Ecological character displacement in the face of gene flow: Evidence from two species of nightingales
© Reifová et al; licensee BioMed Central Ltd. 2011
Received: 23 February 2011
Accepted: 24 May 2011
Published: 24 May 2011
Ecological character displacement is a process of phenotypic differentiation of sympatric populations caused by interspecific competition. Such differentiation could facilitate speciation by enhancing reproductive isolation between incipient species, although empirical evidence for it at early stages of divergence when gene flow still occurs between the species is relatively scarce. Here we studied patterns of morphological variation in sympatric and allopatric populations of two hybridizing species of birds, the Common Nightingale (Luscinia megarhynchos) and the Thrush Nightingale (L. luscinia).
We conducted principal component (PC) analysis of morphological traits and found that nightingale species converged in overall body size (PC1) and diverged in relative bill size (PC3) in sympatry. Closer analysis of morphological variation along geographical gradients revealed that the convergence in body size can be attributed largely to increasing body size with increasing latitude, a phenomenon known as Bergmann's rule. In contrast, interspecific interactions contributed significantly to the observed divergence in relative bill size, even after controlling for the effects of geographical gradients. We suggest that the divergence in bill size most likely reflects segregation of feeding niches between the species in sympatry.
Our results suggest that interspecific competition for food resources can drive species divergence even in the face of ongoing hybridization. Such divergence may enhance reproductive isolation between the species and thus contribute to speciation.
Understanding how interactions between closely related species affect their phenotypic evolution has long been of interest to evolutionary ecologists. It has been suggested that selection for reduced interspecific competition can lead to species divergence in areas of sympatry [1, 2]. This process, known as ecological character displacement, has been suggested to be an important mechanism contributing to the origin of biological diversity [3–6]. In birds, the pattern of ecological character displacement is most often seen in body size and bill morphology [7–12]. Greater morphological divergence in sympatry can also be caused by natural selection against maladaptive interspecific hybridization, a process called reproductive character displacement (or reinforcement, when postzygotic isolation is incomplete) [1, 13]. In birds, this primarily involves male signaling traits including bird song [14, 15] and plumage . On the other hand, under some conditions interspecific interactions can result in phenotypic convergence in sympatry [17–20]. The mechanisms leading to character convergence include competition for non-substitutable (essential) resources , selection to maintain interspecific territoriality  or heterospecific copying of acoustic or behavioral signals [19, 23, 24]. In addition, if reproductive isolation between the species is incomplete, introgressive hybridization may result in interspecific convergence in sympatry [23, 25–28].
Phenotypic changes caused by interspecific interactions may play an important role in the process of speciation. Two kinds of outcomes are possible. First, character convergence of incipient species can increase the rate of interspecific hybridization, which could result in genetic fusion of both species . Second, reproductive or ecological character displacement could facilitate the process of speciation by adding an additional degree of reproductive isolation between incipient species. The role of reproductive character displacement or reinforcement in increased isolation has been shown in many examples in hybridizing taxa [16, 30–37]. Ecological character displacement can theoretically also lead to increased reproductive isolation in hybridizing taxa, and this can be both at the premating and at the postmating stage [5, 38, 39]. Nonetheless, examples of ecological character displacement in the course of speciation, when gene flow still occurs between the species, are relatively scarce [5, 12, 40].
The Thrush Nightingale (Luscinia luscinia, Linnaeus 1758) and the Common Nightingale (Luscinia megarhynchos, Brehm 1831) are suitable model species for studying phenotypic evolution during the process of speciation. These species diverged during Pleistocene climatic oscillations about 1.8 Mya . The present range of L. megarhynchos extends from Southwestern Europe, across the Middle East to Central Asia. The distribution of L. luscinia is more northern and extends from Northeastern Europe to Northern Asia . The ranges of both species overlap in a narrow hybrid zone running from north Germany, across Poland and Hungary to the Black sea . The age of this hybrid zone is not known, but given its location within the northern part of Europe, we can assume that it arose after the last ice age, i.e. approximately 10,000 years ago or later . Despite the overall morphological similarity, the species can be clearly distinguished by several wing feather characteristics and by plumage coloration . In addition, L. luscinia is slightly larger relative to L. megarhynchos . The species also show different song patterns, although L. luscinia males often sing like L. megarhynchos in the area of overlap [43, 47]. Both species have similar ecological requirements. They occupy scrubby habitats and margins of broad-leaved forests with dense undergrowth, often near water . However, some spatial segregation of territories has been observed in sympatry; L. luscinia tends to occur closer to water, while L. megarhynchos prefers drier habitats [43, 48]. The species show strong assortative mating in sympatry. Nonetheless, mixed pairs occasionally arise and produce viable F1 hybrids [49, 50]. Morphological studies suggest that approximately 5% of the birds in a sympatric population are F1 hybrids . In accordance with Haldane's rule, F1 hybrid females are sterile, but F1 hybrid males are fertile  and can thus mediate gene flow between the species. Indeed, occurrence of interspecific gene flow has been documented between these species at multiple loci .
