ETF comparison
FDL vs VO
Dividend vs US Mid Cap.
First Trust Morningstar Dividend Leaders Index Fund · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
28 positions appear in both funds. Buying equal dollars of FDL and VO would leave roughly 8.4% 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
VO is 40 bps cheaper than FDL. On a $100,000 position that's about $400/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 VO.
Top shared holdings
28 shared in total| # | Holding | In FDL | In VO | Overlap |
|---|---|---|---|---|
| 1 | DOMINION ENERGY INC | 1.50% | 0.58% | 0.58% |
| 2 | TARGET CORP | 1.41% | 0.57% | 0.57% |
| 3 | ONEOK INC | 1.69% | 0.53% | 0.53% |
| 4 | EXELON CORP | 1.15% | 0.46% | 0.46% |
| 5 | CONSOLIDATED EDISON INC | 0.89% | 0.39% | 0.39% |
| 6 | PUBLIC SERVICE ENTERPRISE GROUP INC | 0.90% | 0.39% | 0.39% |
| 7 | WEC ENERGY GROUP INC | 0.84% | 0.37% | 0.37% |
| 8 | PRUDENTIAL FINANCIAL INC | 1.31% | 0.36% | 0.36% |
| 9 | KIMBERLY CLARK CORP | 1.23% | 0.35% | 0.35% |
| 10 | HUNTINGTON BANCSHARES INC | 0.84% | 0.35% | 0.35% |
| 11 | PAYCHEX INC | 0.99% | 0.31% | 0.31% |
| 12 | TRUIST FINANCIAL CORP | 1.70% | 0.30% | 0.30% |
Only in FDL
73 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 VO
254 total- Vertiv Holdings Co 1.22%
- Western Digital Corp 1.06%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Howmet Aerospace Inc 1.04%
- Cummins Inc 0.95%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Constellation Energy Corp 0.78%
- Robinhood Markets Inc 0.77%
Related comparisons
More comparisons with FDL
More comparisons with VO
- VO vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 8.4%
- VO vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 8.3%
- VO vs ONEQ · Fidelity Nasdaq Composite Index ETF 8.2%
- VO vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 8.2%
- VO vs IWX · iShares Russell Top 200 Value ETF 8.0%
- VO vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 7.5%
Percentages are holdings overlap with the named fund.
Open FDL or VO 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.