ETF comparison
DTD vs FVD
Both Dividend.
WisdomTree U.S. Total Dividend Fund · First Trust Value Line Dividend Index Fund
Holdings overlap
175 positions appear in both funds. Buying equal dollars of DTD and FVD would leave roughly 27.4% 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 34 bps cheaper than FVD. On a $100,000 position that's about $340/yr more in fees for FVD.
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 FVD.
Top shared holdings
175 shared in total| # | Holding | In DTD | In FVD | Overlap |
|---|---|---|---|---|
| 1 | INTERNATIONAL BUSINESS MACHINES CORP | 0.87% | 0.43% | 0.43% |
| 2 | MERCK & COMPANY INC | 1.23% | 0.43% | 0.43% |
| 3 | COMCAST CORP | 0.47% | 0.43% | 0.43% |
| 4 | JOHNSON & JOHNSON | 1.80% | 0.43% | 0.43% |
| 5 | ABBVIE INC | 1.55% | 0.43% | 0.43% |
| 6 | HOME DEPOT INC (THE) | 1.05% | 0.42% | 0.42% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 0.60% | 0.41% | 0.41% |
| 8 | AMGEN INC | 0.94% | 0.41% | 0.41% |
| 9 | UNION PACIFIC CORP | 0.44% | 0.41% | 0.41% |
| 10 | PHILIP MORRIS INTERNATIONAL INC | 1.27% | 0.41% | 0.41% |
| 11 | RTX CORP | 0.48% | 0.41% | 0.41% |
| 12 | AMERICAN ELECTRIC POWER COMPANY INC | 0.41% | 0.41% | 0.41% |
Only in DTD
647 total- NVIDIA CORP 3.37%
- MICROSOFT CORP 3.07%
- APPLE INC 2.10%
- BROADCOM INC 1.92%
- META PLATFORMS INC 1.46%
- ALPHABET INC 1.33%
- ALPHABET INC 1.23%
- ELI LILLY & COMPANY 1.14%
- UNITEDHEALTH GROUP INC 1.14%
- TEXAS INSTRUMENTS INC 0.98%
Only in FVD
76 total- BROWN & BROWN INC 0.43%
- ARTHUR J. GALLAGHER & COMPANY 0.43%
- CALIFORNIA WATER SERVICE GROUP 0.42%
- ASTRAZENECA PLC 0.42%
- KENVUE INC 0.42%
- THOMSON REUTERS CORP 0.42%
- AMCOR PLC 0.42%
- CNA FINANCIAL CORP 0.41%
- INVITATION HOMES INC 0.41%
- KEURIG DR PEPPER INC 0.41%
Related comparisons
More comparisons with DTD
- DTD vs VUG · Vanguard Morningstar Growth ETF 25.7%
- DTD vs SDY · State Street SPDR S&P Dividend ETF 23.3%
- DTD vs RDVY · First Trust Rising Dividend Achievers ETF 22.2%
- DTD vs HDV · iShares Core High Dividend ETF 21.3%
- DTD vs DVY · iShares Select Dividend ETF 19.4%
- DTD vs VO · Vanguard Morningstar Mid-Cap ETF 18.5%
More comparisons with FVD
- FVD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 27.2%
- FVD vs IWD · iShares Russell 1000 Value ETF 27.2%
- FVD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 25.8%
- FVD vs VO · Vanguard Morningstar Mid-Cap ETF 23.1%
- FVD vs VOO · Vanguard S&P 500 ETF 19.2%
- FVD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 19.2%
Percentages are holdings overlap with the named fund.
Open DTD or FVD 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.