ETF comparison
DON vs IJR
Dividend vs US Small Cap.
WisdomTree U.S. MidCap Dividend Fund · iShares Core S&P Small-Cap ETF
Holdings overlap
45 positions appear in both funds. Buying equal dollars of DON and IJR would leave roughly 7.6% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJR is 32 bps cheaper than DON. On a $100,000 position that's about $320/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 IJR.
Top shared holdings
45 shared in total| # | Holding | In DON | In IJR | Overlap |
|---|---|---|---|---|
| 1 | EASTMAN CHEMICAL COMPANY | 0.66% | 0.41% | 0.41% |
| 2 | MATCH GROUP INC | 0.36% | 0.48% | 0.36% |
| 3 | ATLANTIC UNION BANKSHARES CORP | 0.36% | 0.33% | 0.33% |
| 4 | ELEMENT SOLUTIONS INC | 0.31% | 0.59% | 0.31% |
| 5 | MERITAGE HOMES CORP | 0.29% | 0.30% | 0.29% |
| 6 | LINCOLN NATIONAL CORP | 0.41% | 0.27% | 0.27% |
| 7 | ARGAN INC | 0.26% | 0.60% | 0.26% |
| 8 | LAMB WESTON HOLDINGS INC | 0.25% | 0.32% | 0.25% |
| 9 | MILLROSE PROPERTIES INC | 0.28% | 0.25% | 0.25% |
| 10 | POOL CORP | 0.24% | 0.37% | 0.24% |
| 11 | CAMPBELL'S COMPANY (THE) | 0.56% | 0.24% | 0.24% |
| 12 | ZURN ELKAY WATER SOLUTIONS CORP | 0.23% | 0.41% | 0.23% |
Only in DON
249 total- FRANKLIN RESOURCES INC 1.41%
- VIATRIS INC 1.28%
- BEST BUY CO INC 1.27%
- STANLEY BLACK & DECKER INC 1.08%
- AMERICAN FINANCIAL GROUP INC 0.97%
- ANTERO MIDSTREAM CORP 0.95%
- APA CORP 0.95%
- SNAP-ON INC 0.94%
- HASBRO INC 0.92%
- PERMIAN RESOURCES CORP 0.89%
Only in IJR
558 total- FORMFACTOR INC 0.67%
- VIASAT INC 0.66%
- MOLINA HEALTHCARE INC 0.64%
- BRIGHTSPRING HEALTH SERVICES INC 0.60%
- MAXLINEAR INC 0.58%
- KRYSTAL BIOTECH INC 0.53%
- ALKERMES PLC 0.47%
- EVERUS CONSTRUCTION GROUP INC 0.46%
- STONEX GROUP INC 0.46%
- CORCEPT THERAPEUTICS INC 0.45%
Related comparisons
More comparisons with DON
- DON vs DTD · WisdomTree U.S. Total Dividend Fund 7.6%
- DON vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 7.1%
- DON vs IWD · iShares Russell 1000 Value ETF 6.1%
- DON vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 5.9%
- DON vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 5.6%
- DON vs DGRO · iShares Core Dividend Growth ETF 4.7%
More comparisons with IJR
- IJR vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 6.8%
- IJR vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.3%
- IJR vs DFUV · Dimensional US Marketwide Value ETF 4.7%
- IJR vs SCHM · Schwab U.S. Mid-Cap ETF 4.7%
- IJR vs AVUS · Avantis US Equity ETF 4.5%
- IJR vs PRF · Invesco RAFI US 1000 ETF 2.9%
Percentages are holdings overlap with the named fund.
Open DON or IJR 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.