IBIT vs SPHD
iShares Bitcoin Trust vs Invesco S&P 500 High Dividend Low Volatility ETF
IBIT$35.76
iShares Bitcoin Trust
Spot Bitcoin ETF from BlackRock.
Expense: 0.25%Yield: 0.00%
SPHD$51.60
Invesco S&P 500 High Dividend Low Volatility ETF
High-yield, low-volatility S&P 500 stocks.
Expense: 0.30%Yield: 4.58%
Quick take
- • IBIT has the lower expense ratio at 0.25% vs 0.30% for SPHD.
- • SPHD pays a higher dividend yield (4.58%).
Side-by-side metrics
| Metric | IBIT | SPHD |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.25% | 0.30% |
Dividend yield Trailing 12-month yield. | 0.00% | 4.58% |
AUM Assets under management — bigger funds are typically more liquid. | $43.23B | $3.31B |
YTD return | -29.04% | 10.15% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 0.00 | 0.47 |
P/E ratio | — | 17.55 |
Last price | $35.76 | $51.60 |
Inception | — | — |
Issuer | iShares | Invesco |
IBIT top holdings
Holdings data unavailable for IBIT.
SPHD top holdings
Top holdings · SPHD
| DOC | Healthpeak Properties Inc | 3.68% |
| MO | Altria Group Inc | 3.62% |
| VZ | Verizon Communications Inc | 3.14% |
| BEN | Franklin Resources Inc | 3.07% |
| KHC | The Kraft Heinz Co | 3.03% |
| OKE | ONEOK Inc | 2.80% |
| PFE | Pfizer Inc | 2.79% |
| AMCR | Amcor PLC Ordinary Shares | 2.73% |
| KIM | Kimco Realty Corp | 2.63% |
| VICI | VICI Properties Inc Ordinary Shares | 2.55% |
Sector breakdown · SPHD
Real Estate22.1%
Consumer Cyclical4.0%
Consumer Defensive14.9%
Technology1.6%
Communication Services8.0%
Financial Services17.7%
Utilities14.8%
Industrials0.0%
Energy12.0%
Healthcare5.0%
About IBIT
IBIT (iShares Bitcoin Trust) is Spot Bitcoin ETF from BlackRock. Managed by iShares, the fund carries $43.2B in assets under management, an expense ratio of 0.25%.
About SPHD
SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) is High-yield, low-volatility S&P 500 stocks. Managed by Invesco, the fund carries $3.3B in assets under management, an expense ratio of 0.30%, a dividend yield of 4.58%. Its largest holding is Healthpeak Properties Inc (DOC), which represents 3.7% of the portfolio. Real Estate is the fund's largest sector exposure at 22.1%.