SPHQ vs USMV — stock comparison tool

SPHQ currently yields 1.03% TTM versus USMV at 1.38%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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)

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

Loading returns…

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

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

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
SPHQ$84.34
—

Invesco S&P 500 Quality ETF

USMV$102.32
—

iShares MSCI USA Min Vol Factor ETF

Dividend Information

Dividend Yield
1.03%
1.38%
Annual Dividend
$0.87
$1.41
Dividend Growth (5yr)
-
-
Years of Growth
1
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SPHQ

100 holdings
Technology39.53%
Industrials17.02%
Financial Services16.88%
Consumer Defensive7.89%
Consumer Cyclical5.50%
Communication Services5.17%
Utilities4.47%
Healthcare3.65%
Basic Materials2.96%
Energy1.39%
Cash & Others0.01%

Top 10 holdings

NameWeight
MAMastercard Inc6.29%
VVisa Inc6.22%
AAPLApple Inc5.86%
COSTCostco Wholesale Corp4.24%
GEVGE Vernova Inc3.84%
LRCXLam Research Corp3.74%
NFLXNetflix Inc3.67%
CSCOCisco Systems Inc3.49%
GEGeneral Electric Co3.47%
PGProcter & Gamble Co/The3.15%
Top 1043.98%

USMV

174 holdings
Technology32.82%
Information Technology32.69%
Health Care14.28%
Healthcare14.08%
Financial Services13.19%
Financials13.07%
Consumer Staples9.80%
Consumer Defensive9.28%
Utilities6.47%
Industrials6.19%
Consumer Cyclical5.37%
Other23.87%

Top 10 holdings

NameWeight
MSFTMICROSOFT1.65%
XOMEXXONMOBIL HOLDINGS CORP1.56%
APHAMPHENOL CORP CLASS A1.54%
CBCHUBB1.53%
MCKMCKESSON CORP1.52%
BRK-BBERKSHIRE HATHAWAY INC CLASS B1.49%
NVDANVIDIA1.49%
WELLWELLTOWER1.48%
0VQD.LCHUBB1.46%
MSIMOTOROLA SOLUTIONS INC1.43%
Top 1015.14%

Overlap & differences

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

752575
SPHQSharedUSMV

Overlap by weight

17%

Share of portfolio weight that appears in both funds.

# overlapping holdings

25

SPHQ: 25% also in USMVUSMV: 25% also in SPHQ

USMV: showing top 100 holdings by weight (of 174). Overlap counts use this top slice, not the full fund book.

Sector drift (SPHQ vs USMV)

Left = heavier in SPHQ. Right = heavier in USMV.

SPHQ overweight (left)USMV overweight (right)
25 shown

Overlapping tickers

MA		6.3%1.3%1.3%
CSCO		3.5%1.3%1.3%
PG		3.1%1.1%1.1%
V		6.2%1.1%1.1%
TJX		1.5%1.0%1.0%
AAPL		5.9%1.0%1.0%
ACN		1.3%0.9%0.9%
FTNT		1.6%0.8%0.8%
LMT		1.0%0.8%0.8%
TRV		0.8%0.8%0.8%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio
SPHQ vs USMV Dividend Comparison | DRIP Tool | Dividend Wealth