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 +8.3% compared to +6.0%
SPHD vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
Winner
SCHD
$91B
Expense Ratio
SPHD
0.30%
Winner
SCHD
0.06%
Max Drawdown
SPHD
42.14%
Winner
SCHD
33.37%
Sharpe Ratio
SPHD
0.71
Winner
SCHD
1.95
5Y Beta
Winner
SPHD
0.38
SCHD
0.54
P/E Ratio
SPHD
18.87
Winner
SCHD
18.51
Forward P/E
Winner
SPHD
13.25
SCHD
14.94
PEG Ratio
Winner
SPHD
0.49
SCHD
0.96
5Y Dividends CAGR
SPHD
6.35%
Winner
SCHD
9.11%
5Y EPS CAGR
SPHD
5.66%
Winner
SCHD
7.28%
Debt to Equity
Winner
SPHD
-44.44%
SCHD
55.15%
P/S Ratio
Winner
SPHD
1.86
SCHD
1.87
P/B Ratio
Winner
SPHD
1.82
SCHD
3.86
SPHD vs SCHD - Holdings Comparison
SPHD and SCHD have 15 common holdings. Overlap is 20.38%
SPHD's top 25 holdings weight is 60.77%. SCHD's top 25 holdings weight is 80.48%.
| Rank | SPHD | SCHD |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 3.52% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | VERIZON COMMUNICATIONS INC (VZ) - 3.47% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | THE KRAFT HEINZ CO (KHC) - 2.95% | COCA-COLA CO (KO) - 4.01% |
| #5 | PFIZER INC (PFE) - 2.90% | MERCK & CO INC (MRK) - 3.87% |
| #6 | FRANKLIN RESOURCES INC (BEN) - 2.82% | CHEVRON CORP (CVX) - 3.86% |
| #7 | ONEOK INC (OKE) - 2.81% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | KIMCO REALTY CORP (KIM) - 2.46% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | REALTY INCOME CORP (O) - 2.43% | PEPSICO INC (PEP) - 3.46% |
| #11 | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% | AMGEN INC (AMGN) - 3.44% |
| #12 | CROWN CASTLE INC (CCI) - 2.34% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | CONAGRA BRANDS INC (CAG) - 2.26% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | DOMINION ENERGY INC (D) - 2.12% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | CHEVRON CORP (CVX) - 2.09% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | EXTRA SPACE STORAGE INC (EXR) - 2.07% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 2.07% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.05% | BLACKSTONE INC (BX) - 2.21% |
| #20 | PUBLIC STORAGE (PSA) - 2.05% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | T. ROWE PRICE GROUP INC (TROW) - 2.04% | SLB LTD (SLB) - 2.17% |
| #22 | AT&T INC (T) - 2.00% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | EOG RESOURCES INC (EOG) - 1.99% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | UDR INC (UDR) - 1.98% | FORD MOTOR CO (F) - 1.50% |
| #25 | BXP INC (BXP) - 1.92% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 55 | 103 |
SPHD vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
+1.11%
Winner
SCHD
+1.92%
3M
SPHD
-1.63%
Winner
SCHD
+4.20%
6M
SPHD
+7.61%
Winner
SCHD
+18.73%
1Y
SPHD
+11.79%
Winner
SCHD
+27.89%
5Y(CAGR)
SPHD
+5.96%
Winner
SCHD
+8.32%
10Y(CAGR)
SPHD
+7.29%
Winner
SCHD
+12.70%
Max(CAGR)
SPHD
+9.56%
Winner
SCHD
+13.21%
SPHD vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | SCHD |
|---|---|---|
| 2026 | +6.29% | +17.46% |
| 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 -3.19%. The current SCHD drawdown is -1.61%.
| 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 - Mar 20, 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 | 2.06% | 0.80% |
| 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% |
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