OIH vs SDVY: Holdings Overlap
VanEck · 25 holdings · $1.9B · as of 2026-03-31
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
First Trust · 167 holdings · $11.6B · as of 2026-03-31
How similar are OIH and SDVY?
VanEck Oil Services ETF (OIH, by VanEck) holds 25 positions; First Trust SMID Cap Rising Dividend Achievers ETF (SDVY, by First Trust) holds 167. They have 3 holdings in common, and by portfolio weight the two funds are 3.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 3OIH holds 25 · SDVY holds 167
- Weight in Shared Holdings
- OIH 10%·SDVY 3%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in OIH
22 of 25 positions (89.8% of the fund) are not held by SDVY.
Sector Breakdown
| Sector | OIH | SDVY |
|---|---|---|
| Energy | 99.9% | 3.9% |
| Financials | 0.0% | 32.8% |
| Industrials | 0.0% | 32.3% |
| Consumer Discretionary | 0.0% | 9.9% |
| Consumer Staples | 0.0% | 6.3% |
| Other Sectors | 0.0% | 14.7% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| OIH | +6.0% | +36.4% | +67.5% | +6.4% | +17.5% | -2.1% | 1.25% |
| SDVY | +3.6% | +16.9% | +24.8% | +15.3% | +10.8% | — | 0.93% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in OIH vs SDVY →
Shared Holdings(3)
The top 3 shared positions account for 100% of the overlap, led by WFRD, WHD and NOV.
Frequently Asked Questions
How much do OIH and SDVY overlap?
OIH and SDVY overlap by 3.0% of portfolio weight. They share 3 holdings (OIH holds 25 positions and SDVY holds 167), based on each fund's latest SEC-reported holdings.
Is it redundant to own both OIH and SDVY?
The two portfolios are 3.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of OIH and SDVY?
The largest positions held by both funds are WFRD, WHD and NOV. Together the top 3 shared positions account for 100% of the total overlap.
What does OIH own that SDVY doesn't?
22 positions (89.8% of OIH) are unique to OIH, led by SLB, BKR and HAL. In the other direction, 164 positions (96.9% of SDVY) are unique to SDVY.