SPHD vs USCA
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF).
SPHD vs USCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.20B
Winner
USCA
$3.30B
Expense Ratio
SPHD
0.30%
Winner
USCA
0.07%
Max Drawdown
SPHD
42.14%
Winner
USCA
19.36%
Sharpe Ratio
SPHD
0.80
Winner
USCA
1.01
5Y Beta
Winner
SPHD
0.37
USCA
0.96
P/E Ratio
Winner
SPHD
18.87
USCA
28.90
Forward P/E
Winner
SPHD
13.40
USCA
22.50
PEG Ratio
SPHD
0.49
USCA
N/A
5Y Dividends CAGR
SPHD
5.98%
USCA
N/A
5Y EPS CAGR
SPHD
5.48%
Winner
USCA
28.77%
Debt to Equity
Winner
SPHD
-43.30%
USCA
43.12%
P/S Ratio
Winner
SPHD
1.84
USCA
4.03
P/B Ratio
Winner
SPHD
1.81
USCA
6.32
SPHD vs USCA - Holdings Comparison
SPHD and USCA have 33 common holdings. Overlap is 2.13%
SPHD's top 25 holdings weight is 60.12%. USCA's top 25 holdings weight is 54.92%.
| Rank | SPHD | USCA |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 3.39% | NVIDIA CORP (NVDA) - 9.01% |
| #2 | HEALTHPEAK PROPERTIES INC (DOC) - 3.27% | APPLE INC (AAPL) - 8.26% |
| #3 | VERIZON COMMUNICATIONS INC (VZ) - 3.27% | MICROSOFT CORP (MSFT) - 5.22% |
| #4 | FRANKLIN RESOURCES INC (BEN) - 2.96% | AMAZON.COM INC (AMZN) - 4.48% |
| #5 | PFIZER INC (PFE) - 2.85% | ALPHABET INC CLASS A (GOOGL) - 4.09% |
| #6 | THE KRAFT HEINZ CO (KHC) - 2.84% | ALPHABET INC CLASS C (GOOG) - 3.23% |
| #7 | ONEOK INC (OKE) - 2.66% | BROADCOM INC (AVGO) - 3.19% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.52% | META PLATFORMS INC CLASS A (META) - 2.48% |
| #9 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.46% | TESLA INC (TSLA) - 2.14% |
| #10 | KIMCO REALTY CORP (KIM) - 2.46% | ELI LILLY AND CO (LLY) - 1.69% |
| #11 | REALTY INCOME CORP (O) - 2.36% | ADVANCED MICRO DEVICES INC (AMD) - 1.56% |
| #12 | CONAGRA BRANDS INC (CAG) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.25% |
| #13 | KIMBERLY-CLARK CORP (KMB) - 2.17% | JOHNSON & JOHNSON (JNJ) - 1.06% |
| #14 | PUBLIC STORAGE (PSA) - 2.16% | VISA INC CLASS A (V) - 1.05% |
| #15 | DOMINION ENERGY INC (D) - 2.16% | WALMART INC (WMT) - 1.00% |
| #16 | T. ROWE PRICE GROUP INC (TROW) - 2.13% | CISCO SYSTEMS INC (CSCO) - 0.89% |
| #17 | CROWN CASTLE INC (CCI) - 2.13% | MASTERCARD INC CLASS A (MA) - 0.77% |
| #18 | EXTRA SPACE STORAGE INC (EXR) - 2.10% | ABBVIE INC (ABBV) - 0.74% |
| #19 | BXP INC (BXP) - 2.07% | UNITEDHEALTH GROUP INC (UNH) - 0.70% |
| #20 | HORMEL FOODS CORP (HRL) - 2.05% | PROCTER & GAMBLE CO (PG) - 0.67% |
| #21 | KINDER MORGAN INC CLASS P (KMI) - 1.98% | UNION PACIFIC CORP (UNP) - 0.30% |
| #22 | CHEVRON CORP (CVX) - 1.98% | CHARLES SCHWAB CORP (SCHW) - 0.29% |
| #23 | UDR INC (UDR) - 1.97% | BLACKROCK INC (BLK) - 0.29% |
| #24 | PRUDENTIAL FINANCIAL INC (PRU) - 1.97% | PFIZER INC (PFE) - 0.28% |
| #25 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.93% | WELLTOWER INC (WELL) - 0.28% |
| Total Holdings | 56 | 370 |
SPHD vs USCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+0.82%
USCA
-1.90%
3M
SPHD
+4.96%
Winner
USCA
+9.78%
6M
Winner
SPHD
+8.55%
USCA
+2.68%
1Y
SPHD
+12.08%
Winner
USCA
+15.73%
5Y(CAGR)
SPHD
+7.16%
USCA
N/A
10Y(CAGR)
SPHD
+7.21%
USCA
N/A
Max(CAGR)
SPHD
+9.63%
Winner
USCA
+20.17%
SPHD vs USCA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | USCA |
|---|---|---|
| 2026 | +7.67% | +4.11% |
| 2025 | +3.29% | +14.76% |
| 2024 | +16.18% | +27.94% |
| 2023 | +0.93% | +19.93% |
| 2022 | +0.31% | N/A |
| 2021 | +26.77% | N/A |
| 2020 | -8.99% | N/A |
| 2019 | +20.89% | N/A |
| 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 USCA Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current SPHD drawdown is -1.92%. The current USCA drawdown is -3.97%.
| Rank | SPHD | USCA |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -19.14% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -10.25% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -9.97% Jul 31, 2023 - Nov 22, 2023 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -5.56% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -5.48% Mar 28, 2024 - May 15, 2024 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -4.85% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -2.65% Apr 19, 2023 - Apr 28, 2023 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -2.56% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -2.42% Jul 25, 2025 - Aug 13, 2025 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -2.38% May 1, 2023 - May 17, 2023 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -2.30% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -2.17% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between SPHD and USCA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2012 - 2026)
SPHD vs USCA dividend yield comparison.
| Year | SPHD | USCA |
|---|---|---|
| 2026 | 2.46% | 0.53% |
| 2025 | 4.02% | 1.14% |
| 2024 | 3.41% | 1.22% |
| 2023 | 4.48% | 1.15% |
| 2022 | 3.89% | 0.00% |
| 2021 | 3.45% | 0.00% |
| 2020 | 4.89% | 0.00% |
| 2019 | 4.07% | 0.00% |
| 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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