Compare/SCHD vs SPHD

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 ($114.06B vs $3.22B). 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 ($3.22B).

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
$114.06B
$3.22B
Holdings Count
102
54
Current Price
$34.65
$50.31
Today's Change
-0.14%
-0.67%
Dividend Yield
3.07%
4.04%

Performance Comparison

Period
SCHD
SPHD
1M
+2.73%
+1.35%
3M
+4.12%
-4.68%
6M
+11.34%
+2.19%
YTD
+24.99%
+4.53%
1Y
+28.42%
+2.86%
3Y
+51.24%
+33.77%
5Y
+32.98%
+15.68%

Top Holdings

SCHD Holdings
TXNTEXAS INSTRUMENT INC
4.47%
PGPROCTER & GAMBLE
4.34%
QCOMQUALCOMM
4.28%
KOCOCA-COLA
4.25%
CVXCHEVRON
4.22%
COPCONOCOPHILLIPS
4.21%
UNHUNITEDHEALTH GROUP
4.15%
AMGNAMGEN INC
4.00%
HDHOME DEPOT
3.95%
MRKMERCK & CO INC
3.91%
SPHD Holdings
PFEPfizer Inc
3.78%
VZVerizon Communications Inc
3.15%
MOAltria Group Inc
2.87%
KHCKraft Heinz Co/The
2.86%
GISGeneral Mills Inc
2.84%
VICIVICI Properties Inc
2.81%
CCICrown Castle Inc
2.76%
TAT&T Inc
2.61%
PRUPrudential Financial Inc
2.38%
CMCSAComcast Corp
2.37%

Sector Allocation

SCHD Sectors
Consumer Defensive20.07%
Healthcare19.33%
Technology15.98%
Energy15.35%
Financial Services9.18%
Industrials7.31%
Consumer Cyclical6.73%
Communication Services5.95%
Utilities0.09%
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

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