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SPHQ vs VHT

Comparison between INVESCO S&P 500 QUALITY ETF (SPHQ, ETF) and VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF).

5-Year PerformanceSPHQ has outperformed VHT, delivering a return of +14.5% compared to +4.8%

SPHQ vs VHT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPHQ
$19B
Winner
VHT
$19B
Expense Ratio
SPHQ
0.15%
Winner
VHT
0.09%
Max Drawdown
SPHQ
57.83%
Winner
VHT
40.91%
Sharpe Ratio
Winner
SPHQ
1.46
VHT
0.87
5Y Beta
SPHQ
0.85
Winner
VHT
0.52
P/E Ratio
Winner
SPHQ
26.78
VHT
36.59
Forward P/E
SPHQ
23.29
Winner
VHT
18.09
PEG Ratio
SPHQ
0.31
VHT
N/A
5Y Dividends CAGR
SPHQ
6.62%
Winner
VHT
19.97%
5Y EPS CAGR
Winner
SPHQ
18.76%
VHT
12.53%
Debt to Equity
SPHQ
108.70%
Winner
VHT
40.44%
P/S Ratio
SPHQ
3.81
Winner
VHT
1.61
P/B Ratio
SPHQ
9.45
Winner
VHT
4.72

SPHQ vs VHT - Holdings Comparison

SPHQ and VHT have 13 common holdings. Overlap is 7.71%

SPHQ's top 25 holdings weight is 72.50%. VHT's top 25 holdings weight is 73.27%.

RankSPHQVHT
#1
LAM RESEARCH CORP (LRCX) - 5.01%
ELI LILLY AND CO (LLY) - 12.13%
#2
APPLE INC (AAPL) - 4.93%
JOHNSON & JOHNSON (JNJ) - 8.82%
#3
CISCO SYSTEMS INC (CSCO) - 4.67%
ABBVIE INC (ABBV) - 6.03%
#4
GE AEROSPACE (GE) - 4.30%
UNITEDHEALTH GROUP INC (UNH) - 5.42%
#5
COSTCO WHOLESALE CORP (COST) - 4.27%
MERCK & CO INC (MRK) - 4.38%
#6
VISA INC CLASS A (V) - 4.25%
AMGEN INC (AMGN) - 3.01%
#7
MASTERCARD INC CLASS A (MA) - 3.87%
THERMO FISHER SCIENTIFIC INC (TMO) - 2.91%
#8
CATERPILLAR INC (CAT) - 3.64%
GILEAD SCIENCES INC (GILD) - 2.62%
#9
KLA CORP (KLAC) - 3.60%
INTUITIVE SURGICAL INC (ISRG) - 2.62%
#10
APPLIED MATERIALS INC (AMAT) - 3.28%
ABBOTT LABORATORIES (ABT) - 2.55%
#11
PROCTER & GAMBLE CO (PG) - 3.13%
PFIZER INC (PFE) - 2.45%
#12
COCA-COLA CO (KO) - 3.13%
BRISTOL-MYERS SQUIBB CO (BMY) - 1.99%
#13
MERCK & CO INC (MRK) - 2.87%
DANAHER CORP (DHR) - 1.84%
#14
GE VERNOVA INC (GEV) - 2.66%
STRYKER CORP (SYK) - 1.75%
#15
WESTERN DIGITAL CORP (WDC) - 2.63%
VERTEX PHARMACEUTICALS INC (VRTX) - 1.75%
#16
QUALCOMM INC (QCOM) - 2.57%
CVS HEALTH CORP (CVS) - 1.71%
#17
GILEAD SCIENCES INC (GILD) - 2.09%
MEDTRONIC PLC (MDT) - 1.68%
#18
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.99%
MCKESSON CORP (MCK) - 1.62%
#19
TJX COMPANIES INC (TJX) - 1.65%
BOSTON SCIENTIFIC CORP (BSX) - 1.38%
#20
EATON CORP PLC (ETN) - 1.50%
ELEVANCE HEALTH INC (ELV) - 1.32%
#21
ADOBE INC (ADBE) - 1.45%
THE CIGNA GROUP (CI) - 1.25%
#22
FORTINET INC (FTNT) - 1.42%
REGENERON PHARMACEUTICALS INC (REGN) - 1.18%
#23
PROGRESSIVE CORP (PGR) - 1.30%
HCA HEALTHCARE INC (HCA) - 1.12%
#24
3M CO (MMM) - 1.15%
CENCORA INC (COR) - 0.92%
#25
TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.14%
ZOETIS INC CLASS A (ZTS) - 0.82%
Total Holdings102411

