ETF comparison
DTD vs IWM
Dividend vs US Small Cap.
WisdomTree U.S. Total Dividend Fund · iShares Russell 2000 ETF
Holdings overlap
254 positions appear in both funds. Buying equal dollars of DTD and IWM would leave roughly 3.3% 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
IWM is 9 bps cheaper than DTD. On a $100,000 position that's about $90/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 IWM.
Top shared holdings
254 shared in total| # | Holding | In DTD | In IWM | Overlap |
|---|---|---|---|---|
| 1 | CARETRUST REIT INC | 0.04% | 0.28% | 0.04% |
| 2 | VALLEY NATIONAL BANCORP | 0.04% | 0.22% | 0.04% |
| 3 | KODIAK GAS SERVICES INC | 0.04% | 0.23% | 0.04% |
| 4 | SOUTHWEST GAS HOLDINGS INC | 0.04% | 0.20% | 0.04% |
| 5 | RYMAN HOSPITALITY PROPERTIES INC | 0.03% | 0.25% | 0.03% |
| 6 | NORTHWESTERN ENERGY GROUP INC | 0.03% | 0.14% | 0.03% |
| 7 | ATLANTIC UNION BANKSHARES CORP | 0.03% | 0.19% | 0.03% |
| 8 | BLACK HILLS CORP | 0.03% | 0.18% | 0.03% |
| 9 | VICTORY CAPITAL HOLDINGS INC | 0.03% | 0.11% | 0.03% |
| 10 | PORTLAND GENERAL ELECTRIC COMPANY | 0.03% | 0.19% | 0.03% |
| 11 | JACKSON FINANCIAL INC | 0.03% | 0.19% | 0.03% |
| 12 | ARCHROCK INC | 0.03% | 0.22% | 0.03% |
Only in DTD
568 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 IWM
1,760 total- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
- Compass, Inc. 0.27%
Related comparisons
More comparisons with DTD
- DTD vs IJR · iShares Core S&P Small-Cap ETF 2.6%
- 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%
More comparisons with IWM
- IWM vs PRF · Invesco RAFI US 1000 ETF 3.3%
- IWM vs DFUS · Dimensional U.S. Equity Market ETF 3.2%
- IWM vs SDY · State Street SPDR S&P Dividend ETF 2.7%
- IWM vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.7%
- IWM vs AVMV · Avantis U.S. Mid Cap Value ETF 2.6%
- IWM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 2.6%
Percentages are holdings overlap with the named fund.
Open DTD or IWM 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.