SPHD vs UCON
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
5-Year PerformanceSPHD has outperformed UCON, delivering a return of +7.2% compared to +2.8%
SPHD vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.20B
Winner
UCON
$3.30B
Expense Ratio
Winner
SPHD
0.30%
UCON
0.86%
Max Drawdown
SPHD
42.14%
Winner
UCON
15.31%
Sharpe Ratio
Winner
SPHD
0.80
UCON
0.46
5Y Beta
SPHD
0.37
Winner
UCON
0.04
P/E Ratio
SPHD
18.87
UCON
N/A
Forward P/E
SPHD
13.40
UCON
N/A
PEG Ratio
SPHD
0.49
UCON
N/A
5Y Dividends CAGR
SPHD
5.98%
Winner
UCON
8.79%
5Y EPS CAGR
SPHD
5.48%
UCON
N/A
Debt to Equity
SPHD
-43.30%
UCON
N/A
P/S Ratio
SPHD
1.84
UCON
N/A
P/B Ratio
SPHD
1.81
UCON
N/A
SPHD vs UCON - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+0.82%
UCON
+0.50%
3M
Winner
SPHD
+4.96%
UCON
+1.42%
6M
Winner
SPHD
+8.55%
UCON
+0.93%
1Y
Winner
SPHD
+12.08%
UCON
+5.02%
5Y(CAGR)
Winner
SPHD
+7.16%
UCON
+2.79%
10Y(CAGR)
Winner
SPHD
+7.21%
UCON
+3.70%
Max(CAGR)
Winner
SPHD
+9.63%
UCON
+3.70%
SPHD vs UCON - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | UCON |
|---|---|---|
| 2026 | +7.67% | +0.75% |
| 2025 | +3.29% | +7.00% |
| 2024 | +16.18% | +4.90% |
| 2023 | +0.93% | +7.67% |
| 2022 | +0.31% | -5.72% |
| 2021 | +26.77% | +1.05% |
| 2020 | -8.99% | +6.67% |
| 2019 | +20.89% | +7.13% |
| 2018 | -6.32% | +1.11% |
| 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 UCON Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current SPHD drawdown is -1.92%. The current UCON drawdown is -0.42%.
| Rank | SPHD | UCON |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between SPHD and UCON is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2012 - 2026)
SPHD vs UCON dividend yield comparison.
| Year | SPHD | UCON |
|---|---|---|
| 2026 | 2.46% | 1.83% |
| 2025 | 4.02% | 4.63% |
| 2024 | 3.41% | 4.95% |
| 2023 | 4.48% | 4.75% |
| 2022 | 3.89% | 3.12% |
| 2021 | 3.45% | 2.20% |
| 2020 | 4.89% | 3.14% |
| 2019 | 4.07% | 3.25% |
| 2018 | 4.40% | 1.76% |
| 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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