ETF comparison
DONvsVB
Dividend vs US Small Cap.
WisdomTree U.S. MidCap Dividend Fund · Vanguard Morningstar Small-Cap ETF
Holdings overlap
293 positions appear in both funds. Buying equal dollars of DON and VB would leave roughly32.1%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
VB is 35 bps cheaper than DON. On a $100,000 position that's about $350/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 VB.
Top shared holdings
293 shared in total| # | Holding | In DON | In VB | Overlap |
|---|---|---|---|---|
| 1 | MKS INC | 0.51% | 0.37% | 0.37% |
| 2 | CARPENTER TECHNOLOGY CORP | 0.44% | 0.35% | 0.35% |
| 3 | ENTEGRIS INC | 0.35% | 0.33% | 0.33% |
| 4 | J.B. HUNT TRANSPORT SERVICES INC | 0.47% | 0.27% | 0.27% |
| 5 | OMNICOM GROUP INC | 0.88% | 0.25% | 0.25% |
| 6 | TD SYNNEX CORP | 0.46% | 0.24% | 0.24% |
| 7 | RELIANCE INC | 0.55% | 0.23% | 0.23% |
| 8 | ESSEX PROPERTY TRUST INC | 0.72% | 0.23% | 0.23% |
| 9 | DUPONT DE NEMOURS INC | 0.62% | 0.23% | 0.23% |
| 10 | VIATRIS INC | 1.28% | 0.22% | 0.22% |
| 11 | LENNOX INTERNATIONAL INC | 0.39% | 0.22% | 0.22% |
| 12 | BWX TECHNOLOGIES INC | 0.26% | 0.22% | 0.22% |
Only in DON
1 total- SNAP-ON INC0.94%
Only in VB
1,016 total- Credo Technology Group Holding Ltd0.55%
- Jabil Inc0.49%
- REVOLUTION Medicines Inc0.46%
- Astera Labs Inc0.45%
- Natera Inc0.45%
- EMCOR Group Inc0.45%
- Twilio Inc0.38%
- NRG Energy Inc0.37%
- Flex Ltd0.36%
- Tapestry Inc0.36%
Open DON or VB 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.