SCHD vs SPHD — stock comparison tool

SCHD currently yields 3.04% TTM versus SPHD at 4.87%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

SCHD 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
SCHD$34.69
—

Schwab U.S. Dividend Equity ETF

SPHD$50.64
—

Invesco S&P 500 High Dividend Low Volatility ETF

Dividend Information

Dividend Yield
3.04%
4.87%
Annual Dividend
$1.05
$2.47
Dividend Growth (5yr)
-
-
Years of Growth
13
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SCHD

102 holdings
Consumer Defensive20.07%
Healthcare19.33%
Technology15.98%
Energy15.35%
Financial Services9.18%
Industrials7.31%
Consumer Cyclical6.73%
Communication Services5.95%
Utilities0.09%
Cash & Others0.01%

Top 10 holdings

NameWeight
TXNTEXAS INSTRUMENT4.40%
PGPROCTER & GAMBLE4.34%
CVXCHEVRON4.31%
KOCOCA-COLA4.30%
COPCONOCOPHILLIPS4.30%
QCOMQUALCOMM4.15%
UNHUNITEDHEALTH GROUP4.14%
HDHOME DEPOT3.95%
AMGNAMGEN INC3.90%
PEPPEPSICO3.86%
Top 1041.65%

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

831646
SCHDSharedSPHD

Overlap by weight

24%

Share of portfolio weight that appears in both funds.

# overlapping holdings

16

SCHD: 16% also in SPHDSPHD: 26% also in SCHD

SCHD: showing top 100 holdings by weight (of 102). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHD vs SPHD)

Left = heavier in SCHD. Right = heavier in SPHD.

SCHD overweight (left)SPHD overweight (right)
16 shown

Overlapping tickers

VZ		3.6%3.2%3.2%
OKE		2.9%4.6%2.9%
MO		3.0%2.9%2.9%
CVX		4.3%2.3%2.3%
BMY		3.0%2.0%2.0%
PEP		3.9%2.0%2.0%
CMCSA		1.9%2.4%1.9%
COP		4.3%1.8%1.8%
EOG		2.0%1.6%1.6%
PAYX		0.9%2.1%0.9%

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SCHD vs SPHD Dividend Comparison | DRIP Tool | Dividend Wealth