2012 - Jan 2, 2013	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-5.76% Jan 22, 2015 - Aug 14, 2015	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-5.04% Jan 14, 2022 - Mar 22, 2022	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

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

0.75

-101

Dividend Comparison (2010 - 2026)

SPHD vs EUFN dividend yield comparison.

Year	SPHD	EUFN
2026	1.67%	0.00%
2025	4.02%	3.57%
2024	3.41%	5.36%
2023	4.48%	5.00%
2022	3.89%	4.24%
2021	3.45%	4.15%
2020	4.89%	1.38%
2019	4.07%	4.55%
2018	4.40%	6.48%
2017	3.14%	3.04%
2016	3.83%	4.03%
2015	3.49%	3.65%
2014	3.24%	3.35%
2013	3.68%	1.59%
2012	0.93%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%