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

FDL and HDV share 36.6% of their weight across 31 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.

FDL and HDV

36.6%

31 shared positions

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

HDV

iShares Core High Dividend ETF

Reported positions cover 100% of the fund, 75 positions · Apr 30, 2026

Top 10: 50.1%·Holdings of HDV

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

HDV vs FDL side by side

FDLFirst Trust Morningstar Dividend Leaders Index Fund

99

stock positions reported to the SEC

51.6% of its weight is in 68 names HDV does not hold

HDViShares Core High Dividend ETF

75

stock positions reported to the SEC

63.0% of its weight is in 44 names FDL does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Utilities
17.6%
11.6%
Healthcare
12.5%
16.6%
Consumer Cyclical
16.4%
14.1%
Consumer Defensive
0.0%
16.1%
Communication Services
11.0%
0.0%
Financial Services
11.0%
0.0%

The widest gap is Consumer Defensive: HDV has 16.1 points more of it.

The figures side by side

FDLHDV
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported9975
Weight of the ten largest48.1%50.1%
Largest positionCVX 7.4%EXXON MOBIL CORP 8.4%
Held alone68 positions, 51.6%44 positions, 63.0%
Covered by stock positions100%100%

Holdings they share

StockIn FDLIn HDVCounted
CVXCHEVRON CORP7.43%6.42%6.42%
PMPHILIP MORRIS INTERNATIONAL INC6.06%4.17%4.17%
MOALTRIA GROUP INC4.64%3.70%3.70%
PEPPEPSICO INC4.84%3.66%3.66%
BXBLACKSTONE INC2.31%2.42%2.31%
US BANCORP2.27%1.68%1.68%
ACNACCENTURE PLC1.84%1.64%1.64%
DUKDUKE ENERGY CORP2.21%1.57%1.57%
MDTMEDTRONIC PLC2.28%1.55%1.55%
SOSOUTHERN COMPANY (THE)2.32%1.55%1.55%

What each holds alone

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

Only in FDL

VZVERIZON COMMUNICATIONS INC7.17%
PFEPFIZER INC5.91%
BMYBRISTOL-MYERS SQUIBB COMPANY3.43%
UPSUNITED PARCEL SERVICE INC3.15%
CMCSACOMCAST CORP3.13%
TFCTRUIST FINANCIAL CORP1.70%
OKEONEOK INC1.69%
DDOMINION ENERGY INC1.50%
TGTTARGET CORP1.41%
PRUPRUDENTIAL FINANCIAL INC1.31%

Only in HDV

EXXON MOBIL CORP8.42%
JNJJOHNSON & JOHNSON5.68%
ABBVABBVIE INC5.44%
PGPROCTER & GAMBLE COMPANY (THE)4.46%
HDHOME DEPOT INC (THE)4.07%
KOCOCA-COLA COMPANY (THE)3.86%
PGRPROGRESSIVE CORP (THE)3.79%
MRKMERCK & COMPANY INC3.77%
TXNTEXAS INSTRUMENTS INC3.54%
QCOMQUALCOMM INC2.37%

Questions people ask

Is FDL the same as HDV?

36.6% of their weight sits in the same 31 holdings. FDL also reports VZ, PFE, BMY, which the other does not. HDV also reports EXXON MOBIL CORP, JNJ, ABBV, which the other does not.

How is the overlap between FDL and HDV 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 FDL and 100% of HDV, so the number cannot exceed the smaller coverage.

Which holds more, HDV or FDL?

FDL reports 99 stock positions and HDV reports 75. 51.6% of FDL's weight sits in names HDV does not hold, and 63.0% of HDV's weight in names FDL does not hold. The ten largest positions are 48.1% of FDL and 50.1% of HDV.

How do FDL and HDV differ by sector?

The widest gap is Consumer Defensive: HDV has 16.1 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.