Get the weekly note

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 XLV: how they differ

FDVV and XLV hold 3% of their weight in the same names, and XLV returned more over the year.

Fidelity High Dividend ETF and State Street(R) Health Care Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, FDVV and XLV hold 3% of their money in the same securities at the same weight.

Positions FDVV and XLV both hold, largest shared weight first
HoldingFDVVXLV
ELI LILLY and CO0.56%16.56%
JOHNSON and JOHNSON0.49%10.67%
UNITEDHEALTH GROUP INC0.47%6.59%
ABBVIE INC0.40%7.76%
MERCK and CO INC0.34%5.54%
PFIZER INC0.30%2.40%
BRISTOL-MYERS SQUIBB CO0.29%2.05%
UNIVERSAL HEALTH SERVICES INC0.19%0.14%
Largest positions each one holds and the other does not
Only in FDVVOnly in XLV
NVIDIA CORP 6.86%Amgen Inc 3.41%
APPLE INC 5.70%Thermo Fisher Scientific Inc 3.25%
MICROSOFT CORP 4.50%Abbott Laboratories 2.76%
BROADCOM INC 3.50%Gilead Sciences Inc 2.74%
JPMORGAN CHASE and CO 2.58%Intuitive Surgical Inc 2.46%
ALPHABET INC 2.21%CVS Health Corp 2.30%
COCA COLA CO 1.85%Vertex Pharmaceuticals Inc 2.20%
PROCTER and GAMBLE CO 1.81%Danaher Corp 2.10%

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 XLV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FDVV
Fidelity High Dividend ETF
XLV
State Street(R) Health Care Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerFidelityState Street
What it isHigh DividendHealth care
Total return, 1 year+17.2%+20.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.3 pts+2.9 pts
Expense ratio0.15%0.08%
Already in the S&P 50086.7%100.0%
Holdings9659

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%.

XLV in plain words

XLV is an index equity fund tracking the Health care. Over the year to Sep 11, 2026 it returned +20.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% 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 59 positions, with the top ten at 61.7%. It sat 5.9% below its high of Aug 19, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, FDVV or XLV?
In the year to Sep 12, 2026, with distributions reinvested, FDVV returned +17.2% and XLV returned +20.4%, so XLV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FDVV or XLV?
FDVV charges 0.15% a year and XLV charges 0.08%, so XLV is cheaper. Fees come from each fund's prospectus.
How much do FDVV and XLV overlap with the S&P 500?
By their latest filed holdings, 87% of FDVV and 100% of XLV by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

Other comparisons

Where to next

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

A comparison is not a recommendation. Standards and sources