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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
40.1 %

184 positions appear in both funds. Buying equal dollars of DON and IJH would leave roughly 40.1% of each dollar exposed to the same underlying securities.

DON only 59.7% Shared 40.1% IJH only 59.3%
In DON only
111 positions
Shared
184 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
$3.96B
TTM yield
2.25%
Top-10 conc.
10.9%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

96 composite / 100
Expense ratio
0.050%
Net assets
$124.33B
TTM yield
1.17%
Top-10 conc.
10.4%

Sub-score comparison

62
Cost
95
76
Tax efficiency
88
83
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

184 shared in total
# Holding In DON In IJH Overlap
1 Ovintiv Inc 0.76% 0.51% 0.51%
2 Permian Resources Corp 1.10% 0.49% 0.49%
3 Reliance Inc 0.48% 0.50% 0.48%
4 W. P. Carey Inc 0.86% 0.46% 0.46%
5 East West Bancorp Inc 0.50% 0.46% 0.46%
6 Alcoa Corporation 0.46% 0.54% 0.46%
7 Lincoln Electric Holdings Inc. 0.49% 0.43% 0.43%
8 DT Midstream Inc 0.66% 0.43% 0.43%
9 The New York Times Company 0.44% 0.42% 0.42%
10 RPM International Inc. 0.48% 0.40% 0.40%
11 Royal Gold, Inc. 0.39% 0.64% 0.39%
12 PINNACLE FINANCIAL PARTNERS INC 0.39% 0.40% 0.39%

Only in DON

111 total
  • APA Corp. 1.33%
  • Viatris Inc 1.17%
  • Best Buy Co Inc. 1.16%
  • Hasbro Inc 1.13%
  • Franklin Resources Inc. 1.08%
  • The Clorox Company 1.00%
  • Omnicom Group Inc 0.98%
  • CF Industries Holdings, Inc. 0.93%
  • Snap-On Incorporated 0.91%
  • Stanley Black & Decker, Inc. 0.88%

Only in IJH

215 total
  • TechnipFMC PLC 0.87%
  • Casey'S General Stores Inc. 0.84%
  • United Therapeutics Corporation 0.80%
  • Curtiss-Wright Corp. 0.78%
  • FLEX LTD 0.75%
  • XPO Inc 0.71%
  • Woodward Inc. 0.67%
  • US Foods Holding Corp 0.63%
  • Burlington Stores Inc. 0.63%
  • ATI Inc 0.62%

Open DON or IJH 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.