ETF comparison
SPHB vs VYM
US Large Cap vs Dividend.
Invesco S&P 500 High Beta ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
35 positions appear in both funds. Buying equal dollars of SPHB and VYM would leave roughly 12.2% 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
VYM 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 VYM.
Top shared holdings
35 shared in total| # | Holding | In SPHB | In VYM | Overlap |
|---|---|---|---|---|
| 1 | Broadcom Inc. | 1.10% | 7.35% | 1.10% |
| 2 | Oracle Corp. | 1.01% | 0.90% | 0.90% |
| 3 | Goldman Sachs Group, Inc. (The) | 0.85% | 1.13% | 0.85% |
| 4 | Citigroup Inc. | 0.79% | 0.89% | 0.79% |
| 5 | Caterpillar Inc. | 0.78% | 1.50% | 0.78% |
| 6 | Morgan Stanley | 0.78% | 0.96% | 0.78% |
| 7 | Analog Devices, Inc. | 0.76% | 0.73% | 0.73% |
| 8 | Eaton Corp. PLC | 0.72% | 0.65% | 0.65% |
| 9 | QUALCOMM Inc. | 1.05% | 0.63% | 0.63% |
| 10 | Capital One Financial Corp. | 0.82% | 0.53% | 0.53% |
| 11 | Dell Technologies Inc. | 1.57% | 0.50% | 0.50% |
| 12 | Blackstone Inc. | 0.76% | 0.39% | 0.39% |
Only in SPHB
66 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%
- Coherent Corp. 1.53%
- Advanced Micro Devices, Inc. 1.50%
- Lam Research Corp. 1.45%
- United Airlines Holdings, Inc. 1.38%
Only in VYM
569 total- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Chevron Corp 1.48%
- Coca-Cola Co/The 1.38%
- Procter & Gamble Co/The 1.37%
Related comparisons
More comparisons with SPHB
- SPHB vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 11.5%
- 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%
More comparisons with VYM
- VYM vs SPHQ · Invesco S&P 500 Quality ETF 12.2%
- VYM vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 11.0%
- VYM vs VB · Vanguard Morningstar Small-Cap ETF 10.6%
- VYM vs FBCG · Fidelity Blue Chip Growth ETF 10.5%
- VYM vs CGGR · Capital Group Growth ETF 10.5%
- VYM vs FELG · Fidelity Enhanced Large Cap Growth ETF 10.3%
Percentages are holdings overlap with the named fund.
Open SPHB or VYM 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.