SPHD vs SCHD
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHD has outperformed SPHD, delivering a return of +9.2% compared to +8.1%
SPHD vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
Winner
SCHD
$96B
Expense Ratio
SPHD
0.30%
Winner
SCHD
0.06%
Max Drawdown
SPHD
42.14%
Winner
SCHD
33.37%
Sharpe Ratio
SPHD
0.82
Winner
SCHD
1.81
5Y Beta
Winner
SPHD
0.36
SCHD
0.53
P/E Ratio
SPHD
20.16
Winner
SCHD
18.10
Forward P/E
Winner
SPHD
14.47
SCHD
15.07
PEG Ratio
Winner
SPHD
0.49
SCHD
0.93
5Y Dividends CAGR
SPHD
6.97%
Winner
SCHD
8.35%
5Y EPS CAGR
SPHD
4.93%
Winner
SCHD
7.34%
Debt to Equity
Winner
SPHD
-40.77%
SCHD
58.10%
P/S Ratio
SPHD
2.12
Winner
SCHD
1.81
P/B Ratio
Winner
SPHD
1.96
SCHD
3.76
SPHD vs SCHD - Holdings Comparison
SPHD and SCHD have 15 common holdings. Overlap is 21.00%
SPHD's top 25 holdings weight is 62.34%. SCHD's top 25 holdings weight is 78.68%.
| Rank | SPHD | SCHD |
|---|---|---|
| #1 | HEALTHPEAK PROPERTIES INC (DOC) - 3.65% | UNITEDHEALTH GROUP INC (UNH) - 4.41% |
| #2 | ALTRIA GROUP INC (MO) - 3.47% | THE HOME DEPOT INC (HD) - 4.34% |
| #3 | THE KRAFT HEINZ CO (KHC) - 3.19% | MERCK & CO INC (MRK) - 4.28% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 3.10% | AMGEN INC (AMGN) - 4.21% |
| #5 | FRANKLIN RESOURCES INC (BEN) - 3.03% | PROCTER & GAMBLE CO (PG) - 4.20% |
| #6 | ONEOK INC (OKE) - 2.86% | COCA-COLA CO (KO) - 4.16% |
| #7 | PFIZER INC (PFE) - 2.82% | ABBOTT LABORATORIES (ABT) - 4.07% |
| #8 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.68% | TEXAS INSTRUMENTS INC (TXN) - 3.88% |
| #9 | KIMCO REALTY CORP (KIM) - 2.54% | CHEVRON CORP (CVX) - 3.80% |
| #10 | REALTY INCOME CORP (O) - 2.49% | PEPSICO INC (PEP) - 3.77% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.48% | VERIZON COMMUNICATIONS INC (VZ) - 3.65% |
| #12 | T. ROWE PRICE GROUP INC (TROW) - 2.36% | CONOCOPHILLIPS (COP) - 3.55% |
| #13 | DOMINION ENERGY INC (D) - 2.26% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% |
| #14 | KIMBERLY-CLARK CORP (KMB) - 2.26% | ALTRIA GROUP INC (MO) - 3.08% |
| #15 | BXP INC (BXP) - 2.21% | QUALCOMM INC (QCOM) - 2.83% |
| #16 | PUBLIC STORAGE (PSA) - 2.14% | LOCKHEED MARTIN CORP (LMT) - 2.73% |
| #17 | HORMEL FOODS CORP (HRL) - 2.14% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% |
| #18 | PRUDENTIAL FINANCIAL INC (PRU) - 2.14% | BLACKSTONE INC (BX) - 2.47% |
| #19 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.12% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% |
| #20 | EXTRA SPACE STORAGE INC (EXR) - 2.11% | ACCENTURE PLC CLASS A (ACN) - 2.20% |
| #21 | CHEVRON CORP (CVX) - 2.08% | COMCAST CORP CLASS A (CMCSA) - 2.19% |
| #22 | UDR INC (UDR) - 2.08% | EOG RESOURCES INC (EOG) - 1.92% |
| #23 | CROWN CASTLE INC (CCI) - 2.07% | SLB LTD (SLB) - 1.86% |
| #24 | EOG RESOURCES INC (EOG) - 2.03% | TARGET CORP (TGT) - 1.64% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 2.03% | ONEOK INC (OKE) - 1.50% |
| Total Holdings | 54 | 103 |
SPHD vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHD
+5.22%
SCHD
+3.74%
3M
Winner
SPHD
+7.02%
SCHD
+6.78%
6M
SPHD
+8.57%
Winner
SCHD
+14.44%
1Y
SPHD
+13.66%
Winner
SCHD
+26.23%
5Y(CAGR)
SPHD
+8.05%
Winner
SCHD
+9.21%
10Y(CAGR)
SPHD
+7.21%
Winner
SCHD
+12.42%
Max(CAGR)
SPHD
+9.85%
Winner
SCHD
+13.28%
SPHD vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | SCHD |
|---|---|---|
| 2026 | +11.48% | +20.30% |
| 2025 | +3.29% | +4.56% |
| 2024 | +16.18% | +10.86% |
