Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) | 5.63% | 10.27% | 11.98% | 5.73% | 7.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) | 10/18/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 10.27 | 11.98 | 5.73 | 7.17 | NA | NA | … | … | 5.63 | 3.41 | 18.08 | 1.32 | 0.58 | 24.98 | -9.95 | 20.26 | -6.15 | 11.89 | 21.59 | 5.17 | 19.99 | 20.82 | -3.98 |
| Sharpe Ratio | NA | 0.64 | 0.73 | 0.26 | 0.32 | NA | NA | … | … | 1.07 | 0.04 | 1.29 | -0.17 | -0.05 | 1.89 | -0.25 | 1.66 | -0.57 | 1.68 | 1.63 | 0.38 | 2.24 | 1.99 | -1.89 |
| Standard Deviation(%) | NA | 10.94 | 12.84 | 14.16 | 17.72 | NA | NA | … | … | 10.97 | 14.93 | 11.18 | 14.21 | 17.79 | 13.20 | 40.15 | 11.29 | 13.36 | 6.73 | 13.13 | 13.47 | 8.92 | 10.46 | 10.23 |
| Draw Down(%) | NA | 7.33 | 13.29 | 19.50 | 41.36 | NA | NA | … | … | 7.33 | 12.19 | 7.69 | 16.21 | 19.50 | 8.32 | 41.36 | 7.24 | 12.52 | 3.49 | 7.39 | 8.88 | 4.91 | 6.98 | 7.71 |
| Yield(%) | 0.00 | 4.81 | 4.81 | 3.96 | 4.63 | 5.51 | 4.13 | … | … | 2.15 | 3.99 | 3.82 | 4.32 | 3.75 | 4.22 | 4.22 | 4.71 | 3.95 | 3.37 | 3.84 | 3.53 | 3.79 | 4.19 | 0.88 |
Data as of 06/04/2026, Common starting date is 10/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) |
-5.80%
Mar 2017 – Mar 2020 |
2.01%
Mar 2015 – Mar 2020 |
7.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) |
17.21%
Aug 2013 – Aug 2016 |
15.71%
Dec 2012 – Dec 2017 |
10.60%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart