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

FDL and IYZ share 10.3% of their weight across 2 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 IYZ

10.3%

2 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

IYZ

iShares U.S. Telecommunications ETF

Reported positions cover 100% of the fund, 22 positions · Jun 30, 2026

Top 10: 69.5%·Holdings of IYZ

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

IYZ vs FDL side by side

FDLFirst Trust Morningstar Dividend Leaders Index Fund

99

stock positions reported to the SEC

89.4% of its weight is in 97 names IYZ does not hold

IYZiShares U.S. Telecommunications ETF

22

stock positions reported to the SEC

85.1% of its weight is in 20 names FDL does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
0.0%
54.2%
Communication Services
11.0%
43.1%
Utilities
17.6%
0.0%
Consumer Cyclical
16.4%
0.0%
Healthcare
12.5%
0.0%
Financial Services
11.0%
0.0%

The widest gap is Technology: IYZ has 54.2 points more of it.

The figures side by side

FDLIYZ
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported9922
Weight of the ten largest48.1%69.5%
Largest positionCVX 7.4%CSCO 22.6%
Held alone97 positions, 89.4%20 positions, 85.1%
Covered by stock positions100%100%

Holdings they share

StockIn FDLIn IYZCounted
VZVERIZON COMMUNICATIONS INC7.17%10.97%7.17%
CMCSACOMCAST CORP3.13%3.79%3.13%

What each holds alone

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

Only in FDL

CVXCHEVRON CORP7.43%
PMPHILIP MORRIS INTERNATIONAL INC6.06%
PFEPFIZER INC5.91%
PEPPEPSICO INC4.84%
MOALTRIA GROUP INC4.64%
BMYBRISTOL-MYERS SQUIBB COMPANY3.43%
UPSUNITED PARCEL SERVICE INC3.15%
SOSOUTHERN COMPANY (THE)2.32%
BXBLACKSTONE INC2.31%
MDTMEDTRONIC PLC2.28%

Only in IYZ

CSCOCISCO SYSTEMS, INC.22.59%
ANETARISTA NETWORKS, INC.11.01%
TAT&T INC.4.16%
CIENCIENA CORPORATION3.63%
MSIMOTOROLA SOLUTIONS, INC.3.42%
SPCXSPACE EXPLORATION TECHNOLOGIES CORP.3.38%
TMUST-MOBILE US, INC.3.34%
LITELUMENTUM HOLDINGS INC.3.19%
IRDMIRIDIUM COMMUNICATIONS INC.2.95%
ASTSAST SPACEMOBILE, INC.2.78%

Questions people ask

Is FDL the same as IYZ?

10.3% of their weight sits in the same 2 holdings. FDL also reports CVX, PM, PFE, which the other does not. IYZ also reports CSCO, ANET, T, which the other does not.

How is the overlap between FDL and IYZ 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 IYZ, so the number cannot exceed the smaller coverage.

Which holds more, IYZ or FDL?

FDL reports 99 stock positions and IYZ reports 22. 89.4% of FDL's weight sits in names IYZ does not hold, and 85.1% of IYZ's weight in names FDL does not hold. The ten largest positions are 48.1% of FDL and 69.5% of IYZ.

How do FDL and IYZ differ by sector?

The widest gap is Technology: IYZ has 54.2 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.