ETF comparison
FDVV vs SDY
Both Dividend.
Fidelity High Dividend ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
23 positions appear in both funds. Buying equal dollars of FDVV and SDY would leave roughly 17.8% 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
FDVV is 20 bps cheaper than SDY. On a $100,000 position that's about $200/yr more in fees for SDY.
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 SDY.
Top shared holdings
23 shared in total| # | Holding | In FDVV | In SDY | Overlap |
|---|---|---|---|---|
| 1 | PEPSICO INC | 1.37% | 1.33% | 1.33% |
| 2 | COCA COLA CO | 1.96% | 1.26% | 1.26% |
| 3 | PROCTER and GAMBLE CO | 1.69% | 1.25% | 1.25% |
| 4 | TEXAS INSTRUMENTS INC. | 1.23% | 1.55% | 1.23% |
| 5 | SOUTHERN COMPANY | 1.13% | 1.33% | 1.13% |
| 6 | EDISON INTERNATIONAL | 1.12% | 1.45% | 1.12% |
| 7 | NEXTERA ENERGY INC | 1.17% | 1.08% | 1.08% |
| 8 | EVERSOURCE ENERGY | 1.02% | 1.35% | 1.02% |
| 9 | NIKE INC | 0.91% | 1.14% | 0.91% |
| 10 | MCDONALDS CORP | 1.36% | 0.89% | 0.89% |
| 11 | REALTY INCOME CORP | 0.85% | 2.14% | 0.85% |
| 12 | IBM CORPORATION | 0.83% | 1.27% | 0.83% |
Only in FDVV
75 total- NVIDIA CORP 6.57%
- APPLE INC 6.18%
- 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%
- ALPHABET INC 1.95%
- PHILIP MORRIS INTERNATIONAL INC 1.80%
- GOLDMAN SACHS GROUP INC (THE) 1.80%
Only in SDY
132 total- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- QUALCOMM Inc 1.57%
- Target Corp 1.55%
- Sysco Corp 1.41%
- WEC Energy Group Inc 1.41%
- Consolidated Edison Inc 1.33%
- Microchip Technology Inc 1.32%
- Archer-Daniels-Midland Co 1.30%
- Medtronic PLC 1.30%
Related comparisons
More comparisons with FDVV
- FDVV vs SCHD · Schwab U.S. Dividend Equity ETF 16.1%
- FDVV vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 15.6%
- FDVV vs RDVY · First Trust Rising Dividend Achievers ETF 15.2%
- FDVV vs FVD · First Trust Value Line Dividend Index Fund 14.9%
- FDVV vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 12.4%
- FDVV vs PEY · Invesco High Yield Equity Dividend Achievers ETF 12.2%
More comparisons with SDY
- SDY vs DON · WisdomTree U.S. MidCap Dividend Fund 16.2%
- SDY vs PEY · Invesco High Yield Equity Dividend Achievers ETF 15.2%
- SDY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 14.7%
- SDY vs VOO · Vanguard S&P 500 ETF 14.1%
- SDY vs SPYM · State Street SPDR Portfolio S&P 500 ETF 14.1%
- SDY vs IVV · iShares Core S&P 500 ETF 14.1%
Percentages are holdings overlap with the named fund.
Open FDVV or SDY 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.