SPHD vs SPYD overlap - what they share and where they differ

SPHD and SPYD share 49.5% of their weight across 40 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

SPHD and SPYD

49.5%

40 shared positions

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Reported positions cover 99% of the fund, 49 positions · May 31, 2026

Top 10: 29.1%·Holdings of SPHD

SPYD

State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF

Reported positions cover 99% of the fund, 78 positions · Jun 30, 2026

Top 10: 15.0%·Holdings of SPYD

Reported positions cover SPHD 99%, SPYD 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPYD vs SPHD side by side

SPHDInvesco S&P 500 High Dividend Low Volatility ETF

49

stock positions reported to the SEC

15.8% of its weight is in 9 names SPYD does not hold

SPYDState Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF

78

stock positions reported to the SEC

49.8% of its weight is in 38 names SPHD does not hold

Where each fund's weight sits

SPHD
SPYD
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Real Estate
21.2%
25.9%
Utilities
16.6%
13.2%
Financial Services
11.5%
8.6%
Consumer Cyclical
9.5%
11.5%
Consumer Defensive
9.7%
0.0%
Healthcare
0.0%
7.6%

The widest gap is Consumer Defensive: SPHD has 9.7 points more of it.

The figures side by side

SPHDSPYD
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported4978
Weight of the ten largest29.1%15.0%
Largest positionVZ 3.5%IRM 1.6%
Held alone9 positions, 15.8%38 positions, 49.8%
Covered by stock positions99%99%

Holdings they share

StockIn SPHDIn SPYDCounted
KIMKimco Realty Corp.2.44%1.45%1.45%
DOCHealthpeak Properties, Inc.3.22%1.43%1.43%
EOGEOG Resources, Inc.1.98%1.43%1.43%
MOAltria Group, Inc.3.43%1.41%1.41%
PFGPrincipal Financial Group, Inc.1.69%1.41%1.41%
OKEONEOK, Inc.2.64%1.37%1.37%
PNWPinnacle West Capital Corp.1.84%1.37%1.37%
DDominion Energy, Inc.2.13%1.34%1.34%
EVRGEvergy, Inc.1.69%1.34%1.34%
KMIKinder Morgan, Inc.1.96%1.34%1.34%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in SPHD

FRANKLIN RESOURCES, INC.2.80%
CAGConagra Brands, Inc.2.31%
CPBCampbell's Co. (The)1.92%
USBU.S. Bancorp1.61%
WILLIAMS COS., INC. (THE)1.60%
EXXON MOBIL CORP.1.54%
DTEDTE Energy Co.1.53%
PAYXPaychex, Inc.1.45%
GPCGenuine Parts Co.1.03%

Only in SPYD

IRMIron Mountain Inc1.61%
FRANKLIN RESOURCES INC1.56%
CVSCVS Health Corp1.52%
HSTHost Hotels & Resorts Inc1.52%
APAAPA Corp1.47%
EIXEdison International1.47%
TGTTarget Corp1.47%
VTRSViatris Inc1.45%
FRTFederal Realty Investment Trust1.44%
SPGSimon Property Group Inc1.44%

Questions people ask

Is SPHD the same as SPYD?

49.5% of their weight sits in the same 40 holdings. SPHD also reports FRANKLIN RESOURCES, INC., CAG, CPB, which the other does not. SPYD also reports IRM, FRANKLIN RESOURCES INC, CVS, which the other does not.

How is the overlap between SPHD and SPYD measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of SPHD and 99% of SPYD, so the number cannot exceed the smaller coverage.

Which holds more, SPYD or SPHD?

SPHD reports 49 stock positions and SPYD reports 78. 15.8% of SPHD's weight sits in names SPYD does not hold, and 49.8% of SPYD's weight in names SPHD does not hold. The ten largest positions are 29.1% of SPHD and 15.0% of SPYD.

How do SPHD and SPYD differ by sector?

The widest gap is Consumer Defensive: SPHD has 9.7 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.