SCHD vs SPHD — ETF Comparison
Schwab U.S. Dividend Equity ETF (SCHD) and Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) differ in expense ratio (0.06% vs 0.30%) and AUM ($108.74B vs $3.44B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
SCHD wins on 8 out of 10 metrics. SCHD has a lower expense ratio (0.06%). SPHD has higher AUM ($3.44B).
Basic Information
Metric
SCHD
SPHD
Fund Name
Schwab U.S. Dividend Equity ETF
Invesco S&P 500 High Dividend Low Volatility ETF
Issuer
Schwab
Invesco
Inception Date
Oct 20, 2011
Oct 18, 2012
Expense Ratio
0.06%
0.30%
AUM
$108.74B
$3.44B
Holdings Count
103
55
Current Price
$35.09
$53.45
Today's Change
+1.67%
+0.85%
Dividend Yield
3.38%
4.04%
Performance Comparison
Period
SCHD
SPHD
1M
+6.92%
+2.30%
3M
+6.88%
+5.91%
6M
+11.29%
+2.26%
YTD
+26.54%
+11.01%
1Y
+27.55%
+9.17%
3Y
+43.19%
+31.41%
5Y
+36.01%
+21.07%
Top Holdings
1 overlapping holdings in top 10
SCHD Holdings
ABTABBOTT LABORATORIES
4.78%AMGNAMGEN INC
4.63%MRKMERCK & CO INC
4.42%KOCOCA-COLA
4.16%HDHOME DEPOT
4.09%UNHUNITEDHEALTH GROUP INC
3.96%CVXCHEVRON CORP
3.90%VZVERIZON COMMUNICATIONS INC
3.87%PGPROCTER & GAMBLE
3.85%COPCONOCOPHILLIPS
3.74%SPHD Holdings
PFEPfizer Inc
3.16%VZVerizon Communications Inc
3.12%GISGeneral Mills Inc
3.08%VICIVICI Properties Inc
2.92%KHCKraft Heinz Co/The
2.81%CMCSAComcast Corp
2.59%CLXClorox Co/The
2.56%TAT&T Inc
2.52%CCICrown Castle Inc
2.39%DOCHealthpeak Properties Inc
2.37%Sector Allocation
SCHD Sectors
Healthcare21.16%
Consumer Defensive19.89%
Energy14.97%
Technology12.71%
Financial Services9.97%
Industrials7.76%
Consumer Cyclical7.35%
Communication Services6.10%
Utilities0.10%
SPHD Sectors
Real Estate20.09%
Consumer Defensive17.82%
Financial Services15.62%
Energy14.13%
Utilities13.73%
Communication Services8.61%
Healthcare5.12%
Consumer Cyclical3.40%
Technology1.46%
Industrials0.01%
Cash & Others0.01%
Frequently Asked Questions
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