HDV vs SPHD

Both HDV and SPHD are ETFs. HDV has a lower 5-year return than SPHD (8.19% vs 8.37%). HDV has a lower expense ratio than SPHD (0.08% vs 0.3%). Below is the comparison between HDV and SPHD.

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HDV SPHD
Security Type ETF ETF
Finny Score 40 N/A
Category N/A Large Value
Family BlackRock Invesco PowerShares
Net Assets N/A N/A
Expense Ratio 0.08% 0.30%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.11% 4.21%
Underlying Index Morningstar Dividend Yield Focus TR S&P 500 Low Volatility High Dividend Index
YTD Return 11.72% 20.83%
1-Year Return 26.69% 48.41%
3-Year Return 9.13% 8.91%
5-Year Return 8.19% 8.37%
10-Year Return 10.02% 0.00%

HDV

HDV description

iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.

HDV performance & returns
YTD Return 11.72%
1-Month Return 1.74%
3-Month Return 10.42%
1-Year Return 26.69%
3-Year Return 9.13%
5-Year Return 8.19%
10-Year Return 10.02%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (55.46% of Total Assets)

Name Symbol % Assets
XOM XOM 8.20%
JNJ JNJ 6.78%
JPM JPM 6.64%
VZ VZ 6.53%
CVX CVX 5.77%
PG PG 5.15%
MO MO 4.19%
MRK MRK 4.18%
CSCO CSCO 4.02%
KO KO 4.01%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 9.13%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

HDV cons

The following are HDV weaknesses from our perspective:

  • HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HDV 5-year return is 8.19%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 10.02%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

Other relevant HDV comparisons

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SPHD

SPHD description

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of large-cap companies. It invests in dividend paying stocks of companies. It seeks to track the performance of the S&P 500 Low Volatility High Dividend Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF was formed on October 18, 2012 and is domiciled in the United States.

SPHD performance & returns
YTD Return 20.83%
1-Month Return 4.42%
3-Month Return 16.13%
1-Year Return 48.41%
3-Year Return 8.91%
5-Year Return 8.37%
10-Year Return 0.00%
SPHD expense ratio is 0.3%.

SPHD holdings

Top 10 Holdings (29.31% of Total Assets)

Name Symbol % Assets
IRM IRM 3.31%
MO MO 3.30%
LUMN LUMN 3.23%
XOM XOM 3.18%
KMI KMI 2.93%
T T 2.82%
PBCT PBCT 2.82%
CVX CVX 2.78%
PM PM 2.51%
PPL PPL 2.43%

SPHD pros

None that we could think of.

SPHD cons

The following are SPHD weaknesses from our perspective:

  • SPHD net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • SPHD 3-year return is 8.91%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPHD 5-year return is 8.37%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.

Other relevant SPHD comparisons

You may also want to check out the following SPHD comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.