ETF comparison
IWD vs SPHD
US Value vs Dividend.
iShares Russell 1000 Value ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
49 positions appear in both funds. Buying equal dollars of IWD and SPHD would leave roughly 8.5% 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
IWD is 12 bps cheaper than SPHD. On a $100,000 position that's about $120/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 IWD vs SPHD.
Top shared holdings
49 shared in total| # | Holding | In IWD | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | EXXON MOBIL CORPORATION | 1.59% | 1.54% | 1.54% |
| 2 | CHEVRON CORPORATION | 0.86% | 2.09% | 0.86% |
| 3 | VERIZON COMMUNICATIONS INC. | 0.50% | 3.47% | 0.50% |
| 4 | AT&T INC. | 0.39% | 2.01% | 0.39% |
| 5 | PFIZER INC. | 0.38% | 2.98% | 0.38% |
| 6 | Altria Group, Inc. | 0.34% | 3.43% | 0.34% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 0.33% | 2.06% | 0.33% |
| 8 | DUKE ENERGY CORPORATION | 0.28% | 1.58% | 0.28% |
| 9 | U.S. BANCORP | 0.26% | 1.61% | 0.26% |
| 10 | THE WILLIAMS COMPANIES, INC. | 0.25% | 1.60% | 0.25% |
| 11 | COMCAST CORPORATION | 0.24% | 1.60% | 0.24% |
| 12 | EOG RESOURCES, INC. | 0.19% | 1.98% | 0.19% |
Only in IWD
821 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
Only in SPHD
1 total- Invesco Government & Agency Portfolio 0.24%
Related comparisons
More comparisons with IWD
- IWD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 7.1%
- IWD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 7.1%
- IWD vs VFLO · Victoryshares Free Cash Flow ETF 7.0%
- IWD vs RPG · Invesco S&P 500 Pure Growth ETF 6.9%
- IWD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 6.9%
- IWD vs IJH · iShares Core S&P Mid-Cap ETF 6.8%
More comparisons with SPHD
- SPHD vs VO · Vanguard Morningstar Mid-Cap ETF 8.2%
- SPHD vs DON · WisdomTree U.S. MidCap Dividend Fund 5.9%
- SPHD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 5.5%
- SPHD vs VOO · Vanguard S&P 500 ETF 4.7%
- SPHD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.7%
- SPHD vs IVV · iShares Core S&P 500 ETF 4.7%
Percentages are holdings overlap with the named fund.
Open IWD 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.