ETF comparison
SCHD vs SPHB
Dividend vs US Large Cap.
Schwab U.S. Dividend Equity ETF · Invesco S&P 500 High Beta ETF
Holdings overlap
4 positions appear in both funds. Buying equal dollars of SCHD and SPHB would leave roughly 2.8% 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
SCHD is 19 bps cheaper than SPHB. On a $100,000 position that's about $190/yr more in fees for SPHB.
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 SCHD vs SPHB.
Top shared holdings
4 shared in total| # | Holding | In SCHD | In SPHB | Overlap |
|---|---|---|---|---|
| 1 | QUALCOMM Inc | 6.74% | 1.05% | 1.05% |
| 2 | Blackstone Inc | 2.20% | 0.76% | 0.76% |
| 3 | Ares Management Corp | 0.67% | 0.90% | 0.67% |
| 4 | Skyworks Solutions Inc | 0.29% | 0.88% | 0.29% |
Only in SCHD
95 total- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
Only in SPHB
97 total- Sandisk Corp. 2.20%
- Super Micro Computer, Inc. 1.96%
- Robinhood Markets, Inc. 1.95%
- Micron Technology, Inc. 1.92%
- AppLovin Corp. 1.71%
- Coinbase Global, Inc. 1.62%
- Dell Technologies Inc. 1.57%
- Coherent Corp. 1.53%
- Advanced Micro Devices, Inc. 1.50%
- Lam Research Corp. 1.45%
Related comparisons
More comparisons with SCHD
- SCHD vs SPMO · Invesco S&P 500 Momentum ETF 2.8%
- SCHD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 2.6%
- SCHD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 2.5%
- SCHD vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 2.3%
- SCHD vs JGRO · JPMorgan Active Growth ETF 2.2%
- SCHD vs SCHA · Schwab U.S. Small-Cap ETF 2.1%
More comparisons with SPHB
Percentages are holdings overlap with the named fund.
Open SCHD or SPHB 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.