ETF comparison
DTDvsVTV
Dividend vs US Value.
WisdomTree U.S. Total Dividend Fund · Vanguard Morningstar Value ETF
Holdings overlap
232 positions appear in both funds. Buying equal dollars of DTD and VTV would leave roughly58.1%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
VTV 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 thecost calculator pre-filled with DTD vs VTV.
Top shared holdings
232 shared in total| # | Holding | In DTD | In VTV | Overlap |
|---|---|---|---|---|
| 1 | JP MORGAN CHASE & COMPANY | 2.67% | 3.06% | 2.67% |
| 2 | JOHNSON & JOHNSON | 1.80% | 2.29% | 1.80% |
| 3 | EXXONMOBIL HOLDINGS CORP | 1.71% | 2.12% | 1.71% |
| 4 | ABBVIE INC | 1.55% | 1.66% | 1.55% |
| 5 | MERCK & COMPANY INC | 1.23% | 1.19% | 1.19% |
| 6 | CHEVRON CORP | 1.38% | 1.17% | 1.17% |
| 7 | PROCTER & GAMBLE COMPANY (THE) | 1.15% | 1.28% | 1.15% |
| 8 | CISCO SYSTEMS INC | 1.14% | 1.56% | 1.14% |
| 9 | UNITEDHEALTH GROUP INC | 1.14% | 1.41% | 1.14% |
| 10 | PHILIP MORRIS INTERNATIONAL INC | 1.27% | 1.05% | 1.05% |
| 11 | HOME DEPOT INC (THE) | 1.05% | 1.32% | 1.05% |
| 12 | COCA-COLA COMPANY (THE) | 1.17% | 1.05% | 1.05% |
Only in DTD
590 total- NVIDIA CORP3.37%
- MICROSOFT CORP3.07%
- APPLE INC2.10%
- BROADCOM INC1.92%
- META PLATFORMS INC1.46%
- ALPHABET INC1.33%
- ALPHABET INC1.23%
- ELI LILLY & COMPANY1.14%
- VISA INC0.82%
- LAM RESEARCH CORP0.63%
Only in VTV
76 total- Berkshire Hathaway Inc2.95%
- Intel Corp1.05%
- Linde PLC0.90%
- Eaton Corp PLC0.62%
- Berkshire Hathaway Inc0.52%
- Chubb Ltd0.44%
- Trane Technologies PLC0.41%
- Medtronic PLC0.38%
- Waste Management Inc0.33%
- Johnson Controls International plc0.33%
Open DTD or VTV 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.