ETF comparison
HDV vs SPYM
Dividend vs US Large Cap.
iShares Core High Dividend ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
54 positions appear in both funds. Buying equal dollars of HDV and SPYM would leave roughly 8.7% 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
SPYM is 6 bps cheaper than HDV. On a $100,000 position that's about $60/yr more in fees for HDV.
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 SPYM.
Top shared holdings
54 shared in total| # | Holding | In HDV | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | ABBVIE INC | 6.16% | 0.69% | 0.69% |
| 2 | HOME DEPOT INC (THE) | 4.45% | 0.54% | 0.54% |
| 3 | PROCTER & GAMBLE COMPANY (THE) | 4.52% | 0.53% | 0.53% |
| 4 | MERCK & COMPANY INC | 3.99% | 0.49% | 0.49% |
| 5 | COCA-COLA COMPANY (THE) | 4.09% | 0.49% | 0.49% |
| 6 | CHEVRON CORP | 6.13% | 0.48% | 0.48% |
| 7 | PHILIP MORRIS INTERNATIONAL INC | 4.44% | 0.44% | 0.44% |
| 8 | AMGEN INC | 2.71% | 0.30% | 0.30% |
| 9 | MCDONALD'S CORP | 2.31% | 0.30% | 0.30% |
| 10 | PEPSICO INC | 3.46% | 0.29% | 0.29% |
| 11 | VERIZON COMMUNICATIONS INC | 5.51% | 0.27% | 0.27% |
| 12 | ABBOTT LABORATORIES | 2.29% | 0.24% | 0.24% |
Only in HDV
21 total- EXXONMOBIL HOLDINGS CORP 7.88%
- VIPER ENERGY INC 0.23%
- ESSENTIAL UTILITIES INC 0.19%
- WATSCO INC 0.17%
- OGE ENERGY CORP 0.16%
- DT MIDSTREAM INC 0.16%
- CARLYLE GROUP INC (THE) 0.14%
- ANTERO MIDSTREAM CORP 0.13%
- CULLEN/FROST BANKERS INC 0.13%
- AMERICAN FINANCIAL GROUP INC 0.12%
Only in SPYM
452 total- NVIDIA Corp 7.51%
- Apple Inc 6.59%
- Microsoft Corp 4.29%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Micron Technology Inc 2.02%
- Meta Platforms Inc 1.92%
- Tesla Inc 1.83%
Related comparisons
More comparisons with HDV
- HDV vs IVV · iShares Core S&P 500 ETF 8.7%
- HDV vs VTI · Vanguard Morningstar Total Stock Market ETF 7.9%
- HDV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.9%
- HDV vs SCHB · Schwab U.S. Broad Market ETF 7.7%
- HDV vs VO · Vanguard Morningstar Mid-Cap ETF 6.8%
- HDV vs QQQ · Invesco QQQ Trust 2.8%
More comparisons with SPYM
- SPYM vs SCHD · Schwab U.S. Dividend Equity ETF 7.6%
- SPYM vs DVY · iShares Select Dividend ETF 7.4%
- SPYM vs COWZ · Pacer US Cash Cows 100 ETF 7.2%
- SPYM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 6.9%
- SPYM vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 5.5%
- SPYM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 5.2%
Percentages are holdings overlap with the named fund.
Open HDV or SPYM 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.