Which returned more over the last year, IBIT or SPHD?

In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and SPHD returned +7.3%, so SPHD returned more.

Which is cheaper, IBIT or SPHD?

IBIT charges 0.25% a year and SPHD charges 0.30%, so IBIT is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

IBIT vs SPHD: how they differ

IBIT and SPHD hold 0% of their weight in the same names, and SPHD returned more over the year.

iShares Bitcoin Trust ETF and Invesco S&P 500 High Dividend Low Volatility ETF.

What they hold in common

By the books each fund has filed, IBIT and SPHD hold 0% of their money in the same securities at the same weight.

Positions IBIT and SPHD both hold, largest shared weight first
Holding	IBIT	SPHD
USD CASH	0.00%	-0.00%

Only in each
Only in IBIT	Only in SPHD
BITCOIN 100.00%	Pfizer Inc 3.46%
	Verizon Communications Inc 3.33%
	General Mills Inc 3.06%
	Kraft Heinz Co/The 2.97%
	VICI Properties Inc 2.83%
	AT&T Inc 2.75%
	Altria Group Inc 2.68%
	Crown Castle Inc 2.50%

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 Sep 18, 2026 and Sep 19, 2026.

IBIT and SPHD on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	IBIT iShares Bitcoin Trust ETF	SPHD Invesco S&P 500 High Dividend Low Volatility ETF
Where it sits	Core fund	Core fund
Issuer	iShares	Invesco
What it is	Holds bitcoin	Tracks the S&P 500 High Dividend Low Volatility
Total return, 1 year	−31.1%	+7.3%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−47.6 pts	−9.2 pts
Expense ratio	0.25%	0.30%
Holdings	2	62
Net assets	$63.7bn	$3.3bn

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

SPHD in plain words

SPHD tracks the S&P 500 High Dividend Low Volatility. Over the year to Sep 18, 2026 it returned +7.3% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.30% a year. By its holdings published by its issuer for Sep 19, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 62 positions, with the top ten at 28.4%. It sat 6.1% below its high of Aug 24, 2026 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, IBIT or SPHD?: In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and SPHD returned +7.3%, so SPHD returned more.
Which is cheaper, IBIT or SPHD?: IBIT charges 0.25% a year and SPHD charges 0.30%, so IBIT is cheaper. Fees come from each fund's prospectus.

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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.

IBIT against SPHD, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IBIT against SPHD, data as of Sep 21, 2026. https://etfiq.com/compare/any/ibit-vs-sphd Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources