SPHD vs XYLD
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF).
5-Year PerformanceXYLD has outperformed SPHD, delivering a return of +7.6% compared to +6.5%
SPHD vs XYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.20B
XYLD
$3.20B
Expense Ratio
Winner
SPHD
0.30%
XYLD
0.60%
Max Drawdown
SPHD
42.14%
Winner
XYLD
34.69%
Sharpe Ratio
SPHD
0.72
Winner
XYLD
1.69
5Y Beta
Winner
SPHD
0.38
XYLD
0.64
P/E Ratio
Winner
SPHD
19.11
XYLD
28.11
Forward P/E
Winner
SPHD
13.52
XYLD
21.46
PEG Ratio
SPHD
0.49
XYLD
N/A
5Y Dividends CAGR
Winner
SPHD
6.35%
XYLD
1.25%
5Y EPS CAGR
SPHD
5.69%
Winner
XYLD
28.67%
Debt to Equity
Winner
SPHD
-44.25%
XYLD
41.33%
P/S Ratio
Winner
SPHD
1.88
XYLD
3.71
P/B Ratio
Winner
SPHD
1.83
XYLD
5.59
SPHD vs XYLD - Holdings Comparison
SPHD and XYLD have 48 common holdings. Overlap is 1.18%
SPHD's top 25 holdings weight is 60.77%. XYLD's top 25 holdings weight is 52.01%.
| Rank | SPHD | XYLD |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 3.52% | NVIDIA CORP (NVDA) - 8.54% |
| #2 | VERIZON COMMUNICATIONS INC (VZ) - 3.47% | APPLE INC (AAPL) - 7.30% |
| #3 | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% | MICROSOFT CORP (MSFT) - 5.16% |
| #4 | THE KRAFT HEINZ CO (KHC) - 2.95% | AMAZON.COM INC (AMZN) - 3.95% |
| #5 | PFIZER INC (PFE) - 2.90% | BROADCOM INC (AVGO) - 3.60% |
| #6 | FRANKLIN RESOURCES INC (BEN) - 2.82% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #7 | ONEOK INC (OKE) - 2.81% | ALPHABET INC CLASS C (GOOG) - 2.64% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% | META PLATFORMS INC CLASS A (META) - 2.06% |
| #9 | KIMCO REALTY CORP (KIM) - 2.46% | MICRON TECHNOLOGY INC (MU) - 1.88% |
| #10 | REALTY INCOME CORP (O) - 2.43% | TESLA INC (TSLA) - 1.87% |
| #11 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.36% |
| #12 | CROWN CASTLE INC (CCI) - 2.34% | ADVANCED MICRO DEVICES INC (AMD) - 1.33% |
| #13 | CONAGRA BRANDS INC (CAG) - 2.26% | ELI LILLY AND CO (LLY) - 1.32% |
| #14 | DOMINION ENERGY INC (D) - 2.12% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #15 | CHEVRON CORP (CVX) - 2.09% | EXXON MOBIL CORP (XOM) - 0.98% |
| #16 | EXTRA SPACE STORAGE INC (EXR) - 2.07% | JOHNSON & JOHNSON (JNJ) - 0.84% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | VISA INC CLASS A (V) - 0.84% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 2.07% | INTEL CORP (INTC) - 0.79% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.05% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #20 | PUBLIC STORAGE (PSA) - 2.05% | WALMART INC (WMT) - 0.78% |
| #21 | T. ROWE PRICE GROUP INC (TROW) - 2.04% | THE WALT DISNEY CO (DIS) - 0.28% |
| #22 | AT&T INC (T) - 2.00% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #23 | EOG RESOURCES INC (EOG) - 1.99% | NEXTERA ENERGY INC (NEE) - 0.28% |
| #24 | UDR INC (UDR) - 1.98% | AMPHENOL CORP CLASS A (APH) - 0.28% |
| #25 | BXP INC (BXP) - 1.92% | AMGEN INC (AMGN) - 0.27% |
| Total Holdings | 55 | 466 |
SPHD vs XYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+4.03%
XYLD
+1.20%
3M
Winner
SPHD
+4.97%
XYLD
+4.66%
6M
Winner
SPHD
+9.45%
XYLD
+6.01%
1Y
SPHD
+12.85%
Winner
XYLD
+16.62%
5Y(CAGR)
SPHD
+6.47%
Winner
XYLD
+7.60%
10Y(CAGR)
SPHD
+7.63%
Winner
XYLD
+8.31%
Max(CAGR)
Winner
SPHD
+9.76%
XYLD
+8.18%
SPHD vs XYLD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | XYLD |
|---|---|---|
| 2026 | +9.21% | +4.60% |
| 2025 | +3.29% | +8.28% |
| 2024 | +16.18% | +19.45% |
| 2023 | +0.93% | +11.03% |
| 2022 | +0.31% | -12.48% |
| 2021 | +26.77% | +20.21% |
| 2020 | -8.99% | -1.44% |
| 2019 | +20.89% | +20.99% |
| 2018 | -6.32% | -7.25% |
| 2017 | +10.79% | +16.08% |
| 2016 | +23.47% | +8.87% |
| 2015 | +4.85% | +0.47% |
| 2014 | +21.27% | +8.61% |
| 2013 | +18.33% | +13.95% |
| 2012 | -1.73% | N/A |
SPHD vs XYLD Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current SPHD drawdown is -0.53%. The current XYLD drawdown is -0.29%.
| Rank | SPHD | XYLD |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -33.44% Feb 19, 2020 - Mar 15, 2021 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -18.66% Apr 4, 2022 - Mar 12, 2024 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -18.10% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -15.53% Feb 19, 2025 - Oct 20, 2025 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -12.17% Jun 22, 2015 - Jun 23, 2016 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -9.10% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -6.96% Sep 18, 2014 - Nov 24, 2014 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -6.02% Jan 4, 2022 - Mar 24, 2022 |
| #9 | -7.33% Mar 2, 2026 - Mar 20, 2026 | -5.79% Jul 26, 2019 - Oct 30, 2019 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -5.30% Feb 25, 2026 - Apr 30, 2026 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -5.26% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -5.19% Jul 18, 2024 - Aug 15, 2024 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -4.63% Jun 23, 2016 - Jul 11, 2016 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -4.07% Dec 29, 2014 - Feb 13, 2015 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -3.79% Aug 1, 2013 - Sep 18, 2013 |
Correlation
Correlation between SPHD and XYLD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
SPHD vs XYLD dividend yield comparison.
| Year | SPHD | XYLD |
|---|---|---|
| 2026 | 2.01% | 4.53% |
| 2025 | 4.02% | 10.51% |
| 2024 | 3.41% | 11.54% |
| 2023 | 4.48% | 10.51% |
| 2022 | 3.89% | 13.43% |
| 2021 | 3.45% | 9.07% |
| 2020 | 4.89% | 7.93% |
| 2019 | 4.07% | 5.76% |
| 2018 | 4.40% | 7.12% |
| 2017 | 3.14% | 5.18% |
| 2016 | 3.83% | 3.23% |
| 2015 | 3.49% | 4.65% |
| 2014 | 3.24% | 4.15% |
| 2013 | 3.68% | 2.49% |
| 2012 | 0.93% | 0.00% |
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