ETF comparison
DTD vs SPY
Dividend vs US Large Cap.
WisdomTree U.S. Total Dividend Fund · State Street SPDR S&P 500 ETF Trust
Holdings overlap
342 positions appear in both funds. Buying equal dollars of DTD and SPY would leave roughly 55.8% 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
SPY is 19 bps cheaper than DTD. On a $100,000 position that's about $186/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 SPY.
Top shared holdings
342 shared in total| # | Holding | In DTD | In SPY | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 3.37% | 7.30% | 3.37% |
| 2 | MICROSOFT CORP | 3.07% | 6.22% | 3.07% |
| 3 | APPLE INC | 2.10% | 7.69% | 2.10% |
| 4 | BROADCOM INC | 1.92% | 2.33% | 1.92% |
| 5 | META PLATFORMS INC | 1.46% | 2.09% | 1.46% |
| 6 | JP MORGAN CHASE & COMPANY | 2.67% | 1.41% | 1.41% |
| 7 | ALPHABET INC | 1.33% | 2.56% | 1.33% |
| 8 | ALPHABET INC | 1.23% | 2.06% | 1.23% |
| 9 | ELI LILLY & COMPANY | 1.14% | 1.71% | 1.14% |
| 10 | JOHNSON & JOHNSON | 1.80% | 1.00% | 1.00% |
| 11 | WALMART INC | 0.87% | 0.87% | 0.87% |
| 12 | VISA INC | 0.82% | 1.12% | 0.82% |
Only in DTD
480 total- EXXONMOBIL HOLDINGS CORP 1.71%
- AVALONBAY COMMUNITIES INC 0.11%
- W.P. CAREY INC 0.08%
- CORTEVA INC 0.08%
- SUN COMMUNITIES INC 0.07%
- PERMIAN RESOURCES CORP 0.07%
- ANTERO MIDSTREAM CORP 0.07%
- OGE ENERGY CORP 0.06%
- LAMAR ADVERTISING COMPANY 0.06%
- AMERICAN FINANCIAL GROUP INC 0.06%
Only in SPY
162 total- AMAZON.COM INC 3.94%
- TESLA INC 1.64%
- BERKSHIRE HATHAWAY INC CL B 1.63%
- ADVANCED MICRO DEVICES 1.20%
- EXXONMOBIL HOLDINGS CORP 1.05%
- PALANTIR TECHNOLOGIES INC A 0.60%
- INTEL CORP 0.44%
- PALO ALTO NETWORKS INC 0.43%
- NETFLIX INC 0.42%
- CROWDSTRIKE HOLDINGS INC A 0.37%
Related comparisons
More comparisons with DTD
- DTD vs SCHB · Schwab U.S. Broad Market ETF 55.5%
- DTD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 51.6%
- DTD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 49.7%
- DTD vs FDVV · Fidelity High Dividend ETF 39.9%
- DTD vs CGDV · Capital Group Dividend Value ETF 31.2%
- DTD vs IWF · iShares Russell 1000 Growth ETF 30.2%
More comparisons with SPY
- SPY vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 55.2%
- SPY vs IUSV · iShares Core S&P U.S. Value ETF 55.2%
- SPY vs ONEQ · Fidelity Nasdaq Composite Index ETF 54.8%
- SPY vs SCHG · Schwab U.S. Large-Cap Growth ETF 54.4%
- SPY vs IWF · iShares Russell 1000 Growth ETF 52.7%
- SPY vs DSI · iShares ESG MSCI KLD 400 ETF 52.4%
Percentages are holdings overlap with the named fund.
Open DTD or SPY 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.