ETF comparison
DTD vs HDV
Both Dividend.
WisdomTree U.S. Total Dividend Fund · iShares Core High Dividend ETF
Holdings overlap
64 positions appear in both funds. Buying equal dollars of DTD and HDV would leave roughly 21.3% 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
HDV is 20 bps cheaper than DTD. On a $100,000 position that's about $200/yr more in fees for DTD.
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 HDV.
Top shared holdings
64 shared in total| # | Holding | In DTD | In HDV | Overlap |
|---|---|---|---|---|
| 1 | ABBVIE INC | 1.55% | 6.16% | 1.55% |
| 2 | CHEVRON CORP | 1.38% | 6.13% | 1.38% |
| 3 | PHILIP MORRIS INTERNATIONAL INC | 1.27% | 4.44% | 1.27% |
| 4 | MERCK & COMPANY INC | 1.23% | 3.99% | 1.23% |
| 5 | COCA-COLA COMPANY (THE) | 1.17% | 4.09% | 1.17% |
| 6 | PROCTER & GAMBLE COMPANY (THE) | 1.15% | 4.52% | 1.15% |
| 7 | HOME DEPOT INC (THE) | 1.05% | 4.45% | 1.05% |
| 8 | VERIZON COMMUNICATIONS INC | 0.96% | 5.51% | 0.96% |
| 9 | AMGEN INC | 0.94% | 2.71% | 0.94% |
| 10 | PEPSICO INC | 0.82% | 3.46% | 0.82% |
| 11 | PFIZER INC | 0.74% | 4.27% | 0.74% |
| 12 | ALTRIA GROUP INC | 0.66% | 3.06% | 0.66% |
Only in DTD
758 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%
- META PLATFORMS INC 1.46%
- ALPHABET INC 1.33%
- MORGAN STANLEY 1.33%
Only in HDV
11 total- EXXONMOBIL HOLDINGS CORP 7.88%
- MEDTRONIC PLC 1.73%
- ONEOK INC 1.23%
- MONDELEZ INTERNATIONAL INC 1.18%
- PAYCHEX INC 0.82%
- AIR PRODUCTS AND CHEMICALS INC 0.77%
- KENVUE INC 0.71%
- KEURIG DR PEPPER INC 0.56%
- VIPER ENERGY INC 0.23%
- WATSCO INC 0.17%
Related comparisons
More comparisons with DTD
- DTD vs DVY · iShares Select Dividend ETF 19.4%
- 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%
More comparisons with HDV
- HDV vs DVY · iShares Select Dividend ETF 21.1%
- HDV vs SDY · State Street SPDR S&P Dividend ETF 19.9%
- HDV vs VTV · Vanguard Morningstar Value ETF 19.2%
- HDV vs FDVV · Fidelity High Dividend ETF 18.2%
- HDV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 18.1%
- HDV vs FVD · First Trust Value Line Dividend Index Fund 16.7%
Percentages are holdings overlap with the named fund.
Open DTD or HDV 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.