Skip to main content
PlainIndex
Menu

ETF comparison

DEM vs IWD

Dividend vs US Value.

WisdomTree Emerging Markets High Dividend Fund · iShares Russell 1000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of DEM and IWD would leave roughly 0.0% of each dollar exposed to the same underlying securities.

DEM unmatched 99.1% Shared 0.0% IWD unmatched 99.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DEM only
516 positions
Shared
0 positions
In IWD only
870 positions

Side by side

DEM

WisdomTree Emerging Markets High Dividend Fund

WisdomTree · Dividend

62 composite / 100
Expense ratio
0.63%
Net assets
$4.16B
TTM yield
4.10%
Top-10 conc.
26.8%
IWD

iShares Russell 1000 Value ETF

iShares · US Value

87 composite / 100
Expense ratio
0.18%
Net assets
$80.96B
TTM yield
1.37%
Top-10 conc.
27.8%

Sub-score comparison

37
Cost
82
72
Tax efficiency
88
83
Liquidity
100
76
Concentration
75
—
Tracking quality
—
DEM sub-score IWD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWD is 45 bps cheaper than DEM. On a $100,000 position that's about $450/yr more in fees for DEM.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DEM vs IWD.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in DEM

516 total
  • MEDIATEK INC 6.71%
  • CHINA CONSTRUCTION BANK CORP 4.04%
  • UNITED MICROELECTRONICS CORP 3.14%
  • INDUSTRIAL AND COMMERCIAL BANK OF CHINA LTD (THE) 2.45%
  • SAUDI ARABIAN OIL COMPANY 1.89%
  • GRUPO FINANCIERO BANORTE SAB DE CV 1.78%
  • ORLEN SA 1.65%
  • QUANTA COMPUTER INC 1.59%
  • FOMENTO ECONOMICO MEXICANO SAB DE CV 1.48%
  • POWSZECHNA KASA OSZCZEDNOSCI BANK POLSKI SA 1.48%

Only in IWD

870 total
  • AMAZON.COM, INC. 5.93%
  • APPLE INC. 5.37%
  • MICROSOFT CORPORATION 3.88%
  • BERKSHIRE HATHAWAY INC. 2.61%
  • JPMORGAN CHASE & CO. 2.45%
  • INTEL CORPORATION 1.72%
  • JOHNSON & JOHNSON 1.71%
  • EXXON MOBIL CORPORATION 1.59%
  • CISCO SYSTEMS, INC. 1.30%
  • WALMART INC. 1.27%

Related comparisons

More comparisons with DEM

More comparisons with IWD

Percentages are holdings overlap with the named fund.

Open DEM or IWD at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.