Skip to main content

ETF comparison

DTD vs SDY

Both Dividend.

WisdomTree U.S. Total Dividend Fund · State Street SPDR S&P Dividend ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.3 %

132 positions appear in both funds. Buying equal dollars of DTD and SDY would leave roughly 23.3% of each dollar exposed to the same underlying securities.

DTD unmatched 76.4% Shared 23.3% SDY unmatched 76.4%

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
690 positions
Shared
132 positions
In SDY only
23 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%
SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

80 composite / 100
Expense ratio
0.35%
Net assets
$20.38B
TTM yield
2.38%
Top-10 conc.
17.1%

Sub-score comparison

72
Cost
65
77
Tax efficiency
76
66
Liquidity
100
84
Concentration
90
—
Tracking quality
—
DTD sub-score SDY

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

Cost difference

DTD is 7 bps cheaper than SDY. On a $100,000 position that's about $70/yr more in fees for SDY.

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 SDY.

Top shared holdings

132 shared in total
# Holding In DTD In SDY Overlap
1 ABBVIE INC 1.55% 1.62% 1.55%
2 CHEVRON CORP 1.38% 1.27% 1.27%
3 COCA-COLA COMPANY (THE) 1.17% 1.26% 1.17%
4 PROCTER & GAMBLE COMPANY (THE) 1.15% 1.25% 1.15%
5 JOHNSON & JOHNSON 1.80% 0.99% 0.99%
6 TEXAS INSTRUMENTS INC 0.98% 1.55% 0.98%
7 VERIZON COMMUNICATIONS INC 0.96% 2.14% 0.96%
8 EXXONMOBIL HOLDINGS CORP 1.71% 0.93% 0.93%
9 INTERNATIONAL BUSINESS MACHINES CORP 0.87% 1.27% 0.87%
10 PEPSICO INC 0.82% 1.33% 0.82%
11 NEXTERA ENERGY INC 0.56% 1.08% 0.56%
12 MCDONALD'S CORP 0.53% 0.89% 0.53%

Only in DTD

690 total
  • NVIDIA CORP 3.37%
  • JP MORGAN CHASE & COMPANY 2.67%
  • APPLE INC 2.10%
  • BROADCOM INC 1.92%
  • META PLATFORMS INC 1.46%
  • ALPHABET INC 1.33%
  • MORGAN STANLEY 1.33%
  • PHILIP MORRIS INTERNATIONAL INC 1.27%
  • ALPHABET INC 1.23%
  • MERCK & COMPANY INC 1.23%

Only in SDY

23 total
  • Kenvue Inc 1.75%
  • Microchip Technology Inc 1.32%
  • Medtronic PLC 1.30%
  • Air Products and Chemicals Inc 1.03%
  • Amcor PLC 0.93%
  • Accenture PLC 0.87%
  • Waste Management Inc 0.68%
  • RB Global Inc 0.60%
  • Linde PLC 0.56%
  • Chubb Ltd 0.51%

Percentages are holdings overlap with the named fund.

Open DTD or SDY 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.