ETF comparison
FDVV vs IJH
Dividend vs US Mid Cap.
Holdings overlap
8 positions appear in both funds. Buying equal dollars of FDVV and IJH would leave roughly 1.7% 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
IJH is 10 bps cheaper than FDVV. On a $100,000 position that's about $100/yr more in fees for FDVV.
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 FDVV vs IJH.
Top shared holdings
8 shared in total| # | Holding | In FDVV | In IJH | Overlap |
|---|---|---|---|---|
| 1 | ANNALY CAPITAL MANAGEMENT INC | 1.21% | 0.45% | 0.45% |
| 2 | OMEGA HEALTHCARE INVESTORS INC | 0.90% | 0.39% | 0.39% |
| 3 | GAMING AND LEISURE PROPERTIES INC | 0.75% | 0.35% | 0.35% |
| 4 | OLD REPUBLIC INTL CORP | 1.29% | 0.25% | 0.25% |
| 5 | VAIL RESORTS INC | 1.42% | 0.13% | 0.13% |
| 6 | WHIRLPOOL CORP | 0.55% | 0.07% | 0.07% |
| 7 | NEW YORK TIMES CO | 0.03% | 0.31% | 0.03% |
| 8 | NEXSTAR MEDIA GROUP INC | 0.03% | 0.14% | 0.03% |
Only in FDVV
90 total- NVIDIA CORP 6.57%
- APPLE INC 6.18%
- MICROSOFT CORP 4.89%
- BROADCOM INC 3.11%
- JPMORGAN CHASE and CO 2.76%
- DELL TECHNOLOGIES INC 2.66%
- Fidelity Revere Street Trust 2.22%
- BANK OF AMERICA CORPORATION 1.96%
- COCA COLA CO 1.96%
- ALPHABET INC 1.95%
Only in IJH
392 total- TWILIO INC 0.86%
- CARPENTER TECHNOLOGY CORP 0.84%
- MKS INC 0.83%
- CURTISS-WRIGHT CORP 0.77%
- NVENT ELECTRIC PLC 0.75%
- ENTEGRIS INC 0.75%
- ATI INC 0.74%
- ILLUMINA INC 0.73%
- TECHNIPFMC PLC 0.73%
- STERLING INFRASTRUCTURE INC 0.71%
Related comparisons
More comparisons with FDVV
- FDVV vs VB · Vanguard Morningstar Small-Cap ETF 1.6%
- FDVV vs VYMI · Vanguard International High Dividend Yield Index Fund ETF Shares 0.7%
- FDVV vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- FDVV vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- FDVV vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- FDVV vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
More comparisons with IJH
- IJH vs DFLV · Dimensional US Large Cap Value ETF 1.7%
- IJH vs VLUE · iShares MSCI USA Value Factor ETF 1.7%
- IJH vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6%
- IJH vs MOAT · VanEck Morningstar Wide Moat ETF 1.4%
- IJH vs CGUS · Capital Group Core Equity ETF 1.4%
- IJH vs SCHG · Schwab U.S. Large-Cap Growth ETF 1.4%
Percentages are holdings overlap with the named fund.
Open FDVV or IJH 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.