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 +7.54% over the past year and +8.98% YTD, with dividends reinvested. Since Oct. 18, 2012, SPHD is up +146.38% in real purchasing-power return, or +6.71%/yr, and is currently −2.32% below its real total-return high on Aug. 24, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2012-10-18💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
SPHD
×
+146.38%
+6.71%/yr
+5.26%/yr
R2=0.797
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2012-10-18💬 to Fri 2026-09-04 Start
Value
End
Value
SPHD
×
$10,000.00
2012-10-18
$24,637.73
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
SPHD
×
+8.98% +7.54%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPHD
×
−2.32%
on 2026-09-04
from 2026-08-24 peak
−41.56%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
SPHD
×
+7.54% +7.86%
+3.86%/yr
+32.23%
+9.76%/yr
+17.94%
+3.35%/yr
+44.85%
+3.77%/yr

Annual Returns

Year SPHD
2026 (YTD) +8.98%
2025 +0.72%
2024 +14.77%
2023 −1.96%
2022 −5.53%
2021 +16.77%
2020 −11.19%
2019 +17.57%
2018 −7.92%
2017 +9.59%
2016 +19.88%
2015 +4.42%
2014 +19.09%
2013 +19.02%
2012 −3.25%