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 2026-09-04 Overall
Return 		Exponential
Trendline
SPLV × 		+188.87%
+7.16%/yr 		+7.06%/yr
R2=0.901
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+393.25%
+10.97%/yr 		+10.73%/yr
R2=0.913
Invesco S&P 500 High Beta ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-05-05💬 to Fri 2026-09-04 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$28,887.03
2026-09-04
SPHB × 		$10,000.00
2011-05-05 		$49,325.17
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
SPLV × 		+2.76% +0.71%
SPHB × 		+23.13% +37.76%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−4.74%
on 2026-09-04
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−5.54%
on 2026-09-04
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		+0.71% +2.67%
+1.33%/yr 		+19.51%
+6.12%/yr 		+5.29%
+1.04%/yr 		+57.51%
+4.65%/yr
SPHB × 		+37.76% +72.25%
+31.25%/yr 		+82.10%
+22.11%/yr 		+68.75%
+11.03%/yr 		+273.89%
+14.10%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) +2.76% +23.13%
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%