ETF comparison
SPHD vs VO
Dividend vs US Mid Cap.
Invesco S&P 500 High Dividend Low Volatility ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
24 positions appear in both funds. Buying equal dollars of SPHD and VO would leave roughly 8.2% 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
VO 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 VO.
Top shared holdings
24 shared in total| # | Holding | In SPHD | In VO | Overlap |
|---|---|---|---|---|
| 1 | Dominion Energy, Inc. | 2.13% | 0.58% | 0.58% |
| 2 | Realty Income Corp. | 2.42% | 0.56% | 0.56% |
| 3 | ONEOK, Inc. | 2.64% | 0.53% | 0.53% |
| 4 | Fifth Third Bancorp | 1.32% | 0.49% | 0.49% |
| 5 | Public Storage | 2.07% | 0.49% | 0.49% |
| 6 | Exelon Corp. | 1.59% | 0.46% | 0.46% |
| 7 | Williams Cos., Inc. (The) | 1.60% | 0.44% | 0.44% |
| 8 | Prudential Financial, Inc. | 1.87% | 0.36% | 0.36% |
| 9 | Kimberly-Clark Corp. | 2.08% | 0.35% | 0.35% |
| 10 | Huntington Bancshares Inc. | 1.33% | 0.35% | 0.35% |
| 11 | Crown Castle Inc. | 2.39% | 0.32% | 0.32% |
| 12 | Paychex, Inc. | 1.45% | 0.31% | 0.31% |
Only in SPHD
26 total- Verizon Communications Inc. 3.47%
- Altria Group, Inc. 3.43%
- Healthpeak Properties, Inc. 3.22%
- Pfizer Inc. 2.98%
- Franklin Resources, Inc. 2.80%
- Kimco Realty Corp. 2.44%
- Amcor PLC 2.40%
- Conagra Brands, Inc. 2.31%
- Chevron Corp. 2.09%
- Bristol-Myers Squibb Co. 2.06%
Only in VO
258 total- Vertiv Holdings Co 1.22%
- Western Digital Corp 1.06%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Cummins Inc 0.95%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Constellation Energy Corp 0.78%
- Robinhood Markets Inc 0.77%
Related comparisons
More comparisons with SPHD
- SPHD vs DON · WisdomTree U.S. MidCap Dividend Fund 5.9%
- SPHD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 5.5%
- SPHD vs VOO · Vanguard S&P 500 ETF 4.7%
- SPHD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.7%
- SPHD vs IVV · iShares Core S&P 500 ETF 4.7%
- SPHD vs SCHB · Schwab U.S. Broad Market ETF 4.3%
More comparisons with VO
- VO vs IWX · iShares Russell Top 200 Value ETF 8.0%
- VO vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 7.5%
- VO vs IVW · iShares S&P 500 Growth ETF 7.5%
- VO vs IUSG · iShares Core S&P U.S. Growth ETF 7.1%
- VO vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 7.1%
- VO vs FELG · Fidelity Enhanced Large Cap Growth ETF 7.1%
Percentages are holdings overlap with the named fund.
Open SPHD or VO 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.