ETF comparison
DON vs SPHD
Both Dividend.
WisdomTree U.S. MidCap Dividend Fund · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
7 positions appear in both funds. Buying equal dollars of DON and SPHD would leave roughly 5.9% 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
SPHD is 8 bps cheaper than DON. On a $100,000 position that's about $80/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 SPHD.
Top shared holdings
7 shared in total| # | Holding | In DON | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 1.41% | 2.80% | 1.41% |
| 2 | OMNICOM GROUP INC | 0.88% | 1.42% | 0.88% |
| 3 | CLOROX COMPANY | 0.86% | 1.69% | 0.86% |
| 4 | PINNACLE WEST CAPITAL CORP | 0.85% | 1.84% | 0.85% |
| 5 | KIMCO REALTY CORP | 0.83% | 2.44% | 0.83% |
| 6 | CAMPBELL'S COMPANY (THE) | 0.56% | 1.92% | 0.56% |
| 7 | UDR INC | 0.48% | 1.95% | 0.48% |
Only in DON
287 total- 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%
- OGE ENERGY CORP 0.88%
Only in SPHD
43 total- Verizon Communications Inc. 3.47%
- Altria Group, Inc. 3.43%
- Healthpeak Properties, Inc. 3.22%
- Kraft Heinz Co. (The) 3.01%
- Pfizer Inc. 2.98%
- VICI Properties Inc. 2.66%
- ONEOK, Inc. 2.64%
- Realty Income Corp. 2.42%
- Amcor PLC 2.40%
- Crown Castle Inc. 2.39%
Related comparisons
More comparisons with DON
- 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%
- DON vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.7%
More comparisons with SPHD
- SPHD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 5.5%
- SPHD vs VOO · Vanguard S&P 500 ETF 4.7%
- SPHD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.7%
- SPHD vs IVV · iShares Core S&P 500 ETF 4.7%
- SPHD vs SCHB · Schwab U.S. Broad Market ETF 4.3%
- SPHD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 4.2%
Percentages are holdings overlap with the named fund.
Open DON or SPHD 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.