DVY vs HDV.
iShares Select Dividend ETF (Dow Jones U.S. Select Dividend) against iShares Core High Dividend ETF (Morningstar Dividend Yield Focus) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Daily bar history for this pair isn’t loaded yet — returns will appear once the nightly ingest covers both funds.
| DVY | HDV | |
|---|---|---|
| Name | iShares Select Dividend ETF | iShares Core High Dividend ETF |
| Category | Mid-Cap Value | Large Value |
| Style | Passive | Passive |
| Expense ratio | 0.38% | 0.08% |
| Assets (AUM) | $22.9B | $13.7B |
| Dividend yield | 3.37% | 2.90% |
| Avg volume (3-mo) | 408K | 3.0M |
| Inception | November 3, 2003 | March 29, 2011 |
| Benchmark proxy | S&P 500 | S&P 500 |
HDV costs 0.3 pp less per year — about $30.00 per $10,000 invested.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | DVY | HDV | MIN |
|---|---|---|---|
| PFEPfizer Inc | 1.99% | 4.31% | 1.99% |
| VZVerizon Communications Inc | 1.62% | 5.23% | 1.62% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.