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 2026-07-24 Overall
Return 		Exponential
Trendline
SPLV × 		+197.97%
+7.44%/yr 		+7.10%/yr
R2=0.901
Invesco S&P 500 Low Volatility ETF Exchange-Traded Fund
SPHB × 		+369.52%
+10.70%/yr 		+10.65%/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 2026-07-24 Start
Value 		End
Value
SPLV × 		$10,000.00
2011-05-05 		$29,796.82
2026-07-24
SPHB × 		$10,000.00
2011-05-05 		$46,952.01
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
SPLV × 		+5.99% +3.46%
SPHB × 		+17.20% +33.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPLV × 		−1.74%
on 2026-07-24
from 2026-02-27 peak 		−36.25%
on 2020-03-23
from 2020-02-14 peak
SPHB × 		−10.08%
on 2026-07-24
from 2026-06-22 peak 		−46.99%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
SPLV × 		+3.46% +13.60%
+6.59%/yr 		+17.29%
+5.46%/yr 		+10.93%
+2.10%/yr 		+59.11%
+4.75%/yr
SPHB × 		+33.29% +58.87%
+26.05%/yr 		+67.52%
+18.76%/yr 		+66.32%
+10.71%/yr 		+270.92%
+14.01%/yr

Annual Returns

Year SPLV SPHB
2026 (YTD) +5.99% +17.20%
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%