ETF comparison
DTD vs SCHB
Dividend vs US Total Market.
WisdomTree U.S. Total Dividend Fund · Schwab U.S. Broad Market ETF
Holdings overlap
808 positions appear in both funds. Buying equal dollars of DTD and SCHB would leave roughly 55.5% 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
SCHB is 25 bps cheaper than DTD. On a $100,000 position that's about $250/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 SCHB.
Top shared holdings
808 shared in total| # | Holding | In DTD | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 3.37% | 7.02% | 3.37% |
| 2 | MICROSOFT CORP | 3.07% | 4.57% | 3.07% |
| 3 | APPLE INC | 2.10% | 6.26% | 2.10% |
| 4 | BROADCOM INC | 1.92% | 2.90% | 1.92% |
| 5 | META PLATFORMS INC | 1.46% | 1.89% | 1.46% |
| 6 | ALPHABET INC | 1.33% | 3.03% | 1.33% |
| 7 | ALPHABET INC | 1.23% | 2.41% | 1.23% |
| 8 | ELI LILLY & COMPANY | 1.14% | 1.20% | 1.14% |
| 9 | JP MORGAN CHASE & COMPANY | 2.67% | 1.10% | 1.10% |
| 10 | EXXONMOBIL HOLDINGS CORP | 1.71% | 0.83% | 0.83% |
| 11 | MICRON TECHNOLOGY INC | 0.77% | 1.49% | 0.77% |
| 12 | VISA INC | 0.82% | 0.75% | 0.75% |
Only in DTD
14 total- HONEYWELL INTERNATIONAL INC 0.20%
- DUPONT DE NEMOURS INC 0.04%
- FOX CORP 0.03%
- HEICO CORP 0.02%
- SUNOCOCORP LLC 0.02%
- SHORE BANCSHARES INC 0.01%
- LAKELAND INDUSTRIES INC 0.00%
- BROWN-FORMAN CORP 0.00%
- CLARUS CORP 0.00%
- NEWS CORP 0.00%
Only in SCHB
1,597 total- Amazon.com Inc 3.62%
- Tesla Inc 1.68%
- Berkshire Hathaway Inc 1.19%
- Advanced Micro Devices Inc 1.15%
- Intel Corp 0.74%
- Netflix Inc 0.50%
- Palantir Technologies Inc 0.49%
- Sandisk Corp/DE 0.34%
- Linde PLC 0.32%
- Palo Alto Networks Inc 0.31%
Related comparisons
More comparisons with DTD
- DTD vs SPY · State Street SPDR S&P 500 ETF Trust 54.1%
- DTD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 51.6%
- DTD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 49.7%
- DTD vs FDVV · Fidelity High Dividend ETF 39.9%
- DTD vs CGDV · Capital Group Dividend Value ETF 32.6%
- DTD vs IWF · iShares Russell 1000 Growth ETF 30.2%
More comparisons with SCHB
- SCHB vs IUSV · iShares Core S&P U.S. Value ETF 55.4%
- SCHB vs IWF · iShares Russell 1000 Growth ETF 54.5%
- SCHB vs SUSA · iShares ESG Optimized MSCI USA ETF 54.2%
- SCHB vs DLN · WisdomTree U.S. LargeCap Dividend Fund 53.8%
- SCHB vs VUG · Vanguard Morningstar Growth ETF 53.6%
- SCHB vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 53.3%
Percentages are holdings overlap with the named fund.
Open DTD or SCHB 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.