ETF comparison
SPHB vs VIG
US Large Cap vs Dividend.
Invesco S&P 500 High Beta ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
18 positions appear in both funds. Buying equal dollars of SPHB and VIG would leave roughly 11.5% 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
VIG is 21 bps cheaper than SPHB. On a $100,000 position that's about $210/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 SPHB vs VIG.
Top shared holdings
18 shared in total| # | Holding | In SPHB | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Lam Research Corp. | 1.45% | 1.58% | 1.45% |
| 2 | Broadcom Inc. | 1.10% | 4.63% | 1.10% |
| 3 | KLA Corp. | 1.23% | 1.03% | 1.03% |
| 4 | Oracle Corp. | 1.01% | 0.95% | 0.95% |
| 5 | Amphenol Corp. | 0.94% | 0.85% | 0.85% |
| 6 | Goldman Sachs Group, Inc. (The) | 0.85% | 1.24% | 0.85% |
| 7 | Caterpillar Inc. | 0.78% | 1.62% | 0.78% |
| 8 | Morgan Stanley | 0.78% | 1.09% | 0.78% |
| 9 | Analog Devices, Inc. | 0.76% | 0.78% | 0.76% |
| 10 | Eaton Corp. PLC | 0.72% | 0.70% | 0.70% |
| 11 | QUALCOMM Inc. | 1.05% | 0.67% | 0.67% |
| 12 | Cummins Inc. | 0.76% | 0.38% | 0.38% |
Only in SPHB
83 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%
- United Airlines Holdings, Inc. 1.38%
Only in VIG
315 total- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
- Cisco Systems Inc 1.98%
Related comparisons
More comparisons with SPHB
- SPHB vs CGUS · Capital Group Core Equity ETF 11.5%
- SPHB vs IWD · iShares Russell 1000 Value ETF 10.9%
- SPHB vs DGRO · iShares Core Dividend Growth ETF 9.2%
- SPHB vs VB · Vanguard Morningstar Small-Cap ETF 5.0%
- SPHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 3.4%
- SPHB vs SCHD · Schwab U.S. Dividend Equity ETF 2.8%
More comparisons with VIG
- VIG vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.0%
- VIG vs RPG · Invesco S&P 500 Pure Growth ETF 9.2%
- VIG vs DVY · iShares Select Dividend ETF 9.2%
- VIG vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
- VIG vs VLUE · iShares MSCI USA Value Factor ETF 8.7%
- VIG vs RPV · Invesco S&P 500 Pure Value ETF 6.7%
Percentages are holdings overlap with the named fund.
Open SPHB or VIG 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.