ETF comparison
SPHB vs VYM
US Large Cap vs Dividend.
Invesco S&P 500 High Beta ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
36 positions appear in both funds. Buying equal dollars of SPHB and VYM would leave roughly 13.0% 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
VYM is 21 bps cheaper than SPHB. On a $100,000 position that's about $210/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 VYM.
Top shared holdings
36 shared in total| # | Holding | In SPHB | In VYM | Overlap |
|---|---|---|---|---|
| 1 | Broadcom Inc. | 1.01% | 7.35% | 1.01% |
| 2 | Oracle Corp. | 0.99% | 0.90% | 0.90% |
| 3 | Caterpillar Inc. | 0.84% | 1.50% | 0.84% |
| 4 | Goldman Sachs Group, Inc. (The) | 0.83% | 1.13% | 0.83% |
| 5 | Analog Devices, Inc. | 0.79% | 0.73% | 0.73% |
| 6 | Morgan Stanley | 0.72% | 0.96% | 0.72% |
| 7 | Citigroup Inc. | 0.69% | 0.89% | 0.69% |
| 8 | Texas Instruments Inc. | 0.68% | 1.02% | 0.68% |
| 9 | Eaton Corp. PLC | 0.78% | 0.65% | 0.65% |
| 10 | QUALCOMM Inc. | 1.08% | 0.63% | 0.63% |
| 11 | Capital One Financial Corp. | 0.68% | 0.53% | 0.53% |
| 12 | Dell Technologies Inc. | 1.01% | 0.50% | 0.50% |
Only in SPHB
65 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%
Only in VYM
568 total- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Chevron Corp 1.48%
- Coca-Cola Co/The 1.38%
- Procter & Gamble Co/The 1.37%
Related comparisons
More comparisons with SPHB
- SPHB vs CGUS · Capital Group Core Equity ETF 12.9%
- SPHB vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 12.4%
- SPHB vs IWD · iShares Russell 1000 Value ETF 11.1%
- SPHB vs DGRO · iShares Core Dividend Growth ETF 9.0%
- SPHB vs VB · Vanguard Morningstar Small-Cap ETF 5.2%
- SPHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 3.4%
More comparisons with VYM
- VYM vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 12.9%
- VYM vs IWY · iShares Russell Top 200 Growth ETF 12.5%
- VYM vs RDVY · First Trust Rising Dividend Achievers ETF 12.5%
- VYM vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 12.5%
- VYM vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 12.3%
- VYM vs SPHQ · Invesco S&P 500 Quality ETF 12.2%
Percentages are holdings overlap with the named fund.
Open SPHB or VYM 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.