ETF comparison
DVY vs PEY
Both Dividend.
iShares Select Dividend ETF · Invesco High Yield Equity Dividend Achievers ETF
Holdings overlap
23 positions appear in both funds. Buying equal dollars of DVY and PEY would leave roughly 29.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DVY is 30 bps cheaper than PEY. On a $100,000 position that's about $300/yr more in fees for PEY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DVY vs PEY.
Top shared holdings
23 shared in total| # | Holding | In DVY | In PEY | Overlap |
|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 2.21% | 2.52% | 2.21% |
| 2 | ALTRIA GROUP INC | 2.09% | 2.25% | 2.09% |
| 3 | PFIZER INC | 2.00% | 2.39% | 2.00% |
| 4 | T. ROWE PRICE GROUP INC | 2.13% | 1.99% | 1.99% |
| 5 | VERIZON COMMUNICATIONS INC | 1.74% | 2.15% | 1.74% |
| 6 | HP INC | 2.04% | 1.67% | 1.67% |
| 7 | KIMBERLY CLARK CORP | 1.62% | 2.21% | 1.62% |
| 8 | EDISON INTERNATIONAL | 1.56% | 1.94% | 1.56% |
| 9 | TARGET CORP | 1.56% | 1.55% | 1.55% |
| 10 | US BANCORP | 1.37% | 1.64% | 1.37% |
| 11 | CHEVRON CORP | 1.36% | 1.57% | 1.36% |
| 12 | BEST BUY CO INC | 1.35% | 2.06% | 1.35% |
Only in DVY
76 total- ONEOK INC 1.74%
- FORD MOTOR CO 1.62%
- CVS HEALTH CORP 1.49%
- GENERAL MILLS INC 1.48%
- DOMINION ENERGY INC 1.48%
- TRUIST FINANCIAL CORP 1.40%
- PRINCIPAL FINANCIAL GROUP INC 1.35%
- KEYCORP 1.34%
- REGIONS FINANCIAL CORP 1.31%
- GENUINE PARTS COMPANY 1.29%
Only in PEY
27 total- Robert Half Inc. 3.91%
- Insperity, Inc. 3.89%
- Flowers Foods, Inc. 3.44%
- Perrigo Co. PLC 3.42%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- United Parcel Service, Inc. 2.28%
- Clorox Co. (The) 2.22%
- Peoples Bancorp Inc. 2.16%
- Paychex, Inc. 2.09%
Related comparisons
More comparisons with DVY
- DVY vs SCHD · Schwab U.S. Dividend Equity ETF 22.8%
- DVY vs SDY · State Street SPDR S&P Dividend ETF 22.3%
- DVY vs HDV · iShares Core High Dividend ETF 21.1%
- DVY vs FDVV · Fidelity High Dividend ETF 20.9%
- DVY vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 20.6%
- DVY vs DLN · WisdomTree U.S. LargeCap Dividend Fund 19.5%
More comparisons with PEY
- PEY vs FDL · First Trust Morningstar Dividend Leaders Index Fund 28.1%
- PEY vs SCHD · Schwab U.S. Dividend Equity ETF 16.4%
- PEY vs SDY · State Street SPDR S&P Dividend ETF 15.2%
- PEY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.1%
- PEY vs HDV · iShares Core High Dividend ETF 12.5%
- PEY vs FDVV · Fidelity High Dividend ETF 12.2%
Percentages are holdings overlap with the named fund.
Open DVY or PEY 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 methodology and 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.