SPHD vs EXG
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceEXG has outperformed SPHD, delivering a return of +7.9% compared to +7.2%
SPHD vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.20B
EXG
$3.20B
Expense Ratio
SPHD
0.30%
EXG
N/A
Max Drawdown
Winner
SPHD
42.14%
EXG
76.12%
Sharpe Ratio
SPHD
0.80
Winner
EXG
1.20
5Y Beta
Winner
SPHD
0.37
EXG
0.81
P/E Ratio
SPHD
18.87
EXG
N/A
Forward P/E
SPHD
13.40
EXG
N/A
PEG Ratio
SPHD
0.49
EXG
N/A
5Y Dividends CAGR
Winner
SPHD
5.98%
EXG
2.93%
5Y EPS CAGR
SPHD
5.48%
EXG
N/A
Debt to Equity
SPHD
-43.30%
EXG
N/A
P/S Ratio
SPHD
1.84
EXG
N/A
P/B Ratio
SPHD
1.81
EXG
N/A
SPHD vs EXG - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
+0.82%
Winner
EXG
+1.76%
3M
SPHD
+4.96%
Winner
EXG
+12.07%
6M
Winner
SPHD
+8.55%
EXG
+4.95%
1Y
SPHD
+12.08%
Winner
EXG
+21.39%
5Y(CAGR)
SPHD
+7.16%
Winner
EXG
+7.91%
10Y(CAGR)
SPHD
+7.21%
Winner
EXG
+10.65%
Max(CAGR)
Winner
SPHD
+9.63%
EXG
+7.12%
SPHD vs EXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | EXG |
|---|---|---|
| 2026 | +7.67% | +4.06% |
| 2025 | +3.29% | +27.44% |
| 2024 | +16.18% | +16.79% |
| 2023 | +0.93% | +11.76% |
| 2022 | +0.31% | -22.10% |
| 2021 | +26.77% | +34.13% |
| 2020 | -8.99% | +9.21% |
| 2019 | +20.89% | +25.03% |
| 2018 | -6.32% | -13.16% |
| 2017 | +10.79% | +29.44% |
| 2016 | +23.47% | +3.19% |
| 2015 | +4.85% | +2.91% |
| 2014 | +21.27% | +4.69% |
| 2013 | +18.33% | +22.32% |
| 2012 | -1.73% | +17.95% |
| 2011 | N/A | -12.98% |
| 2010 | N/A | -3.10% |
| 2009 | N/A | +42.60% |
| 2008 | N/A | -31.74% |
| 2007 | N/A | -10.83% |
SPHD vs EXG Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current SPHD drawdown is -1.92%. The current EXG drawdown is -1.56%.
| Rank | SPHD | EXG |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between SPHD and EXG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
SPHD vs EXG dividend yield comparison.
| Year | SPHD | EXG |
|---|---|---|
| 2026 | 2.46% | 4.17% |
| 2025 | 4.02% | 8.27% |
| 2024 | 3.41% | 9.27% |
| 2023 | 4.48% | 8.60% |
| 2022 | 3.89% | 10.59% |
| 2021 | 3.45% | 7.27% |
| 2020 | 4.89% | 8.43% |
| 2019 | 4.07% | 8.42% |
| 2018 | 4.40% | 12.23% |
| 2017 | 3.14% | 9.84% |
| 2016 | 3.83% | 12.16% |
| 2015 | 3.49% | 11.02% |
| 2014 | 3.24% | 10.28% |
| 2013 | 3.68% | 9.76% |
| 2012 | 0.93% | 11.54% |
| 2011 | 0.00% | 13.78% |
| 2010 | 0.00% | 14.53% |
| 2009 | 0.00% | 15.41% |
| 2008 | 0.00% | 19.29% |
| 2007 | 0.00% | 8.63% |
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