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

In the year to Oct 28, 2026, with distributions reinvested, SDY returned +16.5% and SPHD +11.0%.

Which is cheaper, SDY or SPHD?

SPHD is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do SDY and SPHD overlap with the S&P 500?

By their latest filed holdings, 84% of SDY and 95% of SPHD by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

SDY vs SPHD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SDY returned +16.5% to SPHD's +11.0%; 19% of their weight is in the same names.

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Net assets on Oct 27, 2026: $21.9bn for State Street SPDR S&P Dividend ETF and $3.3bn for Invesco S&P 500 High Dividend Low Volatility ETF.

SDY on its own →SPHD on its own →

At a glance

+16.5%

SDY total return, 1 year

+11.0%

SPHD total return, 1 year

0.35%

SDY expense ratio

0.30%

SPHD expense ratio

Pair scorecard

SPHD costs 0.05 points a year less; their one-year returns differ by 5.5 points; SDY is 6.6 times larger.

SDY vs SPHD: Differences, Returns & Fees
Measure	SDY	SPHD
Return
Measure	SDY	SPHD
Total return, 1 year	+16.5%	+11.0%
Drawdown
Measure	SDY	SPHD
Below its high		4.2%, high on Aug 24, 2026
Benchmark
Measure	SDY	SPHD
What it tracks	S&P High Yield Dividend Aristocrats Index	S&P 500 Low Volatility High Dividend Index
Cost and size
Measure	SDY	SPHD
Expense ratio	0.35%	0.30%
Net assets, as of Oct 27, 2026	$21.9bn	$3.3bn
Holdings
Measure	SDY	SPHD
Holdings in common	19%
Top ten holdings, share of the fund	20.4%	28.2%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

19%

By the books each fund has filed, SDY and SPHD hold 19% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

19% in common

Positions both hold · largest shared weight first SDY SPHD

VERIZON COMMUNICATIONS INC 2.81% 3.10%

CHEVRON CORP 2.15% 2.32%

REALTY INCOME CORP 1.94% 2.13%

PEPSICO INC 1.82% 1.95%

MEDTRONIC PLC 1.79% 1.95%

KIMBERLY CLARK CORP 1.51% 2.16%

EXXONMOBIL HOLDINGS CORP 1.49% 1.62%

EVERSOURCE ENERGY 1.03% 1.81%

T ROWE PRICE GROUP INC 0.90% 1.88%

EDISON INTERNATIONAL 0.86% 1.59%

EVERGY INC 0.81% 1.46%

GENUINE PARTS CO 0.68% 1.67%

Only in one fund ↓

Only in SDY

ACCENTURE PLC CL A 3.73%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

KENVUE INC 1.55%

NIKE INC CL B 1.51%

BECTON DICKINSON AND CO 1.50%

CONSOLIDATED EDISON INC 1.40%

LOCKHEED MARTIN CORP 1.39%

Only in SPHD

Pfizer Inc 3.74%

Crown Castle Inc 2.97%

Kraft Heinz Co 2.89%

General Mills Inc 2.88%

Altria Group Inc 2.80%

VICI Properties Inc 2.78%

Comcast Corp 2.36%

ONEOK Inc 2.36%

Check overlap with more funds →

Side by side

SDY State Street SPDR S&P Dividend ETF SPHD Invesco S&P 500 High Dividend Low Volatility ETF

Where it sits Stock ETF Stock ETF

Issuer State Street Invesco

What it is Tracks the S&P Dividend Tracks the S&P 500 High Dividend Low Volatility

Total return, 1 year +16.5% +11.0%

Expense ratio 0.35% 0.30%

Already in the S&P 500 84.4% 95.2%

Holdings 156 59

Net assets, as of Oct 27, 2026 $21.9bn $3.3bn

SDY and SPHD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

SPHD

SPHD tracks the S&P 500 High Dividend Low Volatility. Over the year to Oct 28, 2026 it returned +11.0% with distributions reinvested. The prospectus expense ratio is 0.30% a year. By its holdings published by its issuer for Oct 27, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 28.2%. It sat 4.2% below its high of Aug 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, SDY or SPHD?: In the year to Oct 28, 2026, with distributions reinvested, SDY returned +16.5% and SPHD +11.0%.
Which is cheaper, SDY or SPHD?: SPHD is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SDY and SPHD overlap with the S&P 500?: By their latest filed holdings, 84% of SDY and 95% of SPHD by weight is stocks the S&P 500 already holds.

Other comparisons

SDY vs SPYD SDY vs VLUE FDVV vs SDY HDV vs SDY SPHD vs VOE DVY vs SPHD COWZ vs SPHD FDL vs SPHD

Where to next

SDY on its own →SPHD on its own →Hold both: look the portfolio through →Rankings →SDY dividend history →SDY holdings →SPHD dividend history →SPHD holdings →Standards and sources →

Sources and dates

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

SPHD filings on SEC EDGAR ↗

SPHD prospectus with the expense ratio (SEC) ↗

Invesco page for SPHD ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, SDY against SPHD, data as of Oct 28, 2026. https://etfiq.com/compare/any/sdy-vs-sphd

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.