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

Total Real Returns

SPLV vs. SPHB: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2011-05-05💬 to Mon 2026-09-21 Overall
Return 		Exponential
Trendline
SPLV × 		+178.96%
+6.90%/yr 		+7.04%/yr
R2=0.901
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+403.27%
+11.08%/yr 		+10.76%/yr
R2=0.913
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Mon 2026-09-21 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$27,895.50
2026-09-21
SPHB × 		$10,000.00
2011-05-05 		$50,327.01
2026-09-21

This Year’s Performance

through 2026-09-21

  YTD YoY
SPLV × 		−0.77% −1.04%
SPHB × 		+25.63% +33.50%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−8.01%
on 2026-09-21
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−3.62%
on 2026-09-21
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Mon 2026-09-21 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		−1.04% −0.62%
−0.31%/yr 		+16.32%
+5.17%/yr 		+5.78%
+1.13%/yr 		+53.25%
+4.36%/yr
SPHB × 		+33.50% +64.21%
+28.15%/yr 		+102.33%
+26.48%/yr 		+78.71%
+12.31%/yr 		+282.25%
+14.35%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) −0.77% +25.63%
2025 +1.39% +29.42%
2024 +10.74% +5.44%
2023 −2.73% +28.96%
2022 −10.66% −25.41%
2021 +15.97% +31.34%
2020 −2.71% +23.87%
2019 +25.01% +30.97%
2018 −2.06% −17.13%
2017 +14.90% +15.43%
2016 +7.86% +23.65%
2015 +3.25% −13.49%
2014 +16.40% +11.84%
2013 +21.33% +38.60%
2012 +8.20% +15.92%
2011 +6.67% −22.10%