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ETF comparison

SDY vs VO

Dividend vs US Mid Cap.

State Street SPDR S&P Dividend ETF · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
13.8 %

41 positions appear in both funds. Buying equal dollars of SDY and VO would leave roughly 13.8% of each dollar exposed to the same underlying securities.

SDY unmatched 85.9% Shared 13.8% VO unmatched 85.9%

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.

In SDY only
114 positions
Shared
41 positions
In VO only
241 positions

Side by side

SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

80 composite / 100
Expense ratio
0.35%
Net assets
$20.38B
TTM yield
2.38%
Top-10 conc.
17.1%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

65
Cost
97
76
Tax efficiency
88
100
Liquidity
100
90
Concentration
100
—
Tracking quality
—
SDY sub-score VO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VO is 32 bps cheaper than SDY. On a $100,000 position that's about $320/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 SDY vs VO.

Top shared holdings

41 shared in total
# Holding In SDY In VO Overlap
1 Cummins Inc 0.69% 0.95% 0.69%
2 Target Corp 1.55% 0.57% 0.57%
3 Realty Income Corp 2.14% 0.56% 0.56%
4 Fastenal Co 0.90% 0.53% 0.53%
5 Aflac Inc 0.93% 0.52% 0.52%
6 L3Harris Technologies Inc 0.51% 0.52% 0.51%
7 Nucor Corp 0.59% 0.49% 0.49%
8 Xcel Energy Inc 1.26% 0.48% 0.48%
9 Microchip Technology Inc 1.32% 0.48% 0.48%
10 Cardinal Health Inc 0.47% 0.54% 0.47%
11 Becton Dickinson & Co 1.07% 0.40% 0.40%
12 Ameriprise Financial Inc 0.60% 0.40% 0.40%

Only in SDY

114 total
  • Verizon Communications Inc 2.14%
  • AbbVie Inc 1.62%
  • QUALCOMM Inc 1.57%
  • Texas Instruments Inc 1.55%
  • Automatic Data Processing Inc 1.54%
  • PepsiCo Inc 1.33%
  • Southern Co/The 1.33%
  • Medtronic PLC 1.30%
  • Chevron Corp 1.27%
  • International Business Machines Corp 1.27%

Only in VO

241 total
  • Vertiv Holdings Co 1.22%
  • Western Digital Corp 1.06%
  • Seagate Technology Holdings PLC 1.05%
  • Quanta Services Inc 1.04%
  • Howmet Aerospace Inc 1.04%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Constellation Energy Corp 0.78%
  • Robinhood Markets Inc 0.77%
  • Cloudflare Inc 0.76%

Percentages are holdings overlap with the named fund.

Open SDY or VO 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.