ETF comparison
SDY vs SPHD
Both Dividend.
State Street SPDR S&P Dividend ETF · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
13 positions appear in both funds. Buying equal dollars of SDY and SPHD would leave roughly 14.7% 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 5 bps cheaper than SDY. On a $100,000 position that's about $50/yr more in fees for SDY.
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 SDY vs SPHD.
Top shared holdings
13 shared in total| # | Holding | In SDY | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | Verizon Communications Inc | 2.14% | 3.47% | 2.14% |
| 2 | Realty Income Corp | 2.14% | 2.42% | 2.14% |
| 3 | Kimberly-Clark Corp | 1.75% | 2.08% | 1.75% |
| 4 | Eversource Energy | 1.35% | 1.82% | 1.35% |
| 5 | Chevron Corp | 1.27% | 2.09% | 1.27% |
| 6 | T Rowe Price Group Inc | 1.09% | 2.08% | 1.09% |
| 7 | Evergy Inc | 0.98% | 1.69% | 0.98% |
| 8 | Amcor PLC | 0.93% | 2.40% | 0.93% |
| 9 | Exxon Mobil Corp | 0.93% | 1.54% | 0.93% |
| 10 | Genuine Parts Co | 0.73% | 1.03% | 0.73% |
| 11 | Clorox Co/The | 0.58% | 1.69% | 0.58% |
| 12 | Franklin Resources Inc | 0.43% | 2.80% | 0.43% |
Only in SDY
142 total- Kenvue Inc 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Automatic Data Processing Inc 1.54%
- Edison International 1.45%
- Sysco Corp 1.41%
- WEC Energy Group Inc 1.41%
- Consolidated Edison Inc 1.33%
Only in SPHD
37 total- Altria Group, Inc. 3.43%
- Healthpeak Properties, Inc. 3.22%
- Kraft Heinz Co. (The) 3.01%
- Pfizer Inc. 2.98%
- VICI Properties Inc. 2.66%
- ONEOK, Inc. 2.64%
- Kimco Realty Corp. 2.44%
- Crown Castle Inc. 2.39%
- Conagra Brands, Inc. 2.31%
- Dominion Energy, Inc. 2.13%
Related comparisons
More comparisons with SDY
- SDY vs VOO · Vanguard S&P 500 ETF 14.1%
- SDY vs SPYM · State Street SPDR Portfolio S&P 500 ETF 14.1%
- SDY vs IVV · iShares Core S&P 500 ETF 14.1%
- SDY vs VO · Vanguard Morningstar Mid-Cap ETF 13.8%
- SDY vs VTI · Vanguard Morningstar Total Stock Market ETF 13.2%
- SDY vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 13.1%
More comparisons with SPHD
- SPHD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 13.6%
- SPHD vs DTD · WisdomTree U.S. Total Dividend Fund 13.0%
- SPHD vs FVD · First Trust Value Line Dividend Index Fund 12.4%
- SPHD vs VTV · Vanguard Morningstar Value ETF 10.0%
- SPHD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 9.7%
- SPHD vs IWD · iShares Russell 1000 Value ETF 8.5%
Percentages are holdings overlap with the named fund.
Open SDY 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.