Home › Compare › VALSX vs SPHD
VALSX yields 9.41% · SPHD yields 4.33%● Live data
📍 SPHD pulled ahead of the other in Year 2
Combined, VALSX + SPHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of VALSX + SPHD for your $10,000?
The fund invests at least 80% of the fund's net assets in a diversified portfolio of U.S. equity securities with favorable growth prospects. It may invest in small, mid or large capitalization companies, including foreign companies. There are no set limitations of investments according to a company’s size or to a sector weighting.
Full VALSX 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.