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

In the year to Sep 13, 2026, with distributions reinvested, SPHD returned +8.6% and SPYM returned +17.6%, so SPYM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SPHD or SPYM?

SPHD charges 0.30% a year and SPYM charges 1.30%, so SPHD is cheaper. Fees come from each fund's prospectus.

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

By their latest filed holdings, 96% of SPHD and 100% of SPYM by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SPHD vs SPYM: how they differ

SPHD and SPYM hold 6% of their weight in the same names, and SPYM returned more over the year.

Invesco S&P 500 High Dividend Low Volatility ETF and State Street(R) SPDR(R) Portfolio S&P 500(R) ETF.

What they hold in common

By the books each fund has filed, SPHD and SPYM hold 6% of their money in the same securities at the same weight.

Positions SPHD and SPYM both hold, largest shared weight first
Holding	SPHD	SPYM
ExxonMobil Holdings Corp	1.45%	1.04%
Chevron Corp	2.11%	0.61%
Verizon Communications Inc	3.39%	0.32%
PepsiCo Inc	1.97%	0.28%
AT&T Inc	2.70%	0.27%
ConocoPhillips	1.67%	0.26%
Pfizer Inc	3.38%	0.24%
Bristol-Myers Squibb Co	2.08%	0.20%
Medtronic PLC	1.85%	0.18%
Altria Group Inc	2.55%	0.17%
Duke Energy Corp	1.44%	0.14%
Comcast Corp	2.62%	0.14%

Largest positions each one holds and the other does not
Only in SPHD	Only in SPYM
ONEOK Inc/OK 2.29%	NVIDIA CORP 8.07%
Invesco Government & Agency Portfolio 0.26%	APPLE INC 7.32%
CME E Mini Health Care Select Sector Fut 0.15%	MICROSOFT CORP 5.58%
E-mini S&P Real Estate Select Sector Sto 0.14%	AMAZON.COM INC 3.76%
CME E Mini Consumer Staples Select Secto 0.12%	ALPHABET INC CL A 2.98%
CME E Mini Energy Select Sector Futures 0.05%	BROADCOM INC 2.61%
CASH COLLATERAL 0.03%	ALPHABET INC CL C 2.38%
	META PLATFORMS INC CLASS A 2.16%

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 10, 2026.

SPHD and SPYM on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	SPHD Invesco S&P 500 High Dividend Low Volatility ETF	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Where it sits	Core index fund	Core index fund
Issuer	Invesco	State Street
What it is	S&P 500 High Dividend Low Volatility	S&P 500
Total return, 1 year	+8.6%	+17.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−8.9 pts	+0.1 pts
Expense ratio	0.30%	1.30%
Already in the S&P 500	95.7%	100.0%
Holdings	56	507

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 Sep 10, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 56 positions, with the top ten at 28.1%. It sat 4.1% below its high of Aug 24, 2026 on Sep 11, 2026.

SPYM in plain words

SPYM is an index equity fund tracking the S&P 500. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 1.30% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 507 positions, with the top ten at 38.1%.

Questions people ask

Which returned more over the last year, SPHD or SPYM?: In the year to Sep 13, 2026, with distributions reinvested, SPHD returned +8.6% and SPYM returned +17.6%, so SPYM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SPHD or SPYM?: SPHD charges 0.30% a year and SPYM charges 1.30%, so SPHD is cheaper. Fees come from each fund's prospectus.
How much do SPHD and SPYM overlap with the S&P 500?: By their latest filed holdings, 96% of SPHD and 100% of SPYM by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

Other comparisons

Where to next

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 SPYM, ETFIQ, data as of Sep 13, 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 SPYM, data as of Sep 13, 2026. https://etfiq.com/compare/any/sphd-vs-spym Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources