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ETF comparison

DTD vs IJH

Dividend vs US Mid Cap.

WisdomTree U.S. Total Dividend Fund · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.1 %

217 positions appear in both funds. Buying equal dollars of DTD and IJH would leave roughly 5.1% of each dollar exposed to the same underlying securities.

DTD unmatched 94.5% Shared 5.1% IJH unmatched 94.6%

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 DTD only
605 positions
Shared
217 positions
In IJH only
183 positions

Side by side

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree · Dividend

73 composite / 100
Expense ratio
0.28%
Net assets
$1.62B
TTM yield
1.82%
Top-10 conc.
21.0%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%

Sub-score comparison

72
Cost
95
77
Tax efficiency
88
66
Liquidity
100
84
Concentration
99
—
Tracking quality
—
DTD sub-score IJH

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

Cost difference

IJH is 23 bps cheaper than DTD. On a $100,000 position that's about $230/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 IJH.

Top shared holdings

217 shared in total
# Holding In DTD In IJH Overlap
1 W.P. CAREY INC 0.08% 0.44% 0.08%
2 PERMIAN RESOURCES CORP 0.07% 0.40% 0.07%
3 ANTERO MIDSTREAM CORP 0.07% 0.21% 0.07%
4 OGE ENERGY CORP 0.06% 0.28% 0.06%
5 LAMAR ADVERTISING COMPANY 0.06% 0.37% 0.06%
6 AMERICAN FINANCIAL GROUP INC 0.06% 0.27% 0.06%
7 DT MIDSTREAM INC 0.06% 0.41% 0.06%
8 EAST WEST BANCORP INC 0.06% 0.49% 0.06%
9 SIRIUS XM HOLDINGS INC 0.05% 0.15% 0.05%
10 HF SINCLAIR CORP 0.05% 0.29% 0.05%
11 EASTGROUP PROPERTIES INC 0.05% 0.30% 0.05%
12 UNUM GROUP 0.05% 0.36% 0.05%

Only in DTD

605 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%
  • CHEVRON CORP 1.38%

Only in IJH

183 total
  • TWILIO INC 0.86%
  • NVENT ELECTRIC PLC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%
  • EVERPURE INC 0.68%
  • XPO INC 0.66%

Percentages are holdings overlap with the named fund.

Open DTD or IJH 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.