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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 URTH: how they differ

FDVV and URTH hold 31% of their weight in the same names.

Fidelity High Dividend ETF and iShares MSCI World ETF.

What they hold in common

By the books each fund has filed, FDVV and URTH hold 31% of their money in the same securities at the same weight.

Positions FDVV and URTH both hold, largest shared weight first
HoldingFDVVURTH
NVIDIA CORP6.86%5.64%
APPLE INC5.70%5.04%
MICROSOFT CORP4.50%3.50%
BROADCOM INC3.50%2.21%
ALPHABET INC2.21%2.43%
JPMORGAN CHASE and CO2.58%0.90%
META PLATFORMS INC0.74%1.51%
ELI LILLY and CO0.56%0.97%
JOHNSON and JOHNSON0.49%0.60%
CATERPILLAR INC0.46%0.45%
ABBVIE INC0.40%0.42%
BANK OF AMERICA CORPORATION1.78%0.39%
Largest positions each one holds and the other does not
Only in FDVVOnly in URTH
VAIL RESORTS INC 1.27%AMAZON.COM, INC. 2.86%
BANCA MONTE DEI PASCHI DI SIENA SPA 1.26%ALPHABET INC. 2.01%
OLD REPUBLIC INTL CORP 1.25%TESLA, INC. 1.35%
BANCO BPM SPA 1.18%MICRON TECHNOLOGY, INC. 1.20%
STELLANTIS NV 0.96%ADVANCED MICRO DEVICES, INC. 0.92%
SKYWORKS SOLUTIONS INC 0.96%BERKSHIRE HATHAWAY INC. 0.72%
AES CORP 0.92%ASML Holding N.V. 0.69%
OMEGA HEALTHCARE INVESTORS INC 0.88%EXXON MOBIL CORPORATION 0.67%

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 May 31, 2026.

FDVV and URTH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FDVV
Fidelity High Dividend ETF
URTH
iShares MSCI World ETF
Where it sitsCore index fundCore index fund
IssuerFidelityiShares
What it isHigh DividendMSCI World
Total return, 1 year+17.2%+17.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.3 pts−0.1 pts
Expense ratio0.15%0.24%
Already in the S&P 50086.7%70.3%
Holdings961322

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%.

URTH in plain words

URTH is an index equity fund tracking the MSCI World. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for May 31, 2026, 70% of the fund by weight is stocks the S&P 500 also holds, across 1322 positions, with the top ten at 27.8%.

Questions people ask

Which returned more over the last year, FDVV or URTH?
In the year to Sep 12, 2026, with distributions reinvested, FDVV returned +17.2% and URTH returned +17.4%, so URTH returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FDVV or URTH?
FDVV charges 0.15% a year and URTH charges 0.24%, so FDVV is cheaper. Fees come from each fund's prospectus.
How much do FDVV and URTH overlap with the S&P 500?
By their latest filed holdings, 87% of FDVV and 70% of URTH by weight is stocks the S&P 500 already holds. Between the two funds, 31% 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 URTH, 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 URTH, data as of Sep 12, 2026. https://etfiq.com/compare/any/FDVV-URTH Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources