ETF comparison
DTD vs VB
Dividend vs US Small Cap.
WisdomTree U.S. Total Dividend Fund · Vanguard Morningstar Small-Cap ETF
Holdings overlap
495 positions appear in both funds. Buying equal dollars of DTD and VB would leave roughly 11.4% 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
VB 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 VB.
Top shared holdings
495 shared in total| # | Holding | In DTD | In VB | Overlap |
|---|---|---|---|---|
| 1 | ATMOS ENERGY CORP | 0.11% | 0.35% | 0.11% |
| 2 | NISOURCE INC | 0.10% | 0.14% | 0.10% |
| 3 | EVERGY INC | 0.09% | 0.23% | 0.09% |
| 4 | KIMCO REALTY CORP | 0.09% | 0.21% | 0.09% |
| 5 | ALLIANT ENERGY CORP | 0.09% | 0.12% | 0.09% |
| 6 | VIATRIS INC | 0.09% | 0.22% | 0.09% |
| 7 | FRANKLIN RESOURCES INC | 0.09% | 0.13% | 0.09% |
| 8 | BEST BUY CO INC | 0.09% | 0.18% | 0.09% |
| 9 | TAPESTRY INC | 0.08% | 0.36% | 0.08% |
| 10 | HOST HOTELS & RESORTS INC | 0.08% | 0.20% | 0.08% |
| 11 | W.P. CAREY INC | 0.08% | 0.19% | 0.08% |
| 12 | SUN COMMUNITIES INC | 0.07% | 0.18% | 0.07% |
Only in DTD
327 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 VB
814 total- Credo Technology Group Holding Ltd 0.55%
- REVOLUTION Medicines Inc 0.46%
- Astera Labs Inc 0.45%
- Natera Inc 0.45%
- Twilio Inc 0.38%
- Flex Ltd 0.36%
- FTAI Aviation Ltd 0.34%
- nVent Electric PLC 0.33%
- ATI Inc 0.33%
- TechnipFMC PLC 0.32%
Related comparisons
More comparisons with DTD
- DTD vs DON · WisdomTree U.S. MidCap Dividend Fund 7.6%
- DTD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 7.3%
- DTD vs IJH · iShares Core S&P Mid-Cap ETF 5.1%
- DTD vs IWM · iShares Russell 2000 ETF 3.3%
- DTD vs IJR · iShares Core S&P Small-Cap ETF 2.6%
- DTD vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
More comparisons with VB
- VB vs SCHB · Schwab U.S. Broad Market ETF 11.3%
- VB vs IUSV · iShares Core S&P U.S. Value ETF 11.2%
- VB vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 11.2%
- VB vs AVUV · Avantis US Small Cap Value ETF 11.2%
- VB vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 10.6%
- VB vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 10.4%
Percentages are holdings overlap with the named fund.
Open DTD or VB 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.