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ETF comparison

DTD vs VIG

Both Dividend.

WisdomTree U.S. Total Dividend Fund · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
49.7 %

258 positions appear in both funds. Buying equal dollars of DTD and VIG would leave roughly 49.7% of each dollar exposed to the same underlying securities.

DTD unmatched 50.0% Shared 49.7% VIG unmatched 50.0%

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
564 positions
Shared
258 positions
In VIG only
75 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
1.81%
Top-10 conc.
21.0%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.49%
Top-10 conc.
33.4%

Sub-score comparison

72
Cost
96
77
Tax efficiency
78
66
Liquidity
100
84
Concentration
67
—
Tracking quality
—
DTD sub-score VIG

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

Cost difference

VIG is 24 bps cheaper than DTD. On a $100,000 position that's about $240/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 VIG.

Top shared holdings

258 shared in total
# Holding In DTD In VIG Overlap
1 MICROSOFT CORP 3.07% 4.34% 3.07%
2 JP MORGAN CHASE & COMPANY 2.67% 4.07% 2.67%
3 APPLE INC 2.10% 4.45% 2.10%
4 BROADCOM INC 1.92% 4.63% 1.92%
5 JOHNSON & JOHNSON 1.80% 2.67% 1.80%
6 ABBVIE INC 1.55% 1.92% 1.55%
7 MERCK & COMPANY INC 1.23% 1.39% 1.23%
8 COCA-COLA COMPANY (THE) 1.17% 1.47% 1.17%
9 PROCTER & GAMBLE COMPANY (THE) 1.15% 1.45% 1.15%
10 ELI LILLY & COMPANY 1.14% 3.93% 1.14%
11 CISCO SYSTEMS INC 1.14% 1.98% 1.14%
12 UNITEDHEALTH GROUP INC 1.14% 1.63% 1.14%

Only in DTD

564 total
  • NVIDIA CORP 3.37%
  • EXXONMOBIL HOLDINGS CORP 1.71%
  • META PLATFORMS INC 1.46%
  • CHEVRON CORP 1.38%
  • ALPHABET INC 1.33%
  • PHILIP MORRIS INTERNATIONAL INC 1.27%
  • ALPHABET INC 1.23%
  • VERIZON COMMUNICATIONS INC 0.96%
  • WELLS FARGO & COMPANY 0.92%
  • MICRON TECHNOLOGY INC 0.77%

Only in VIG

75 total
  • ExxonMobil Holdings Corp 2.78%
  • Linde PLC 0.96%
  • Eaton Corp PLC 0.70%
  • Chubb Ltd 0.55%
  • Medtronic PLC 0.47%
  • Accenture PLC 0.44%
  • Waste Management Inc 0.36%
  • Mondelez International Inc 0.35%
  • Elevance Health Inc 0.35%
  • Aon PLC 0.33%

Percentages are holdings overlap with the named fund.

Open DTD or VIG 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.