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ETF comparison

DON vs VO

Dividend vs US Mid Cap.

WisdomTree U.S. MidCap Dividend Fund · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.5 %

4 positions appear in both funds. Buying equal dollars of DON and VO would leave roughly 0.5% of each dollar exposed to the same underlying securities.

DON unmatched 99.3% Shared 0.5% VO unmatched 99.2%

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.

In DON only
290 positions
Shared
4 positions
In VO only
278 positions

Side by side

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree · Dividend

75 composite / 100
Expense ratio
0.38%
Net assets
$3.75B
TTM yield
2.30%
Top-10 conc.
10.7%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

97 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

62
Cost
97
76
Tax efficiency
89
81
Liquidity
100
99
Concentration
100
—
Tracking quality
—
DON sub-score VO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VO 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 the cost calculator pre-filled with DON vs VO.

Top shared holdings

4 shared in total
# Holding In DON In VO Overlap
1 SNAP-ON INC 0.94% 0.20% 0.20%
2 QNITY ELECTRONICS INC 0.48% 0.17% 0.17%
3 INTERNATIONAL FLAVORS & FRAGRANCES INC 0.78% 0.09% 0.09%
4 TKO GROUP HOLDINGS INC 0.43% 0.06% 0.06%

Only in DON

290 total
  • FRANKLIN RESOURCES INC 1.41%
  • 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%
  • HASBRO INC 0.92%
  • PERMIAN RESOURCES CORP 0.89%
  • OGE ENERGY CORP 0.88%

Only in VO

278 total
  • Vertiv Holdings Co 1.22%
  • Western Digital Corp 1.06%
  • Seagate Technology Holdings PLC 1.05%
  • Quanta Services Inc 1.04%
  • Howmet Aerospace Inc 1.04%
  • Cummins Inc 0.95%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Constellation Energy Corp 0.78%
  • Robinhood Markets Inc 0.77%

Percentages are holdings overlap with the named fund.

Open DON or VO 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.