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Is Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) a Strong ETF Right Now?
ZACKSยท2025-07-28 11:20

Core Insights - The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) debuted on October 18, 2012, and provides broad exposure to the Style Box - Large Cap Value category [1] - SPHD has amassed assets over $3.17 billion, making it an average-sized ETF in its category [5] - The ETF seeks to match the performance of the S&P 500 Low Volatility High Dividend Index, which consists of 50 securities known for high dividend yields and low volatility [5] Fund Characteristics - SPHD has annual operating expenses of 0.30% and a 12-month trailing dividend yield of 3.43% [6] - The fund's heaviest allocation is in the Real Estate sector at approximately 20.9%, followed by Utilities and Consumer Staples [7] - The top 10 holdings account for about 28.65% of total assets, with Crown Castle Inc (CCI) being the largest at 3.49% [8] Performance Metrics - As of July 28, 2025, SPHD has a return of roughly 3.49% and was up about 9.2% year-to-date [10] - The fund has traded between $44.37 and $51.75 over the last 52 weeks, with a beta of 0.71 and a standard deviation of 14.79% for the trailing three-year period [10] - SPHD effectively diversifies company-specific risk with approximately 51 holdings [10] Alternatives - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with SCHD having $71.33 billion in assets and VTV $141.62 billion [12] - SCHD has a lower expense ratio of 0.06% compared to SPHD, while VTV has an expense ratio of 0.04% [12]