EPR Properties vs Invesco S&P 500 High Div Low Volatility ETF — how do they compare? EPR Properties trades at $61.92 (market cap $4.60B), while Invesco S&P 500 High Div Low Volatility ETF trades at $53.05. The key difference: EPR Properties pays a 6.19% dividend while Invesco S&P 500 High Div Low Volatility ETF pays none. Which is the better fit depends on your goals.
| EPR | SPHD | |
|---|---|---|
Market Cap | $4.60B | — |
Sector | Real Estate | — |
52-Week High | $60.81 | $52.63 |
52-Week Low | $48.71 | $46.96 |
Enterprise Value | $7.66B | — |
Dividend Yield | 6.19% | — |
Signals from Pluang's Aura AI — not financial advice
EPR Properties (EPR) trades at $61.80, up 3.8% over 24 hours, with a bullish technical signal from moving averages and a consensus analyst price target of $63.25. The REIT maintains strong profitability with a 39.93% net income margin and 10.68% ROE, supported by recent earnings beats and a strategic shift toward experiential assets like the $315 million Six Flags acquisition. Monthly dividends of $0.31 provide a steady income stream, with Q2 2026 earnings results due July 29, 2026.
Outlook remains positive due to high occupancy, dividend yield, and portfolio diversification, but risks include reliance on consumer spending and potential interest rate impacts. Analyst sentiment is mixed with a hold-heavy consensus, suggesting cautious optimism for income-focused investors amid stable fundamentals.
The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) trades at $52.91, up 1.79% today, with a bullish technical signal from moving averages. The fund focuses on high-dividend, low-volatility S&P 500 stocks, offering a 4.5% 30-day SEC yield with monthly distributions. Recent news highlights its appeal to retirees seeking reliable income, though performance has trailed the broader S&P 500 historically.
SPHD presents a defensive income opportunity amid market uncertainty, with portfolio shifts toward energy, consumer staples, and financials enhancing resilience. Key risks include underperformance during strong bull markets and interest rate sensitivity. Analyst sentiment is cautiously positive, with Seeking Alpha upgrading to Buy in May 2026 for its defensive positioning.
Trailing returns across standard periods
EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC (the “index Provider”) compiles, maintains and calculates the underlying index, which is designed to measure the performance of 50 least volatile high yielding constituents of the S&P 500 ® Index in the past year.
Read more on SPHD →