ETF comparison
DTD vs DVY
Both Dividend.
WisdomTree U.S. Total Dividend Fund · iShares Select Dividend ETF
Holdings overlap
86 positions appear in both funds. Buying equal dollars of DTD and DVY would leave roughly 19.4% 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
DTD is 10 bps cheaper than DVY. On a $100,000 position that's about $100/yr more in fees for DVY.
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 DTD vs DVY.
Top shared holdings
86 shared in total| # | Holding | In DTD | In DVY | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 1.38% | 1.36% | 1.36% |
| 2 | PHILIP MORRIS INTERNATIONAL INC | 1.27% | 1.14% | 1.14% |
| 3 | MERCK & COMPANY INC | 1.23% | 1.00% | 1.00% |
| 4 | COCA-COLA COMPANY (THE) | 1.17% | 0.99% | 0.99% |
| 5 | VERIZON COMMUNICATIONS INC | 0.96% | 1.74% | 0.96% |
| 6 | INTERNATIONAL BUSINESS MACHINES CORP | 0.87% | 0.78% | 0.78% |
| 7 | AT&T INC | 0.75% | 1.06% | 0.75% |
| 8 | PFIZER INC | 0.74% | 2.00% | 0.74% |
| 9 | ALTRIA GROUP INC | 0.66% | 2.09% | 0.66% |
| 10 | GILEAD SCIENCES INC | 0.69% | 0.63% | 0.63% |
| 11 | NEXTERA ENERGY INC | 0.56% | 0.85% | 0.56% |
| 12 | CVS HEALTH CORP | 0.54% | 1.49% | 0.54% |
Only in DTD
736 total- NVIDIA CORP 3.37%
- MICROSOFT CORP 3.07%
- JP MORGAN CHASE & COMPANY 2.67%
- APPLE INC 2.10%
- BROADCOM INC 1.92%
- JOHNSON & JOHNSON 1.80%
- EXXONMOBIL HOLDINGS CORP 1.71%
- ABBVIE INC 1.55%
- META PLATFORMS INC 1.46%
- ALPHABET INC 1.33%
Only in DVY
13 total- HP INC 2.04%
- ONEOK INC 1.74%
- INTERNATIONAL PAPER COMPANY 1.25%
- SMURFIT WESTROCK PLC 1.25%
- LYONDELLBASELL INDUSTRIES NV 1.23%
- MONDELEZ INTERNATIONAL INC 1.20%
- INVESCO LTD 1.16%
- EXXONMOBIL HOLDINGS CORP 0.97%
- WATSCO INC 0.74%
- BUNGE GLOBAL SA 0.71%
Related comparisons
More comparisons with DTD
- DTD vs VO · Vanguard Morningstar Mid-Cap ETF 18.5%
- DTD vs SCHD · Schwab U.S. Dividend Equity ETF 18.5%
- DTD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 17.8%
- DTD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 15.2%
- DTD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 14.6%
- DTD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 13.0%
More comparisons with DVY
- DVY vs FVD · First Trust Value Line Dividend Index Fund 18.8%
- DVY vs DON · WisdomTree U.S. MidCap Dividend Fund 17.6%
- DVY vs VTV · Vanguard Morningstar Value ETF 15.7%
- DVY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 14.5%
- DVY vs IWD · iShares Russell 1000 Value ETF 13.4%
- DVY vs DGRO · iShares Core Dividend Growth ETF 13.4%
Percentages are holdings overlap with the named fund.
Open DTD or DVY 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.