| 2023 | +0.93% | +4.71% |
| 2022 | +0.31% | -3.21% |
| 2021 | +26.77% | +31.74% |
| 2020 | -8.99% | +14.78% |
| 2019 | +20.89% | +27.28% |
| 2018 | -6.32% | -5.85% |
| 2017 | +10.79% | +20.20% |
| 2016 | +23.47% | +17.78% |
| 2015 | +4.85% | -0.21% |
| 2014 | +21.27% | +12.79% |
| 2013 | +18.33% | +30.09% |
| 2012 | -1.73% | +10.39% |
| 2011 | N/A | +5.31% |
SPHD vs SCHD Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current SPHD drawdown is -1.38%. The current SCHD drawdown is -0.67%.
| Rank | SPHD | SCHD |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -7.33% Mar 2, 2026 - Jun 26, 2026 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between SPHD and SCHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
SPHD vs SCHD dividend yield comparison.
| Year | SPHD | SCHD |
|---|---|---|
| 2026 | 2.80% | 1.55% |
| 2025 | 4.02% | 3.82% |
| 2024 | 3.41% | 3.64% |
| 2023 | 4.48% | 3.49% |
| 2022 | 3.89% | 3.39% |
| 2021 | 3.45% | 2.78% |
| 2020 | 4.89% | 3.16% |
| 2019 | 4.07% | 2.98% |
| 2018 | 4.40% | 3.06% |
| 2017 | 3.14% | 2.63% |
| 2016 | 3.83% | 2.89% |
| 2015 | 3.49% | 2.97% |
| 2014 | 3.24% | 2.63% |
| 2013 | 3.68% | 2.47% |
| 2012 | 0.93% | 2.86% |
| 2011 | 0.00% | 0.47% |
Select Stocks to Compare
Popular: SPHD vs SPYSCHD vs SPY
More Comparisons
Compare with similar stocks
Compare SPHD with:
Compare SCHD with:
Popular suggestions:
OUSA vs SPHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
VYM vs SPHD
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
MDT vs SCHD
Medtronic Plc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPHD vs VOO
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPHD vs SPLV
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SCHD vs VIG
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SCHD vs VYM
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
BLK vs SCHD
BlackRock Finance Inc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SBUX vs SCHD
Starbucks Corp vs SCHWAB U.S. DIVIDEND EQUITY ETF
SDIV vs SPHD
GLOBAL X SUPERDIVIDEND ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
FDVV vs SCHD
FIDELITY HIGH DIVIDEND ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
DIV vs SPHD
GLOBAL X SUPERDIVIDEND U.S. ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SCHX vs SCHD
SCHWAB U.S. LARGE-CAP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHD vs SCHP
SCHWAB U.S. DIVIDEND EQUITY ETF vs SCHWAB U.S. TIPS ETF
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
ONEY vs SCHD
STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
MLPA vs SCHD
GLOBAL X MLP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
QQQX vs SCHD
Nuveen NASDAQ 100 Dynamic Overwrite Fund vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHB vs SCHD
SCHWAB U.S. BROAD MARKET ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHG vs SCHD
SCHWAB U.S. LARGE-CAP GROWTH ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
BST vs SCHD
BlackRock Science and Technology Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
LVHD vs SPHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SCHF vs SCHD
SCHWAB INTERNATIONAL EQUITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
OUSA vs SCHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs SCHWAB U.S. DIVIDEND EQUITY ETF
KBWD vs SCHD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SMH vs SCHD
VANECK SEMICONDUCTOR ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF