ETF comparison
SCHB vs SPHD
US Total Market vs Dividend.
Schwab U.S. Broad Market ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
50 positions appear in both funds. Buying equal dollars of SCHB and SPHD would leave roughly 5.0% 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
SCHB is 27 bps cheaper than SPHD. On a $100,000 position that's about $270/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 SCHB vs SPHD.
Top shared holdings
50 shared in total| # | Holding | In SCHB | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | ExxonMobil Holdings Corp | 0.90% | 1.38% | 0.90% |
| 2 | Chevron Corp | 0.52% | 2.00% | 0.52% |
| 3 | Verizon Communications Inc | 0.28% | 3.32% | 0.28% |
| 4 | PepsiCo Inc | 0.26% | 1.95% | 0.26% |
| 5 | AT&T Inc | 0.24% | 2.68% | 0.24% |
| 6 | Pfizer Inc | 0.22% | 3.41% | 0.22% |
| 7 | ConocoPhillips | 0.22% | 1.58% | 0.22% |
| 8 | Bristol-Myers Squibb Co | 0.18% | 2.13% | 0.18% |
| 9 | Medtronic PLC | 0.16% | 1.79% | 0.16% |
| 10 | Altria Group Inc | 0.15% | 2.49% | 0.15% |
| 11 | Comcast Corp | 0.13% | 2.71% | 0.13% |
| 12 | Duke Energy Corp | 0.13% | 1.40% | 0.13% |
Only in SCHB
2,322 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- Microsoft Corp 5.08%
- Amazon.com Inc 3.42%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Meta Platforms Inc 1.69%
- Micron Technology Inc 1.46%
- Tesla Inc 1.39%
Only in SPHD
1 total- Invesco Government & Agency Portfolio 0.26%
Related comparisons
More comparisons with SCHB
- SCHB vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4.8%
- SCHB vs IJH · iShares Core S&P Mid-Cap ETF 4.7%
- SCHB vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.7%
- SCHB vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 4.5%
- SCHB vs VFLO · Victoryshares Free Cash Flow ETF 4.5%
- SCHB vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 4.2%
More comparisons with SPHD
- SPHD vs DON · WisdomTree U.S. MidCap Dividend Fund 4.9%
- SPHD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.3%
- SPHD vs VOO · Vanguard S&P 500 ETF 4.3%
- SPHD vs IVV · iShares Core S&P 500 ETF 4.3%
- SPHD vs VTI · Vanguard Morningstar Total Stock Market ETF 3.9%
- SPHD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.8%
Percentages are holdings overlap with the named fund.
Open SCHB 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.