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 ($96.41B vs $3.35B). 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%). SCHD has higher AUM ($96.41B).
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
$96.41B
$3.35B
Holdings Count
103
54
Current Price
$32.77
$51.48
Today's Change
+0.75%
+0.91%
Dividend Yield
3.38%
4.04%
Performance Comparison
Period
SCHD
SPHD
1M
+3.47%
+5.11%
3M
+6.32%
+2.99%
6M
+19.48%
+7.10%
YTD
+18.36%
+7.19%
1Y
+21.92%
+8.72%
3Y
+34.22%
+24.25%
5Y
+28.02%
+12.35%
Top Holdings
1 overlapping holdings in top 10
SCHD Holdings
TXNTEXAS INSTRUMENT INC
5.75%QCOMQUALCOMM INC
5.46%UNHUNITEDHEALTH GROUP INC
5.44%KOCOCA-COLA
4.14%MRKMERCK & CO INC
3.93%CVXCHEVRON CORP
3.91%PGPROCTER & GAMBLE
3.67%AMGNAMGEN INC
3.66%VZVERIZON COMMUNICATIONS INC
3.59%COPCONOCOPHILLIPS
3.56%SPHD Holdings
MOAltria Group Inc
3.40%DOCHealthpeak Properties Inc
3.33%VZVerizon Communications Inc
3.29%KHCKraft Heinz Co/The
2.93%PFEPfizer Inc
2.87%BENFranklin Resources Inc
2.77%OKEONEOK Inc
2.71%VICIVICI Properties Inc
2.56%KIMKimco Realty Corp
2.52%AMC.AXAmcor PLC
2.38%Sector Allocation
SCHD Sectors
Technology19.36%
Consumer Defensive18.47%
Healthcare18.35%
Energy14.59%
Financial Services9.06%
Industrials7.36%
Consumer Cyclical6.72%
Communication Services6.04%
Utilities0.04%
Cash & Others0.01%
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
More Comparisons
More SCHD Comparisons
More SPHD Comparisons
FREE DOWNLOAD
The Beginner's Guide to ETFs
20 pages. Zero fluff. Everything you need to start investing in ETFs.
No spam. Unsubscribe anytime.