UCON vs SPHD
Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceSPHD has outperformed UCON, delivering a return of +7.7% compared to +2.7%
UCON vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UCON
$3.30B
SPHD
$3.30B
Expense Ratio
UCON
0.86%
Winner
SPHD
0.30%
Max Drawdown
Winner
UCON
15.31%
SPHD
42.14%
Sharpe Ratio
UCON
0.31
Winner
SPHD
0.71
5Y Beta
Winner
UCON
0.04
SPHD
0.36
P/E Ratio
UCON
N/A
SPHD
19.91
Forward P/E
UCON
N/A
SPHD
14.25
PEG Ratio
UCON
N/A
SPHD
0.48
5Y Dividends CAGR
Winner
UCON
9.44%
SPHD
5.98%
5Y EPS CAGR
UCON
N/A
SPHD
4.97%
Debt to Equity
UCON
N/A
SPHD
-39.35%
P/S Ratio
UCON
N/A
SPHD
2.11
P/B Ratio
UCON
N/A
SPHD
1.96
UCON vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
UCON
-0.12%
Winner
SPHD
+2.33%
3M
UCON
-0.02%
Winner
SPHD
+6.43%
6M
UCON
+0.42%
Winner
SPHD
+7.86%
1Y
UCON
+4.62%
Winner
SPHD
+12.20%
5Y(CAGR)
UCON
+2.74%
Winner
SPHD
+7.70%
10Y(CAGR)
UCON
+3.66%
Winner
SPHD
+7.14%
Max(CAGR)
UCON
+3.66%
Winner
SPHD
+9.79%
UCON vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | UCON | SPHD |
|---|---|---|
| 2026 | +0.64% | +10.50% |
| 2025 | +7.00% | +3.29% |
| 2024 | +4.90% | +16.18% |
| 2023 | +7.67% | +0.93% |
| 2022 | -5.72% | +0.31% |
| 2021 | +1.05% | +26.77% |
| 2020 | +6.67% | -8.99% |
| 2019 | +7.13% | +20.89% |
| 2018 | +1.11% | -6.32% |
| 2017 | N/A | +10.79% |
| 2016 | N/A | +23.47% |
| 2015 | N/A | +4.85% |
| 2014 | N/A | +21.27% |
| 2013 | N/A | +18.33% |
| 2012 | N/A | -1.73% |
UCON vs SPHD Drawdown Comparison
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current UCON drawdown is -0.58%. The current SPHD drawdown is -0.63%.
| Rank | UCON | SPHD |
|---|---|---|
| #1 | -15.31% Mar 5, 2020 - Jul 2, 2020 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -9.60% Sep 14, 2021 - Dec 14, 2023 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -2.45% Feb 26, 2026 - Jun 29, 2026 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -1.70% Feb 1, 2024 - May 15, 2024 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -1.67% Sep 24, 2024 - Feb 24, 2025 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -1.53% Mar 3, 2025 - May 30, 2025 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -1.12% Nov 9, 2018 - Jan 10, 2019 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -1.07% Feb 11, 2021 - May 26, 2021 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -0.96% Sep 4, 2019 - Oct 1, 2019 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -0.88% Feb 24, 2020 - Mar 3, 2020 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -0.87% Dec 28, 2023 - Jan 12, 2024 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -0.83% Oct 13, 2020 - Nov 5, 2020 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -0.80% Jun 29, 2026 - Jul 13, 2026 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -0.75% Oct 28, 2025 - Nov 25, 2025 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -0.73% May 15, 2024 - Jun 4, 2024 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between UCON and SPHD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2012 - 2026)
UCON vs SPHD dividend yield comparison.
| Year | UCON | SPHD |
|---|---|---|
| 2026 | 2.22% | 2.40% |
| 2025 | 4.63% | 4.02% |
| 2024 | 4.95% | 3.41% |
| 2023 | 4.75% | 4.48% |
| 2022 | 3.12% | 3.89% |
| 2021 | 2.20% | 3.45% |
| 2020 | 3.14% | 4.89% |
| 2019 | 3.25% | 4.07% |
| 2018 | 1.76% | 4.40% |
| 2017 | 0.00% | 3.14% |
| 2016 | 0.00% | 3.83% |
| 2015 | 0.00% | 3.49% |
| 2014 | 0.00% | 3.24% |
| 2013 | 0.00% | 3.68% |
| 2012 | 0.00% | 0.93% |
Select Stocks to Compare
Popular: UCON vs SPYSPHD vs SPY
More Comparisons
Compare with similar stocks
Compare UCON with:
Compare SPHD with:
Popular suggestions:
OUSA vs SPHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
VYM vs SPHD
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPHD vs VOO
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPHD vs SPLV
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SDIV vs SPHD
GLOBAL X SUPERDIVIDEND ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
DIV vs SPHD
GLOBAL X SUPERDIVIDEND U.S. ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
LVHD vs SPHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF