ETF comparison
DON vs SCHD
Both Dividend.
WisdomTree U.S. MidCap Dividend Fund · Schwab U.S. Dividend Equity ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of DON and SCHD would leave roughly 4.6% 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
SCHD 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 SCHD.
Top shared holdings
22 shared in total| # | Holding | In DON | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | SNAP-ON INC | 0.94% | 0.48% | 0.48% |
| 2 | EAST WEST BANCORP INC | 0.57% | 0.42% | 0.42% |
| 3 | BEST BUY CO INC | 1.27% | 0.38% | 0.38% |
| 4 | APA CORP | 0.95% | 0.33% | 0.33% |
| 5 | FIDELITY NATIONAL FINANCIAL INC | 0.67% | 0.30% | 0.30% |
| 6 | SKYWORKS SOLUTIONS INC | 0.61% | 0.29% | 0.29% |
| 7 | HF SINCLAIR CORP | 0.81% | 0.28% | 0.28% |
| 8 | BOOZ ALLEN HAMILTON HOLDING CORP | 0.33% | 0.24% | 0.24% |
| 9 | AMERICAN FINANCIAL GROUP INC | 0.97% | 0.23% | 0.23% |
| 10 | COLUMBIA BANKING SYSTEM INC | 0.74% | 0.22% | 0.22% |
| 11 | OLD REPUBLIC INTERNATIONAL CORP | 0.39% | 0.21% | 0.21% |
| 12 | MACY'S INC | 0.37% | 0.15% | 0.15% |
Only in DON
272 total- FRANKLIN RESOURCES INC 1.41%
- VIATRIS INC 1.28%
- STANLEY BLACK & DECKER INC 1.08%
- ANTERO MIDSTREAM CORP 0.95%
- HASBRO INC 0.92%
- PERMIAN RESOURCES CORP 0.89%
- OGE ENERGY CORP 0.88%
- OMNICOM GROUP INC 0.88%
- CLOROX COMPANY 0.86%
- PINNACLE WEST CAPITAL CORP 0.85%
Only in SCHD
77 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with DON
- DON vs FDVV · Fidelity High Dividend ETF 3.8%
- DON vs VTI · Vanguard Morningstar Total Stock Market ETF 3.7%
- DON vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.7%
- DON vs SCHB · Schwab U.S. Broad Market ETF 3.5%
- DON vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.5%
- DON vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 3.3%
More comparisons with SCHD
- SCHD vs CGUS · Capital Group Core Equity ETF 4.4%
- SCHD vs VBR · Vanguard Morningstar Small-Cap Value ETF 4.3%
- SCHD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 3.7%
- SCHD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3.5%
- SCHD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 3.4%
- SCHD vs IJH · iShares Core S&P Mid-Cap ETF 3.4%
Percentages are holdings overlap with the named fund.
Open DON or SCHD 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.