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

FENY and HDV share 20.9% of their weight across 10 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.

FENY and HDV

20.9%

10 shared positions

FENY

Fidelity MSCI Energy Index ETF

Reported positions cover 100% of the fund, 98 positions · Apr 30, 2026

Top 10: 63.0%·Holdings of FENY

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 FENY 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 FENY side by side

FENYFidelity MSCI Energy Index ETF

98

stock positions reported to the SEC

46.9% of its weight is in 88 names HDV does not hold

HDViShares Core High Dividend ETF

75

stock positions reported to the SEC

78.8% of its weight is in 65 names FENY does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Energy
56.4%
10.9%
Healthcare
0.0%
16.6%
Consumer Defensive
0.0%
16.1%
Consumer Cyclical
0.0%
14.1%
Utilities
8.8%
11.6%
Technology
5.0%
0.0%

The widest gap is Energy: FENY has 45.5 points more of it.

The figures side by side

FENYHDV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported9875
Weight of the ten largest63.0%50.1%
Largest positionEXXON MOBIL CORP 21.0%EXXON MOBIL CORP 8.4%
Held alone88 positions, 46.9%65 positions, 78.8%
Covered by stock positions100%100%

Holdings they share

StockIn FENYIn HDVCounted
EXXON MOBIL CORP21.03%8.42%8.42%
CVXChevron Corp14.48%6.42%6.42%
COPConocoPhillips6.09%2.13%2.13%
EOGEOG Resources Inc2.97%1.14%1.14%
KMIKinder Morgan Inc2.57%1.09%1.09%
SLBSLB Ltd3.31%1.01%1.01%
COTERRA ENERGY INC1.09%0.37%0.37%
DTMDT Midstream Inc0.62%0.16%0.16%
AMAntero Midstream Corp0.33%0.13%0.13%
MGYMagnolia Oil & Gas Corp0.24%0.06%0.06%

What each holds alone

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

Only in FENY

WILLIAMS COS INC/THE3.62%
VLOValero Energy Corp3.05%
MPCMarathon Petroleum Corp2.94%
PSXPhillips 662.82%
BKRBaker Hughes Co2.68%
LNGCheniere Energy Inc2.36%
OKEONEOK Inc2.27%
TRGPTarga Resources Corp2.19%
OXYOccidental Petroleum Corp1.77%
FANGDiamondback Energy Inc1.52%

Only in HDV

JNJJOHNSON & JOHNSON5.68%
ABBVABBVIE INC5.44%
PGPROCTER & GAMBLE COMPANY (THE)4.46%
PMPHILIP MORRIS INTERNATIONAL INC4.17%
HDHOME DEPOT INC (THE)4.07%
KOCOCA-COLA COMPANY (THE)3.86%
PGRPROGRESSIVE CORP (THE)3.79%
MRKMERCK & COMPANY INC3.77%
MOALTRIA GROUP INC3.70%
PEPPEPSICO INC3.66%

Questions people ask

Is FENY the same as HDV?

20.9% of their weight sits in the same 10 holdings. FENY also reports WILLIAMS COS INC/THE, VLO, MPC, which the other does not. HDV also reports JNJ, ABBV, PG, which the other does not.

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

Which holds more, HDV or FENY?

FENY reports 98 stock positions and HDV reports 75. 46.9% of FENY's weight sits in names HDV does not hold, and 78.8% of HDV's weight in names FENY does not hold. The ten largest positions are 63.0% of FENY and 50.1% of HDV.

How do FENY and HDV differ by sector?

The widest gap is Energy: FENY has 45.5 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.

Other pairs with these funds

FENY against other funds in the table

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.