All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SPLV vs. SPHB: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2011-05-05💬 to Fri 2026-10-02 Overall
Return 		Exponential
Trendline
SPLV × 		+308.53%
+9.56%/yr 		+9.92%/yr
R2=0.970
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+666.88%
+14.13%/yr 		+13.78%/yr
R2=0.939
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Fri 2026-10-02 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$40,852.67
2026-10-02
SPHB × 		$10,000.00
2011-05-05 		$76,688.45
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
SPLV × 		+0.94% −0.29%
SPHB × 		+32.97% +38.89%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−8.73%
on 2026-10-02
from 2026-07-28 peak 		−36.26%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−1.11%
on 2026-10-02
from 2026-06-22 peak 		−46.84%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		−0.29% +3.08%
+1.53%/yr 		+30.15%
+9.18%/yr 		+29.13%
+5.25%/yr 		+111.35%
+7.77%/yr
SPHB × 		+38.89% +77.81%
+33.34%/yr 		+127.29%
+31.48%/yr 		+114.95%
+16.54%/yr 		+434.16%
+18.24%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) +0.94% +32.97%
2025 +4.11% +32.88%
2024 +13.93% +8.48%
2023 +0.53% +33.28%
2022 −4.88% −20.59%
2021 +24.13% +40.58%
2020 −1.39% +25.56%
2019 +27.87% +33.96%
2018 −0.19% −15.55%
2017 +17.32% +17.87%
2016 +10.09% +26.21%
2015 +4.01% −12.85%
2014 +17.28% +12.68%
2013 +23.15% +40.68%
2012 +10.08% +17.93%
2011 +6.96% −21.89%