SPHQ vs VHT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPHQ
+5.73%
VHT
+4.96%
3M
Winner
SPHQ
+15.11%
VHT
+3.72%
6M
Winner
SPHQ
+15.76%
VHT
+0.45%
1Y
Winner
SPHQ
+24.31%
VHT
+15.89%
5Y(CAGR)
Winner
SPHQ
+14.53%
VHT
+4.77%
10Y(CAGR)
Winner
SPHQ
+15.28%
VHT
+9.87%
Max(CAGR)
Winner
SPHQ
+10.19%
VHT
+9.63%

SPHQ vs VHT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSPHQVHT
2026+16.23%-0.43%
2025+13.53%+15.30%
2024+26.32%+1.10%
2023+25.85%+2.93%
2022-16.09%-5.01%
2021+29.54%+21.18%
2020+16.35%+18.07%
2019+33.63%+23.51%
2018-7.53%+4.28%
2017+18.59%+21.75%
2016+15.55%-1.27%
2015+1.80%+6.87%
2014+17.17%+26.12%
2013+29.38%+39.74%
2012+13.50%+17.63%
2011+5.34%+9.53%
2010+19.12%+4.15%
2009+10.06%+19.81%
2008-45.68%-22.72%
2007+16.62%+7.86%
2006+1.98%+5.56%
2005-2.05%+9.70%
2004N/A+0.73%

SPHQ vs VHT Drawdown Comparison

The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.

The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.

The current VHT drawdown is -3.28%.

RankSPHQVHT
#1-57.83%
Oct 29, 2007 - May 14, 2013		-39.10%
Dec 10, 2007 - Mar 3, 2011
#2-31.58%
Feb 12, 2020 - Aug 4, 2020		-28.86%
Feb 19, 2020 - Jun 8, 2020
#3-25.05%
Jan 4, 2022 - Jul 31, 2023		-20.26%
Jul 20, 2015 - Jun 1, 2017
#4-22.35%
May 8, 2006 - May 4, 2007		-18.31%
May 18, 2011 - Feb 1, 2012
#5-20.74%
Oct 1, 2018 - Apr 5, 2019		-17.71%
Dec 30, 2021 - Feb 6, 2024
#6-16.57%
Feb 19, 2025 - Jun 4, 2025		-16.97%
Oct 1, 2018 - Nov 8, 2019
#7-11.71%
Jul 19, 2007 - Sep 25, 2007		-16.90%
Aug 30, 2024 - Nov 12, 2025
#8-9.77%
Jan 26, 2018 - Aug 29, 2018		-13.77%
Apr 22, 2004 - Apr 29, 2005
#9-8.90%
Feb 27, 2026 - Apr 24, 2026		-12.07%
Jan 26, 2018 - Aug 2, 2018
#10-8.76%
Sep 2, 2020 - Nov 16, 2020		-10.40%
Jan 7, 2026 - Mar 27, 2026
#11-8.51%
Dec 1, 2015 - Mar 1, 2016		-9.69%
Mar 22, 2006 - Sep 12, 2006
#12-8.47%
Sep 1, 2023 - Dec 11, 2023		-8.44%
Mar 4, 2014 - Jun 20, 2014
#13-8.30%
May 21, 2015 - Nov 2, 2015		-8.00%
Sep 2, 2021 - Dec 23, 2021
#14-6.82%
Apr 30, 2019 - Jun 19, 2019		-7.85%
Feb 12, 2021 - Apr 15, 2021
#15-6.68%
Jul 24, 2019 - Oct 25, 2019		-7.70%
Feb 11, 2004 - Apr 22, 2004

Correlation

Correlation between SPHQ and VHT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2004 - 2026)

SPHQ vs VHT dividend yield comparison.

YearSPHQVHT
20260.33%0.35%
20251.09%1.61%
20241.15%1.53%
20231.42%1.36%
20221.85%1.33%
20211.19%1.14%
20201.55%1.21%
20191.51%1.89%
20181.85%1.38%
20171.57%1.31%
20161.67%1.45%
20152.29%1.22%
20141.66%1.02%
20131.70%1.12%
20121.97%1.67%
20111.76%1.71%
20100.59%1.74%
20090.30%2.74%
20080.11%1.65%
20070.00%1.35%
20060.00%1.08%
20050.00%0.72%
20040.00%0.26%

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