XYLD vs SPHD
Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceXYLD has outperformed SPHD, delivering a return of +7.6% compared to +6.5%
XYLD vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XYLD
$3.20B
SPHD
$3.20B
Expense Ratio
XYLD
0.60%
Winner
SPHD
0.30%
Max Drawdown
Winner
XYLD
34.69%
SPHD
42.14%
Sharpe Ratio
Winner
XYLD
1.78
SPHD
0.82
5Y Beta
XYLD
0.64
Winner
SPHD
0.38
P/E Ratio
XYLD
27.83
Winner
SPHD
19.11
Forward P/E
XYLD
21.40
Winner
SPHD
13.52
PEG Ratio
XYLD
N/A
SPHD
0.49
5Y Dividends CAGR
XYLD
1.25%
Winner
SPHD
6.35%
5Y EPS CAGR
Winner
XYLD
28.45%
SPHD
5.69%
Debt to Equity
XYLD
38.66%
Winner
SPHD
-44.25%
P/S Ratio
XYLD
3.58
Winner
SPHD
1.88
P/B Ratio
XYLD
5.47
Winner
SPHD
1.83
XYLD vs SPHD - Holdings Comparison
XYLD and SPHD have 48 common holdings. Overlap is 3.35%
XYLD's top 25 holdings weight is 49.82%. SPHD's top 25 holdings weight is 60.77%.
| Rank | XYLD | SPHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.05% | ALTRIA GROUP INC (MO) - 3.52% |
| #2 | APPLE INC (AAPL) - 6.79% | VERIZON COMMUNICATIONS INC (VZ) - 3.47% |
| #3 | MICROSOFT CORP (MSFT) - 4.76% | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% |
| #4 | AMAZON.COM INC (AMZN) - 3.79% | THE KRAFT HEINZ CO (KHC) - 2.95% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.39% | PFIZER INC (PFE) - 2.90% |
| #6 | BROADCOM INC (AVGO) - 2.96% | FRANKLIN RESOURCES INC (BEN) - 2.82% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.71% | ONEOK INC (OKE) - 2.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.03% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% |
| #9 | TESLA INC (TSLA) - 1.77% | KIMCO REALTY CORP (KIM) - 2.46% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.67% | REALTY INCOME CORP (O) - 2.43% |
| #11 | ELI LILLY AND CO (LLY) - 1.44% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | CROWN CASTLE INC (CCI) - 2.34% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.34% | CONAGRA BRANDS INC (CAG) - 2.26% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.23% | DOMINION ENERGY INC (D) - 2.12% |
| #15 | EXXON MOBIL CORP (XOM) - 0.99% | CHEVRON CORP (CVX) - 2.09% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.90% | EXTRA SPACE STORAGE INC (EXR) - 2.07% |
| #17 | VISA INC CLASS A (V) - 0.86% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #18 | WALMART INC (WMT) - 0.82% | KIMBERLY-CLARK CORP (KMB) - 2.07% |
| #19 | INTEL CORP (INTC) - 0.80% | KINDER MORGAN INC CLASS P (KMI) - 2.05% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.75% | PUBLIC STORAGE (PSA) - 2.05% |
| #21 | TJX COMPANIES INC (TJX) - 0.28% | T. ROWE PRICE GROUP INC (TROW) - 2.04% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.27% | AT&T INC (T) - 2.00% |
| #23 | THE WALT DISNEY CO (DIS) - 0.27% | EOG RESOURCES INC (EOG) - 1.99% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.27% | UDR INC (UDR) - 1.98% |
| #25 | SALESFORCE INC (CRM) - 0.26% | BXP INC (BXP) - 1.92% |
| Total Holdings | 466 | 55 |
XYLD vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
XYLD
+1.20%
Winner
SPHD
+4.03%
3M
XYLD
+4.66%
Winner
SPHD
+4.97%
6M
XYLD
+6.01%
Winner
SPHD
+9.45%
1Y
Winner
XYLD
+16.62%
SPHD
+12.85%
5Y(CAGR)
Winner
XYLD
+7.60%
SPHD
+6.47%
10Y(CAGR)
Winner
XYLD
+8.31%
SPHD
+7.63%
Max(CAGR)
XYLD
+8.18%
Winner
SPHD
+9.76%
XYLD vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | XYLD | SPHD |
|---|---|---|
| 2026 | +4.60% | +9.21% |
| 2025 | +8.28% | +3.29% |
| 2024 | +19.45% | +16.18% |
| 2023 | +11.03% | +0.93% |
| 2022 | -12.48% | +0.31% |
| 2021 | +20.21% | +26.77% |
| 2020 | -1.44% | -8.99% |
| 2019 | +20.99% | +20.89% |
| 2018 | -7.25% | -6.32% |
| 2017 | +16.08% | +10.79% |
| 2016 | +8.87% | +23.47% |
| 2015 | +0.47% | +4.85% |
| 2014 | +8.61% | +21.27% |
| 2013 | +13.95% | +18.33% |
| 2012 | N/A | -1.73% |
XYLD vs SPHD Drawdown Comparison
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current XYLD drawdown is -0.29%. The current SPHD drawdown is -0.53%.
| Rank | XYLD | SPHD |
|---|---|---|
| #1 | -33.44% Feb 19, 2020 - Mar 15, 2021 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -18.66% Apr 4, 2022 - Mar 12, 2024 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -18.10% Sep 20, 2018 - Jul 12, 2019 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -15.53% Feb 19, 2025 - Oct 20, 2025 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -12.17% Jun 22, 2015 - Jun 23, 2016 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -9.10% Jan 26, 2018 - Jul 9, 2018 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -6.96% Sep 18, 2014 - Nov 24, 2014 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -6.02% Jan 4, 2022 - Mar 24, 2022 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -5.79% Jul 26, 2019 - Oct 30, 2019 | -7.33% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -5.30% Feb 25, 2026 - Apr 30, 2026 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -5.26% Jan 15, 2014 - Feb 14, 2014 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -5.19% Jul 18, 2024 - Aug 15, 2024 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -4.63% Jun 23, 2016 - Jul 11, 2016 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -4.07% Dec 29, 2014 - Feb 13, 2015 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -3.79% Aug 1, 2013 - Sep 18, 2013 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between XYLD and SPHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
XYLD vs SPHD dividend yield comparison.
| Year | XYLD | SPHD |
|---|---|---|
| 2026 | 4.53% | 2.01% |
| 2025 | 10.51% | 4.02% |
| 2024 | 11.54% | 3.41% |
| 2023 | 10.51% | 4.48% |
| 2022 | 13.43% | 3.89% |
| 2021 | 9.07% | 3.45% |
| 2020 | 7.93% | 4.89% |
| 2019 | 5.76% | 4.07% |
| 2018 | 7.12% | 4.40% |
| 2017 | 5.18% | 3.14% |
| 2016 | 3.23% | 3.83% |
| 2015 | 4.65% | 3.49% |
| 2014 | 4.15% | 3.24% |
| 2013 | 2.49% | 3.68% |
| 2012 | 0.00% | 0.93% |
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