To investigate how ecological and reproductive interactions between the nightingale species affect their phenotypic evolution and the speciation process, we studied patterns of morphological variation in allopatric and sympatric populations of both species. Phenotypic variation in nightingales was first studied by Sorjonen . He found that some morphological traits tended to diverge while others tended to converge in sympatry. However, these trends were not significant, and the study was based on limited sampling. Here, we expand on that work by carrying out extensive sampling across the whole sympatric region and adjacent parts of allopatric regions of both species. This sampling enables us to study whether the morphological changes between allopatric and sympatric populations result from interspecific interactions or from alternative processes such as gradual changes along large-scale geographical gradients [52, 53]. Moreover, we performed DNA sequence analysis to control for the effect of recent interspecific hybridization on morphological variation.
Each male was measured by JR using the same techniques  and equipment for all specimens. We measured several ecologically important traits including bill length (measured to skull), bill depth, bill width (both measured at frontal margin of nostrils), tarsus length (excluding heel joint), wing length, and body mass. All measurements are provided in Additional file 1.
The species identity of sympatric individuals was determined from partial intronic sequences of two Z-linked genes, ADAMTS6 and SPINZ-2. Both loci were previously reported to harbor several species-specific single nucleotide polymorphisms (SNPs) that enable species identification . We PCR amplified a 650 bp fragment of ADAMTS6 and a 950 bp fragment of SPINZ-2. These fragments were sequenced in both directions and base composition has been determined at positions carrying previously identified species-specific SNPs. Primer sequences as well as PCR conditions are described in Storchová et al. . Although we do not know the exact chromosomal position of these genes in nightingales, both genes are separated from each other by more than 20 Mb both in chicken and zebra finch, suggesting that they may also be this far apart in nightingales. The obtained sequences have been deposited in GenBank under accession numbers [GenBank: GQ388014-GQ388115, HM146205-HM146304].
We used a principal component (PC) analysis on the correlation matrix of the six morphological measurements, to reveal new variables (PC1-PC6) that are independent of each other. Patterns of variation in these principal components were then investigated using two-way factorial analysis of variance (ANOVA), where species (i.e., L. luscinia or L. megarhynchos) and region (i.e., allopatry or sympatry) were treated as factors. A significant interaction between the factors identifies species-specific phenotypic changes from allopatry to sympatry, which may reflect a pattern of convergent or divergent character displacement in sympatry [56, 57].
Significant interactions between the effect of species and region can also reflect change of a trait along a geographical gradient [52, 53]. To investigate the role of possible geographical gradients on morphological changes, we performed analysis of covariance (ANCOVA), where geographical coordinates (i.e., latitude and longitude) of the trapping sites were included as covariates. The significant interaction between the effect of species and region in the model with geographical coordinates implies that ecological interactions between the species contribute to the morphological changes between allopatry and sympatry. A test of the significance of the magnitude of the shift between sympatry and allopatry within species was performed using a priori contrasts in the models with significant interaction.
Genetic analysis of sympatric individuals
We sequenced 102 sympatric males and observed three individuals of hybrid ancestry. Two of these individuals had heterozygous genotypes for both of the genes analyzed (i.e., one haplotype was of L. megarhynchos origin, while the other of L. luscinia origin). These individuals also showed intermediate phenotypes; in some traits they resembled L. megarhynchos, while in others they resembled L. luscinia. This suggests that they are F1 hybrids or early backcross individuals. The third hybrid individual was heterozygous at SPINZ-2 and was homozygous for L. luscinia alleles at ADAMTS6. This individual was morphologically indistinguishable from L. luscinia and represents a backcross or later-generation hybrid. These results suggest that about 3% of the nightingales in sympatry are of mixed ancestry. This is likely to be a minimum estimate since some backcross or later-generation progeny may not be detected using only two loci on the Z chromosome. To minimize the effect of recent hybridization on morphological variability, these three hybrids were excluded from the morphological analyses below.
Patterns of morphological variation in allopatric and sympatric populations of nightingales
Explained variation, eigenvalues and factor loadings for six principal component axes (PC1-PC6)
Explained variation (%)
Influence of species, region and their interactions on changes in particular principal components
species × region
Effect of environmental gradients on morphological variation
Influence of geographical gradients, species, region and their interactions on changes in PC1 and PC3
species × region
Do changes in bill morphology result from sorting of pre-existing variation or from in situevolution of a novel phenotype?
