ETF comparison
SCHD vs SPHB
Dividend vs US Large Cap.
Schwab U.S. Dividend Equity ETF · Invesco S&P 500 High Beta ETF
Holdings overlap
5 positions appear in both funds. Buying equal dollars of SCHD and SPHB would leave roughly 3.4% 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
SCHD is 19 bps cheaper than SPHB. On a $100,000 position that's about $190/yr more in fees for SPHB.
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 SCHD vs SPHB.
Top shared holdings
5 shared in total| # | Holding | In SCHD | In SPHB | Overlap |
|---|---|---|---|---|
| 1 | QUALCOMM Inc | 2.52% | 1.08% | 1.08% |
| 2 | Ares Management Corp | 0.74% | 0.87% | 0.74% |
| 3 | Texas Instruments Inc | 3.12% | 0.68% | 0.68% |
| 4 | Blackstone Inc | 2.59% | 0.67% | 0.67% |
| 5 | Skyworks Solutions Inc | 0.25% | 0.76% | 0.25% |
Only in SCHD
94 total- Merck & Co Inc 4.76%
- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Coca-Cola Co/The 4.16%
- Chevron Corp 4.01%
- Verizon Communications Inc 3.96%
- ConocoPhillips 3.93%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
Only in SPHB
96 total- Sandisk Corp. 2.65%
- Coinbase Global, Inc. 2.03%
- Moderna, Inc. 2.00%
- Micron Technology, Inc. 1.88%
- Super Micro Computer, Inc. 1.85%
- Robinhood Markets, Inc. 1.76%
- Advanced Micro Devices, Inc. 1.62%
- Western Digital Corp. 1.57%
- Lam Research Corp. 1.56%
- Marvell Technology, Inc. 1.55%
Related comparisons
More comparisons with SCHD
- SCHD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.4%
- SCHD vs IJH · iShares Core S&P Mid-Cap ETF 3.4%
- SCHD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 3.3%
- SCHD vs IWY · iShares Russell Top 200 Growth ETF 3.2%
- SCHD vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 3.2%
- SCHD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 3.1%
More comparisons with SPHB
Percentages are holdings overlap with the named fund.
Open SCHD or SPHB 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.