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 +2.37% over the past year and +2.16% YTD, with dividends reinvested. Since Oct. 18, 2012, SPHD is up +130.97% in real purchasing-power return, or +6.19%/yr, and is currently −8.39% below its real total-return high on Aug. 24, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Thu 2012-10-18💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
SPHD × 		+130.97%
+6.19%/yr 		+5.26%/yr
R2=0.799
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2012-10-18💬 to Fri 2026-09-25 Start
Value 		End
Value
SPHD × 		$10,000.00
2012-10-18 		$23,096.86
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
SPHD × 		+2.16% +2.37%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPHD × 		−8.39%
on 2026-09-25
from 2026-08-24 peak 		−41.56%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
SPHD × 		+2.37% +0.09%
+0.05%/yr 		+27.80%
+8.52%/yr 		+14.67%
+2.78%/yr 		+36.72%
+3.18%/yr

Annual Returns

Year SPHD
2026 (YTD) +2.16%
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%