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 Fri 2026-10-30 Overall
Return 		Exponential
Trendline
SPLV × 		+194.46%
+7.22%/yr 		+6.98%/yr
R2=0.899
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+353.45%
+10.25%/yr 		+10.83%/yr
R2=0.915
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Fri 2026-10-30 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$29,445.77
2026-10-30
SPHB × 		$10,000.00
2011-05-05 		$45,344.74
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
SPLV × 		+4.75% +6.11%
SPHB × 		+13.19% +16.07%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−2.90%
on 2026-10-30
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−13.16%
on 2026-10-30
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		+6.11% +4.39%
+2.17%/yr 		+28.11%
+8.61%/yr 		+9.68%
+1.87%/yr 		+68.48%
+5.36%/yr
SPHB × 		+16.07% +46.28%
+20.95%/yr 		+100.15%
+26.02%/yr 		+48.43%
+8.22%/yr 		+242.94%
+13.12%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) +4.75% +13.19%
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%