ETF comparison
SPHB vs VB
US Large Cap vs US Small Cap.
Invesco S&P 500 High Beta ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
24 positions appear in both funds. Buying equal dollars of SPHB and VB would leave roughly 5.2% 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
VB is 22 bps cheaper than SPHB. On a $100,000 position that's about $220/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 SPHB vs VB.
Top shared holdings
24 shared in total| # | Holding | In SPHB | In VB | Overlap |
|---|---|---|---|---|
| 1 | Jabil Inc. | 0.91% | 0.49% | 0.49% |
| 2 | EMCOR Group, Inc. | 0.87% | 0.45% | 0.45% |
| 3 | NRG Energy, Inc. | 0.73% | 0.37% | 0.37% |
| 4 | Flex Ltd. | 1.27% | 0.36% | 0.36% |
| 5 | Tapestry, Inc. | 0.58% | 0.36% | 0.36% |
| 6 | Moderna, Inc. | 2.00% | 0.30% | 0.30% |
| 7 | Smurfit Westrock PLC | 0.70% | 0.29% | 0.29% |
| 8 | Lennox International Inc. | 0.63% | 0.22% | 0.22% |
| 9 | Generac Holdings Inc. | 0.82% | 0.21% | 0.21% |
| 10 | Albemarle Corp. | 0.80% | 0.19% | 0.19% |
| 11 | Stanley Black & Decker, Inc. | 0.76% | 0.18% | 0.18% |
| 12 | Ralph Lauren Corp. | 0.64% | 0.17% | 0.17% |
Only in SPHB
77 total- Sandisk Corp. 2.65%
- Coinbase Global, Inc. 2.03%
- 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%
- Lumentum Holdings Inc. 1.50%
Only in VB
1,285 total- Credo Technology Group Holding Ltd 0.55%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- Twilio Inc 0.38%
- MKS Instruments Inc 0.37%
- Casey's General Stores Inc 0.36%
- Carpenter Technology Corp 0.35%
- Atmos Energy Corp 0.35%
- Curtiss-Wright Corp 0.34%
Related comparisons
More comparisons with SPHB
- SPHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 3.4%
- SPHB vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
- SPHB vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- SPHB vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- SPHB vs IWM · iShares Russell 2000 ETF 0.0%
- SPHB vs QQQ · Invesco QQQ Trust 26.5%
More comparisons with VB
- VB vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 5.1%
- VB vs DVY · iShares Select Dividend ETF 5.1%
- VB vs COWZ · Pacer US Cash Cows 100 ETF 5.0%
- VB vs IWF · iShares Russell 1000 Growth ETF 4.7%
- VB vs SUSA · iShares ESG Optimized MSCI USA ETF 4.6%
- VB vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 4.5%
Percentages are holdings overlap with the named fund.
Open SPHB or VB 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.