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 ($88.78B vs $3.25B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
SCHD wins on 9 out of 10 metrics. SCHD has a lower expense ratio (0.06%). SCHD has higher AUM ($88.78B).
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
$88.78B
$3.25B
Holdings Count
104
55
Current Price
$31.36
$49.47
Today's Change
+0.13%
-0.46%
Dividend Yield
3.38%
4.04%
Performance Comparison
Period
SCHD
SPHD
1M
+2.89%
+0.26%
3M
+6.78%
-0.20%
6M
+17.23%
+4.54%
YTD
+13.09%
+2.78%
1Y
+21.13%
+4.08%
3Y
+29.53%
+19.87%
5Y
+22.72%
+11.92%
Top Holdings
1 overlapping holdings in top 10
SCHD Holdings
TXNTEXAS INSTRUMENT INC
5.63%UNHUNITEDHEALTH GROUP INC
4.90%CVXCHEVRON CORP
4.07%COPCONOCOPHILLIPS
3.96%KOCOCA-COLA
3.94%MRKMERCK & CO INC
3.85%PEPPEPSICO INC
3.83%VZVERIZON COMMUNICATIONS INC
3.72%HDHOME DEPOT INC
3.72%PGPROCTER & GAMBLE
3.72%SPHD Holdings
VZVerizon Communications Inc
3.33%MOAltria Group Inc
3.22%PFEPfizer Inc
2.95%DOCHealthpeak Properties Inc
2.68%KHCKraft Heinz Co/The
2.68%OKEONEOK Inc
2.67%VICIVICI Properties Inc
2.61%ORealty Income Corp
2.46%CAGConagra Brands Inc
2.44%AMC.AXAmcor PLC
2.38%Sector Allocation
SCHD Sectors
Consumer Defensive19.59%
Healthcare18.61%
Energy17.26%
Technology14.43%
Financial Services8.86%
Industrials7.88%
Communication Services6.99%
Consumer Cyclical6.34%
Utilities0.04%
SPHD Sectors
Real Estate19.19%
Consumer Defensive18.48%
Energy14.64%
Financial Services14.25%
Utilities13.98%
Communication Services9.22%
Healthcare5.33%
Consumer Cyclical3.53%
Technology1.38%
Frequently Asked Questions
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