SASS yields 8.64% · SPHD yields 4.30%● Live data
📍 SASS pulled ahead of the other in Year 1
Combined, SASS + SPHD cover 0 of 12 months — good coverage
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M.D. Sass Concentrated Equities ETF is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing in a concentrated portfolio of U.S. equities selected through fundamental research.
Full SASS 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.