To study how interactions between two closely related species of nightingales affect their phenotypic evolution, we analyzed patterns of morphological variation in allopatric and sympatric populations of both species. Our analysis revealed two main patterns of morphological change. First, nightingales have converged in overall body size (as reflected in PC1) in sympatry. Second, nightingales diverged in relative bill size when compared to body size (as reflected in PC3) in sympatry. This divergence was asymmetric and was caused mainly by increased bill size in L. megarhynchos. Closer analysis of morphological variation along geographical gradients revealed that the convergence in overall body size was mainly caused by increasing body size with increasing latitude (Figure 3), a phenomenon known as Bergmann's rule [59–61]. Interspecific interactions did not have a significant effect on the convergence in body size (Table 3). On the other hand, interspecific interactions contributed significantly to the divergence in relative bill size even after controlling for the effects of geographical gradients (Table 3). Below, we argue that the observed divergence in relative bill size is most likely caused by interspecific competition for food resources and discuss how this ecological character displacement might facilitate speciation in nightingales.
Evidence for ecological character displacement in nightingales
Schluter & McPhail  summarized six criteria for demonstrating the occurrence of ecological character displacement. (1) The pattern should not occur by chance. (2) Sites of sympatry and allopatry should not differ greatly in food, climate, or other environmental features affecting the phenotype. (3) Morphological differences should reflect differences in resource use. (4) There must be independent evidence for competition. (5) Enhanced differences should result from actual evolutionary shifts, not from the biased colonization and extinction of similar-sized individuals. (6) Phenotypic differences should have a genetic basis. Meeting all of these criteria is usually quite difficult, and there are surprisingly few studies where alternative explanations for sympatric divergence have been ruled out and interspecific competition for food resources has been proven as a causal mechanism [12, 40, 62, 63]. In this study, we assemble evidence that at least partially satisfies four of these criteria (2-5).
Character displacement is typically demonstrated as a greater between-species morphological difference in sympatry than in allopatry. Such a pattern can, however, also arise if sites of sympatry and allopatry differ in environmental features affecting the phenotype (criterion 2). This is often caused by environmental gradients across species ranges. Our study area is located within central Europe, for which southwest-to-northeast climatic gradients are characteristic . We sought to disentangle the effects of environmental gradients and interspecific interactions by incorporating geographical variables (latitude and longitude) in statistical models. This approach removes the effects of geographical gradients in all directions. We found that the interspecific interactions contribute significantly to the enhanced differences in bill morphology in sympatry even when the effects of environmental gradients were controlled for. It is thus unlikely that the observed changes in bill morphology are caused by different environmental features or by different food supplies in sympatric and allopatric regions.
If phenotypic differences in sympatric populations are caused by ecological character displacement, they should reflect differences in resource use (criterion 3). Bill morphology is generally closely linked to resource use in birds  and determines the type and size of the food as well as feeding strategies [11, 12]. This is very likely also true for nightingales. Although both species of nightingales have a similar diet in general - they feed on small invertebrates on the ground in dense shrubby vegetation  - it is possible that minor differences in diet have evolved between the species in sympatry. These differences could be caused by either a separation of their feeding niches in sites where both species co-occur or by different food supplies in different microhabitats . Territories of L. luscinia tend to occur in wetter sites in the region of sympatry, while L. megarhynchos is more frequent in drier places, probably due to displacement by interference competition [43, 48]. In addition, Stadie  observed slightly different feeding strategies of the two species in sympatry. Whereas L. megarhynchos fed almost exclusively on the ground, L. luscinia was able to catch flying insects and was observed more frequently foliage gleaning . These observations suggest that both niche separation within the same habitat and habitat segregation occur in sympatric populations of nightingales and might contribute to bill size divergence in sympatry.
Bill morphology in passerines could also be affected by song characteristics, such as frequency, harmonic content and temporal patterning [67–70]. Thus, an alternative explanation for bill size differentiation in nightingales would be a change of song in sympatry. Such change could be driven for example by selection against maladaptive hybridization, a phenomenon known as reproductive character displacement or reinforcement. This has been documented in African Tinker birds . However, such an explanation is unlikely in this study system since song convergence rather then divergence occurs in sympatric populations of nightingales [43, 47, 71]. Moreover, song convergence in nightingales is caused by song change in L. luscinia, but not in L. megarhynchos, in contrast to the pattern that we observed in bill morphology.
