HDV vs SPHD — stock comparison tool

HDV currently yields 2.83% TTM versus SPHD at 4.87%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

HDVSPHD
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
HDV
SPHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

HDV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SPHD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
HDV$30.11
—

iShares Core High Dividend ETF

SPHD$50.64
—

Invesco S&P 500 High Dividend Low Volatility ETF

Dividend Information

Dividend Yield
2.83%
4.87%
Annual Dividend
$0.85
$2.47
Dividend Growth (5yr)
-
-
Years of Growth
0
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

HDV

74 holdings
Consumer Staples26.99%
Healthcare25.10%
Energy24.83%
Consumer Defensive23.05%
Health Care13.64%
Utilities10.88%
Consumer Discretionary9.43%
Consumer Cyclical8.32%
Communication Services5.75%
Communication5.29%
Financial Services4.68%
Other11.21%

Top 10 holdings

NameWeight
XOMEXXONMOBIL HOLDINGS CORP9.54%
CVXCHEVRON7.21%
ABBVABBVIE6.79%
PGPROCTER & GAMBLE5.49%
VZVERIZON COMMUNICATIONS INC5.22%
PMPHILIP MORRIS INTERNATIONAL5.08%
PFEPFIZER4.72%
HDHOME DEPOT4.52%
MRKMERCK & CO INC4.45%
KOCOCA-COLA4.43%
Top 1057.45%

SPHD

54 holdings
Real Estate20.09%
Consumer Defensive17.82%
Financial Services15.62%
Energy14.13%
Utilities13.73%
Communication Services8.61%
Healthcare5.12%
Consumer Cyclical3.40%
Technology1.46%
Industrials0.01%
Cash & Others0.01%

Top 10 holdings

NameWeight
PFEPfizer Inc3.77%
VZVerizon Communications Inc3.18%
MOAltria Group Inc2.88%
GISGeneral Mills Inc2.86%
KHCKraft Heinz Co/The2.84%
CCICrown Castle Inc2.79%
VICIVICI Properties Inc2.76%
AMCRAmcor PLC2.75%
TAT&T Inc2.60%
CMCSAComcast Corp2.42%
Top 1028.83%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

662339
HDVSharedSPHD

Overlap by weight

33%

Share of portfolio weight that appears in both funds.

# overlapping holdings

23

HDV: 26% also in SPHDSPHD: 37% also in HDV

Sector drift (HDV vs SPHD)

Left = heavier in HDV. Right = heavier in SPHD.

HDV overweight (left)SPHD overweight (right)
23 shown

Overlapping tickers

PFE		4.7%3.8%3.8%
VZ		5.2%3.2%3.2%
MO		3.8%2.9%2.9%
OKE		2.6%4.6%2.6%
CVX		7.2%2.3%2.3%
BMY		2.7%2.0%2.0%
PEP		4.0%2.0%2.0%
COP		2.2%1.8%1.8%
MDT		1.8%2.0%1.8%
XOM		9.5%1.6%1.6%

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HDV vs SPHD Dividend Comparison | DRIP Tool | Dividend Wealth