SPHD vs IBDT
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).
5-Year PerformanceSPHD has outperformed IBDT, delivering a return of +8.0% compared to +1.2%
SPHD vs IBDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$4B
Winner
IBDT
$4.10B
Expense Ratio
SPHD
0.30%
Winner
IBDT
0.10%
Max Drawdown
SPHD
42.14%
Winner
IBDT
21.32%
Sharpe Ratio
Winner
SPHD
0.94
IBDT
-0.17
5Y Beta
SPHD
0.36
Winner
IBDT
0.03
P/E Ratio
SPHD
19.93
IBDT
N/A
Forward P/E
SPHD
14.52
IBDT
N/A
PEG Ratio
SPHD
0.60
IBDT
N/A
5Y Dividends CAGR
SPHD
6.97%
Winner
IBDT
7.21%
5Y EPS CAGR
SPHD
5.00%
IBDT
N/A
Debt to Equity
SPHD
-44.60%
IBDT
N/A
P/S Ratio
SPHD
2.13
IBDT
N/A
P/B Ratio
SPHD
1.98
IBDT
N/A
SPHD vs IBDT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+0.97%
IBDT
+0.37%
3M
Winner
SPHD
+6.93%
IBDT
+0.79%
6M
Winner
SPHD
+4.63%
IBDT
+0.91%
1Y
Winner
SPHD
+14.77%
IBDT
+3.67%
5Y(CAGR)
Winner
SPHD
+8.03%
IBDT
+1.21%
10Y(CAGR)
SPHD
+7.29%
IBDT
N/A
Max(CAGR)
Winner
SPHD
+9.87%
IBDT
+3.87%
SPHD vs IBDT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | IBDT |
|---|---|---|
| 2026 | +12.27% | +1.38% |
| 2025 | +3.29% | +6.93% |
| 2024 | +16.18% | +4.34% |
| 2023 | +0.93% | +7.32% |
| 2022 | +0.31% | -11.23% |
| 2021 | +26.77% | -1.91% |
| 2020 | -8.99% | +9.66% |
| 2019 | +20.89% | +15.26% |
| 2018 | -6.32% | +1.18% |
| 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 IBDT Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The current SPHD drawdown is -1.77%.
| Rank | SPHD | IBDT |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -17.79% Mar 6, 2020 - Jun 15, 2020 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -17.69% Aug 2, 2021 - May 29, 2025 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -4.41% Dec 30, 2020 - Aug 2, 2021 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -2.61% Sep 4, 2019 - Dec 3, 2019 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -1.82% Oct 2, 2018 - Dec 28, 2018 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -1.66% Aug 4, 2020 - Nov 19, 2020 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -1.36% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -1.03% Feb 23, 2026 - May 8, 2026 |
| #9 | -7.33% Mar 2, 2026 - Jun 26, 2026 | -1.01% Jan 31, 2019 - Feb 26, 2019 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -0.86% Jun 17, 2020 - Jul 1, 2020 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -0.78% Mar 27, 2019 - Apr 10, 2019 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -0.69% Apr 10, 2019 - Apr 26, 2019 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -0.67% Nov 30, 2020 - Dec 18, 2020 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -0.61% Dec 3, 2019 - Dec 27, 2019 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -0.53% Feb 26, 2019 - Mar 8, 2019 |
Correlation
Correlation between SPHD and IBDT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2012 - 2026)
SPHD vs IBDT dividend yield comparison.
| Year | SPHD | IBDT |
|---|---|---|
| 2026 | 2.78% | 2.59% |
| 2025 | 4.02% | 4.56% |
| 2024 | 3.41% | 4.67% |
| 2023 | 4.48% | 4.10% |
| 2022 | 3.89% | 3.25% |
| 2021 | 3.45% | 2.45% |
| 2020 | 4.89% | 2.80% |
| 2019 | 4.07% | 3.32% |
| 2018 | 4.40% | 1.47% |
| 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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