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

HDV and VHT share 16.4% of their weight across 4 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.

HDV and VHT

16.4%

4 shared positions

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

VHT

VANGUARD HEALTH CARE INDEX FUND

Reported positions cover 100% of the fund, 345 positions · May 31, 2026

Top 10: 51.9%·Holdings of VHT

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

VHT vs HDV side by side

HDViShares Core High Dividend ETF

75

stock positions reported to the SEC

83.3% of its weight is in 71 names VHT does not hold

VHTVANGUARD HEALTH CARE INDEX FUND

345

stock positions reported to the SEC

79.1% of its weight is in 341 names HDV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
16.6%
92.4%
Consumer Defensive
16.1%
1.8%
Consumer Cyclical
14.1%
3.1%
Utilities
11.6%
0.0%
Energy
10.9%
0.0%
Basic Materials
0.0%
1.0%

The widest gap is Healthcare: VHT has 75.8 points more of it.

The figures side by side

HDVVHT
Filing dateApr 30, 2026May 31, 2026
Stock positions reported75345
Weight of the ten largest50.1%51.9%
Largest positionEXXON MOBIL CORP 8.4%LLY 14.0%
Held alone71 positions, 83.3%341 positions, 79.1%
Covered by stock positions100%100%

Holdings they share

StockIn HDVIn VHTCounted
JNJJOHNSON & JOHNSON5.68%8.47%5.68%
ABBVABBVIE INC5.44%6.09%5.44%
MRKMERCK & COMPANY INC3.77%4.66%3.77%
MDTMEDTRONIC PLC1.55%1.50%1.50%

What each holds alone

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

Only in HDV

EXXON MOBIL CORP8.42%
CVXCHEVRON CORP6.42%
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%
MOALTRIA GROUP INC3.70%
PEPPEPSICO INC3.66%
TXNTEXAS INSTRUMENTS INC3.54%

Only in VHT

LLYEli Lilly & Co14.04%
UNHUnitedHealth Group Inc5.45%
TMOThermo Fisher Scientific Inc2.93%
AMGNAmgen Inc2.87%
GILDGilead Sciences Inc2.64%
ISRGIntuitive Surgical Inc2.38%
ABTAbbott Laboratories2.35%
PFEPfizer Inc2.35%
BMYBristol-Myers Squibb Co1.84%
DHRDanaher Corp1.84%

Questions people ask

Is HDV the same as VHT?

16.4% of their weight sits in the same 4 holdings. HDV also reports EXXON MOBIL CORP, CVX, PG, which the other does not. VHT also reports LLY, UNH, TMO, which the other does not.

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

Which holds more, VHT or HDV?

HDV reports 75 stock positions and VHT reports 345. 83.3% of HDV's weight sits in names VHT does not hold, and 79.1% of VHT's weight in names HDV does not hold. The ten largest positions are 50.1% of HDV and 51.9% of VHT.

How do HDV and VHT differ by sector?

The widest gap is Healthcare: VHT has 75.8 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

VHT 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.