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

Total Real Returns

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

Thu 2011-05-05? to Thu 2025-07-10 YTD
Return
TRR
Price
SPLV
×
+3.09%
2025-07-10
2.859 TRR
2025-07-10
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
+13.06%
2025-07-10
3.5 TRR
2025-07-10
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Returns

Thu 2011-05-05? to Thu 2025-07-10 Overall
Return
Exponential
Trendline
SPLV
×
+185.87%
+7.69%/yr
+7.52%/yr
(R2=0.904)
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
+249.97%
+9.23%/yr
+10.16%/yr
(R2=0.895)
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-05-05? to Thu 2025-07-10 Start
Value
End
Value
SPLV
×
$10,000.00
2011-05-05
$28,586.53
2025-07-10
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
$10,000.00
2011-05-05
$34,996.57
2025-07-10
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Annual Returns

Year SPLV SPHB
2025 (YTD) +3.09% +13.06%
2024 +10.73% +5.45%
2023 −2.72% +28.96%
2022 −10.67% −25.41%
2021 +15.98% +31.32%
2020 −2.71% +23.87%
2019 +25.01% +30.98%
2018 −2.06% −17.13%
2017 +14.90% +15.42%
2016 +7.86% +23.66%
2015 +3.24% −13.48%
2014 +16.41% +11.85%
2013 +21.34% +38.62%
2012 +8.18% +15.90%
2011 +6.70% −22.10%

Drawdowns

Thu 2011-05-05? to Thu 2025-07-10 Current
Drawdown
Worst
Drawdown
SPLV
×
−3.49% −36.25%
2020-03-23
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB
×
0.00% −47.00%
2020-03-23
Invesco S&P 500 High Beta ETF Exchange-Traded Fund