SPHD vs IYF
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
5-Year PerformanceIYF has outperformed SPHD, delivering a return of +10.1% compared to +5.7%
SPHD vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
IYF
$3.30B
Expense Ratio
Winner
SPHD
0.30%
IYF
0.38%
Max Drawdown
Winner
SPHD
42.14%
IYF
80.22%
Sharpe Ratio
Winner
SPHD
0.55
IYF
0.54
5Y Beta
Winner
SPHD
0.39
IYF
0.85
P/E Ratio
SPHD
18.76
Winner
IYF
14.90
Forward P/E
Winner
SPHD
13.41
IYF
14.21
PEG Ratio
SPHD
0.34
Winner
IYF
0.33
5Y Dividends CAGR
SPHD
3.96%
Winner
IYF
14.72%
5Y EPS CAGR
SPHD
5.08%
Winner
IYF
11.23%
Debt to Equity
Winner
SPHD
-78.14%
IYF
45.38%
P/S Ratio
Winner
SPHD
1.86
IYF
2.91
P/B Ratio
Winner
SPHD
1.81
IYF
1.92
SPHD vs IYF - Holdings Comparison
SPHD and IYF have 10 common holdings. Overlap is 5.41%
SPHD's top 25 holdings weight is 58.83%. IYF's top 25 holdings weight is 69.69%.
| Rank | SPHD | IYF |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.52% |
| #2 | ALTRIA GROUP INC (MO) - 3.20% | JPMORGAN CHASE & CO (JPM) - 10.63% |
| #3 | PFIZER INC (PFE) - 3.05% | BANK OF AMERICA CORP (BAC) - 4.53% |
| #4 | HEALTHPEAK PROPERTIES INC (DOC) - 2.81% | THE GOLDMAN SACHS GROUP INC (GS) - 4.09% |
| #5 | THE KRAFT HEINZ CO (KHC) - 2.75% | WELLS FARGO & CO (WFC) - 4.06% |
| #6 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.65% | CITIGROUP INC (C) - 3.39% |
| #7 | ONEOK INC (OKE) - 2.64% | MORGAN STANLEY (MS) - 3.19% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.51% | CHARLES SCHWAB CORP (SCHW) - 2.66% |
| #9 | REALTY INCOME CORP (O) - 2.49% | BLACKROCK INC (BLK) - 2.50% |
| #10 | CONAGRA BRANDS INC (CAG) - 2.46% | S&P GLOBAL INC (SPGI) - 2.22% |
| #11 | KIMCO REALTY CORP (KIM) - 2.37% | CHUBB LTD (CB) - 2.04% |
| #12 | FRANKLIN RESOURCES INC (BEN) - 2.36% | PROGRESSIVE CORP (PGR) - 1.94% |
| #13 | CROWN CASTLE INC (CCI) - 2.23% | CME GROUP INC CLASS A (CME) - 1.86% |
| #14 | CHEVRON CORP (CVX) - 2.12% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.58% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | MARSH (MRSH) - 1.44% |
| #16 | KIMBERLY-CLARK CORP (KMB) - 2.05% | BANK OF NEW YORK MELLON CORP (BK) - 1.43% |
| #17 | PUBLIC STORAGE (PSA) - 2.05% | BLACKSTONE INC (BX) - 1.42% |
| #18 | AT&T INC (T) - 2.05% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.40% |
| #19 | EXTRA SPACE STORAGE INC (EXR) - 2.04% | U.S. BANCORP (USB) - 1.40% |
| #20 | DOMINION ENERGY INC (D) - 2.01% | MOODYS CORP (MCO) - 1.16% |
| #21 | KINDER MORGAN INC CLASS P (KMI) - 1.98% | AON PLC CLASS A (AON) - 1.15% |
| #22 | EOG RESOURCES INC (EOG) - 1.96% | THE TRAVELERS COMPANIES INC (TRV) - 1.08% |
| #23 | CLOROX CO (CLX) - 1.94% | KKR & CO INC ORDINARY SHARES (KKR) - 1.05% |
| #24 | T. ROWE PRICE GROUP INC (TROW) - 1.89% | TRUIST FINANCIAL CORP (TFC) - 1.01% |
| #25 | PINNACLE WEST CAPITAL CORP (PNW) - 1.88% | ARTHUR J. GALLAGHER & CO (AJG) - 0.94% |
| Total Holdings | 57 | 144 |
SPHD vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
-0.07%
Winner
IYF
+0.18%
3M
Winner
SPHD
-2.66%
IYF
-4.60%
6M
Winner
SPHD
+6.40%
IYF
-0.23%
1Y
SPHD
+9.51%
Winner
IYF
+9.94%
5Y(CAGR)
SPHD
+5.75%
Winner
IYF
+10.07%
10Y(CAGR)
SPHD
+7.31%
Winner
IYF
+12.87%
Max(CAGR)
Winner
SPHD
+9.48%
IYF
+5.81%
SPHD vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | IYF |
|---|---|---|
| 2026 | +4.53% | -4.96% |
| 2025 | +3.29% | +18.38% |
| 2024 | +16.18% | +30.95% |
| 2023 | +0.93% | +14.95% |
| 2022 | +0.31% | -12.21% |
| 2021 | +26.77% | +33.66% |
| 2020 | -8.99% | -1.55% |
| 2019 | +20.89% | +31.73% |
| 2018 | -6.32% | -9.17% |
| 2017 | +10.79% | +18.69% |
| 2016 | +23.47% | +19.25% |
| 2015 | +4.85% | -0.53% |
| 2014 | +21.27% | +14.81% |
| 2013 | +18.33% | +29.91% |
| 2012 | -1.73% | +23.10% |
| 2011 | N/A | -14.90% |
| 2010 | N/A | +10.48% |
| 2009 | N/A | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
SPHD vs IYF Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current SPHD drawdown is -4.78%. The current IYF drawdown is -7.35%.
| Rank | SPHD | IYF |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between SPHD and IYF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
SPHD vs IYF dividend yield comparison.
| Year | SPHD | IYF |
|---|---|---|
| 2026 | 1.67% | 0.47% |
| 2025 | 4.02% | 1.32% |
| 2024 | 3.41% | 1.29% |
| 2023 | 4.48% | 1.67% |
| 2022 | 3.89% | 1.86% |
| 2021 | 3.45% | 1.27% |
| 2020 | 4.89% | 1.72% |
| 2019 | 4.07% | 1.65% |
| 2018 | 4.40% | 1.90% |
| 2017 | 3.14% | 1.46% |
| 2016 | 3.83% | 1.67% |
| 2015 | 3.49% | 1.66% |
| 2014 | 3.24% | 1.38% |
| 2013 | 3.68% | 1.33% |
| 2012 | 0.93% | 1.67% |
| 2011 | 0.00% | 1.68% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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