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ETF comparison

DON vs IJH

Dividend vs US Mid Cap.

WisdomTree U.S. MidCap Dividend Fund · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
39.7 %

185 positions appear in both funds. Buying equal dollars of DON and IJH would leave roughly 39.7% of each dollar exposed to the same underlying securities.

DON unmatched 60.0% Shared 39.7% IJH unmatched 60.0%

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 DON only
109 positions
Shared
185 positions
In IJH only
215 positions

Side by side

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree · Dividend

75 composite / 100
Expense ratio
0.38%
Net assets
$3.75B
TTM yield
2.31%
Top-10 conc.
10.7%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%

Sub-score comparison

62
Cost
95
76
Tax efficiency
88
81
Liquidity
100
99
Concentration
99
—
Tracking quality
—
DON sub-score IJH

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

Cost difference

IJH is 33 bps cheaper than DON. On a $100,000 position that's about $330/yr more in fees for DON.

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 DON vs IJH.

Top shared holdings

185 shared in total
# Holding In DON In IJH Overlap
1 RELIANCE INC 0.55% 0.52% 0.52%
2 MKS INC 0.51% 0.83% 0.51%
3 EAST WEST BANCORP INC 0.57% 0.49% 0.49%
4 TD SYNNEX CORP 0.46% 0.55% 0.46%
5 CARPENTER TECHNOLOGY CORP 0.44% 0.84% 0.44%
6 W.P. CAREY INC 0.84% 0.44% 0.44%
7 PINNACLE FINANCIAL PARTNERS INC 0.43% 0.42% 0.42%
8 DT MIDSTREAM INC 0.67% 0.41% 0.41%
9 LINCOLN ELECTRIC HOLDINGS INC 0.48% 0.40% 0.40%
10 OVINTIV INC 0.63% 0.40% 0.40%
11 PERMIAN RESOURCES CORP 0.89% 0.40% 0.40%
12 RPM INTERNATIONAL INC 0.50% 0.39% 0.39%

Only in DON

109 total
  • FRANKLIN RESOURCES INC 1.41%
  • VIATRIS INC 1.28%
  • BEST BUY CO INC 1.27%
  • STANLEY BLACK & DECKER INC 1.08%
  • APA CORP 0.95%
  • SNAP-ON INC 0.94%
  • HASBRO INC 0.92%
  • OMNICOM GROUP INC 0.88%
  • CLOROX COMPANY 0.86%
  • PINNACLE WEST CAPITAL CORP 0.85%

Only in IJH

215 total
  • TWILIO INC 0.86%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%

Percentages are holdings overlap with the named fund.

Open DON or IJH 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 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.