ETF comparison
PEY vs SPHD
Both Dividend.
Invesco High Yield Equity Dividend Achievers ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
17 positions appear in both funds. Buying equal dollars of PEY and SPHD would leave roughly 32.7% 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
SPHD is 38 bps cheaper than PEY. On a $100,000 position that's about $380/yr more in fees for PEY.
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 PEY vs SPHD.
Top shared holdings
17 shared in total| # | Holding | In PEY | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | Pfizer Inc. | 2.39% | 3.41% | 2.39% |
| 2 | Altria Group, Inc. | 2.25% | 2.49% | 2.25% |
| 3 | Prudential Financial, Inc. | 2.52% | 2.24% | 2.24% |
| 4 | Clorox Co. (The) | 2.22% | 2.36% | 2.22% |
| 5 | Verizon Communications Inc. | 2.15% | 3.32% | 2.15% |
| 6 | Paychex, Inc. | 2.09% | 2.31% | 2.09% |
| 7 | Kimberly-Clark Corp. | 2.21% | 2.04% | 2.04% |
| 8 | T. Rowe Price Group, Inc. | 1.99% | 1.93% | 1.93% |
| 9 | Bristol-Myers Squibb Co. | 1.90% | 2.13% | 1.90% |
| 10 | Comcast Corp. | 1.88% | 2.71% | 1.88% |
| 11 | J. M. Smucker Co. (The) | 1.87% | 1.93% | 1.87% |
| 12 | Hormel Foods Corp. | 2.05% | 1.81% | 1.81% |
Only in PEY
33 total- Robert Half Inc. 3.91%
- Insperity, Inc. 3.89%
- Flowers Foods, Inc. 3.44%
- Perrigo Co. PLC 3.42%
- LyondellBasell Industries N.V. 2.55%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- United Parcel Service, Inc. 2.28%
- Peoples Bancorp Inc. 2.16%
- Best Buy Co., Inc. 2.06%
Only in SPHD
34 total- General Mills, Inc. 3.32%
- Kraft Heinz Co. (The) 2.94%
- VICI Properties Inc. 2.87%
- AT&T Inc. 2.68%
- Crown Castle Inc. 2.45%
- Healthpeak Properties, Inc. 2.38%
- ONEOK, Inc. 2.25%
- Realty Income Corp. 2.19%
- Molson Coors Beverage Co. 2.10%
- American Tower Corp. 2.01%
Related comparisons
More comparisons with PEY
- PEY vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 31.8%
- PEY vs DVY · iShares Select Dividend ETF 29.2%
- PEY vs FDL · First Trust Morningstar Dividend Leaders Index Fund 28.1%
- PEY vs SCHD · Schwab U.S. Dividend Equity ETF 16.7%
- PEY vs SDY · State Street SPDR S&P Dividend ETF 15.2%
- PEY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 14.4%
More comparisons with SPHD
- SPHD vs HDV · iShares Core High Dividend ETF 28.3%
- 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%
Percentages are holdings overlap with the named fund.
Open PEY 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.