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 2026-10-09 Overall
Return 		Exponential
Trendline
SPLV × 		+178.34%
+6.86%/yr 		+7.01%/yr
R2=0.900
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+411.06%
+11.15%/yr 		+10.80%/yr
R2=0.914
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Fri 2026-10-09 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$27,834.18
2026-10-09
SPHB × 		$10,000.00
2011-05-05 		$51,106.15
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
SPLV × 		−0.99% −1.52%
SPHB × 		+27.57% +32.70%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−8.21%
on 2026-10-09
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−2.13%
on 2026-10-09
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		−1.52% −1.36%
−0.68%/yr 		+19.59%
+6.15%/yr 		+6.12%
+1.20%/yr 		+58.21%
+4.69%/yr
SPHB × 		+32.70% +61.97%
+27.27%/yr 		+107.55%
+27.56%/yr 		+74.07%
+11.72%/yr 		+279.51%
+14.27%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) −0.99% +27.57%
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%