HDV vs SPYD: how much do they overlap?

iShares Core High Dividend ETF (HDV) · SPDR Portfolio S&P 500 High Dividend ETF (SPYD)

10.3%

overlap by weight · 13 shared holdings

HDV: 74 holdings (as of 2026-01-31) · SPYD: 79 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 SPYD 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

CompanyTickerin HDVin SPYD
Altria Group Inc MO 3.68% 1.4%
Duke Energy Corp DUK 1.69% 1.25%
Kinder Morgan Inc KMI 1.25% 1.35%
Chevron Corp CVX 7.36% 1.24%
PepsiCo Inc PEP 3.98% 1.12%
EOG Resources Inc EOG 1.09% 1.47%
Kimberly-Clark Corp KMB 0.8% 1.31%
General Mills Inc GIS 0.63% 0.95%
T Rowe Price Group Inc TROW 0.55% 1.31%
Clorox Co/The CLX 0.33% 1%

FAQ

How much do HDV and SPYD overlap?

HDV and SPYD have a 10.3% overlap by weight, sharing 13 holdings (out of 74 in HDV and 79 in SPYD), based on official issuer holdings as of 2026-01-31.

What does 10.3% overlap mean?

HDV and SPYD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do HDV and SPYD both hold?

The largest shared positions are Altria Group Inc, Duke Energy Corp, Kinder Morgan Inc, Chevron Corp, PepsiCo Inc. The full list of top shared holdings with weights in each fund is shown on this page.

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