ETF comparison
SPHD vs SPY
Dividend vs US Large Cap.
Invesco S&P 500 High Dividend Low Volatility ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
48 positions appear in both funds. Buying equal dollars of SPHD and SPY would leave roughly 5.7% 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
SPY is 21 bps cheaper than SPHD. On a $100,000 position that's about $206/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 SPHD vs SPY.
Top shared holdings
48 shared in total| # | Holding | In SPHD | In SPY | Overlap |
|---|---|---|---|---|
| 1 | ExxonMobil Holdings Corp. | 1.38% | 1.05% | 1.05% |
| 2 | Chevron Corp. | 2.00% | 0.65% | 0.65% |
| 3 | PepsiCo, Inc. | 1.95% | 0.29% | 0.29% |
| 4 | Verizon Communications Inc. | 3.32% | 0.29% | 0.29% |
| 5 | Pfizer Inc. | 3.41% | 0.26% | 0.26% |
| 6 | ConocoPhillips | 1.58% | 0.25% | 0.25% |
| 7 | AT&T Inc. | 2.68% | 0.23% | 0.23% |
| 8 | Bristol-Myers Squibb Co. | 2.13% | 0.20% | 0.20% |
| 9 | Altria Group, Inc. | 2.49% | 0.20% | 0.20% |
| 10 | Medtronic PLC | 1.79% | 0.19% | 0.19% |
| 11 | Duke Energy Corp. | 1.40% | 0.15% | 0.15% |
| 12 | American Tower Corp. | 2.01% | 0.14% | 0.14% |
Only in SPHD
3 total- ONEOK, Inc. 2.25%
- Molson Coors Beverage Co. 2.10%
- Invesco Government & Agency Portfolio 0.26%
Only in SPY
456 total- APPLE INC 7.69%
- NVIDIA CORP 7.30%
- MICROSOFT CORP 6.22%
- AMAZON.COM INC 3.94%
- ALPHABET INC CL A 2.56%
- BROADCOM INC 2.33%
- META PLATFORMS INC CLASS A 2.09%
- ALPHABET INC CL C 2.06%
- ELI LILLY + CO 1.71%
- TESLA INC 1.64%
Related comparisons
More comparisons with SPHD
- SPHD vs SCHB · Schwab U.S. Broad Market ETF 5.0%
- 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%
More comparisons with SPY
- SPY vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 5.7%
- SPY vs FDL · First Trust Morningstar Dividend Leaders Index Fund 5.1%
- SPY vs VFLO · Victoryshares Free Cash Flow ETF 4.5%
- SPY vs AVMV · Avantis U.S. Mid Cap Value ETF 4.4%
- SPY vs IWP · iShares Russell Mid-Cap Growth ETF 4.4%
- SPY vs VB · Vanguard Morningstar Small-Cap ETF 3.4%
Percentages are holdings overlap with the named fund.
Open SPHD or SPY 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.