SPHD vs IBDU
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).
5-Year PerformanceSPHD has outperformed IBDU, delivering a return of +8.0% compared to +1.0%
SPHD vs IBDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$4B
Winner
IBDU
$4.10B
Expense Ratio
SPHD
0.30%
Winner
IBDU
0.10%
Max Drawdown
SPHD
42.14%
Winner
IBDU
22.93%
Sharpe Ratio
Winner
SPHD
0.94
IBDU
-0.19
5Y Beta
SPHD
0.36
Winner
IBDU
0.05
P/E Ratio
SPHD
19.93
IBDU
N/A
Forward P/E
SPHD
14.52
IBDU
N/A
PEG Ratio
SPHD
0.60
IBDU
N/A
5Y Dividends CAGR
SPHD
6.97%
Winner
IBDU
9.63%
5Y EPS CAGR
SPHD
5.00%
IBDU
N/A
Debt to Equity
SPHD
-44.60%
IBDU
N/A
P/S Ratio
SPHD
2.13
IBDU
N/A
P/B Ratio
SPHD
1.98
IBDU
N/A
SPHD vs IBDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+0.97%
IBDU
+0.34%
3M
Winner
SPHD
+6.93%
IBDU
+0.62%
6M
Winner
SPHD
+4.63%
IBDU
+0.60%
1Y
Winner
SPHD
+14.77%
IBDU
+3.43%
5Y(CAGR)
Winner
SPHD
+8.03%
IBDU
+1.02%
10Y(CAGR)
SPHD
+7.29%
IBDU
N/A
Max(CAGR)
Winner
SPHD
+9.87%
IBDU
+2.41%
SPHD vs IBDU - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | IBDU |
|---|---|---|
| 2026 | +12.27% | +1.15% |
| 2025 | +3.29% | +7.50% |
| 2024 | +16.18% | +4.07% |
| 2023 | +0.93% | +8.17% |
| 2022 | +0.31% | -12.44% |
| 2021 | +26.77% | -1.87% |
| 2020 | -8.99% | +10.16% |
| 2019 | +20.89% | +2.23% |
| 2018 | -6.32% | N/A |
| 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 IBDU Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.
The current SPHD drawdown is -1.77%.
| Rank | SPHD | IBDU |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -19.44% Aug 4, 2021 - Jul 21, 2025 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -18.22% Mar 5, 2020 - Jun 15, 2020 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -5.23% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -1.79% Aug 6, 2020 - Nov 27, 2020 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -1.65% Oct 4, 2019 - Dec 26, 2019 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -1.58% Feb 27, 2026 - Aug 5, 2026 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -0.81% Nov 30, 2020 - Dec 24, 2020 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -0.78% Sep 24, 2019 - Oct 2, 2019 |
| #9 | -7.33% Mar 2, 2026 - Jun 26, 2026 | -0.67% Jun 16, 2020 - Jul 1, 2020 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -0.55% Feb 3, 2020 - Feb 10, 2020 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -0.52% Feb 25, 2020 - Feb 28, 2020 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -0.51% Oct 21, 2025 - Nov 24, 2025 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -0.47% Sep 15, 2025 - Oct 1, 2025 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -0.37% Jul 23, 2020 - Jul 29, 2020 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -0.35% Feb 10, 2020 - Feb 18, 2020 |
Correlation
Correlation between SPHD and IBDU is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2012 - 2026)
SPHD vs IBDU dividend yield comparison.
| Year | SPHD | IBDU |
|---|---|---|
| 2026 | 2.78% | 2.67% |
| 2025 | 4.02% | 4.67% |
| 2024 | 3.41% | 4.75% |
| 2023 | 4.48% | 4.21% |
| 2022 | 3.89% | 3.34% |
| 2021 | 3.45% | 2.29% |
| 2020 | 4.89% | 2.42% |
| 2019 | 4.07% | 0.74% |
| 2018 | 4.40% | 0.00% |
| 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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