COWZ vs FDL overlap - what they share and where they differ

COWZ and FDL share 17.4% of their weight across 13 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.

COWZ and FDL

17.4%

13 shared positions

COWZ

Pacer US Cash Cows 100 ETF

Reported positions cover 100% of the fund, 100 positions · Apr 30, 2026

Top 10: 21.1%·Holdings of COWZ

FDL

First Trust Morningstar Dividend Leaders Index Fund

Reported positions cover 100% of the fund, 99 positions · Jun 30, 2026

Top 10: 48.1%·Holdings of FDL

Reported positions cover COWZ 100%, FDL 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FDL vs COWZ side by side

COWZPacer US Cash Cows 100 ETF

100

stock positions reported to the SEC

81.6% of its weight is in 87 names FDL does not hold

FDLFirst Trust Morningstar Dividend Leaders Index Fund

99

stock positions reported to the SEC

65.1% of its weight is in 86 names COWZ does not hold

Where each fund's weight sits

COWZ
FDL
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.3%
0.0%
Utilities
0.0%
17.6%
Consumer Cyclical
16.5%
16.4%
Energy
15.2%
0.0%
Healthcare
15.2%
12.5%
Communication Services
0.0%
11.0%

The widest gap is Technology: COWZ has 22.3 points more of it.

The figures side by side

COWZFDL
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported10099
Weight of the ten largest21.1%48.1%
Largest positionQCOM 2.7%CVX 7.4%
Held alone87 positions, 81.6%86 positions, 65.1%
Covered by stock positions100%100%

Holdings they share

StockIn COWZIn FDLCounted
MOAltria Group Inc2.20%4.64%2.20%
BMYBristol-Myers Squibb Co2.03%3.43%2.03%
PFEPfizer Inc1.99%5.91%1.99%
VZVerizon Communications Inc1.90%7.17%1.90%
CMCSAComcast Corp1.71%3.13%1.71%
ACNAccenture PLC1.68%1.84%1.68%
UPSUnited Parcel Service Inc1.68%3.15%1.68%
TGTTarget Corp1.07%1.41%1.07%
KHCKraft Heinz Co/The1.12%0.91%0.91%
HPQHP Inc1.02%0.61%0.61%

What each holds alone

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

Only in COWZ

QCOMQUALCOMM Inc2.67%
COPConocoPhillips2.17%
CVSCVS Health Corp2.16%
FFord Motor Co2.01%
UBERUber Technologies Inc2.00%
FANGDiamondback Energy Inc1.98%
NEMNewmont Corp1.93%
BKNGBooking Holdings Inc1.87%
TAT&T Inc1.84%
GILDGilead Sciences Inc1.83%

Only in FDL

CVXCHEVRON CORP7.43%
PMPHILIP MORRIS INTERNATIONAL INC6.06%
PEPPEPSICO INC4.84%
SOSOUTHERN COMPANY (THE)2.32%
BXBLACKSTONE INC2.31%
MDTMEDTRONIC PLC2.28%
US BANCORP2.27%
DUKDUKE ENERGY CORP2.21%
TFCTRUIST FINANCIAL CORP1.70%
OKEONEOK INC1.69%

Questions people ask

Is COWZ the same as FDL?

17.4% of their weight sits in the same 13 holdings. COWZ also reports QCOM, COP, CVS, which the other does not. FDL also reports CVX, PM, PEP, which the other does not.

How is the overlap between COWZ and FDL measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of COWZ and 100% of FDL, so the number cannot exceed the smaller coverage.

Which holds more, FDL or COWZ?

COWZ reports 100 stock positions and FDL reports 99. 81.6% of COWZ's weight sits in names FDL does not hold, and 65.1% of FDL's weight in names COWZ does not hold. The ten largest positions are 21.1% of COWZ and 48.1% of FDL.

How do COWZ and FDL differ by sector?

The widest gap is Technology: COWZ has 22.3 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.