ETF comparison
DON vs IWM
Dividend vs US Small Cap.
WisdomTree U.S. MidCap Dividend Fund · iShares Russell 2000 ETF
Holdings overlap
59 positions appear in both funds. Buying equal dollars of DON and IWM would leave roughly 8.8% 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
IWM is 19 bps cheaper than DON. On a $100,000 position that's about $190/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 IWM.
Top shared holdings
59 shared in total| # | Holding | In DON | In IWM | Overlap |
|---|---|---|---|---|
| 1 | CARETRUST REIT INC | 0.32% | 0.28% | 0.28% |
| 2 | OLD NATIONAL BANCORP | 0.36% | 0.28% | 0.28% |
| 3 | ARGAN INC | 0.26% | 0.34% | 0.26% |
| 4 | UMB FINANCIAL CORP | 0.23% | 0.33% | 0.23% |
| 5 | ZURN ELKAY WATER SOLUTIONS CORP | 0.23% | 0.24% | 0.23% |
| 6 | MOOG INC | 0.23% | 0.38% | 0.23% |
| 7 | ENERSYS | 0.23% | 0.27% | 0.23% |
| 8 | VALLEY NATIONAL BANCORP | 0.44% | 0.22% | 0.22% |
| 9 | GLACIER BANCORP INC | 0.30% | 0.21% | 0.21% |
| 10 | FIRSTCASH HOLDINGS INC | 0.21% | 0.28% | 0.21% |
| 11 | SOUTHWEST GAS HOLDINGS INC | 0.50% | 0.20% | 0.20% |
| 12 | GATX CORP | 0.19% | 0.20% | 0.19% |
Only in DON
235 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 IWM
1,955 total- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- Compass, Inc. 0.27%
- D-Wave Quantum, Inc. 0.27%
Related comparisons
More comparisons with DON
- DON vs IJR · iShares Core S&P Small-Cap ETF 7.6%
- 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%
More comparisons with IWM
- IWM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.5%
- IWM vs CALF · Pacer US Small Cap Cash Cows 100 ETF 7.3%
- IWM vs AVUS · Avantis US Equity ETF 6.3%
- IWM vs DFUV · Dimensional US Marketwide Value ETF 6.3%
- IWM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 6.0%
- IWM vs SCHM · Schwab U.S. Mid-Cap ETF 5.0%
Percentages are holdings overlap with the named fund.
Open DON or IWM 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.