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 2026-08-14 Overall
Return 		Exponential
Trendline
SPLV × 		+195.11%
+7.34%/yr 		+7.08%/yr
R2=0.901
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+404.85%
+11.18%/yr 		+10.69%/yr
R2=0.912
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Fri 2026-08-14 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$29,511.42
2026-08-14
SPHB × 		$10,000.00
2011-05-05 		$50,484.63
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
SPLV × 		+4.98% +2.68%
SPHB × 		+26.02% +41.71%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−2.68%
on 2026-08-14
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−3.32%
on 2026-08-14
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		+2.68% +9.51%
+4.65%/yr 		+19.68%
+6.17%/yr 		+8.38%
+1.62%/yr 		+59.60%
+4.79%/yr
SPHB × 		+41.71% +76.08%
+32.69%/yr 		+87.21%
+23.25%/yr 		+72.84%
+11.56%/yr 		+291.59%
+14.63%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) +4.98% +26.02%
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%