SDVY vs VBR overlap - what they share and where they differ

SDVY and VBR share 15.1% of their weight across 95 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.

SDVY and VBR

15.1%

95 shared positions

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

Reported positions cover 100% of the fund, 173 positions · Jun 30, 2026

Top 10: 11.1%·Holdings of SDVY

VBR

VANGUARD SMALL-CAP VALUE INDEX FUND

Reported positions cover 100% of the fund, 817 positions · Jun 30, 2026

Top 10: 5.9%·Holdings of VBR

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

VBR vs SDVY side by side

SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF

173

stock positions reported to the SEC

44.5% of its weight is in 78 names VBR does not hold

VBRVANGUARD SMALL-CAP VALUE INDEX FUND

817

stock positions reported to the SEC

84.3% of its weight is in 722 names SDVY does not hold

Where each fund's weight sits

SDVY
VBR
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
31.6%
15.5%
Technology
18.4%
13.1%
Consumer Cyclical
9.8%
12.2%
Industrials
11.8%
0.0%
Real Estate
0.0%
10.7%
Basic Materials
10.0%
0.0%

The widest gap is Financial Services: SDVY has 16.1 points more of it.

The figures side by side

SDVYVBR
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported173817
Weight of the ten largest11.1%5.9%
Largest positionENS 1.3%JBL 0.9%
Held alone78 positions, 44.5%722 positions, 84.3%
Covered by stock positions100%100%

Holdings they share

StockIn SDVYIn VBRCounted
WSMWILLIAMS SONOMA INC0.98%0.59%0.59%
SNXTD SYNNEX CORP0.58%0.41%0.41%
EMEEMCOR GROUP INC0.98%0.40%0.40%
EWBCEAST WEST BANCORP INC0.95%0.38%0.38%
FCNCAFIRST CITIZENS BANCSHARES INC0.45%0.33%0.33%
TOLTOLL BROTHERS INC0.94%0.33%0.33%
EGEVEREST GROUP LTD0.46%0.30%0.30%
RGAREINSURANCE GROUP OF AMERICA INC0.87%0.30%0.30%
AIZASSURANT INC0.95%0.29%0.29%
MLIMUELLER INDUSTRIES INC0.89%0.29%0.29%

What each holds alone

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

Only in SDVY

FIXCOMFORT SYSTEMS USA INC1.24%
WWDWOODWARD INC1.11%
YOUCLEAR SECURE INC1.06%
IBKRINTERACTIVE BROKERS GROUP INC1.01%
CINFCINCINNATI FINANCIAL CORP0.94%
SNASNAP-ON INC0.92%
SSDSIMPSON MANUFACTURING CO INC0.92%
SYFSYNCHRONY FINANCIAL0.85%
BCPCBALCHEM CORP0.84%
POWLPOWELL INDUSTRIES INC0.84%

Only in VBR

JBLJabil Inc0.87%
NRGNRG Energy Inc0.66%
TPRTapestry Inc0.63%
ATOAtmos Energy Corp0.62%
MRNAModerna Inc0.54%
SWSmurfit Westrock PLC0.52%
FFIVF5 Inc0.50%
USFDUS Foods Holding Corp0.48%
EXEExpand Energy Corp0.47%
JB HUNT TRANSPORT SERVICES INC0.47%

Questions people ask

Is SDVY the same as VBR?

15.1% of their weight sits in the same 95 holdings. SDVY also reports FIX, WWD, YOU, which the other does not. VBR also reports JBL, NRG, TPR, which the other does not.

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

Which holds more, VBR or SDVY?

SDVY reports 173 stock positions and VBR reports 817. 44.5% of SDVY's weight sits in names VBR does not hold, and 84.3% of VBR's weight in names SDVY does not hold. The ten largest positions are 11.1% of SDVY and 5.9% of VBR.

How do SDVY and VBR differ by sector?

The widest gap is Financial Services: SDVY 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.