ETF comparison
SPLVvsVIG
Low Volatility Factor vs Dividend.
Invesco S&P 500 Low Volatility ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
55 positions appear in both funds. Buying equal dollars of SPLV and VIG would leave roughly23.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
VIG is 21 bps cheaper than SPLV. On a $100,000 position that's about $210/yr more in fees for SPLV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with SPLV vs VIG.
Top shared holdings
55 shared in total| # | Holding | In SPLV | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Coca-Cola Co. (The) | 1.18% | 1.37% | 1.18% |
| 2 | Johnson & Johnson | 1.15% | 2.49% | 1.15% |
| 3 | Procter & Gamble Co. (The) | 1.07% | 1.54% | 1.07% |
| 4 | Linde PLC | 1.17% | 1.05% | 1.05% |
| 5 | Costco Wholesale Corp. | 1.02% | 2.03% | 1.02% |
| 6 | McDonald's Corp. | 1.16% | 0.94% | 0.94% |
| 7 | Visa Inc. | 0.90% | 2.33% | 0.90% |
| 8 | Mastercard Inc. | 0.89% | 1.84% | 0.89% |
| 9 | JPMorgan Chase & Co. | 0.87% | 3.59% | 0.87% |
| 10 | Bank of America Corp. | 0.87% | 1.57% | 0.87% |
| 11 | PepsiCo, Inc. | 0.84% | 0.98% | 0.84% |
| 12 | Walmart Inc. | 0.78% | 2.60% | 0.78% |
Only in SPLV
46 total- FirstEnergy Corp.1.34%
- Loews Corp.1.29%
- Berkshire Hathaway Inc.1.28%
- Duke Energy Corp.1.25%
- WEC Energy Group Inc.1.24%
- CenterPoint Energy, Inc.1.23%
- Evergy, Inc.1.22%
- Realty Income Corp.1.19%
- Pinnacle West Capital Corp.1.19%
- Regency Centers Corp.1.18%
Only in VIG
277 total- Broadcom Inc5.18%
- Apple Inc4.07%
- Microsoft Corp3.97%
- Eli Lilly & Co3.34%
- Exxon Mobil Corp2.90%
- Caterpillar Inc1.87%
- AbbVie Inc1.68%
- Cisco Systems Inc1.63%
- UnitedHealth Group Inc1.51%
- Home Depot Inc/The1.47%
Open SPLV 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 methodologyand 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.