ETF comparison
HDV vs VB
Dividend vs US Small Cap.
iShares Core High Dividend ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
27 positions appear in both funds. Buying equal dollars of HDV and VB would leave roughly 2.7% 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
VB is 5 bps cheaper than HDV. On a $100,000 position that's about $50/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 VB.
Top shared holdings
27 shared in total| # | Holding | In HDV | In VB | Overlap |
|---|---|---|---|---|
| 1 | EVERGY INC | 0.29% | 0.23% | 0.23% |
| 2 | WATSCO INC | 0.17% | 0.18% | 0.17% |
| 3 | DT MIDSTREAM INC | 0.16% | 0.18% | 0.16% |
| 4 | NISOURCE INC | 0.25% | 0.14% | 0.14% |
| 5 | ESSENTIAL UTILITIES INC | 0.19% | 0.13% | 0.13% |
| 6 | CARLYLE GROUP INC (THE) | 0.14% | 0.13% | 0.13% |
| 7 | OGE ENERGY CORP | 0.16% | 0.12% | 0.12% |
| 8 | ALLIANT ENERGY CORP | 0.24% | 0.12% | 0.12% |
| 9 | DOMINO'S PIZZA INC | 0.12% | 0.12% | 0.12% |
| 10 | AMERICAN FINANCIAL GROUP INC | 0.12% | 0.11% | 0.11% |
| 11 | CULLEN/FROST BANKERS INC | 0.13% | 0.11% | 0.11% |
| 12 | BROADRIDGE FINANCIAL SOLUTIONS INC | 0.21% | 0.10% | 0.10% |
Only in HDV
48 total- EXXONMOBIL HOLDINGS CORP 7.88%
- ABBVIE INC 6.16%
- CHEVRON CORP 6.13%
- VERIZON COMMUNICATIONS INC 5.51%
- PROCTER & GAMBLE COMPANY (THE) 4.52%
- HOME DEPOT INC (THE) 4.45%
- PHILIP MORRIS INTERNATIONAL INC 4.44%
- PFIZER INC 4.27%
- COCA-COLA COMPANY (THE) 4.09%
- MERCK & COMPANY INC 3.99%
Only in VB
1,282 total- Credo Technology Group Holding Ltd 0.55%
- Jabil Inc 0.49%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- Twilio Inc 0.38%
- NRG Energy Inc 0.37%
- MKS Instruments Inc 0.37%
- Flex Ltd 0.36%
Related comparisons
More comparisons with HDV
- HDV vs IWF · iShares Russell 1000 Growth ETF 2.3%
- HDV vs RDVY · First Trust Rising Dividend Achievers ETF 2.2%
- HDV vs IJH · iShares Core S&P Mid-Cap ETF 2.0%
- HDV vs DON · WisdomTree U.S. MidCap Dividend Fund 2.0%
- HDV vs VUG · Vanguard Morningstar Growth ETF 1.0%
- HDV vs IWM · iShares Russell 2000 ETF 0.3%
More comparisons with VB
- VB vs RPG · Invesco S&P 500 Pure Growth ETF 2.5%
- VB vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 2.4%
- VB vs VOE · Vanguard Morningstar Mid-Cap Value ETF 2.3%
- VB vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.2%
- VB vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 2.2%
- VB vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 2.2%
Percentages are holdings overlap with the named fund.
Open HDV or VB 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.