ETF comparison
IWD vs SPHD
US Value vs Dividend.
iShares Russell 1000 Value ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
49 positions appear in both funds. Buying equal dollars of IWD and SPHD would leave roughly 7.6% 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
IWD is 12 bps cheaper than SPHD. On a $100,000 position that's about $120/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 IWD vs SPHD.
Top shared holdings
49 shared in total| # | Holding | In IWD | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORPORATION | 0.86% | 2.00% | 0.86% |
| 2 | VERIZON COMMUNICATIONS INC. | 0.50% | 3.32% | 0.50% |
| 3 | Pepsico, Inc. | 0.46% | 1.95% | 0.46% |
| 4 | AT&T INC. | 0.39% | 2.68% | 0.39% |
| 5 | PFIZER INC. | 0.38% | 3.41% | 0.38% |
| 6 | CONOCOPHILLIPS | 0.36% | 1.58% | 0.36% |
| 7 | Altria Group, Inc. | 0.34% | 2.49% | 0.34% |
| 8 | BRISTOL-MYERS SQUIBB COMPANY | 0.33% | 2.13% | 0.33% |
| 9 | MEDTRONIC PUBLIC LIMITED COMPANY | 0.28% | 1.79% | 0.28% |
| 10 | DUKE ENERGY CORPORATION | 0.28% | 1.40% | 0.28% |
| 11 | COMCAST CORPORATION | 0.24% | 2.71% | 0.24% |
| 12 | HONEYWELL INTERNATIONAL INCORPORATION | 0.20% | 1.71% | 0.20% |
Only in IWD
821 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in SPHD
2 total- ExxonMobil Holdings Corp. 1.38%
- Invesco Government & Agency Portfolio 0.26%
Related comparisons
More comparisons with IWD
- IWD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 7.1%
- IWD vs DFAS · DFA U.S. Small Cap Portfolio-ETF Class Shares 7.1%
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
- IWD vs RPG · Invesco S&P 500 Pure Growth ETF 6.9%
- IWD vs IJH · iShares Core S&P Mid-Cap ETF 6.8%
- IWD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 6.8%
More comparisons with SPHD
- SPHD vs VO · Vanguard Morningstar Mid-Cap ETF 7.4%
- SPHD vs DGRO · iShares Core Dividend Growth ETF 7.0%
- SPHD vs CGDV · Capital Group Dividend Value ETF 6.0%
- SPHD vs SPY · State Street SPDR S&P 500 ETF Trust 5.7%
- SPHD vs SCHB · Schwab U.S. Broad Market ETF 5.0%
- SPHD vs DON · WisdomTree U.S. MidCap Dividend Fund 4.9%
Percentages are holdings overlap with the named fund.
Open IWD 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.