ETF comparison
FDL vs IJH
Dividend vs US Mid Cap.
First Trust Morningstar Dividend Leaders Index Fund · iShares Core S&P Mid-Cap ETF
Holdings overlap
27 positions appear in both funds. Buying equal dollars of FDL and IJH would leave roughly 4.2% 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
IJH is 38 bps cheaper than FDL. On a $100,000 position that's about $380/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 the cost calculator pre-filled with FDL vs IJH.
Top shared holdings
27 shared in total| # | Holding | In FDL | In IJH | Overlap |
|---|---|---|---|---|
| 1 | FIDELITY NATIONAL FINANCIAL INC | 0.34% | 0.33% | 0.33% |
| 2 | ESSENTIAL UTILITIES INC | 0.26% | 0.30% | 0.26% |
| 3 | COLUMBIA BANKING SYSTEM INC | 0.28% | 0.26% | 0.26% |
| 4 | OGE ENERGY CORP | 0.24% | 0.28% | 0.24% |
| 5 | UGI CORP | 0.21% | 0.20% | 0.20% |
| 6 | OLD REPUBLIC INTERNATIONAL CORP | 0.20% | 0.25% | 0.20% |
| 7 | ANTERO MIDSTREAM CORP | 0.20% | 0.21% | 0.20% |
| 8 | PORTLAND GENERAL ELECTRIC COMPANY | 0.16% | 0.17% | 0.16% |
| 9 | PROSPERITY BANCSHARES INC | 0.15% | 0.20% | 0.15% |
| 10 | SONOCO PRODUCTS COMPANY | 0.15% | 0.15% | 0.15% |
| 11 | CHORD ENERGY CORP | 0.15% | 0.18% | 0.15% |
| 12 | FIRST AMERICAN FINANCIAL CORP | 0.15% | 0.19% | 0.15% |
Only in FDL
74 total- CHEVRON CORP 7.43%
- VERIZON COMMUNICATIONS INC 7.17%
- PHILIP MORRIS INTERNATIONAL INC 6.06%
- PFIZER INC 5.91%
- PEPSICO INC 4.84%
- ALTRIA GROUP INC 4.64%
- BRISTOL-MYERS SQUIBB COMPANY 3.43%
- UNITED PARCEL SERVICE INC 3.15%
- COMCAST CORP 3.13%
- SOUTHERN COMPANY (THE) 2.32%
Only in IJH
373 total- TWILIO INC 0.86%
- CARPENTER TECHNOLOGY CORP 0.84%
- MKS INC 0.83%
- CURTISS-WRIGHT CORP 0.77%
- NVENT ELECTRIC PLC 0.75%
- ENTEGRIS INC 0.75%
- ATI INC 0.74%
- ILLUMINA INC 0.73%
- TECHNIPFMC PLC 0.73%
- STERLING INFRASTRUCTURE INC 0.71%
Related comparisons
More comparisons with FDL
- FDL vs RDVY · First Trust Rising Dividend Achievers ETF 3.2%
- FDL vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 2.9%
- FDL vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 2.9%
- FDL vs QQQ · Invesco QQQ Trust 2.0%
- FDL vs IJR · iShares Core S&P Small-Cap ETF 1.7%
- FDL vs IWM · iShares Russell 2000 ETF 1.5%
More comparisons with IJH
- IJH vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 4.0%
- IJH vs DGRO · iShares Core Dividend Growth ETF 4.0%
- IJH vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
- IJH vs FBCG · Fidelity Blue Chip Growth ETF 3.4%
- IJH vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.1%
- IJH vs SCHX · Schwab U.S. Large-Cap ETF 2.9%
Percentages are holdings overlap with the named fund.
Open FDL or IJH 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.