ETF comparison
DVYvsFDL
Both Dividend.
iShares Select Dividend ETF · First Trust Morningstar Dividend Leaders Index Fund
Holdings overlap
54 positions appear in both funds. Buying equal dollars of DVY and FDL would leave roughly37.9%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
DVY is 5 bps cheaper than FDL. On a $100,000 position that's about $50/yr more in fees for FDL.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with DVY vs FDL.
Top shared holdings
54 shared in total| # | Holding | In DVY | In FDL | Overlap |
|---|---|---|---|---|
| 1 | ALTRIA GROUP INC | 2.29% | 4.64% | 2.29% |
| 2 | PFIZER INC | 2.22% | 5.91% | 2.22% |
| 3 | VERIZON COMMUNICATIONS INC | 1.85% | 7.17% | 1.85% |
| 4 | ONEOK INC | 1.83% | 1.69% | 1.69% |
| 5 | TRUIST FINANCIAL CORP | 1.43% | 1.70% | 1.43% |
| 6 | DOMINION ENERGY INC | 1.43% | 1.50% | 1.43% |
| 7 | TARGET CORP | 1.45% | 1.41% | 1.41% |
| 8 | CHEVRON CORP | 1.38% | 7.43% | 1.38% |
| 9 | PRUDENTIAL FINANCIAL INC | 1.84% | 1.31% | 1.31% |
| 10 | US BANCORP | 1.27% | 2.27% | 1.27% |
| 11 | KIMBERLY CLARK CORP | 1.51% | 1.23% | 1.23% |
| 12 | MONDELEZ INTERNATIONAL INC | 1.22% | 1.57% | 1.22% |
Only in DVY
46 total- LYONDELLBASELL INDUSTRIES NV1.53%
- FORD MOTOR CO1.38%
- EOG RESOURCES INC1.25%
- PRINCIPAL FINANCIAL GROUP INC1.24%
- CVS HEALTH CORP1.23%
- AT&T INC1.23%
- APA CORP1.17%
- ARCHER DANIELS MIDLAND COMPANY1.17%
- WATSCO INC1.09%
- METLIFE INC1.08%
Only in FDL
47 total- PEPSICO INC4.84%
- BRISTOL-MYERS SQUIBB COMPANY3.43%
- UNITED PARCEL SERVICE INC3.15%
- SOUTHERN COMPANY (THE)2.32%
- BLACKSTONE INC2.31%
- MEDTRONIC PLC2.28%
- DUKE ENERGY CORP2.21%
- ACCENTURE PLC1.84%
- KINDER MORGAN INC1.54%
- NIKE INC1.17%
Open DVY or FDL at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.