Fund comparison · from official SEC filings
DTD vs PFM: how much do they overlap?
WisdomTree U.S. Total Dividend Fund and Invesco Dividend AchieversTM ETF
vs
DTD and PFM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DTD
PFM
A
AVGOBROADCOM INC
1.70%
5.15%
M
MSFTMICROSOFT CORP
2.62%
4.09%
A
AAPLAPPLE INC
2.59%
4.05%
W
WMTWALMART INC
1.03%
3.80%
L
LLYELI LILLY & CO
0.95%
3.18%
J
JPMJPMORGAN CHASE & CO
2.93%
3.05%
E
EXMOCEXXON MOBIL CORP
2.44%
2.32%
C
CVXCHEVRON CORP
2.01%
1.39%
V
VVISA INC-CLASS A SHARES
0.78%
2.00%
J
JNJJOHNSON & JOHNSON
1.87%
2.00%
O
ORCLORACLE CORP
0.51%
1.67%
C
COSTCOSTCO WHOLESALE CORP
0.32%
1.63%
M
MAMASTERCARD INC - A
0.31%
1.61%
C
CATCATERPILLAR INC
0.43%
1.50%
A
ABBVABBVIE INC
1.44%
1.35%
B
BACBANK OF AMERICA CORP
0.94%
1.39%
C
CSCOCISCO SYSTEMS INC
0.81%
1.31%
P
PMPHILIP MORRIS INTERNATIONAL
1.25%
0.93%
M
MRKMERCK & CO. INC.
1.24%
0.98%
P
PGPROCTER & GAMBLE CO/THE
1.22%
1.23%
V
VZVERIZON COMMUNICATIONS INC
1.23%
0.73%
K
KOCOCA-COLA CO/THE
1.18%
1.22%
U
UNHUNITEDHEALTH GROUP INC
0.80%
1.21%
H
HDHOME DEPOT INC
1.06%
1.18%
L
LRCXLAM RESEARCH CORP
0.34%
1.16%
Only in DTD
N
NVDANVIDIA CORP
3.17%
G
GOOGLALPHABET INC-CL A
1.16%
T
TAT&T INC
1.14%
G
GOOGALPHABET INC-CL C
1.08%
W
WFCWELLS FARGO & CO
0.96%
M
METAMETA PLATFORMS INC-CLASS A
0.88%
C
COPCONOCOPHILLIPS
0.75%
C
CCITIGROUP INC
0.60%
T
TMUST-MOBILE US INC
0.58%
?
—HONEYWELL INTERNATIONAL INC
0.44%
C
CVSCVS HEALTH CORP
0.40%
K
KMIKINDER MORGAN INC
0.40%
T
TJXTJX COMPANIES INC
0.38%
T
TDGTRANSDIGM GROUP INC
0.38%
E
EOGEOG RESOURCES INC
0.36%
S
SPGSIMON PROPERTY GROUP INC
0.36%
W
WMBWILLIAMS COS INC
0.36%
W
WELLWELLTOWER INC
0.35%
A
AXPAMERICAN EXPRESS CO
0.34%
B
BXBLACKSTONE INC
0.33%
T
TFCTRUIST FINANCIAL CORP
0.31%
G
GLWCORNING INC
0.31%
P
PCARPACCAR INC
0.30%
E
EXCEXELON CORP
0.29%
D
DDOMINION ENERGY INC
0.28%
Only in PFM
L
LINLINDE PLC
0.84%
?
—Invesco Private Prime Fund
0.72%
E
ETNEATON CORP PLC
0.61%
H
HONHONEYWELL INTERNATIONAL INC
0.49%
C
CBCHUBB LTD
0.46%
A
ACNACCENTURE PLC-CL A
0.40%
T
TTTRANE TECHNOLOGIES PLC
0.39%
M
MDTMEDTRONIC PLC
0.38%
W
WMWASTE MANAGEMENT INC
0.34%
E
EPDENTERPRISE PRODUCTS PARTNERS
0.30%
E
ELVELEVANCE HEALTH INC
0.30%
U
UPSUNITED PARCEL SERVICE-CL B
0.29%
M
MDLZMONDELEZ INTERNATIONAL INC-A
0.28%
?
—Invesco Private Government Fund
0.28%
M
MSIMOTOROLA SOLUTIONS INC
0.26%
A
APDAIR PRODUCTS & CHEMICALS INC
0.24%
T
TELTE CONNECTIVITY PLC
0.22%
M
MPLXMPLX LP
0.21%
A
AJGARTHUR J GALLAGHER & CO
0.19%
M
MCHPMICROCHIP TECHNOLOGY INC
0.18%
R
ROPROPER TECHNOLOGIES INC
0.13%
P
PAYXPAYCHEX INC
0.12%
L
LYBLYONDELLBASELL INDU-CL A
0.09%
A
AGPXXINVESCO GVT & AGNCY-INST
0.09%
S
STESTERIS PLC
0.08%
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59% overlap
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57% overlap
DTD vs VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
56% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.