ETF comparison
IYE vs HDV overlap
Compare IYE ETF and HDV ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.
Tracked overlap22.34%
10 shared holdings
IYE expense0.00%
Unknown
HDV expense0.00%
Unknown
Data date2026-05-01
2026-05-01
Shared top holdings
Overlap uses the smaller fund weight for each shared holding.
XOMEXXON MOBIL CORP
CVXCHEVRON CORP
COPCONOCOPHILLIPS
WMBWILLIAMS INC
EOGEOG RESOURCES INC
KMIKINDER MORGAN INC
Interpretation
Should you own both IYE and HDV?
IYE and HDV share 10 tracked holdings with 22.34% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.
Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.