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 Tue 2026-08-18 Overall
Return 		Exponential
Trendline
SPLV × 		+193.74%
+7.30%/yr 		+7.08%/yr
R2=0.901
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+387.69%
+10.92%/yr 		+10.70%/yr
R2=0.912
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Tue 2026-08-18 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$29,373.63
2026-08-18
SPHB × 		$10,000.00
2011-05-05 		$48,769.14
2026-08-18

This Year’s Performance

through 2026-08-18

  YTD YoY
SPLV × 		+4.49% +2.81%
SPHB × 		+21.74% +37.34%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−3.14%
on 2026-08-18
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−6.60%
on 2026-08-18
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Tue 2026-08-18 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		+2.81% +8.05%
+3.95%/yr 		+21.25%
+6.63%/yr 		+8.33%
+1.61%/yr 		+59.28%
+4.77%/yr
SPHB × 		+37.34% +64.90%
+28.41%/yr 		+88.76%
+23.59%/yr 		+74.57%
+11.79%/yr 		+268.90%
+13.94%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) +4.49% +21.74%
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%