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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

FDVV vs SPY: how they differ

FDVV and SPY hold 37% of their weight in the same names.

Fidelity High Dividend ETF and SPDR S&P 500 ETF Trust.

What they hold in common

By the books each fund has filed, FDVV and SPY hold 37% of their money in the same securities at the same weight.

Positions FDVV and SPY both hold, largest shared weight first
HoldingFDVVSPY
NVIDIA CORP6.86%7.52%
APPLE INC5.70%6.59%
MICROSOFT CORP4.50%4.30%
BROADCOM INC3.50%2.77%
ALPHABET INC2.21%3.25%
JPMORGAN CHASE and CO2.58%1.36%
META PLATFORMS INC0.74%1.92%
BANK OF AMERICA CORPORATION1.78%0.58%
ELI LILLY and CO0.56%1.47%
HOME DEPOT INC1.66%0.55%
PROCTER and GAMBLE CO1.81%0.53%
JOHNSON and JOHNSON0.49%0.95%
Largest positions each one holds and the other does not
Only in FDVVOnly in SPY
ORKLA ASA 1.37%Amazon.com, Inc. 3.62%
ANNALY CAPITAL MANAGEMENT INC 1.28%Alphabet, Inc. 2.59%
VAIL RESORTS INC 1.27%Micron Technology, Inc. 2.02%
BANCA MONTE DEI PASCHI DI SIENA SPA 1.26%Tesla, Inc. 1.84%
OLD REPUBLIC INTL CORP 1.25%Advanced Micro Devices, Inc. 1.47%
DANSKE BANK A/S 1.24%Berkshire Hathaway, Inc. 1.42%
BANCO BPM SPA 1.18%Intel Corp. 1.02%
STELLANTIS NV 0.96%Applied Materials, Inc. 0.89%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

FDVV and SPY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FDVV
Fidelity High Dividend ETF
SPY
SPDR S&P 500 ETF Trust
Where it sitsCore index fundCore index fund
IssuerFidelityState Street
What it isHigh DividendS&P 500, book from IVV
Total return, 1 year+17.2%+17.5%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.3 pts0.0 pts
Expense ratio0.15%0.09%
Already in the S&P 50086.7%100.0%
Holdings96504

FDVV in plain words

FDVV is an index equity fund tracking the High Dividend. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 87% of the fund by weight is stocks the S&P 500 also holds, across 96 positions, with the top ten at 32.5%.

SPY in plain words

SPY is an index equity fund tracking the S&P 500. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.

Questions people ask

Which returned more over the last year, FDVV or SPY?
In the year to Sep 12, 2026, with distributions reinvested, FDVV returned +17.2% and SPY returned +17.5%, so SPY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FDVV or SPY?
FDVV charges 0.15% a year and SPY charges 0.09%, so SPY is cheaper. Fees come from each fund's prospectus.
How much do FDVV and SPY overlap with the S&P 500?
By their latest filed holdings, 87% of FDVV and 100% of SPY by weight is stocks the S&P 500 already holds. Between the two funds, 37% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FDVV against SPY, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FDVV against SPY, data as of Sep 12, 2026. https://etfiq.com/compare/any/FDVV-SPY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources