All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SPHD real return snapshot: after CPI-U inflation, SPHD returned +11.17% over the past year and +10.77% YTD, with dividends reinvested. Since Oct. 18, 2012, SPHD is up +150.42% in real purchasing-power return, or +6.87%/yr, and is currently −0.62% below its real total-return high on Jul. 28, 2026.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Thu 2012-10-18💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
SPHD × 		+150.42%
+6.87%/yr 		+5.26%/yr
R2=0.795
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2012-10-18💬 to Fri 2026-08-14 Start
Value 		End
Value
SPHD × 		$10,000.00
2012-10-18 		$25,041.57
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
SPHD × 		+10.77% +11.17%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPHD × 		−0.62%
on 2026-08-14
from 2026-07-28 peak 		−41.56%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
SPHD × 		+11.17% +13.95%
+6.75%/yr 		+32.73%
+9.90%/yr 		+19.80%
+3.68%/yr 		+47.02%
+3.93%/yr

Annual Returns

Year SPHD
2026 (YTD) +10.77%
2025 +0.72%
2024 +14.77%
2023 −1.96%
2022 −5.53%
2021 +16.77%
2020 −11.19%
2019 +17.57%
2018 −7.93%
2017 +9.59%
2016 +19.88%
2015 +4.42%
2014 +19.09%
2013 +19.02%
2012 −3.25%