SPHD Fund Comparisons

SPHD is shown with FundQuant's current comparable-fund evidence. Current comparable funds include SPYD, CDL, DVY. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SPHD
Name
Invesco S&P 500 High Dividend Low Volatility ETF
Type
1940 Act ETF
Originator
Invesco
Asset class
equity
Net expense ratio
0.3%
AUM
$3.2B

Comparable Funds

FundQuant reviewed 522 active searchable funds, 151 ETFs, 371 mutual funds and returned 3 comparable funds for SPHD.

  1. SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF (1940 Act ETF; SPDR / State Street; equity; Closest Fit; fit score 86)
  2. CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF (1940 Act ETF; Victory; equity; Strong Fit; fit score 78)
  3. DVY - iShares Select Dividend ETF (1940 Act ETF; BlackRock / iShares; equity; Strong Fit; fit score 74)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SPHD/comps