ETF comparison
DONvsDVY
Both Dividend.
WisdomTree U.S. MidCap Dividend Fund · iShares Select Dividend ETF
Holdings overlap
32 positions appear in both funds. Buying equal dollars of DON and DVY would leave roughly17.1%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
Expense ratios are effectively identical (0.38% vs 0.38%).
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with DON vs DVY.
Top shared holdings
32 shared in total| # | Holding | In DON | In DVY | Overlap |
|---|---|---|---|---|
| 1 | BEST BUY CO INC | 1.27% | 0.98% | 0.98% |
| 2 | APA CORP | 0.95% | 1.17% | 0.95% |
| 3 | OMNICOM GROUP INC | 0.88% | 1.18% | 0.88% |
| 4 | PINNACLE WEST CAPITAL CORP | 0.85% | 1.03% | 0.85% |
| 5 | OGE ENERGY CORP | 0.88% | 0.84% | 0.84% |
| 6 | FRANKLIN RESOURCES INC | 1.41% | 0.83% | 0.83% |
| 7 | HF SINCLAIR CORP | 0.81% | 0.82% | 0.81% |
| 8 | UGI CORP | 0.69% | 0.70% | 0.69% |
| 9 | FIDELITY NATIONAL FINANCIAL INC | 0.67% | 1.19% | 0.67% |
| 10 | EASTMAN CHEMICAL COMPANY | 0.66% | 0.78% | 0.66% |
| 11 | ONEMAIN HOLDINGS INC | 0.62% | 0.63% | 0.62% |
| 12 | SKYWORKS SOLUTIONS INC | 0.61% | 0.98% | 0.61% |
Only in DON
262 total- VIATRIS INC1.28%
- STANLEY BLACK & DECKER INC1.08%
- AMERICAN FINANCIAL GROUP INC0.97%
- ANTERO MIDSTREAM CORP0.95%
- SNAP-ON INC0.94%
- HASBRO INC0.92%
- PERMIAN RESOURCES CORP0.89%
- CLOROX COMPANY0.86%
- AES CORP (THE)0.85%
- W.P. CAREY INC0.84%
Only in DVY
68 total- ALTRIA GROUP INC2.29%
- PFIZER INC2.22%
- T. ROWE PRICE GROUP INC2.02%
- VERIZON COMMUNICATIONS INC1.85%
- PRUDENTIAL FINANCIAL INC1.84%
- ONEOK INC1.83%
- HP INC1.61%
- EDISON INTERNATIONAL1.53%
- LYONDELLBASELL INDUSTRIES NV1.53%
- GENERAL MILLS INC1.52%
Open DON or DVY at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand 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.