Independent evidence for competition between species needs to be demonstrated to make a compelling case for ecological character displacement (criterion 4). Both species of nightingales have very similar habitat requirements  and show interspecific territoriality in sympatry . Moreover, playback experiments have demonstrated that males of both species respond aggressively to heterospecific songs in sympatry . This suggests that interspecific competition for resources is present in the two nightingale species. The role of interspecific competition in bill size divergence in nightingales is also supported by the observed asymmetry in morphological change in our data. Asymmetrical character displacement is expected if one species suffers higher costs during interspecific interactions; this species should diverge more than the other species . In this study system, L. megarhynchos is the weaker competitor as is suggested by four observations. First, L. megarhynchos has a smaller body size compared to L. luscinia . Second, L. megarhynchos shows partial habitat shift in sympatry . Third, L. megarhynchos responds aggressively to the heterospecific song less often than L. luscinia . Fourth, the zone of sympatry is slowly moving in the south-west direction towards the area of L. megarhynchos, which could be the result of dominance of L. luscinia in interspecific competition . In accordance with the lower competitiveness of L. megarhynchos, this species shows significant shift in bill size between sympatry and allopatry, while the bill size of L. luscinia does not differ between the regions. This result is consistent with the idea that interspecific competition drives the bill size differentiation in nightingales.
Finally, character displacement should result from a true evolutionary shift, not from biased colonization and extinction of similarly sized individuals (criterion 5). For example, it is possible that sympatric regions were colonized preferentially by L. megarhynchos with large bills or that L. megarhynchos with small bills went extinct in sympatry due to reasons other than competitively mediated selection. We addressed this question by comparing the distributions of bill size values (as reflected in PC3 residuals after removing the effects of latitude and longitude) in sympatric and allopatric populations within the same species. We found that the non-outlier range of bill size values for sympatric population of L. megarhynchos reaches beyond the non-outlier range observed for allopatric population of the same species (Figure 5). This suggests that the observed increase in bill size in sympatric population of L. megarhynchos is caused by in situ evolution of a novel phenotype and thus represents a real evolutionary shift rather than biased colonization and extinction of individuals with certain phenotypes.
These observations suggest that ecological character displacement is likely to be the causal mechanism underlying morphological differences between sympatric populations of the two nightingale species. Nonetheless, several issues still need to be addressed to provide more direct evidence for ecological character displacement. First, the observed divergence in bill morphology should be demonstrated on additional independent populations to rule out the possibility that the pattern is caused by chance (criterion 1). Second, a direct link between bill size and food preferences should be established (criterion 3). Third, the relationship between bill size and the level of interspecific competition in sympatric populations should be demonstrated (criterion 4). Finally, it remains to be shown that the divergence of sympatric populations is genetically based (criterion 6), although some non-genetic changes may also reflect ecological character displacement as discussed below.
Ecological character displacement in the face of gene flow: result of natural selection or phenotypic plasticity?
Ecological character displacement has often been regarded as a post-speciation event that occurs after the completion of reproductive isolation between incipient species [1–3, 13, 38]. In species where hybridization is common, interspecific gene flow can hinder ecological differentiation. In this study, we found that at least 3% of sympatric nightingales represent hybrids. In addition, gene flow between the species has been documented at multiple loci . This raises the question of how morphological divergence in sympatric populations of nightingales is maintained and why it is not erased by interspecific gene flow.
One possible explanation is simply that natural selection has a stronger effect on allele frequencies at loci that are responsible for bill size variability than does the rate of interspecific gene flow. This can be thought of in the context of models of migration-selection balance. Alleles at loci controlling bill size will be introduced due to gene flow from the sister species, and will be removed due to selection. Under a number of simplifying assumptions, the equilibrium frequency (q) for a dominant deleterious allele introduced by migration at rate m and removed by selection of magnitude s is given by q = m/s . In nightingales, most hybridization may not lead to gene flow since F1 females are sterile . In our study, only one bird was a later-generation hybrid. If we take this as a very rough upper estimate of the level of gene flow (m = 0.01), then a 10% selective cost (s = 0.1) would be sufficient to keep introduced alleles at a relative low frequency (i.e., 10%). This very rough calculation is only meant to illustrate that the degree of gene flow is sufficiently low that strong selection could still maintain different allele frequencies for traits of ecological importance.
In fact, previous work suggested that this sort of selection regularly acts against alleles introduced by migration between these species . That study showed that introgression between the nightingale species is significantly lower on the Z chromosome than on the autosomes, suggesting that selection acts against mis-matched Z-linked loci . Indirect estimates of the overall migration rate from patterns of DNA sequence variation analyzed under an isolation-with-migration model  were on the order of 10-7 , many orders of magnitude lower than the proportion of later-generation hybrids (10-2) observed in this study. This large difference suggests that many hybrid individuals may not contribute substantially to gene flow, perhaps because they have lower fitness. If so, then even weak selection might be sufficient to drive the evolution of bill shape differences in sympatry.
