ETF comparison
DON vs SDY
Both Dividend.
WisdomTree U.S. MidCap Dividend Fund · State Street SPDR S&P Dividend ETF
Holdings overlap
48 positions appear in both funds. Buying equal dollars of DON and SDY would leave roughly 16.2% 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
SDY is 3 bps cheaper than DON. On a $100,000 position that's about $30/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 SDY.
Top shared holdings
48 shared in total| # | Holding | In DON | In SDY | Overlap |
|---|---|---|---|---|
| 1 | ESSEX PROPERTY TRUST INC | 0.72% | 0.86% | 0.72% |
| 2 | BEST BUY CO INC | 1.27% | 0.69% | 0.69% |
| 3 | STANLEY BLACK & DECKER INC | 1.08% | 0.65% | 0.65% |
| 4 | J.M. SMUCKER COMPANY (THE) | 0.83% | 0.58% | 0.58% |
| 5 | CLOROX COMPANY | 0.86% | 0.58% | 0.58% |
| 6 | ESSENTIAL UTILITIES INC | 0.60% | 0.54% | 0.54% |
| 7 | RPM INTERNATIONAL INC | 0.50% | 0.63% | 0.50% |
| 8 | LINCOLN ELECTRIC HOLDINGS INC | 0.48% | 0.54% | 0.48% |
| 9 | AMERICAN FINANCIAL GROUP INC | 0.97% | 0.46% | 0.46% |
| 10 | CULLEN/FROST BANKERS INC | 0.44% | 0.45% | 0.44% |
| 11 | FRANKLIN RESOURCES INC | 1.41% | 0.43% | 0.43% |
| 12 | NORDSON CORP | 0.41% | 0.55% | 0.41% |
Only in DON
246 total- VIATRIS INC 1.28%
- ANTERO MIDSTREAM CORP 0.95%
- APA CORP 0.95%
- SNAP-ON INC 0.94%
- HASBRO INC 0.92%
- PERMIAN RESOURCES CORP 0.89%
- OGE ENERGY CORP 0.88%
- OMNICOM GROUP INC 0.88%
- PINNACLE WEST CAPITAL CORP 0.85%
- AES CORP (THE) 0.85%
Only in SDY
107 total- Verizon Communications Inc 2.14%
- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Automatic Data Processing Inc 1.54%
- Edison International 1.45%
Related comparisons
More comparisons with DON
- DON vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 15.7%
- DON vs FVD · First Trust Value Line Dividend Index Fund 15.2%
- DON vs PEY · Invesco High Yield Equity Dividend Achievers ETF 10.3%
- DON vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.1%
- DON vs IWM · iShares Russell 2000 ETF 8.8%
- DON vs IJR · iShares Core S&P Small-Cap ETF 7.6%
More comparisons with SDY
- SDY vs PEY · Invesco High Yield Equity Dividend Achievers ETF 15.2%
- SDY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 14.7%
- SDY vs VOO · Vanguard S&P 500 ETF 14.1%
- SDY vs SPYM · State Street SPDR Portfolio S&P 500 ETF 14.1%
- SDY vs IVV · iShares Core S&P 500 ETF 14.1%
- SDY vs VO · Vanguard Morningstar Mid-Cap ETF 13.8%
Percentages are holdings overlap with the named fund.
Open DON or SDY 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.