ETF comparison
FDL vs SPYM
Dividend vs US Large Cap.
First Trust Morningstar Dividend Leaders Index Fund · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
61 positions appear in both funds. Buying equal dollars of FDL and SPYM would leave roughly 5.2% 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
SPYM is 41 bps cheaper than FDL. On a $100,000 position that's about $410/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 SPYM.
Top shared holdings
61 shared in total| # | Holding | In FDL | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 7.43% | 0.48% | 0.48% |
| 2 | PHILIP MORRIS INTERNATIONAL INC | 6.06% | 0.44% | 0.44% |
| 3 | PEPSICO INC | 4.84% | 0.29% | 0.29% |
| 4 | VERIZON COMMUNICATIONS INC | 7.17% | 0.27% | 0.27% |
| 5 | PFIZER INC | 5.91% | 0.21% | 0.21% |
| 6 | ALTRIA GROUP INC | 4.64% | 0.19% | 0.19% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 3.43% | 0.18% | 0.18% |
| 8 | SOUTHERN COMPANY (THE) | 2.32% | 0.17% | 0.17% |
| 9 | MEDTRONIC PLC | 2.28% | 0.16% | 0.16% |
| 10 | DUKE ENERGY CORP | 2.21% | 0.15% | 0.15% |
| 11 | US BANCORP | 2.27% | 0.15% | 0.15% |
| 12 | COMCAST CORP | 3.13% | 0.14% | 0.14% |
Only in FDL
40 total- ONEMAIN HOLDINGS INC 0.35%
- FIDELITY NATIONAL FINANCIAL INC 0.34%
- COLUMBIA BANKING SYSTEM INC 0.28%
- ESSENTIAL UTILITIES INC 0.26%
- OGE ENERGY CORP 0.24%
- EASTMAN CHEMICAL COMPANY 0.22%
- UGI CORP 0.21%
- OLD REPUBLIC INTERNATIONAL CORP 0.20%
- LINCOLN NATIONAL CORP 0.20%
- CAMPBELL'S COMPANY (THE) 0.20%
Only in SPYM
445 total- NVIDIA Corp 7.51%
- Apple Inc 6.59%
- Microsoft Corp 4.29%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Micron Technology Inc 2.02%
- Meta Platforms Inc 1.92%
- Tesla Inc 1.83%
Related comparisons
More comparisons with FDL
- FDL vs IVV · iShares Core S&P 500 ETF 5.1%
- FDL vs SCHB · Schwab U.S. Broad Market ETF 4.9%
- FDL vs VTI · Vanguard Morningstar Total Stock Market ETF 4.9%
- FDL vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 4.9%
- FDL vs SPY · State Street SPDR S&P 500 ETF Trust 4.6%
- FDL vs IJH · iShares Core S&P Mid-Cap ETF 4.2%
More comparisons with SPYM
- SPYM vs VFLO · Victoryshares Free Cash Flow ETF 5.0%
- SPYM vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 4.7%
- SPYM vs IWP · iShares Russell Mid-Cap Growth ETF 4.6%
- SPYM vs AVMV · Avantis U.S. Mid Cap Value ETF 4.5%
- SPYM vs VB · Vanguard Morningstar Small-Cap ETF 3.2%
- SPYM vs SCHM · Schwab U.S. Mid-Cap ETF 2.7%
Percentages are holdings overlap with the named fund.
Open FDL or SPYM 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.