ETF comparison
DTD vs IJR
Dividend vs US Small Cap.
WisdomTree U.S. Total Dividend Fund · iShares Core S&P Small-Cap ETF
Holdings overlap
190 positions appear in both funds. Buying equal dollars of DTD and IJR would leave roughly 2.6% 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
IJR is 22 bps cheaper than DTD. On a $100,000 position that's about $220/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 IJR.
Top shared holdings
190 shared in total| # | Holding | In DTD | In IJR | Overlap |
|---|---|---|---|---|
| 1 | EASTMAN CHEMICAL COMPANY | 0.04% | 0.41% | 0.04% |
| 2 | KODIAK GAS SERVICES INC | 0.04% | 0.40% | 0.04% |
| 3 | LINCOLN NATIONAL CORP | 0.04% | 0.27% | 0.04% |
| 4 | RYMAN HOSPITALITY PROPERTIES INC | 0.03% | 0.44% | 0.03% |
| 5 | ATLANTIC UNION BANKSHARES CORP | 0.03% | 0.33% | 0.03% |
| 6 | ELEMENT SOLUTIONS INC | 0.03% | 0.59% | 0.03% |
| 7 | VICTORY CAPITAL HOLDINGS INC | 0.03% | 0.21% | 0.03% |
| 8 | JACKSON FINANCIAL INC | 0.03% | 0.16% | 0.03% |
| 9 | ARCHROCK INC | 0.03% | 0.39% | 0.03% |
| 10 | TERRENO REALTY CORP | 0.03% | 0.37% | 0.03% |
| 11 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.03% | 0.27% | 0.03% |
| 12 | FIRST BANCORP (PUERTO RICO) | 0.03% | 0.22% | 0.03% |
Only in DTD
632 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 IJR
413 total- FORMFACTOR INC 0.67%
- VIASAT INC 0.66%
- MOLINA HEALTHCARE INC 0.64%
- BRIGHTSPRING HEALTH SERVICES INC 0.60%
- MAXLINEAR INC 0.58%
- KRYSTAL BIOTECH INC 0.53%
- ESCO TECHNOLOGIES INC 0.49%
- ALKERMES PLC 0.47%
- EVERUS CONSTRUCTION GROUP INC 0.46%
- STONEX GROUP INC 0.46%
Related comparisons
More comparisons with DTD
- DTD vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- DTD vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- DTD vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
- DTD vs IDV · iShares International Select Dividend ETF 0.0%
- DTD vs IGRO · iShares International Dividend Growth ETF 0.0%
- DTD vs SCHY · Schwab International Dividend Equity ETF 0.0%
More comparisons with IJR
- IJR vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.6%
- IJR vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5%
- IJR vs IWS · iShares Russell Mid-Cap Value ETF 2.5%
- IJR vs IWV · iShares Russell 3000 ETF 2.5%
- IJR vs VTI · Vanguard Morningstar Total Stock Market ETF 2.5%
- IJR vs FNDX · Schwab Fundamental U.S. Large Company ETF 2.4%
Percentages are holdings overlap with the named fund.
Open DTD or IJR 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.