ETF comparison
FDL vs IWF
Dividend vs US Large Cap Growth.
First Trust Morningstar Dividend Leaders Index Fund · iShares Russell 1000 Growth ETF
Holdings overlap
7 positions appear in both funds. Buying equal dollars of FDL and IWF would leave roughly 0.4% 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
IWF is 25 bps cheaper than FDL. On a $100,000 position that's about $250/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 IWF.
Top shared holdings
7 shared in total| # | Holding | In FDL | In IWF | Overlap |
|---|---|---|---|---|
| 1 | BLACKSTONE INC | 2.31% | 0.21% | 0.21% |
| 2 | ARES MANAGEMENT CORP | 0.64% | 0.06% | 0.06% |
| 3 | PEPSICO INC | 4.84% | 0.06% | 0.06% |
| 4 | KIMBERLY CLARK CORP | 1.23% | 0.03% | 0.03% |
| 5 | TRAVEL PLUS LEISURE COMPANY | 0.10% | 0.00% | 0.00% |
| 6 | H & R BLOCK INC | 0.14% | 0.00% | 0.00% |
| 7 | LAZARD INC | 0.12% | 0.00% | 0.00% |
Only in FDL
94 total- CHEVRON CORP 7.43%
- VERIZON COMMUNICATIONS INC 7.17%
- PHILIP MORRIS INTERNATIONAL INC 6.06%
- PFIZER INC 5.91%
- 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%
- MEDTRONIC PLC 2.28%
Only in IWF
361 total- NVIDIA CORPORATION 13.83%
- APPLE INC. 6.72%
- ALPHABET INC. 6.17%
- BROADCOM INC. 5.21%
- ALPHABET INC. 4.98%
- MICROSOFT CORPORATION 4.11%
- MICRON TECHNOLOGY, INC. 3.86%
- TESLA, INC. 3.64%
- META PLATFORMS, INC. 3.00%
- ELI LILLY AND COMPANY 2.84%
Related comparisons
More comparisons with FDL
- FDL vs VUG · Vanguard Morningstar Growth ETF 0.2%
- FDL vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- FDL vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- FDL vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
- FDL vs IDV · iShares International Select Dividend ETF 0.0%
- FDL vs IGRO · iShares International Dividend Growth ETF 0.0%
More comparisons with IWF
- IWF vs CALF · Pacer US Small Cap Cash Cows 100 ETF 0.3%
- IWF vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 0.2%
- IWF vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.2%
- IWF vs VYMI · Vanguard International High Dividend Yield Index Fund ETF Shares 0.2%
- IWF vs IJR · iShares Core S&P Small-Cap ETF 0.1%
- IWF vs IJT · iShares S&P Small-Cap 600 Growth ETF 0.1%
Percentages are holdings overlap with the named fund.
Open FDL or IWF 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.