SPHD vs IWX
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed SPHD, delivering a return of +12.9% compared to +8.0%
SPHD vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$4B
IWX
$4B
Expense Ratio
SPHD
0.30%
Winner
IWX
0.20%
Max Drawdown
SPHD
42.14%
Winner
IWX
35.76%
Sharpe Ratio
SPHD
0.94
Winner
IWX
2.61
5Y Beta
Winner
SPHD
0.36
IWX
0.68
P/E Ratio
Winner
SPHD
19.93
IWX
22.23
Forward P/E
Winner
SPHD
14.52
IWX
19.76
PEG Ratio
SPHD
0.60
Winner
IWX
0.41
5Y Dividends CAGR
Winner
SPHD
6.97%
IWX
5.22%
5Y EPS CAGR
SPHD
5.00%
Winner
IWX
14.39%
Debt to Equity
Winner
SPHD
-44.60%
IWX
-3.17%
P/S Ratio
Winner
SPHD
2.13
IWX
2.96
P/B Ratio
Winner
SPHD
1.98
IWX
3.95
SPHD vs IWX - Holdings Comparison
SPHD and IWX have 16 common holdings. Overlap is 7.85%
SPHD's top 25 holdings weight is 62.25%. IWX's top 25 holdings weight is 56.45%.
| Rank | SPHD | IWX |
|---|---|---|
| #1 | HEALTHPEAK PROPERTIES INC (DOC) - 3.68% | AMAZON.COM INC (AMZN) - 8.38% |
| #2 | ALTRIA GROUP INC (MO) - 3.51% | APPLE INC (AAPL) - 7.61% |
| #3 | THE KRAFT HEINZ CO (KHC) - 3.21% | MICROSOFT CORP (MSFT) - 5.57% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 3.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% |
| #5 | FRANKLIN RESOURCES INC (BEN) - 2.88% | JPMORGAN CHASE & CO (JPM) - 3.48% |
| #6 | ONEOK INC (OKE) - 2.85% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #7 | PFIZER INC (PFE) - 2.78% | EXXON MOBIL CORP (XOM) - 2.21% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.63% | INTEL CORP (INTC) - 2.17% |
| #9 | KIMCO REALTY CORP (KIM) - 2.61% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #10 | REALTY INCOME CORP (O) - 2.53% | WALMART INC (WMT) - 1.70% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.47% | ABBVIE INC (ABBV) - 1.60% |
| #12 | KIMBERLY-CLARK CORP (KMB) - 2.28% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #13 | T. ROWE PRICE GROUP INC (TROW) - 2.28% | BANK OF AMERICA CORP (BAC) - 1.40% |
| #14 | DOMINION ENERGY INC (D) - 2.23% | PROCTER & GAMBLE CO (PG) - 1.34% |
| #15 | PRUDENTIAL FINANCIAL INC (PRU) - 2.18% | MERCK & CO INC (MRK) - 1.21% |
| #16 | CHEVRON CORP (CVX) - 2.18% | CHEVRON CORP (CVX) - 1.20% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.16% | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% |
| #18 | BXP INC (BXP) - 2.14% | COCA-COLA CO (KO) - 1.09% |
| #19 | HORMEL FOODS CORP (HRL) - 2.12% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #20 | PUBLIC STORAGE (PSA) - 2.10% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% |
| #21 | EOG RESOURCES INC (EOG) - 2.10% | WELLS FARGO & CO (WFC) - 1.03% |
| #22 | EXTRA SPACE STORAGE INC (EXR) - 2.08% | RTX CORP (RTX) - 1.01% |
| #23 | UDR INC (UDR) - 2.06% | LINDE PLC (LIN) - 0.96% |
| #24 | KINDER MORGAN INC CLASS P (KMI) - 2.02% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #25 | CROWN CASTLE INC (CCI) - 2.00% | MORGAN STANLEY (MS) - 0.93% |
| Total Holdings | 53 | 155 |
SPHD vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
+0.97%
Winner
IWX
+4.17%
3M
SPHD
+6.93%
Winner
IWX
+12.10%
6M
SPHD
+4.63%
Winner
IWX
+16.22%
1Y
SPHD
+14.77%
Winner
IWX
+36.34%
5Y(CAGR)
SPHD
+8.03%
Winner
IWX
+12.93%
10Y(CAGR)
SPHD
+7.29%
Winner
IWX
+12.18%
Max(CAGR)
SPHD
+9.87%
Winner
IWX
+11.84%
SPHD vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | IWX |
|---|---|---|
| 2026 | +12.27% | +22.62% |
| 2025 | +3.29% | +18.35% |
| 2024 | +16.18% | +14.15% |
| 2023 | +0.93% | +10.40% |
| 2022 | +0.31% | -5.80% |
| 2021 | +26.77% | +24.62% |
| 2020 | -8.99% | +0.74% |
| 2019 | +20.89% | +25.79% |
| 2018 | -6.32% | -6.69% |
| 2017 | +10.79% | +13.11% |
| 2016 | +23.47% | +17.63% |
| 2015 | +4.85% | -3.41% |
| 2014 | +21.27% | +14.05% |
| 2013 | +18.33% | +28.53% |
| 2012 | -1.73% | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
SPHD vs IWX Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current SPHD drawdown is -1.77%.
| Rank | SPHD | IWX |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -7.33% Mar 2, 2026 - Jun 26, 2026 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between SPHD and IWX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
SPHD vs IWX dividend yield comparison.
| Year | SPHD | IWX |
|---|---|---|
| 2026 | 2.78% | 0.66% |
| 2025 | 4.02% | 1.59% |
| 2024 | 3.41% | 1.97% |
| 2023 | 4.48% | 2.13% |
| 2022 | 3.89% | 2.07% |
| 2021 | 3.45% | 1.79% |
| 2020 | 4.89% | 2.12% |
| 2019 | 4.07% | 2.60% |
| 2018 | 4.40% | 2.66% |
| 2017 | 3.14% | 2.12% |
| 2016 | 3.83% | 2.22% |
| 2015 | 3.49% | 2.77% |
| 2014 | 3.24% | 2.19% |
| 2013 | 3.68% | 1.89% |
| 2012 | 0.93% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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