ETF comparison
DON vs IWD
Dividend vs US Value.
WisdomTree U.S. MidCap Dividend Fund · iShares Russell 1000 Value ETF
Holdings overlap
228 positions appear in both funds. Buying equal dollars of DON and IWD would leave roughly 6.1% 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
IWD is 20 bps cheaper than DON. On a $100,000 position that's about $200/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 IWD.
Top shared holdings
228 shared in total| # | Holding | In DON | In IWD | Overlap |
|---|---|---|---|---|
| 1 | QNITY ELECTRONICS INC | 0.48% | 0.10% | 0.10% |
| 2 | MKS INC | 0.51% | 0.08% | 0.08% |
| 3 | ENTEGRIS INC | 0.35% | 0.07% | 0.07% |
| 4 | J.B. HUNT TRANSPORT SERVICES INC | 0.47% | 0.06% | 0.06% |
| 5 | OMNICOM GROUP INC | 0.88% | 0.06% | 0.06% |
| 6 | TD SYNNEX CORP | 0.46% | 0.06% | 0.06% |
| 7 | SNAP-ON INC | 0.94% | 0.06% | 0.06% |
| 8 | INTERNATIONAL FLAVORS & FRAGRANCES INC | 0.78% | 0.06% | 0.06% |
| 9 | RELIANCE INC | 0.55% | 0.05% | 0.05% |
| 10 | ESSEX PROPERTY TRUST INC | 0.72% | 0.05% | 0.05% |
| 11 | DUPONT DE NEMOURS INC | 0.62% | 0.05% | 0.05% |
| 12 | VIATRIS INC | 1.28% | 0.05% | 0.05% |
Only in DON
66 total- PORTLAND GENERAL ELECTRIC COMPANY 0.51%
- SOUTHWEST GAS HOLDINGS INC 0.50%
- VALLEY NATIONAL BANCORP 0.44%
- CARPENTER TECHNOLOGY CORP 0.44%
- MOELIS & COMPANY 0.44%
- NEW JERSEY RESOURCES CORP 0.40%
- UNITED BANKSHARES INC 0.37%
- OLD NATIONAL BANCORP 0.36%
- ATLANTIC UNION BANKSHARES CORP 0.36%
- BLACK HILLS CORP 0.36%
Only in IWD
642 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with DON
- 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%
- DON vs SCHD · Schwab U.S. Dividend Equity ETF 4.6%
- DON vs FDVV · Fidelity High Dividend ETF 3.8%
- DON vs VTI · Vanguard Morningstar Total Stock Market ETF 3.7%
More comparisons with IWD
- IWD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 5.6%
- IWD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 5.2%
- IWD vs FNDA · Schwab Fundamental U.S. Small Company ETF 5.0%
- IWD vs IWP · iShares Russell Mid-Cap Growth ETF 4.8%
- IWD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.8%
- IWD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.6%
Percentages are holdings overlap with the named fund.
Open DON or IWD 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.