ETF comparison
FDLvsSCHD
Both Dividend.
First Trust Morningstar Dividend Leaders Index Fund · Schwab U.S. Dividend Equity ETF
Holdings overlap
27 positions appear in both funds. Buying equal dollars of FDL and SCHD would leave roughly33.6%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
SCHD is 37 bps cheaper than FDL. On a $100,000 position that's about $370/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 FDL vs SCHD.
Top shared holdings
27 shared in total| # | Holding | In FDL | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 7.43% | 3.83% | 3.83% |
| 2 | VERIZON COMMUNICATIONS INC | 7.17% | 3.65% | 3.65% |
| 3 | PEPSICO INC | 4.84% | 3.44% | 3.44% |
| 4 | ALTRIA GROUP INC | 4.64% | 2.94% | 2.94% |
| 5 | BRISTOL-MYERS SQUIBB COMPANY | 3.43% | 2.93% | 2.93% |
| 6 | COMCAST CORP | 3.13% | 2.25% | 2.25% |
| 7 | BLACKSTONE INC | 2.31% | 2.20% | 2.20% |
| 8 | UNITED PARCEL SERVICE INC | 3.15% | 1.98% | 1.98% |
| 9 | ACCENTURE PLC | 1.84% | 2.90% | 1.84% |
| 10 | TARGET CORP | 1.41% | 1.45% | 1.41% |
| 11 | ONEOK INC | 1.69% | 1.33% | 1.33% |
| 12 | KIMBERLY CLARK CORP | 1.23% | 0.81% | 0.81% |
Only in FDL
74 total- PHILIP MORRIS INTERNATIONAL INC6.06%
- PFIZER INC5.91%
- SOUTHERN COMPANY (THE)2.32%
- MEDTRONIC PLC2.28%
- US BANCORP2.27%
- DUKE ENERGY CORP2.21%
- TRUIST FINANCIAL CORP1.70%
- MONDELEZ INTERNATIONAL INC1.57%
- KINDER MORGAN INC1.54%
- DOMINION ENERGY INC1.50%
Only in SCHD
73 total- QUALCOMM Inc6.74%
- Texas Instruments Inc5.90%
- UnitedHealth Group Inc5.09%
- Coca-Cola Co/The3.96%
- Merck & Co Inc3.86%
- Procter & Gamble Co/The3.55%
- ConocoPhillips3.51%
- Amgen Inc3.47%
- Home Depot Inc/The3.36%
- Abbott Laboratories2.96%
Open FDL or SCHD 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.