ETF comparison
SPHD vs VB
Dividend vs US Small Cap.
Invesco S&P 500 High Dividend Low Volatility ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
14 positions appear in both funds. Buying equal dollars of SPHD and VB would leave roughly 2.1% 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
VB is 27 bps cheaper than SPHD. On a $100,000 position that's about $270/yr more in fees for SPHD.
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 SPHD vs VB.
Top shared holdings
14 shared in total| # | Holding | In SPHD | In VB | Overlap |
|---|---|---|---|---|
| 1 | Omnicom Group Inc. | 1.42% | 0.25% | 0.25% |
| 2 | Evergy, Inc. | 1.69% | 0.23% | 0.23% |
| 3 | Kimco Realty Corp. | 2.44% | 0.21% | 0.21% |
| 4 | Genuine Parts Co. | 1.03% | 0.20% | 0.20% |
| 5 | Healthpeak Properties, Inc. | 3.22% | 0.18% | 0.18% |
| 6 | UDR, Inc. | 1.95% | 0.16% | 0.16% |
| 7 | Pinnacle West Capital Corp. | 1.84% | 0.16% | 0.16% |
| 8 | Clorox Co. (The) | 1.69% | 0.14% | 0.14% |
| 9 | BXP, Inc. | 1.93% | 0.13% | 0.13% |
| 10 | Franklin Resources, Inc. | 2.80% | 0.13% | 0.13% |
| 11 | General Mills, Inc. | 1.70% | 0.11% | 0.11% |
| 12 | Hormel Foods Corp. | 1.98% | 0.09% | 0.09% |
Only in SPHD
36 total- Verizon Communications Inc. 3.47%
- Altria Group, Inc. 3.43%
- Kraft Heinz Co. (The) 3.01%
- Pfizer Inc. 2.98%
- VICI Properties Inc. 2.66%
- ONEOK, Inc. 2.64%
- Realty Income Corp. 2.42%
- Amcor PLC 2.40%
- Crown Castle Inc. 2.39%
- Dominion Energy, Inc. 2.13%
Only in VB
1,295 total- Credo Technology Group Holding Ltd 0.55%
- Jabil Inc 0.49%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- Twilio Inc 0.38%
- NRG Energy Inc 0.37%
- MKS Instruments Inc 0.37%
- Flex Ltd 0.36%
Related comparisons
More comparisons with SPHD
- 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%
- SPHD vs IWF · iShares Russell 1000 Growth ETF 0.1%
- SPHD vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
More comparisons with VB
- VB vs MOAT · VanEck Morningstar Wide Moat ETF 2.1%
- VB vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 1.8%
- VB vs RDVY · First Trust Rising Dividend Achievers ETF 1.6%
- VB vs FDVV · Fidelity High Dividend ETF 1.6%
- VB vs DLN · WisdomTree U.S. LargeCap Dividend Fund 1.6%
- VB vs SPMO · Invesco S&P 500 Momentum ETF 1.5%
Percentages are holdings overlap with the named fund.
Open SPHD or VB 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.