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FDV vs IDIVX

Shared holdings
19
FDV covered by IDIVX
31.26%
IDIVX covered by FDV
31.26%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FDV (April 30, 2026)

SecurityWeight
PNC FINANCIAL SERVICES GRP INC4.08%
ABBVIE INC3.87%
PAYCHEX INC3.84%
US BANCORP DEL3.61%
CHEVRON CORP3.54%
AMGEN INC3.06%
PROLOGIS INC REIT3.04%
WEC ENERGY GROUP INC2.89%
TEXAS INSTRUMENTS INC2.76%
AMDOCS LTD2.68%
MORGAN STANLEY2.59%
CME GROUP INC CL A2.52%
TRUIST FINL CORP2.49%
PEPSICO INC2.48%
EVERGY INC2.46%
PFIZER INC2.45%
KIMCO REALTY CORPORATION2.43%
PHILIP MORRIS INTL INC2.41%
NEXTERA ENERGY INC2.32%
PPL CORPORATION2.27%
AMCOR PLC2.15%
FIRSTENERGY CORP2.15%
DARDEN RESTAURANTS INC2.13%
VERIZON COMMUNICATIONS INC2.01%
NNN REIT INC1.98%
EOG RESOURCES INC1.97%
MONDELEZ INTL INC1.85%
EASTMAN CHEMICAL CO1.59%
COCA-COLA CO/THE1.59%
CONOCOPHILLIPS1.54%
AMERICAN TOWER CORP1.50%
SOUTHERN CO1.49%
WATSCO INC1.46%
MEDTRONIC PLC1.42%
TARGA RESOURCES CORP1.40%
MCCORMICK-N/V1.36%
PRINCIPAL FINL GROUP INC1.33%
EXXON MOBIL CORP1.27%
SNAP-ON INCORPORATED1.24%
ENTERGY CORP1.17%
SYSCO CORP1.10%
DUKE ENERGY CORP NEW1.09%
HP INC1.08%
AMERICAN ELECTRIC POWER CO INC1.07%
MSC INDUSTRIAL DIRECT CO CL A1.05%
ALTRIA GROUP INC1.03%
MERCK & CO1.01%
BEST BUY CO INC0.84%
JOHNSON&JOHNSON0.81%
AUTOMATIC DATA PROCESSING INC0.52%

IDIVX (Jan. 30, 2026)

SecurityWeight
BROADCOM INC5.07%
NEXTERA ENERGY INC4.11%
TC ENERGY CORP4.07%
CORNING INC3.83%
CHEVRON CORP3.42%
PEPSICO INC3.17%
BRISTOL-MYERS SQUIBB CO2.75%
MORGAN STANLEY2.65%
ENTERGY CORP2.63%
ABBVIE INC2.62%
VERIZON COMMUNICATIONS INC2.51%
OPTION2.39%
CME GROUP INC CL A2.33%
XCEL ENERGY INC2.16%
PRUDENTL FINL2.15%
AT&T INC2.11%
AMERICAN FINL GROUP INC OHIO2.06%
HEWLETT PACKARD ENTERPRISE CO1.91%
ALTRIA GROUP INC1.90%
CITIGROUP INC1.83%
MERCK & CO1.78%
SPONSORED ADR1.76%
MCCORMICK-N/V1.69%
ENBRIDGE INC1.57%
BEST BUY CO INC1.57%
LOCKHEED MARTIN CORP1.53%
COCA-COLA CO/THE1.45%
KENVUE INC1.40%
LILLY ELI and CO1.39%
PFIZER INC1.36%
QUALCOMM INC1.34%
HOME DEPOT INC1.33%
BANK OF AMERICA CORPORATION1.29%
OLD REPUBLIC INTL CORP1.26%
EVERGY INC1.24%
GENUINE PARTS CO1.23%
TARGET CORP1.19%
INTL BUS MACH CORP1.19%
JPMORGAN CHASE and CO1.18%
PHILLIPS 661.16%
TEXAS INSTRUMENTS INC1.11%
MCDONALDS CORP1.02%
PHILIP MORRIS INTL INC1.01%
PAYCHEX INC1.00%
KIMBERLY CLARK CORP0.97%
UNITED PARCEL SERVICE INC CL B0.94%
EXXON MOBIL CORP0.91%
BLACKROCK INC0.90%
ALLSTATE CORPORATION0.90%
UNUM GROUP0.86%

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