FDIV vs FIFT

FDIV vs FIFT

Which is better, FDIV or FIFT?

FDIV costs less.

FDIV has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 33.1%.

Lower Fees: FDIVLess Concentrated: FIFT

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFDIVFIFT
Expense Ratio0.35%Best1.35%
AUM$57M$67M
Dividend Yield2.38%0.00%
Holdings33850
YTD Price Return+5.04%-
1Y Price Return+6.64%-
3Y Price Return (annualized)+5.30%-
Volatility (annualized)13.6%-
Max Drawdown-19.8%-
Top 10 Weight33.1%21.0%Best
Fund FamilyMarketDesk IndicesHoward Capital Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionSep 19, 2023Oct 21, 2026

Not shown on this pair: 5Y Price Return (annualized), $10,000 over the window.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. FDIV yields 2.38% and FIFT 0.00% on top.

Compare FDIV against instead:FDIV vs SPYFDIV vs QQQFDIV vs VOOFDIV vs VTIFIFT against:FIFT vs VXUS

FDIV vs FIFT Performance

MarketDesk Focused US Dividend ETF (FDIV) is an ETF from MarketDesk Indices and HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management.

Past performance does not guarantee future results.

Fees and Cost Over Time

FDIV charges 0.35% per year while FIFT charges 1.35%. On a $10,000 position that is $35 vs $135 annually, a gap of $100 per year that compounds over a long holding period. On income, FDIV currently yields 2.38% against 0.00% for FIFT.

Holdings Overlap

FDIV already in FIFT10.9%
FIFT already in FDIV29.1%

10.9% of FDIV's money is in holdings FIFT also owns. 29.1% of FIFT's money is in holdings FDIV also owns.

FIFT and FDIV share little of their money.

15 positions in common, counted across the 111 positions we hold weights for in FDIV and 50 in FIFT, against full books of 338 and 50.

What only one of them owns

Measured across the 111 and 50 positions we hold weights for.

FDIV holds 91 positions FIFT does not, 86.9% of the fund.

Largest: LLY 3.77%, XOM 3.52%, NVDA 3.50%, V 3.29%, MA 3.25%

Top Shared Holdings

StockWeight in FDIVWeight in FIFTDifference
CVXChevron Corp.3.30%2.00%1.30%
ACNAccenture Plc1.43%1.99%0.56%
TAt&t Inc Com1.32%1.87%0.55%
EOGEog Resources Inc0.78%1.98%1.20%
INTUIntuit, Inc.0.88%1.84%0.96%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855580.67%1.93%1.26%
CICigna Corp.0.67%1.84%1.17%
DOWDow Inc.0.23%2.22%1.99%
CCLCarnival Corporation Common Stock0.33%2.03%1.70%
ZTSZoetis, Inc.0.30%1.91%1.61%

29.1% of FIFT is already inside FDIV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FDIVFIFT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDIV or FIFT?

FDIV has an expense ratio of 0.35% while FIFT charges 1.35%. FDIV is the cheaper option, by $100 a year on a $10,000 investment.

What is the holdings overlap between FDIV and FIFT?

29.1% of FIFT's money is in holdings FDIV also owns. 29.1% of FIFT's is in holdings FDIV also owns. They hold 15 positions in common, counted across the 111 positions we hold weights for in FDIV and 50 in FIFT.

Which pays a higher dividend, FDIV or FIFT?

FDIV yields 2.38% while FIFT yields 0.00%, so FDIV currently pays the higher dividend yield.

Is FIFT better than FDIV?

FDIV has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 33.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.