DFAW yields 1.42% · SPHD yields 4.33%● Live data
📍 SPHD pulled ahead of the other in Year 1
Combined, DFAW + SPHD cover 0 of 12 months — good coverage
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The fund is a “fund of funds”, which means that the Portfolio generally allocates its assets among other funds managed by the Advisor, although it has the flexibility to invest directly in securities and derivatives.
Full DFAW Calculator →The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.
Full SPHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.