ETF comparison
FDLvsSPYD
Both Dividend.
First Trust Morningstar Dividend Leaders Index Fund · State Street SPDR Portfolio S&P 500 High Dividend ETF
Holdings overlap
41 positions appear in both funds. Buying equal dollars of FDL and SPYD would leave roughly35.3%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
SPYD is 36 bps cheaper than FDL. On a $100,000 position that's about $360/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 SPYD.
Top shared holdings
41 shared in total| # | Holding | In FDL | In SPYD | Overlap |
|---|---|---|---|---|
| 1 | ALTRIA GROUP INC | 4.64% | 1.41% | 1.41% |
| 2 | TARGET CORP | 1.41% | 1.47% | 1.41% |
| 3 | ONEOK INC | 1.69% | 1.37% | 1.37% |
| 4 | DOMINION ENERGY INC | 1.50% | 1.34% | 1.34% |
| 5 | KINDER MORGAN INC | 1.54% | 1.34% | 1.34% |
| 6 | US BANCORP | 2.27% | 1.30% | 1.30% |
| 7 | VERIZON COMMUNICATIONS INC | 7.17% | 1.29% | 1.29% |
| 8 | DUKE ENERGY CORP | 2.21% | 1.27% | 1.27% |
| 9 | BRISTOL-MYERS SQUIBB COMPANY | 3.43% | 1.26% | 1.26% |
| 10 | KIMBERLY CLARK CORP | 1.23% | 1.31% | 1.23% |
| 11 | TRUIST FINANCIAL CORP | 1.70% | 1.19% | 1.19% |
| 12 | CHEVRON CORP | 7.43% | 1.19% | 1.19% |
Only in FDL
60 total- PHILIP MORRIS INTERNATIONAL INC6.06%
- SOUTHERN COMPANY (THE)2.32%
- BLACKSTONE INC2.31%
- MEDTRONIC PLC2.28%
- ACCENTURE PLC1.84%
- MONDELEZ INTERNATIONAL INC1.57%
- NIKE INC1.17%
- PAYCHEX INC0.99%
- PUBLIC SERVICE ENTERPRISE GROUP INC0.90%
- CONSOLIDATED EDISON INC0.89%
Only in SPYD
38 total- Iron Mountain Inc1.61%
- CVS Health Corp1.52%
- Host Hotels & Resorts Inc1.52%
- APA Corp1.47%
- Viatris Inc1.45%
- Kimco Realty Corp1.45%
- Simon Property Group Inc1.44%
- Federal Realty Investment Trust1.44%
- EOG Resources Inc1.43%
- Healthpeak Properties Inc1.43%
Open FDL or SPYD 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.