IVE vs SPHD: Yield, Cost and Returns Compared
As of Nov 8, 2026, SPHD yields more: 4.76% (dividend yield) against 1.53% for IVE. IVE is cheaper to own at 0.18% a year vs 0.30%. Over the same 14 years (Oct 2012 to Oct 2026), IVE returned 12.1% a year with distributions reinvested, and SPHD 9.7%.
IVEiShares S&P 500 Value ETF1.53%dividend yield
SPHDInvesco S&P 500 High Dividend Low Volatility ETF4.76%dividend yield| Compared | IVE | SPHD |
|---|---|---|
| YieldDividend yield | 1.53% | 4.76% |
| Expense ratio | 0.18% | 0.30% |
| Total return, 1 yr | +16.6% | +15.5% |
| Total return, 3 yr (a year) | +18.7% | +15.7% |
| Total return, 5 yr (a year) | +11.6% | +8.3% |
| Total return, 10 yr (a year) | +12.2% | +7.7% |
| Worst drop since Oct 2012 | -25.3% | -30.9% |
| Share price since Oct 2012 | +267% | +108% |
| Pays | Quarterly | Monthly |
| Issuer | iShares | Invesco |
| Assets | $50.7B | $3.4B |
| Started | 2000 | 2012 |
| Type | Large Value | Large Value |
Higher yield
SPHD
4.76%
Lower cost
IVE
0.18%
Better total return
IVE
12.1%/yr
Smaller worst drop
IVE
-25.3%
Key facts: IVE vs SPHD
Data as of · Source: SmarterDividends data
- As of Nov 8, 2026, IVE yields 1.53% (dividend yield) and SPHD yields 4.76% (dividend yield).
- IVE's expense ratio is 0.18% and SPHD's is 0.30%: $18 vs $30 a year on $10,000.
- From Oct 2012 to Oct 2026, $10,000 in IVE grew to $49,778 (12.1% a year) and $10,000 in SPHD to $36,575 (9.7% a year), distributions reinvested.
- Their worst month-end drops over that time: -25.3% for IVE and -30.9% for SPHD.
- 1 of IVE's top ten holdings are also in SPHD's top ten, an overlap of at least 2% of the fund.
Cite this page
SmarterDividends, "IVE vs SPHD: Yield, Cost and Returns Compared," updated Nov 8, 2026, https://smarterdividends.com/compare/ive-vs-sphd
$10,000 in each, Oct 2012 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
IVE became
$49,778
12.1% a year
SPHD became
$36,575
9.7% a year
Year by year
| Year | IVE | SPHD |
|---|---|---|
| 2025 | +13.0% | +3.4% |
| 2024 | +12.0% | +18.1% |
| 2023 | +22.1% | +1.3% |
| 2022 | −5.4% | +0.6% |
| 2021 | +24.7% | +25.0% |
| 2020 | +1.2% | −10.0% |
| 2019 | +31.6% | +20.2% |
| 2018 | −9.2% | −6.2% |
| 2017 | +15.2% | +11.9% |
| 2016 | +17.3% | +22.4% |
| 2015 | −3.3% | +5.1% |
| 2014 | +12.2% | +20.0% |
| 2013 | +31.6% | +20.8% |
Total return each calendar year, distributions reinvested.
Top holdings
1 of the top ten overlap, at least 2% of each fund.
IVE
- AAPL Apple Inc8.2%
- AMZN Amazon.com Inc3.6%
- XOM ExxonMobil Holdings Corp2.5%
- WMT Walmart Inc1.8%
- CVX Chevron Corp1.5%
- COST Costco Wholesale Corp1.5%
- TSLA Tesla Inc1.4%
- PG Procter & Gamble Co1.2%
- MRK Merck & Co Inc1.2%
- UNH UnitedHealth Group Inc1.2%
SPHD
- PFE Pfizer Inc3.8%
- VZ Verizon Communications Inc3.1%
- CCI Crown Castle Inc2.9%
- MO Altria Group Inc2.9%
- KHC The Kraft Heinz Co2.9%
- GIS General Mills Inc2.8%
- VICI VICI Properties Inc Ordinary Shares2.8%
- CMCSA Comcast Corp Class A2.4%
- CVX Chevron Corp2.4%
- OKE ONEOK Inc2.3%
IVE vs SPHD: questions
Is IVE or SPHD better?
It depends on the job. SPHD pays more today (4.76% vs 1.53%), IVE costs less, and IVE has the better total return over Oct 2012 to Oct 2026, with IVE holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, IVE or SPHD?
SPHD, at 4.76% against 1.53% for IVE as of Nov 8, 2026. On $10,000 that's about $476 vs $153 a year at today's rates.
Which has the better total return?
IVE. From Oct 2012 to Oct 2026, it returned 12.1% a year with distributions reinvested, against 9.7% for SPHD. $10,000 became $49,778 vs $36,575.
Which is cheaper, IVE or SPHD?
IVE, with a 0.18% expense ratio against 0.30%.
Do IVE and SPHD hold the same things?
Partly. 1 of their top ten holdings match (CVX), at least 2% of each fund. Owning both doubles up on those.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. IVE leads on 7 of 8 measures above. For information only, not investment advice. Last fund data: Nov 8, 2026.