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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SPHD vs VT: how they differ

SPHD and VT hold 3% of their weight in the same names, and VT returned more over the year.

Invesco S&P 500 High Dividend Low Volatility ETF and Vanguard Total World Stock Index Fund.

What they hold in common

By the books each fund has filed, SPHD and VT hold 3% of their money in the same securities at the same weight.

Positions SPHD and VT both hold, largest shared weight first
HoldingSPHDVT
Exxon Mobil Corp.1.55%0.59%
Chevron Corp.2.10%0.33%
Verizon Communications Inc.3.49%0.18%
AT&T Inc.2.02%0.16%
Pfizer Inc.2.99%0.14%
Bristol-Myers Squibb Co.2.08%0.11%
Altria Group, Inc.3.45%0.11%
Duke Energy Corp.1.59%0.09%
Comcast Corp.1.60%0.09%
Williams Cos., Inc. (The)1.61%0.08%
U.S. Bancorp1.62%0.08%
EOG Resources, Inc.1.99%0.07%
Largest positions each one holds and the other does not
Only in SPHDOnly in VT
Amcor PLC 2.41%NVIDIA Corp 4.22%
Apple Inc 3.53%
Microsoft Corp 2.73%
Amazon.com Inc 2.29%
Alphabet Inc 2.04%
Broadcom Inc 1.74%
Alphabet Inc 1.61%
Taiwan Semiconductor Manufacturing Co Lt 1.52%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

SPHD and VT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
VT
Vanguard Total World Stock Index Fund
Where it sitsCore index fundCore index fund
IssuerInvescoVanguard
What it isS&P 500 High Dividend Low VolatilityTotal World Stock
Total return, 1 year+8.6%+18.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−8.9 pts+1.4 pts
Expense ratio0.30%0.06%
Already in the S&P 50095.7%55.2%
Holdings4910042

SPHD in plain words

SPHD is an index equity fund tracking the S&P 500 High Dividend Low Volatility. Over the year to Sep 11, 2026 it returned +8.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.30% a year. By its holdings filed for May 31, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 49 positions, with the top ten at 29.3%. It sat 4.1% below its high of Aug 24, 2026 on Sep 11, 2026.

VT in plain words

VT is an index equity fund tracking the Total World Stock. Over the year to Sep 11, 2026 it returned +18.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 10042 positions, with the top ten at 21.9%.

Questions people ask

Which returned more over the last year, SPHD or VT?
In the year to Sep 12, 2026, with distributions reinvested, SPHD returned +8.6% and VT returned +18.9%, so VT returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SPHD or VT?
SPHD charges 0.30% a year and VT charges 0.06%, so VT is cheaper. Fees come from each fund's prospectus.
How much do SPHD and VT overlap with the S&P 500?
By their latest filed holdings, 96% of SPHD and 55% of VT by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SPHD against VT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SPHD against VT, data as of Sep 12, 2026. https://etfiq.com/compare/any/SPHD-VT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources