Skip to main content

ETF comparison

DTD vs IWF

Dividend vs US Large Cap Growth.

WisdomTree U.S. Total Dividend Fund · iShares Russell 1000 Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
30.2 %

163 positions appear in both funds. Buying equal dollars of DTD and IWF would leave roughly 30.2% of each dollar exposed to the same underlying securities.

DTD unmatched 69.5% Shared 30.2% IWF unmatched 69.7%

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
659 positions
Shared
163 positions
In IWF only
205 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
1.81%
Top-10 conc.
21.0%
IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%

Sub-score comparison

72
Cost
82
77
Tax efficiency
90
66
Liquidity
100
84
Concentration
37
—
Tracking quality
—
DTD sub-score IWF

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

Cost difference

IWF 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 IWF.

Top shared holdings

163 shared in total
# Holding In DTD In IWF Overlap
1 NVIDIA CORP 3.37% 13.83% 3.37%
2 MICROSOFT CORP 3.07% 4.11% 3.07%
3 APPLE INC 2.10% 6.72% 2.10%
4 BROADCOM INC 1.92% 5.21% 1.92%
5 META PLATFORMS INC 1.46% 3.00% 1.46%
6 ALPHABET INC 1.33% 6.17% 1.33%
7 ALPHABET INC 1.23% 4.98% 1.23%
8 ELI LILLY & COMPANY 1.14% 2.84% 1.14%
9 VISA INC 0.82% 1.68% 0.82%
10 TEXAS INSTRUMENTS INC 0.98% 0.80% 0.80%
11 HOME DEPOT INC (THE) 1.05% 0.77% 0.77%
12 MICRON TECHNOLOGY INC 0.77% 3.86% 0.77%

Only in DTD

659 total
  • JP MORGAN CHASE & COMPANY 2.67%
  • JOHNSON & JOHNSON 1.80%
  • EXXONMOBIL HOLDINGS CORP 1.71%
  • CHEVRON CORP 1.38%
  • MORGAN STANLEY 1.33%
  • PHILIP MORRIS INTERNATIONAL INC 1.27%
  • MERCK & COMPANY INC 1.23%
  • PROCTER & GAMBLE COMPANY (THE) 1.15%
  • CISCO SYSTEMS INC 1.14%
  • UNITEDHEALTH GROUP INC 1.14%

Only in IWF

205 total
  • TESLA, INC. 3.64%
  • ADVANCED MICRO DEVICES, INC. 2.80%
  • SANDISK CORPORATION 0.98%
  • NETFLIX, INC. 0.89%
  • PALO ALTO NETWORKS, INC. 0.81%
  • PALANTIR TECHNOLOGIES INC. 0.77%
  • AMAZON.COM, INC. 0.57%
  • CROWDSTRIKE HOLDINGS, INC. 0.57%
  • ARISTA NETWORKS, INC. 0.53%
  • INTUITIVE SURGICAL, INC. 0.42%

Percentages are holdings overlap with the named fund.

Open DTD or IWF 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.