ETF comparison
HDV vs SDY
Both Dividend.
iShares Core High Dividend ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
26 positions appear in both funds. Buying equal dollars of HDV and SDY would leave roughly 19.9% 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
HDV is 27 bps cheaper than SDY. On a $100,000 position that's about $270/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 HDV vs SDY.
Top shared holdings
26 shared in total| # | Holding | In HDV | In SDY | Overlap |
|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC | 5.51% | 2.14% | 2.14% |
| 2 | ABBVIE INC | 6.16% | 1.62% | 1.62% |
| 3 | PEPSICO INC | 3.46% | 1.33% | 1.33% |
| 4 | SOUTHERN COMPANY (THE) | 1.59% | 1.33% | 1.33% |
| 5 | MEDTRONIC PLC | 1.73% | 1.30% | 1.30% |
| 6 | CHEVRON CORP | 6.13% | 1.27% | 1.27% |
| 7 | COCA-COLA COMPANY (THE) | 4.09% | 1.26% | 1.26% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 4.52% | 1.25% | 1.25% |
| 9 | ABBOTT LABORATORIES | 2.29% | 1.00% | 1.00% |
| 10 | ILLINOIS TOOL WORKS INC | 0.95% | 1.03% | 0.95% |
| 11 | MCDONALD'S CORP | 2.31% | 0.89% | 0.89% |
| 12 | KIMBERLY CLARK CORP | 0.85% | 1.75% | 0.85% |
Only in HDV
49 total- EXXONMOBIL HOLDINGS CORP 7.88%
- HOME DEPOT INC (THE) 4.45%
- PHILIP MORRIS INTERNATIONAL INC 4.44%
- PFIZER INC 4.27%
- MERCK & COMPANY INC 3.99%
- ALTRIA GROUP INC 3.06%
- AMGEN INC 2.71%
- BRISTOL-MYERS SQUIBB COMPANY 2.70%
- CONOCOPHILLIPS 1.86%
- BLACKSTONE INC 1.74%
Only in SDY
129 total- Realty Income Corp 2.14%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Automatic Data Processing Inc 1.54%
- Edison International 1.45%
- Sysco Corp 1.41%
- Eversource Energy 1.35%
- Consolidated Edison Inc 1.33%
- Microchip Technology Inc 1.32%
Related comparisons
More comparisons with HDV
- HDV vs VTV · Vanguard Morningstar Value ETF 19.2%
- HDV vs FDVV · Fidelity High Dividend ETF 18.2%
- HDV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 18.1%
- HDV vs FVD · First Trust Value Line Dividend Index Fund 16.7%
- HDV vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 15.7%
- HDV vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.4%
More comparisons with SDY
- SDY vs FDVV · Fidelity High Dividend ETF 17.8%
- 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%
Percentages are holdings overlap with the named fund.
Open HDV 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.