ISZE vs. SPHD
Compare and contrast key facts about iShares Edge MSCI Intl Size Factor ETF (ISZE) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
ISZE and SPHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISZE is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Risk Weighted Index. It was launched on Jun 16, 2015. SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012. Both ISZE and SPHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISZE or SPHD.
Correlation
The correlation between ISZE and SPHD is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ISZE vs. SPHD - Performance Comparison
Key characteristics
Returns By Period
ISZE
N/A
N/A
N/A
N/A
N/A
N/A
SPHD
3.83%
1.94%
4.64%
22.08%
7.37%
8.46%
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ISZE vs. SPHD - Expense Ratio Comparison
Both ISZE and SPHD have an expense ratio of 0.30%.
Risk-Adjusted Performance
ISZE vs. SPHD — Risk-Adjusted Performance Rank
ISZE
SPHD
ISZE vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Intl Size Factor ETF (ISZE) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ISZE vs. SPHD - Dividend Comparison
ISZE has not paid dividends to shareholders, while SPHD's dividend yield for the trailing twelve months is around 2.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISZE iShares Edge MSCI Intl Size Factor ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.21% | 16.95% | 0.00% | 0.00% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 2.97% | 3.41% | 4.48% | 3.89% | 3.46% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
ISZE vs. SPHD - Drawdown Comparison
Volatility
ISZE vs. SPHD - Volatility Comparison
The current volatility for iShares Edge MSCI Intl Size Factor ETF (ISZE) is 0.00%, while Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) has a volatility of 3.09%. This indicates that ISZE experiences smaller price fluctuations and is considered to be less risky than SPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.