SPHD vs VYM

Both SPHD and VYM are ETFs. SPHD has a lower 5-year return than VYM (5.07% vs 8.16%). SPHD has a higher expense ratio than VYM (0.3% vs 0.06%). Below is the comparison between SPHD and VYM.

SPHD VYM
Segment Equity: U.S. - Large Cap Equity: U.S. - High Dividend Yield
Issuer Invesco PowerShares Vanguard
Net Assets $2.3B $23.93B
Expense Ratio 0.30% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 5.60% 3.52%
Underlying Index S&P 500 Low Volatility High Dividend Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return -18.45% -7.93%
1-Year Return -13.59% -1.39%
3-Year Return -1.87% 4.01%
5-Year Return 5.07% 8.16%
10-Year Return N/A 11.13%

SPHD description

The Fund seeks investment results that generally correspond to the price and yield of the S&P 500 Low Volatility High Dividend Index. The Fund generally will invest at least 90% of its total assets in securities that comprise the Underlying Index. Standard & Poor's compiles, maintains and calculates the Underlying Index.

SPHD performance & returns

YTD Return -18.45%
1-Month Return -0.33%
3-Month Return 3.67%
1-Year Return -13.59%
3-Year Return -1.87%
5-Year Return 5.07%
10-Year Return N/A
SPHD expense ratio is 0.3%.

SPHD holdings

Top 10 Holdings (28.32% of Total Assets)

Name Symbol % Assets
Iron Mountain Inc IRM 3.30%
CenturyLink Inc CTL 3.18%
Altria Group Inc MO 3.12%
Dow Inc DOW 2.76%
H&R Block Inc HRB 2.73%
Exxon Mobil Corp XOM 2.71%
Vornado Realty Trust VNO 2.68%
Philip Morris International Inc PM 2.63%
PPL Corp PPL 2.61%
AT&T Inc T 2.60%

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VYM description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The Fund attempts to replicate the FTSE High Dividend Yield Index by investing substantially all of its assets in the stocks that make up the Index.

VYM performance & returns

YTD Return -7.93%
1-Month Return 1.59%
3-Month Return 4.16%
1-Year Return -1.39%
3-Year Return 4.01%
5-Year Return 8.16%
10-Year Return 11.13%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (25.18% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.00%
Procter & Gamble Co PG 3.33%
JPMorgan Chase & Co JPM 3.00%
Verizon Communications Inc VZ 2.43%
Merck & Co Inc MRK 2.13%
Intel Corp INTC 2.13%
AT&T Inc T 2.10%
Pfizer Inc PFE 2.08%
Comcast Corp Class A CMCSA 2.01%
Bank of America Corp BAC 1.97%

Other relevant VYM comparisons

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