ETF comparison
HDV vs SPHD
Both Dividend.
iShares Core High Dividend ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of HDV and SPHD would leave roughly 23.1% 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
HDV is 22 bps cheaper than SPHD. On a $100,000 position that's about $220/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 HDV vs SPHD.
Top shared holdings
16 shared in total| # | Holding | In HDV | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC | 5.51% | 3.47% | 3.47% |
| 2 | ALTRIA GROUP INC | 3.06% | 3.43% | 3.06% |
| 3 | PFIZER INC | 4.27% | 2.98% | 2.98% |
| 4 | CHEVRON CORP | 6.13% | 2.09% | 2.09% |
| 5 | BRISTOL-MYERS SQUIBB COMPANY | 2.70% | 2.06% | 2.06% |
| 6 | DUKE ENERGY CORP | 1.53% | 1.58% | 1.53% |
| 7 | ONEOK INC | 1.23% | 2.64% | 1.23% |
| 8 | WILLIAMS COMPANIES INC (THE) | 1.14% | 1.60% | 1.14% |
| 9 | KINDER MORGAN INC | 1.08% | 1.96% | 1.08% |
| 10 | EOG RESOURCES INC | 1.03% | 1.98% | 1.03% |
| 11 | KIMBERLY CLARK CORP | 0.85% | 2.08% | 0.85% |
| 12 | PAYCHEX INC | 0.82% | 1.45% | 0.82% |
Only in HDV
59 total- EXXONMOBIL HOLDINGS CORP 7.88%
- ABBVIE INC 6.16%
- PROCTER & GAMBLE COMPANY (THE) 4.52%
- HOME DEPOT INC (THE) 4.45%
- PHILIP MORRIS INTERNATIONAL INC 4.44%
- COCA-COLA COMPANY (THE) 4.09%
- MERCK & COMPANY INC 3.99%
- PEPSICO INC 3.46%
- AMGEN INC 2.71%
- MCDONALD'S CORP 2.31%
Only in SPHD
34 total- Healthpeak Properties, Inc. 3.22%
- Kraft Heinz Co. (The) 3.01%
- Franklin Resources, Inc. 2.80%
- VICI Properties Inc. 2.66%
- Kimco Realty Corp. 2.44%
- Realty Income Corp. 2.42%
- Amcor PLC 2.40%
- Crown Castle Inc. 2.39%
- Conagra Brands, Inc. 2.31%
- Dominion Energy, Inc. 2.13%
Related comparisons
More comparisons with HDV
- HDV vs DLN · WisdomTree U.S. LargeCap Dividend Fund 23.0%
- HDV vs DTD · WisdomTree U.S. Total Dividend Fund 21.3%
- HDV vs DVY · iShares Select Dividend ETF 21.1%
- HDV vs SDY · State Street SPDR S&P Dividend ETF 19.9%
- HDV vs VTV · Vanguard Morningstar Value ETF 19.2%
- HDV vs FDVV · Fidelity High Dividend ETF 18.2%
More comparisons with SPHD
- SPHD vs SCHD · Schwab U.S. Dividend Equity ETF 20.2%
- SPHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 16.0%
- SPHD vs FDVV · Fidelity High Dividend ETF 15.6%
- SPHD vs SDY · State Street SPDR S&P Dividend ETF 14.7%
- SPHD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 13.6%
- SPHD vs DTD · WisdomTree U.S. Total Dividend Fund 13.0%
Percentages are holdings overlap with the named fund.
Open HDV 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.