ETF comparison
DTD vs IWD
Dividend vs US Value.
WisdomTree U.S. Total Dividend Fund · iShares Russell 1000 Value ETF
Holdings overlap
507 positions appear in both funds. Buying equal dollars of DTD and IWD would leave roughly 61.2% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 10 bps cheaper than DTD. On a $100,000 position that's about $100/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 IWD.
Top shared holdings
507 shared in total| # | Holding | In DTD | In IWD | Overlap |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co. | 2.93% | 2.63% | 2.63% |
| 2 | Exxon Mobil Corp. | 2.44% | 2.36% | 2.36% |
| 3 | Johnson & Johnson | 1.87% | 1.94% | 1.87% |
| 4 | CHEVRON CORP | 2.01% | 1.28% | 1.28% |
| 5 | Alphabet Inc. | 1.16% | 1.95% | 1.16% |
| 6 | The Procter & Gamble Co. | 1.22% | 1.12% | 1.12% |
| 7 | Alphabet Inc. | 1.08% | 1.59% | 1.08% |
| 8 | Walmart Inc | 1.03% | 1.60% | 1.03% |
| 9 | Merck & Co., Inc | 1.25% | 0.98% | 0.98% |
| 10 | Bank of America Corp. | 0.94% | 0.97% | 0.94% |
| 11 | Philip Morris International Inc. | 1.26% | 0.85% | 0.85% |
| 12 | Cisco Systems, Inc. | 0.81% | 1.02% | 0.81% |
Only in DTD
298 total- NVIDIA Corp. 3.17%
- Microsoft Corp. 2.63%
- Apple Inc. 2.60%
- Broadcom Inc 1.70%
- AbbVie Inc. 1.44%
- Eli Lilly & Co. 0.95%
- Visa Inc 0.78%
- Oracle Corp. 0.51%
- American Tower Corporation 0.38%
- Lam Research Corporation 0.34%
Only in IWD
359 total- BERKSHIRE HATHAWAY INC. 2.91%
- AMAZON.COM, INC. 1.81%
- LINDE PUBLIC LIMITED COMPANY 0.77%
- INTEL CORPORATION 0.64%
- EATON CORPORATION PUBLIC LIMITED COMPANY 0.46%
- ADVANCED MICRO DEVICES, INC. 0.45%
- THE BOEING COMPANY 0.43%
- ACCENTURE PUBLIC LIMITED COMPANY 0.40%
- Chubb Limited 0.39%
- MEDTRONIC PUBLIC LIMITED COMPANY 0.37%
Open DTD or IWD 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.