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ETF comparison

DTD vs RDVY

Both Dividend.

WisdomTree U.S. Total Dividend Fund · First Trust Rising Dividend Achievers ETF

Holdings overlap

Weighted by ISIN/CUSIP
22.2 %

66 positions appear in both funds. Buying equal dollars of DTD and RDVY would leave roughly 22.2% of each dollar exposed to the same underlying securities.

DTD unmatched 77.4% Shared 22.2% RDVY unmatched 77.7%

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
756 positions
Shared
66 positions
In RDVY only
6 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%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73 composite / 100
Expense ratio
0.47%
Net assets
$24.91B
TTM yield
0.86%
Top-10 conc.
28.6%

Sub-score comparison

72
Cost
53
77
Tax efficiency
79
66
Liquidity
100
84
Concentration
73
—
Tracking quality
—
DTD sub-score RDVY

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

Cost difference

DTD is 19 bps cheaper than RDVY. On a $100,000 position that's about $190/yr more in fees for RDVY.

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 RDVY.

Top shared holdings

66 shared in total
# Holding In DTD In RDVY Overlap
1 NVIDIA CORP 3.37% 1.91% 1.91%
2 JP MORGAN CHASE & COMPANY 2.67% 1.90% 1.90%
3 META PLATFORMS INC 1.46% 1.50% 1.46%
4 MICROSOFT CORP 3.07% 1.45% 1.45%
5 APPLE INC 2.10% 1.44% 1.44%
6 ALPHABET INC 1.33% 2.12% 1.33%
7 BANK OF AMERICA CORP 1.02% 1.96% 1.02%
8 WELLS FARGO & COMPANY 0.92% 0.97% 0.92%
9 VISA INC 0.82% 1.82% 0.82%
10 MICRON TECHNOLOGY INC 0.77% 1.83% 0.77%
11 LAM RESEARCH CORP 0.63% 4.42% 0.63%
12 CITIGROUP INC 0.68% 0.54% 0.54%

Only in DTD

756 total
  • BROADCOM INC 1.92%
  • JOHNSON & JOHNSON 1.80%
  • EXXONMOBIL HOLDINGS CORP 1.71%
  • ABBVIE INC 1.55%
  • CHEVRON CORP 1.38%
  • MORGAN STANLEY 1.33%
  • PHILIP MORRIS INTERNATIONAL INC 1.27%
  • ALPHABET INC 1.23%
  • MERCK & COMPANY INC 1.23%
  • COCA-COLA COMPANY (THE) 1.17%

Only in RDVY

6 total
  • CHUBB LTD (SWITZERLAND) 1.97%
  • ACCENTURE PLC 1.00%
  • EVEREST GROUP LTD 0.54%
  • ELEVANCE HEALTH INC 0.54%
  • WEATHERFORD INTERNATIONAL PLC 0.38%
  • DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS 0.04%

Percentages are holdings overlap with the named fund.

Open DTD or RDVY 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.