Why do alleles that increase bill size in sympatric L. megarhynchos not spread into allopatric populations? One possible explanation is that a larger bill is less optimal then the ancestral pre-displacement phenotype in allopatry. Indeed, character displacement might represent a "best-of-a-bad-situation", sensu , in that it lessens interspecific competition, but at a cost of reduction in other fitness parameters . Such fitness trade-offs can generate a selective barrier to gene flow between sympatric and allopatric populations because individuals from either population will be disadvantaged in the alternate population .
Phenotypic plasticity could provide an alternative explanation for the maintenance of phenotypic differences in the presence of gene flow. Phenotypic plasticity is the ability of an organism to change its phenotype in response to environmental stimuli [79, 80]. Since this is a non-genetic response, interspecific gene flow should not affect morphological differences caused by phenotypic plasticity. Recent evidence suggests that phenotypic plasticity in bill morphology can occur in response to poor conditions during development. Gil et al.  have demonstrated that nestlings of the Spotless Starling (Sturnus unicolor) develop larger bills and smaller body size in poor feeding conditions. Bill size of nestlings (especially the gape width) is an important determinant of food distribution among nestlings . Gil et al.  thus suggested that growth of the bill could be favored over growth of overall body size when feeding conditions worsened. In nightingales, L. megarhynchos, which is the weaker competitor, might be forced to low-quality territories with reduced food availability in sites where both species co-occur. Nutritional stress could then cause increased bill size in nestlings and, at maturity, of the adult birds.
Morphological differences caused by phenotypic plasticity are traditionally not considered character displacement, since they do not have a genetic basis (although the tendency to express different phenotypes in varying environmental conditions can be determined genetically) and thus cannot be inherited (criterion 6). Interesting exceptions represent cases where plastic phenotypic change is transmitted to the next generation through maternal effect [83, 84]. Recent studies, however, indicate that if plastic phenotypic change is adaptive (for example if it leads to change in food choice, which in turn reduces interspecific competition), it can eventually be stabilized by the evolution of genetic differences through a process known as genetic assimilation . Phenotypic plasticity could thus facilitate the evolution of character displacement in the presence of gene flow . Further developmental studies of nightingales raised on low and high quality food should provide more insight into the proximate mechanisms responsible for the divergence in bill size in these species.
Darwin  was the first who highlighted the importance of competition in speciation, though his idea was not widely accepted. The major objection was that divergence through competition cannot occur without prior evolution of reproductive isolation between incipient species, because gene flow would preclude any divergence [38, 87]. Only recently, theoretical studies have indicated that competitively mediated divergence could be possible even in the face of gene flow [88–90]. Yet, empirical examples of such process are still scarce and involve mainly species where hybridization is relatively rare [5, 12, 40, 91]. Our results add to this evidence and suggest that selection for reduced competition could drive species divergence if gene flow is relatively low (specifically, if gene flow, m, is lower than selective cost, s, see above). In such situations, ecological character displacement can facilitate speciation by enhancing reproductive isolation. This might happen in several different ways. First, hybrids with intermediate phenotype might be exposed to higher levels of interspecific competition and thus be forced to live in marginal niches, increasing the degree of extrinsic postzygotic isolation. Second, separation of ecological niches may lead to reduced contacts between the species and thus increase the degree of prezygotic isolation. Third, if ecological divergence has a genetic basis, it should be associated with divergence in genomic regions underlying ecologically important traits, such as bill shape in nightingales. Such genetic differentiation could be accompanied by accumulation of genetic incompatibilities leading to reduced fertility or viability of hybrids and thus increase the degree of intrinsic postzygotic isolation. Further studies combining genetic, morphological and ecological data will help elucidate the role of bill size divergence in reproductive isolation between the nightingale species.
We are grateful to Pawel Czechowski, Paweł Dołata, Jakub Glapan, Pavel Kverek, and Jana Vokurková for help with the sample collection and Megan Phifer-Rixey for helpful discussion on statistical analysis. Jitka Fischerová helped us with genetic analysis and Irena Šímová with drawing a figure. Tereza Petrusková, Adam Petrusek, David Pfennig and two anonymous reviewers provided useful comments on early versions of the manuscript. The research was supported by grants of the Czech Science Foundation (206/08/P160 and P506/10/1155) to R.R. and by the Ministry of Education, Youth and Sport of the Czech Republic (MSM0021620828, MSM6198959212).
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