ETF comparison
DTD vs SPHD
Both Dividend.
WisdomTree U.S. Total Dividend Fund · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
39 positions appear in both funds. Buying equal dollars of DTD and SPHD would leave roughly 12.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DTD is 2 bps cheaper than SPHD. On a $100,000 position that's about $20/yr more in fees for SPHD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DTD vs SPHD.
Top shared holdings
39 shared in total| # | Holding | In DTD | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 1.38% | 2.00% | 1.38% |
| 2 | VERIZON COMMUNICATIONS INC | 0.96% | 3.32% | 0.96% |
| 3 | PEPSICO INC | 0.82% | 1.95% | 0.82% |
| 4 | AT&T INC | 0.75% | 2.68% | 0.75% |
| 5 | PFIZER INC | 0.74% | 3.41% | 0.74% |
| 6 | ALTRIA GROUP INC | 0.66% | 2.49% | 0.66% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 0.60% | 2.13% | 0.60% |
| 8 | CONOCOPHILLIPS | 0.55% | 1.58% | 0.55% |
| 9 | DUKE ENERGY CORP | 0.54% | 1.40% | 0.54% |
| 10 | COMCAST CORP | 0.47% | 2.71% | 0.47% |
| 11 | KINDER MORGAN INC | 0.35% | 1.62% | 0.35% |
| 12 | AMERICAN TOWER CORP | 0.34% | 2.01% | 0.34% |
Only in DTD
783 total- NVIDIA CORP 3.37%
- MICROSOFT CORP 3.07%
- JP MORGAN CHASE & COMPANY 2.67%
- APPLE INC 2.10%
- BROADCOM INC 1.92%
- JOHNSON & JOHNSON 1.80%
- EXXONMOBIL HOLDINGS CORP 1.71%
- ABBVIE INC 1.55%
- META PLATFORMS INC 1.46%
- ALPHABET INC 1.33%
Only in SPHD
12 total- VICI Properties Inc. 2.87%
- Crown Castle Inc. 2.45%
- Healthpeak Properties, Inc. 2.38%
- Paychex, Inc. 2.31%
- ONEOK, Inc. 2.25%
- Molson Coors Beverage Co. 2.10%
- Mid-America Apartment Communities, Inc. 1.91%
- BXP, Inc. 1.90%
- Hormel Foods Corp. 1.81%
- Medtronic PLC 1.79%
Related comparisons
More comparisons with DTD
- DTD vs VB · Vanguard Morningstar Small-Cap ETF 11.4%
- DTD vs DON · WisdomTree U.S. MidCap Dividend Fund 7.6%
- DTD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 7.3%
- DTD vs IJH · iShares Core S&P Mid-Cap ETF 5.1%
- DTD vs IWM · iShares Russell 2000 ETF 3.3%
- DTD vs IJR · iShares Core S&P Small-Cap ETF 2.6%
More comparisons with SPHD
- SPHD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 12.3%
- SPHD vs FVD · First Trust Value Line Dividend Index Fund 11.5%
- SPHD vs VTV · Vanguard Morningstar Value ETF 9.7%
- SPHD vs IWD · iShares Russell 1000 Value ETF 7.6%
- SPHD vs VO · Vanguard Morningstar Mid-Cap ETF 7.4%
- SPHD vs DGRO · iShares Core Dividend Growth ETF 7.0%
Percentages are holdings overlap with the named fund.
Open DTD or SPHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.