HDV vs MDY: how much do they overlap?
iShares Core High Dividend ETF (HDV) · SPDR S&P MIDCAP 400 ETF Trust (MDY)
overlap by weight · 15 shared holdings
HDV: 74 holdings (as of 2026-01-31) · MDY: 400 holdings (as of 09-Jul-2026)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
HDV and MDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in HDV | in MDY |
|---|---|---|---|
| Watsco Inc | WSO | 0.23% | 0.37% |
| OGE Energy Corp | OGE | 0.17% | 0.28% |
| DT Midstream Inc | DTM | 0.16% | 0.42% |
| Antero Midstream Corp | AM | 0.14% | 0.21% |
| Autoliv Inc | ALV | 0.12% | 0.23% |
| Old Republic International Cor | ORI | 0.12% | 0.26% |
| Portland General Electric Co | POR | 0.12% | 0.17% |
| Ingredion Inc | INGR | 0.11% | 0.17% |
| New Jersey Resources Corp | NJR | 0.1% | 0.16% |
| Black Hills Corp | BKH | 0.1% | 0.15% |
FAQ
How much do HDV and MDY overlap?
HDV and MDY have a 1.7% overlap by weight, sharing 15 holdings (out of 74 in HDV and 400 in MDY), based on official issuer holdings as of 2026-01-31.
What does 1.7% overlap mean?
HDV and MDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do HDV and MDY both hold?
The largest shared positions are Watsco Inc, OGE Energy Corp, DT Midstream Inc, Antero Midstream Corp, Autoliv Inc. The full list of top shared holdings with weights in each fund is shown on this page.