HDV vs SDY: how much do they overlap?
iShares Core High Dividend ETF (HDV) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 25 shared holdings
HDV: 74 holdings (as of 2026-01-31) · SDY: 156 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 SDY 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 SDY |
|---|---|---|---|
| AbbVie Inc | ABBV | 5.61% | 1.6% |
| Texas Instruments Inc | TXN | 2.98% | 1.6% |
| Medtronic PLC | MDT | 1.8% | 1.36% |
| PepsiCo Inc | PEP | 3.98% | 1.35% |
| Chevron Corp | CVX | 7.36% | 1.33% |
| Southern Co/The | SO | 1.65% | 1.31% |
| Coca-Cola Co/The | KO | 4.12% | 1.28% |
| Procter & Gamble Co/The | PG | 5.25% | 1.25% |
| Johnson & Johnson | JNJ | 6.84% | 1.01% |
| Colgate-Palmolive Co | CL | 0.97% | 1.14% |
FAQ
How much do HDV and SDY overlap?
HDV and SDY have a 18.5% overlap by weight, sharing 25 holdings (out of 74 in HDV and 156 in SDY), based on official issuer holdings as of 2026-01-31.
What does 18.5% overlap mean?
HDV and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do HDV and SDY both hold?
The largest shared positions are AbbVie Inc, Texas Instruments Inc, Medtronic PLC, PepsiCo Inc, Chevron Corp. The full list of top shared holdings with weights in each fund is shown on this page.