ETF comparison
DONvsIJH
Dividend vs US Mid Cap.
WisdomTree U.S. MidCap Dividend Fund · iShares Core S&P Mid-Cap ETF
Holdings overlap
185 positions appear in both funds. Buying equal dollars of DON and IJH would leave roughly39.7%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
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 thecost 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 INC1.41%
- VIATRIS INC1.28%
- BEST BUY CO INC1.27%
- STANLEY BLACK & DECKER INC1.08%
- APA CORP0.95%
- SNAP-ON INC0.94%
- HASBRO INC0.92%
- OMNICOM GROUP INC0.88%
- CLOROX COMPANY0.86%
- PINNACLE WEST CAPITAL CORP0.85%
Only in IJH
215 total- TWILIO INC0.86%
- CURTISS-WRIGHT CORP0.77%
- NVENT ELECTRIC PLC0.75%
- ATI INC0.74%
- ILLUMINA INC0.73%
- TECHNIPFMC PLC0.73%
- STERLING INFRASTRUCTURE INC0.71%
- MASTEC INC0.71%
- WOODWARD INC0.70%
- MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.69%
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 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.