ETF comparison
HDV vs SPHD
Both Dividend.
iShares Core High Dividend ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
19 positions appear in both funds. Buying equal dollars of HDV and SPHD would leave roughly 28.3% 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
HDV is 22 bps cheaper than SPHD. On a $100,000 position that's about $220/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 HDV vs SPHD.
Top shared holdings
19 shared in total| # | Holding | In HDV | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | PFIZER INC | 4.27% | 3.41% | 3.41% |
| 2 | VERIZON COMMUNICATIONS INC | 5.51% | 3.32% | 3.32% |
| 3 | ALTRIA GROUP INC | 3.06% | 2.49% | 2.49% |
| 4 | BRISTOL-MYERS SQUIBB COMPANY | 2.70% | 2.13% | 2.13% |
| 5 | CHEVRON CORP | 6.13% | 2.00% | 2.00% |
| 6 | PEPSICO INC | 3.46% | 1.95% | 1.95% |
| 7 | MEDTRONIC PLC | 1.73% | 1.79% | 1.73% |
| 8 | CONOCOPHILLIPS | 1.86% | 1.58% | 1.58% |
| 9 | DUKE ENERGY CORP | 1.53% | 1.40% | 1.40% |
| 10 | EXXONMOBIL HOLDINGS CORP | 7.88% | 1.38% | 1.38% |
| 11 | ONEOK INC | 1.23% | 2.25% | 1.23% |
| 12 | KINDER MORGAN INC | 1.08% | 1.62% | 1.08% |
Only in HDV
56 total- ABBVIE INC 6.16%
- PROCTER & GAMBLE COMPANY (THE) 4.52%
- HOME DEPOT INC (THE) 4.45%
- PHILIP MORRIS INTERNATIONAL INC 4.44%
- COCA-COLA COMPANY (THE) 4.09%
- MERCK & COMPANY INC 3.99%
- AMGEN INC 2.71%
- MCDONALD'S CORP 2.31%
- ABBOTT LABORATORIES 2.29%
- BLACKSTONE INC 1.74%
Only in SPHD
32 total- General Mills, Inc. 3.32%
- Kraft Heinz Co. (The) 2.94%
- VICI Properties Inc. 2.87%
- Comcast Corp. 2.71%
- AT&T Inc. 2.68%
- Crown Castle Inc. 2.45%
- Healthpeak Properties, Inc. 2.38%
- Clorox Co. (The) 2.36%
- Prudential Financial, Inc. 2.24%
- Realty Income Corp. 2.19%
Related comparisons
More comparisons with HDV
- HDV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 26.8%
- HDV vs DLN · WisdomTree U.S. LargeCap Dividend Fund 23.0%
- HDV vs DTD · WisdomTree U.S. Total Dividend Fund 21.3%
- HDV vs DVY · iShares Select Dividend ETF 21.1%
- HDV vs SDY · State Street SPDR S&P Dividend ETF 19.9%
- HDV vs VTV · Vanguard Morningstar Value ETF 19.2%
More comparisons with SPHD
- SPHD vs SCHD · Schwab U.S. Dividend Equity ETF 22.3%
- SPHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 18.6%
- SPHD vs SDY · State Street SPDR S&P Dividend ETF 17.4%
- SPHD vs FDVV · Fidelity High Dividend ETF 16.7%
- SPHD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 13.2%
- SPHD vs DTD · WisdomTree U.S. Total Dividend Fund 12.3%
Percentages are holdings overlap with the named fund.
Open HDV 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.