ETF comparison
DONvsSDY
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 roughly16.2%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost 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 INC1.28%
- ANTERO MIDSTREAM CORP0.95%
- APA CORP0.95%
- SNAP-ON INC0.94%
- HASBRO INC0.92%
- PERMIAN RESOURCES CORP0.89%
- OGE ENERGY CORP0.88%
- OMNICOM GROUP INC0.88%
- PINNACLE WEST CAPITAL CORP0.85%
- AES CORP (THE)0.85%
Only in SDY
108 total- Verizon Communications Inc2.14%
- Realty Income Corp2.14%
- Kenvue Inc1.75%
- Kimberly-Clark Corp1.75%
- AbbVie Inc1.62%
- QUALCOMM Inc1.57%
- Texas Instruments Inc1.55%
- Target Corp1.55%
- Automatic Data Processing Inc1.54%
- Edison International1.45%
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 methodologyand 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.