SPHD ETF

SPHD ETF
$49.56
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Returns Overview

1 Month
-7.76%
3 Months
-4.16%
6 Months
-1.70%
YTD
+2.36%
1 Year
+2.23%
3 Years (annualized)
+12.72%
5 Years (annualized)
+7.61%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPHD have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Low Volatility High Dividend Index(^SP5LHBP:SP)
This ETF (YTD)
+2.36%
Peer Avg (YTD)
+10.00%
vs Peers
-7.64%

SPHD ETF Performance

SPHD performance across multiple time periods: 1-month -7.76%, YTD 2.36%, 1-year 2.23%, 3-year 12.72%, 5-year 7.61%, 10-year 7.24%.

SPHD returns trail the peer average of 10.00% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this ETF.

SPHD vs another fund shows side-by-side returns. SPHD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.76%N/A
3 Months-4.16%N/A
6 Months-1.70%N/A
1 Year+2.23%N/A
3 Years+12.72%N/A
5 Years+7.61%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized