ETF comparison
DTD vs SCHD
Both Dividend.
WisdomTree U.S. Total Dividend Fund · Schwab U.S. Dividend Equity ETF
Holdings overlap
75 positions appear in both funds. Buying equal dollars of DTD and SCHD would leave roughly 18.5% 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
SCHD is 22 bps cheaper than DTD. On a $100,000 position that's about $220/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 SCHD.
Top shared holdings
75 shared in total| # | Holding | In DTD | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 1.38% | 3.83% | 1.38% |
| 2 | MERCK & COMPANY INC | 1.23% | 3.86% | 1.23% |
| 3 | COCA-COLA COMPANY (THE) | 1.17% | 3.96% | 1.17% |
| 4 | PROCTER & GAMBLE COMPANY (THE) | 1.15% | 3.55% | 1.15% |
| 5 | UNITEDHEALTH GROUP INC | 1.14% | 5.09% | 1.14% |
| 6 | HOME DEPOT INC (THE) | 1.05% | 3.36% | 1.05% |
| 7 | TEXAS INSTRUMENTS INC | 0.98% | 5.90% | 0.98% |
| 8 | VERIZON COMMUNICATIONS INC | 0.96% | 3.65% | 0.96% |
| 9 | AMGEN INC | 0.94% | 3.47% | 0.94% |
| 10 | PEPSICO INC | 0.82% | 3.44% | 0.82% |
| 11 | ALTRIA GROUP INC | 0.66% | 2.94% | 0.66% |
| 12 | BRISTOL-MYERS SQUIBB COMPANY | 0.60% | 2.93% | 0.60% |
Only in DTD
747 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%
- ALPHABET INC 1.33%
Only in SCHD
24 total- Accenture PLC 2.90%
- SLB Ltd 2.05%
- United Parcel Service Inc 1.98%
- ONEOK Inc 1.33%
- Paychex Inc 0.79%
- Watsco Inc 0.32%
- Autoliv Inc 0.22%
- Robert Half Inc 0.07%
- Artisan Partners Asset Management Inc 0.07%
- Western Union Co/The 0.07%
Related comparisons
More comparisons with DTD
- DTD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 17.8%
- DTD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 15.2%
- DTD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 14.6%
- DTD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 13.0%
- DTD vs VB · Vanguard Morningstar Small-Cap ETF 11.4%
- DTD vs DON · WisdomTree U.S. MidCap Dividend Fund 7.6%
More comparisons with SCHD
- SCHD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 17.8%
- SCHD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 17.7%
- SCHD vs VTV · Vanguard Morningstar Value ETF 17.1%
- SCHD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 16.4%
- SCHD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 16.3%
- SCHD vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 16.2%
Percentages are holdings overlap with the named fund.
Open DTD or SCHD 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.