SPHD vs SPLV
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF).
5-Year PerformanceSPHD has outperformed SPLV, delivering a return of +6.0% compared to +5.8%
SPHD vs SPLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
Winner
SPLV
$7.20B
Expense Ratio
SPHD
0.30%
Winner
SPLV
0.25%
Max Drawdown
SPHD
42.14%
Winner
SPLV
36.56%
Sharpe Ratio
Winner
SPHD
0.71
SPLV
-0.01
5Y Beta
SPHD
0.38
Winner
SPLV
0.33
P/E Ratio
Winner
SPHD
18.87
SPLV
21.08
Forward P/E
Winner
SPHD
13.25
SPLV
19.81
PEG Ratio
Winner
SPHD
0.49
SPLV
0.87
5Y Dividends CAGR
SPHD
6.35%
Winner
SPLV
10.28%
5Y EPS CAGR
SPHD
5.66%
Winner
SPLV
12.62%
Debt to Equity
Winner
SPHD
-44.44%
SPLV
55.33%
P/S Ratio
Winner
SPHD
1.86
SPLV
3.38
P/B Ratio
Winner
SPHD
1.82
SPLV
2.78
SPHD vs SPLV - Holdings Comparison
SPHD and SPLV have 21 common holdings. Overlap is 19.82%
SPHD's top 25 holdings weight is 60.77%. SPLV's top 25 holdings weight is 29.80%.
| Rank | SPHD | SPLV |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 3.52% | LOEWS CORP (L) - 1.32% |
| #2 | VERIZON COMMUNICATIONS INC (VZ) - 3.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% |
| #3 | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% | FIRSTENERGY CORP (FE) - 1.27% |
| #4 | THE KRAFT HEINZ CO (KHC) - 2.95% | DUKE ENERGY CORP (DUK) - 1.24% |
| #5 | PFIZER INC (PFE) - 2.90% | ALLIANT ENERGY CORP (LNT) - 1.23% |
| #6 | FRANKLIN RESOURCES INC (BEN) - 2.82% | AMEREN CORP (AEE) - 1.23% |
| #7 | ONEOK INC (OKE) - 2.81% | WEC ENERGY GROUP INC (WEC) - 1.22% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% | CENTERPOINT ENERGY INC (CNP) - 1.21% |
| #9 | KIMCO REALTY CORP (KIM) - 2.46% | EVERGY INC (EVRG) - 1.20% |
| #10 | REALTY INCOME CORP (O) - 2.43% | COCA-COLA CO (KO) - 1.20% |
| #11 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% | DTE ENERGY CO (DTE) - 1.20% |
| #12 | CROWN CASTLE INC (CCI) - 2.34% | PINNACLE WEST CAPITAL CORP (PNW) - 1.19% |
| #13 | CONAGRA BRANDS INC (CAG) - 2.26% | REALTY INCOME CORP (O) - 1.19% |
| #14 | DOMINION ENERGY INC (D) - 2.12% | ATMOS ENERGY CORP (ATO) - 1.17% |
| #15 | CHEVRON CORP (CVX) - 2.09% | CMS ENERGY CORP (CMS) - 1.17% |
| #16 | EXTRA SPACE STORAGE INC (EXR) - 2.07% | LINDE PLC (LIN) - 1.16% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | SOUTHERN CO (SO) - 1.16% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 2.07% | REGENCY CENTERS CORP (REG) - 1.16% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.05% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.16% |
| #20 | PUBLIC STORAGE (PSA) - 2.05% | JOHNSON & JOHNSON (JNJ) - 1.15% |
| #21 | T. ROWE PRICE GROUP INC (TROW) - 2.04% | MCDONALD'S CORP (MCD) - 1.15% |
| #22 | AT&T INC (T) - 2.00% | REPUBLIC SERVICES INC (RSG) - 1.15% |
| #23 | EOG RESOURCES INC (EOG) - 1.99% | COSTCO WHOLESALE CORP (COST) - 1.14% |
| #24 | UDR INC (UDR) - 1.98% | DOMINION ENERGY INC (D) - 1.13% |
| #25 | BXP INC (BXP) - 1.92% | AFLAC INC (AFL) - 1.13% |
| Total Holdings | 55 | 106 |
SPHD vs SPLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+1.11%
SPLV
-0.11%
3M
Winner
SPHD
-1.63%
SPLV
-3.03%
6M
Winner
SPHD
+7.61%
SPLV
+4.16%
1Y
Winner
SPHD
+11.79%
SPLV
+3.40%
5Y(CAGR)
Winner
SPHD
+5.96%
SPLV
+5.84%
10Y(CAGR)
SPHD
+7.29%
Winner
SPLV
+8.29%
Max(CAGR)
SPHD
+9.56%
Winner
SPLV
+9.98%
SPHD vs SPLV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | SPLV |
|---|---|---|
| 2026 | +6.29% | +4.12% |
| 2025 | +3.29% | +4.53% |
| 2024 | +16.18% | +12.93% |
| 2023 | +0.93% | +0.57% |
| 2022 | +0.31% | -3.95% |
| 2021 | +26.77% | +25.59% |
| 2020 | -8.99% | -0.65% |
| 2019 | +20.89% | +29.84% |
| 2018 | -6.32% | +0.54% |
| 2017 | +10.79% | +17.18% |
| 2016 | +23.47% | +11.86% |
| 2015 | +4.85% | +3.90% |
| 2014 | +21.27% | +18.78% |
| 2013 | +18.33% | +20.63% |
| 2012 | -1.73% | +10.55% |
| 2011 | N/A | +6.95% |
SPHD vs SPLV Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The current SPHD drawdown is -3.19%. The current SPLV drawdown is -4.61%.
| Rank | SPHD | SPLV |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -36.25% Feb 14, 2020 - Apr 21, 2021 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -17.26% Apr 20, 2022 - Jun 24, 2024 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -12.49% Jul 7, 2011 - Oct 27, 2011 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -11.51% Dec 3, 2018 - Feb 8, 2019 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -11.30% Aug 18, 2015 - Oct 28, 2015 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -9.10% Mar 3, 2025 - Aug 20, 2025 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -9.02% Dec 31, 2021 - Apr 6, 2022 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -8.91% Jan 26, 2018 - Jul 26, 2018 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -8.59% Nov 29, 2024 - Mar 3, 2025 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -7.72% Jul 22, 2016 - Feb 16, 2017 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -7.52% Dec 29, 2015 - Mar 11, 2016 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -7.41% Mar 2, 2026 - Jun 1, 2026 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -7.13% May 17, 2013 - Jul 18, 2013 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -6.02% Sep 13, 2018 - Nov 30, 2018 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -6.02% Oct 27, 2011 - Dec 20, 2011 |
Correlation
Correlation between SPHD and SPLV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
SPHD vs SPLV dividend yield comparison.
| Year | SPHD | SPLV |
|---|---|---|
| 2026 | 2.06% | 0.92% |
| 2025 | 4.02% | 2.04% |
| 2024 | 3.41% | 1.88% |
| 2023 | 4.48% | 2.45% |
| 2022 | 3.89% | 2.11% |
| 2021 | 3.45% | 1.51% |
| 2020 | 4.89% | 2.12% |
| 2019 | 4.07% | 2.08% |
| 2018 | 4.40% | 2.18% |
| 2017 | 3.14% | 2.03% |
| 2016 | 3.83% | 2.03% |
| 2015 | 3.49% | 2.28% |
| 2014 | 3.24% | 2.20% |
| 2013 | 3.68% | 2.60% |
| 2012 | 0.93% | 3.01% |
| 2011 | 0.00% | 2.11% |
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