ETF comparison

DTDvsVIG

Both Dividend.

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

Holdings overlap

Weighted by ISIN/CUSIP
51.1%

257 positions appear in both funds. Buying equal dollars of DTD and VIG would leave roughly51.1%of each dollar exposed to the same underlying securities.

DTD only 48.6%Shared 51.1%VIG only 48.2%
In DTD only
565 positions
Shared
257 positions
In VIG only
75 positions

Side by side

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree · Dividend

73composite / 100
Expense ratio
0.28%
Net assets
$1.66B
TTM yield
1.83%
Top-10 conc.
21.0%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89composite / 100
Expense ratio
0.040%
Net assets
$132.41B
TTM yield
1.51%
Top-10 conc.
32.5%

Sub-score comparison

72
Cost
96
77
Tax efficiency
77
66
Liquidity
100
84
Concentration
68
Tracking quality
DTDsub-scoreVIG

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with DTD vs VIG.

Top shared holdings

257 shared in total
#HoldingIn DTDIn VIGOverlap
1MICROSOFT CORP3.07%3.97%3.07%
2JP MORGAN CHASE & COMPANY2.67%3.59%2.67%
3APPLE INC2.10%4.07%2.10%
4BROADCOM INC1.92%5.18%1.92%
5JOHNSON & JOHNSON1.80%2.49%1.80%
6EXXONMOBIL HOLDINGS CORP1.71%2.90%1.71%
7ABBVIE INC1.55%1.68%1.55%
8MERCK & COMPANY INC1.23%1.22%1.22%
9COCA-COLA COMPANY (THE)1.17%1.37%1.17%
10PROCTER & GAMBLE COMPANY (THE)1.15%1.54%1.15%
11ELI LILLY & COMPANY1.14%3.34%1.14%
12CISCO SYSTEMS INC1.14%1.63%1.14%

Only in DTD

565 total
  • NVIDIA CORP3.37%
  • META PLATFORMS INC1.46%
  • CHEVRON CORP1.38%
  • ALPHABET INC1.33%
  • PHILIP MORRIS INTERNATIONAL INC1.27%
  • ALPHABET INC1.23%
  • VERIZON COMMUNICATIONS INC0.96%
  • WELLS FARGO & COMPANY0.92%
  • MICRON TECHNOLOGY INC0.77%
  • AT&T INC0.75%

Only in VIG

75 total
  • Linde PLC1.05%
  • Eaton Corp PLC0.76%
  • Honeywell International Inc0.61%
  • Chubb Ltd0.54%
  • Accenture PLC0.50%
  • Medtronic PLC0.47%
  • Waste Management Inc0.39%
  • Elevance Health Inc0.37%
  • Mondelez International Inc0.35%
  • Motorola Solutions Inc0.33%

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 methodologyand 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.