SPHD vs VXUS
Invesco S&P 500 High Dividend Low Volatility ETF vs Vanguard Total International Stock ETF
Which is better, SPHD or VXUS?
Large Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. SPHD led over the full window, VXUS over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SPHD | VXUS |
|---|---|---|
| Expense Ratio | 0.30% | 0.05%Best |
| AUM | $3.4B | $158.1B |
| Dividend Yield | 4.66% | 2.51% |
| Holdings | 60 | 8,747 |
| YTD Return | +7.67% | +12.82%Best |
| 1Y Return | +7.35% | +19.86%Best |
| 3Y Return (annualized) | +11.82% | +19.33%Best |
| 5Y Return (annualized) | +7.68% | +9.46%Best |
| Volatility (annualized) | 14.3%Tie | 14.3%Tie |
| Max Drawdown | -42.1% | -39.9%Best |
| $10,000 over 5 years | $14,477 | $15,714Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 18, 2012 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 18, 2012 to Sep 18, 2026 (13.9 years).
SPHD vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.9 years both funds cover.
SPHD vs VXUS Performance
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SPHD returned +7.35% while VXUS returned +19.86%. Year to date, SPHD is up 7.67% versus a gain of 12.82% for VXUS.
Over three years, SPHD compounded at +11.82% per year against +19.33% for VXUS; over five years the annualized figures are +7.68% and +9.46% respectively. Across the full 14-year window we track, SPHD has the edge at +6.67% annualized vs +5.93%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPHD and VXUS have been equally volatile, both at 14.3% annualized.
The deepest peak-to-trough decline in our data was -42.1% for SPHD and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPHD charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, SPHD currently yields 4.66% against 2.51% for VXUS.
Holdings Overlap
At least 1.4% of SPHD's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SPHD and VXUS share little of their money.
1 positions in common, counted across the 51 positions we hold weights for in SPHD and 8,082 in VXUS, against full books of 60 and 8,747.
Top Shared Holdings
| Stock | Weight in SPHD | Weight in VXUS | Difference |
|---|---|---|---|
| HBANHuntington Bancshares Inc./Oh | 1.42% | 0.05% | 1.37% |
You are not choosing between two funds in isolation.
Whichever of SPHD and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPHD or VXUS?
SPHD has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, SPHD or VXUS?
Over the past year SPHD returned +7.35% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (14 years), SPHD annualized +6.67% vs +5.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPHD or VXUS?
SPHD and VXUS have been equally volatile, both at 14.3% annualized. Worst drawdown: SPHD -42.1% vs VXUS -39.9%.
Should I hold both SPHD and VXUS?
SPHD and VXUS have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SPHD and VXUS?
At least 1.4% of SPHD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 51 positions we hold weights for in SPHD and 8,082 in VXUS.
Which pays a higher dividend, SPHD or VXUS?
SPHD yields 4.66% while VXUS yields 2.51%, so SPHD currently pays the higher dividend yield.
Is VXUS better than SPHD?
VXUS has a lower expense ratio. SPHD led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.