Compare Invesco Ltd. (IVZ) vs Invesco S&P 500 High Div Low Volatility ETF (SPHD) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Invesco Ltd. vs Invesco S&P 500 High Div Low Volatility ETF — how do they compare? Invesco Ltd. trades at $29.52 (market cap $13.28B), while Invesco S&P 500 High Div Low Volatility ETF trades at $48.79 (market cap $3.14B). The key difference: Invesco Ltd. is far larger — about 4.2× Invesco S&P 500 High Div Low Volatility ETF's market cap, and Invesco Ltd. pays a 2.86% dividend while Invesco S&P 500 High Div Low Volatility ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Invesco Ltd. for 77 Days and Invesco S&P 500 High Div Low Volatility ETF for 125 Days on average.
| IVZ | SPHD | |
|---|---|---|
Market Cap | $13.28B | $3.14B |
Volume | 3,698,033 | 1,461,349 |
Sector | Financials | — |
52-Week High | $33.31 | $53.55 |
52-Week Low | $22.44 | $46.96 |
Typical Hold Time | 77 Days | 125 Days |
Enterprise Value | $23.45B | — |
Dividend Yield | 2.86% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $29.66, down 2.75% today, with mixed technical signals showing bearish momentum but oversold conditions on some indicators. Fundamentally, the company reported negative net income of -$282 million in 2025 despite $6.38 billion revenue, though operating cash flow remains strong at $1.53 billion. Recent earnings show two beats and one miss in the last three quarters, with Q3 2026 results expected October 27.
The outlook remains cautious with analyst consensus at Buy (43%) and Hold (57%), targeting $33.71. Key risks include profitability challenges and market volatility, while opportunities lie in AUM growth and dividend yield. The stock trades near the lower end of analyst targets, suggesting limited downside but requiring improved earnings for sustained recovery.
SPHD trades at $48.71, up 1.08% with a bearish technical outlook showing 17 sell signals versus 4 buys. The ETF focuses on high dividend yield and low volatility S&P 500 stocks, offering monthly income distribution. Recent dividend payments of $0.20-$0.21 demonstrate consistent income generation, though technical indicators suggest near-term pressure.
While SPHD provides attractive monthly dividends for income-focused investors, the bearish technical signals and concerns about total return performance compared to peers like SCHD present near-term headwinds. The fund's low volatility mandate may provide defensive positioning during market uncertainty, but investors should weigh income benefits against potential capital appreciation limitations.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
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About Invesco Ltd.
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →About Invesco S&P 500 High Div Low Volatility ETF
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 →
