Dividend EFTs Performance Guide: Compare Returns of S&P 500 and Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and SPHD | ||
|---|---|---|
| S&P 500 | SPHD | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $20.18 |
| End Date | Jul-01-2024 | Jul-26-2024 |
| End Price | $5,475.09 | $47.21 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $20.18 |
| Max Date | Jul-01-2024 | Jul-26-2024 |
| Max Price | $5,475.09 | $47.21 |
| Total Return | 112.06% | 133.97% |
| Annualized Return | 7.74% | 8.80% |
| Current Value of $1,000 Purchase | $2,121 | $2,340 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 28.44% |
| Minimum Return | -25.54% | -30.92% |
| Maximum Return | 118.66% | 133.97% |
| Number Profitable Returns | 6,509 | 6,446 |
| Percent Profitable Returns | 89.66% | 88.79% |
| Number Unprofitable Returns | 751 | 814 |
| Percent Unprofitable Returns | 10.34% | 11.21% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 7.92 |
SPHD Performance Table and Chart
SPHD Dividend Chart
SPHD Dollar-cost Average
SPHD Trendline Chart
SPHD Moving Average Chart
SPHD Stock Return Map - See Patterns of Gains and Losses
SPHD Stock Returns/Purchase Dates