ETF comparison

FVDvsIGRO

Both Dividend.

First Trust Value Line Dividend Index Fund · iShares International Dividend Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.8%

8 positions appear in both funds. Buying equal dollars of FVD and IGRO would leave roughly2.8%of each dollar exposed to the same underlying securities.

FVD only 97.1%Shared 2.8%IGRO only 96.5%
In FVD only
243 positions
Shared
8 positions
In IGRO only
542 positions

Side by side

FVD

First Trust Value Line Dividend Index Fund

First Trust · Dividend

69composite / 100
Expense ratio
0.62%
Net assets
$8.18B
TTM yield
2.28%
Top-10 conc.
4.3%
IGRO

iShares International Dividend Growth ETF

iShares · Dividend

76composite / 100
Expense ratio
0.15%
Net assets
$1.30B
TTM yield
2.66%
Top-10 conc.
27.5%

Sub-score comparison

38
Cost
85
76
Tax efficiency
75
96
Liquidity
62
100
Concentration
75
Tracking quality
FVDsub-scoreIGRO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IGRO is 47 bps cheaper than FVD. On a $100,000 position that's about $470/yr more in fees for FVD.

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 FVD vs IGRO.

Top shared holdings

8 shared in total
#HoldingIn FVDIn IGROOverlap
1CANADIAN NATIONAL RAILWAY COMPANY0.41%0.60%0.41%
2FORTIS INC0.40%0.41%0.40%
3ROYAL BANK OF CANADA0.40%2.90%0.40%
4TORONTO DOMINION BANK (THE)0.40%2.33%0.40%
5SUN LIFE FINANCIAL INC0.39%0.67%0.39%
6CANADIAN IMPERIAL BANK OF COMMERCE0.39%1.22%0.39%
7MANULIFE FINANCIAL CORP0.39%1.00%0.39%
8STANTEC INC0.39%0.03%0.03%

Only in FVD

243 total
  • REYNOLDS CONSUMER PRODUCTS INC0.44%
  • RLI CORP0.44%
  • SONOCO PRODUCTS COMPANY0.44%
  • JACK HENRY & ASSOCIATES INC0.44%
  • INTERNATIONAL BUSINESS MACHINES CORP0.43%
  • MERCK & COMPANY INC0.43%
  • BROWN & BROWN INC0.43%
  • LABCORP HOLDINGS INC0.43%
  • COMCAST CORP0.43%
  • JOHNSON & JOHNSON0.43%

Only in IGRO

542 total
  • Taiwan Semiconductor Manufacturing Company Limited3.18%
  • Nestle S.A.3.08%
  • Novartis AG3.06%
  • BRITISH AMERICAN TOBACCO P.L.C.2.98%
  • Roche Holding AG2.81%
  • NOVO NORDISK A/S2.81%
  • SANOFI SA2.18%
  • Iberdrola, S.A.2.18%
  • TOYOTA MOTOR CORPORATION2.18%
  • Mitsubishi UFJ Financial Group, Inc.2.06%

Open FVD or IGRO 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.