ETF comparison
RDVY vs SPHD
Both Dividend.
First Trust Rising Dividend Achievers ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
2 positions appear in both funds. Buying equal dollars of RDVY and SPHD would leave roughly 3.1% 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
SPHD is 17 bps cheaper than RDVY. On a $100,000 position that's about $170/yr more in fees for RDVY.
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 RDVY vs SPHD.
Top shared holdings
2 shared in total| # | Holding | In RDVY | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | US BANCORP | 1.56% | 1.61% | 1.56% |
| 2 | REGIONS FINANCIAL CORP | 1.52% | 1.58% | 1.52% |
Only in RDVY
70 total- APPLIED MATERIALS INC 4.68%
- LAM RESEARCH CORP 4.42%
- KLA CORP 4.14%
- GE VERNOVA INC 2.80%
- BANK OF NEW YORK MELLON CORP (THE) 2.15%
- GE AEROSPACE 2.13%
- ALPHABET INC 2.12%
- WILLIAMS SONOMA INC 2.12%
- ROSS STORES INC 2.01%
- ALLSTATE CORP (THE) 2.01%
Only in SPHD
48 total- Verizon Communications Inc. 3.47%
- Altria Group, Inc. 3.43%
- Healthpeak Properties, Inc. 3.22%
- Kraft Heinz Co. (The) 3.01%
- Pfizer Inc. 2.98%
- Franklin Resources, Inc. 2.80%
- VICI Properties Inc. 2.66%
- ONEOK, Inc. 2.64%
- Kimco Realty Corp. 2.44%
- Realty Income Corp. 2.42%
Related comparisons
More comparisons with RDVY
- RDVY vs DON · WisdomTree U.S. MidCap Dividend Fund 3.0%
- RDVY vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 2.6%
- RDVY vs HDV · iShares Core High Dividend ETF 2.2%
- RDVY vs IJH · iShares Core S&P Mid-Cap ETF 1.9%
- RDVY vs VB · Vanguard Morningstar Small-Cap ETF 1.6%
- RDVY vs PEY · Invesco High Yield Equity Dividend Achievers ETF 1.6%
More comparisons with SPHD
- SPHD vs DGRO · iShares Core Dividend Growth ETF 2.2%
- SPHD vs VB · Vanguard Morningstar Small-Cap ETF 2.1%
- SPHD vs QQQ · Invesco QQQ Trust 0.9%
- SPHD vs IJR · iShares Core S&P Small-Cap ETF 0.6%
- SPHD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.4%
- SPHD vs VUG · Vanguard Morningstar Growth ETF 0.1%
Percentages are holdings overlap with the named fund.
Open RDVY 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.