SPHDvsLVHDETF Comparison
VS
ETF 2
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
This fund is part of
US Multi-Factor
+0.99%
Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) belong to the same industry segment: US Multi-Factor. SPHD's top 3 sector exposures are Real Estate, Consumer Staples and Energy. In contrast, LVHD's top sector exposures are Utilities, Consumer Staples and Real Estate. SPHD is more expensive with a Total Expense Ratio (TER) of 0.3%, versus 0.27% for LVHD. SPHD is up 6.84% year-to-date (YTD) with +$109M in YTD flows. LVHD performs better with 9.51% YTD performance, and -$98K in YTD flows. Run a side-by-side ETF comparison of SPHD and LVHD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SPHD vs LVHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPHD LVHD | +2.65%+2.71% | +1.55%+3.69% | +6.84%+9.51% | +11.04%+13.36% | +35.63%+29.66% | +39.35%+42.46% |
| Flows | SPHD LVHD | -$25M-$2M | -$322M+$2M | +$109M-$98K | -$159M+$2M | -$732M-$572M | -$6M-$201M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPHD LVHD | +11.64%+9.74% | +11.37%+9.72% | +12.78%+11.84% | +14.02%+12.96% |
| Max drawdown | SPHD LVHD | -7.37%-6.20% | -7.37%-6.20% | -13.16%-14.22% | -19.53%-16.79% |
| Max drawdown duration | SPHD LVHD | 59d59d | 59d59d | 409d294d | 756d818d |
Trading data
SPHD | LVHD | |
Last sale 5/1/2026 at 1:30 PM | $50.08 | $43.39 |
| Previous close 04/29/2026 | $50.41 | $43.54 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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SPHD | LVHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
SPHD | LVHD | |
|---|---|---|
| Last price | $50.08 | $43.39 |
| 1D performance | -0.65% | -0.34% |
| AuM | $3.32 B | $620.77 M |
| E/R | 0.3% | 0.27% |
Characteristics
SPHD | LVHD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | Franklin Templeton |
| Benchmark | S&P 500 Low Volatility High Dividend Index | Franklin Low Volatility High Dividend Index |
| N° of holdings | 50 | 112 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 18, 2012 | December 28, 2015 |
| ESG | No | No |
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Exposure
Countries
SPHD
USA
97.61%
Other
2.39%
LVHD
USA
97.43%
Other
2.57%
Sectors
SPHD
Real Estate
19.13%
Consumer Staples
18.6%
Energy
15.15%
Utilities
13.92%
Financials
13.9%
Communication Ser.
9.27%
Other
10.04%
LVHD
Utilities
25.39%
Consumer Staples
18.59%
Real Estate
14.14%
Financials
7.71%
Other
34.17%
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Diversification
SPHD
Total weight of top 15 holdings out of 15
39.93%
LVHD
Total weight of top 15 holdings out of 15
39.15%
Top 15 holdings
Data as of March 31, 2026
SPHD
VERIZON COMMUNICATIONS
3.65%
ALTRIA GROUP
3.28%
PFIZER
3.07%
ONEOK
2.96%
HEALTHPEAK PROPERTIES INC
2.79%
THE KRAFT HEINZ COMPANY
2.77%
CONAGRA BRANDS INC
2.72%
VICI PROPERTIES INC
2.51%
CHEVRON TEXACO
2.42%
REALTY INCOME REIT
2.39%
JE00BV7DQ550
2.39%
AT&T
2.36%
KIMCO REALTY REIT
2.26%
EOG RESOURCES
2.22%
KINDER MORGAN
2.15%
LVHD
VERIZON COMMUNICATIONS
3.19%
CHEVRON TEXACO
3.06%
AMERICAN ELECTRIC POWER
2.76%
CISCO-T
2.75%
JOHNSON&JOHNSON
2.69%
COCA-COLA
2.67%
ALTRIA GROUP
2.67%
LOCKHEED MARTIN
2.62%
DUKE ENERGY
2.55%
MCDONALD'S
2.54%
SOUTHERN
2.51%
PROCTERGAMBLE
2.41%
US
2.29%
MEDTRONIC PLC
2.26%
HERSHEY FOODS
2.19%
Frequently asked questions about SPHD and LVHD
How have the SPHD and LVHD ETFs performed in 2026?
As of April 30, 2026, SPHD is up 6.84% year-to-date (YTD), while LVHD has returned 9.51%. That puts LVHD better performer ahead so far this year.
Which ETF is attracting more investor money: SPHD or LVHD?
Year-to-date, the SPHD ETF saw +$109M in flows, compared to -$98K for LVHD.
Which ETF is more volatile: SPHD or LVHD?
Over the past year, SPHD had a volatility of 11.37%, while LVHD experienced 9.72%.
Which ETF is bigger: SPHD or LVHD?
As of April 30, 2026, SPHD holds $3.32 B in assets under management (AUM), while LVHD manages $620.77 M.
What sectors do the SPHD and LVHD ETFs invest in?
SPHD leans toward sectors like Real Estate, Consumer Staples and Energy. Meanwhile, LVHD focuses on Utilities, Consumer Staples and Real Estate.
What are the top holdings of the SPHD ETF and LVHD ETF?
SPHD top holdings include VERIZON COMMUNICATIONS, ALTRIA GROUP and PFIZER. LVHD holds in its top three: VERIZON COMMUNICATIONS, CHEVRON TEXACO and AMERICAN ELECTRIC POWER.
Which ETF is more diversified: SPHD or LVHD?
SPHD holds 50 securities with 39.93% of its assets in the top 15. LVHD has 113 securities and a top 15 weight of 39.15%.
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Latest news about SPHD & LVHD
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
SPHD
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