ETF comparison
PEY vs SPHD
Both Dividend.
Invesco High Yield Equity Dividend Achievers ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of PEY and SPHD would leave roughly 29.5% 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
SPHD is 38 bps cheaper than PEY. On a $100,000 position that's about $380/yr more in fees for PEY.
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 PEY vs SPHD.
Top shared holdings
16 shared in total| # | Holding | In PEY | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | Pfizer Inc. | 2.39% | 2.98% | 2.39% |
| 2 | Altria Group, Inc. | 2.25% | 3.43% | 2.25% |
| 3 | Verizon Communications Inc. | 2.15% | 3.47% | 2.15% |
| 4 | Kimberly-Clark Corp. | 2.21% | 2.08% | 2.08% |
| 5 | T. Rowe Price Group, Inc. | 1.99% | 2.08% | 1.99% |
| 6 | Hormel Foods Corp. | 2.05% | 1.98% | 1.98% |
| 7 | Bristol-Myers Squibb Co. | 1.90% | 2.06% | 1.90% |
| 8 | Prudential Financial, Inc. | 2.52% | 1.87% | 1.87% |
| 9 | Eversource Energy | 1.80% | 1.82% | 1.80% |
| 10 | Franklin Resources, Inc. | 1.74% | 2.80% | 1.74% |
| 11 | Clorox Co. (The) | 2.22% | 1.69% | 1.69% |
| 12 | U.S. Bancorp | 1.64% | 1.61% | 1.61% |
Only in PEY
34 total- Robert Half Inc. 3.91%
- Insperity, Inc. 3.89%
- Flowers Foods, Inc. 3.44%
- Perrigo Co. PLC 3.42%
- LyondellBasell Industries N.V. 2.55%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- United Parcel Service, Inc. 2.28%
- Peoples Bancorp Inc. 2.16%
- Best Buy Co., Inc. 2.06%
Only in SPHD
34 total- Healthpeak Properties, Inc. 3.22%
- Kraft Heinz Co. (The) 3.01%
- VICI Properties Inc. 2.66%
- ONEOK, Inc. 2.64%
- 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 PEY
- PEY vs DVY · iShares Select Dividend ETF 29.2%
- PEY vs FDL · First Trust Morningstar Dividend Leaders Index Fund 28.1%
- PEY vs SCHD · Schwab U.S. Dividend Equity ETF 16.4%
- PEY vs SDY · State Street SPDR S&P Dividend ETF 15.2%
- PEY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.1%
- PEY vs HDV · iShares Core High Dividend ETF 12.5%
More comparisons with SPHD
- SPHD vs HDV · iShares Core High Dividend ETF 23.1%
- 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%
Percentages are holdings overlap with the named fund.
Open PEY 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.