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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

HDV vs VT: how they differ

HDV and VT hold 6% of their weight in the same names, and HDV returned more over the year.

iShares Core High Dividend ETF and Vanguard Total World Stock Index Fund.

What they hold in common

By the books each fund has filed, HDV and VT hold 6% of their money in the same securities at the same weight.

Positions HDV and VT both hold, largest shared weight first
HoldingHDVVT
EXXON MOBIL CORP8.45%0.59%
JOHNSON & JOHNSON5.70%0.50%
ABBVIE INC5.45%0.34%
CHEVRON CORP6.45%0.33%
PROCTER & GAMBLE COMPANY (THE)4.47%0.31%
HOME DEPOT INC (THE)4.08%0.29%
COCA-COLA COMPANY (THE)3.88%0.28%
MERCK & COMPANY INC3.78%0.24%
PHILIP MORRIS INTERNATIONAL INC4.18%0.23%
TEXAS INSTRUMENTS INC3.55%0.23%
PEPSICO INC3.67%0.20%
QUALCOMM INC2.38%0.17%
Largest positions each one holds and the other does not
Only in HDVOnly in VT
ACCENTURE PLC 1.65%NVIDIA Corp 4.22%
MEDTRONIC PLC 1.55%Apple Inc 3.53%
Microsoft Corp 2.73%
Amazon.com Inc 2.29%
Alphabet Inc 2.04%
Broadcom Inc 1.74%
Alphabet Inc 1.61%
Taiwan Semiconductor Manufacturing Co Lt 1.52%

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.

HDV and VT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
HDV
iShares Core High Dividend ETF
VT
Vanguard Total World Stock Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isCore High DividendTotal World Stock
Total return, 1 year+22.5%+18.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+5.0 pts+1.4 pts
Expense ratio0.08%0.06%
Already in the S&P 50098.0%55.2%
Holdings7510042

HDV in plain words

HDV is an index equity fund tracking the Core High Dividend. Over the year to Sep 11, 2026 it returned +22.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Apr 30, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 75 positions, with the top ten at 50.2%.

VT in plain words

VT is an index equity fund tracking the Total World Stock. Over the year to Sep 11, 2026 it returned +18.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 10042 positions, with the top ten at 21.9%.

Questions people ask

Which returned more over the last year, HDV or VT?
In the year to Sep 12, 2026, with distributions reinvested, HDV returned +22.5% and VT returned +18.9%, so HDV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, HDV or VT?
HDV charges 0.08% a year and VT charges 0.06%, so VT is cheaper. Fees come from each fund's prospectus.
How much do HDV and VT overlap with the S&P 500?
By their latest filed holdings, 98% of HDV and 55% of VT by weight is stocks the S&P 500 already holds. Between the two funds, 6% 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.

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

A comparison is not a recommendation. Standards and sources