Fund comparison · from official SEC filings
DTD vs SPTM: how much do they overlap?
WisdomTree U.S. Total Dividend Fund and State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
vs
DTD and SPTM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DTD
SPTM
N
NVDANVIDIA CORP
3.17%
6.95%
A
AAPLAPPLE INC
2.59%
6.11%
M
MSFTMICROSOFT CORP
2.62%
4.50%
J
JPMJPMORGAN CHASE & CO
2.93%
1.30%
G
GOOGLALPHABET INC-CL A
1.16%
2.74%
E
EXMOCEXXON MOBIL CORP
2.44%
1.16%
A
AVGOBROADCOM INC
1.70%
2.41%
G
GOOGALPHABET INC-CL C
1.08%
2.20%
M
METAMETA PLATFORMS INC-CLASS A
0.88%
2.05%
C
CVXCHEVRON CORP
2.01%
0.64%
J
JNJJOHNSON & JOHNSON
1.87%
0.97%
A
ABBVABBVIE INC
1.44%
0.63%
P
PMPHILIP MORRIS INTERNATIONAL
1.25%
0.42%
M
MRKMERCK & CO. INC.
1.24%
0.49%
V
VZVERIZON COMMUNICATIONS INC
1.23%
0.35%
P
PGPROCTER & GAMBLE CO/THE
1.22%
0.55%
L
LLYELI LILLY & CO
0.95%
1.20%
K
KOCOCA-COLA CO/THE
1.18%
0.48%
T
TAT&T INC
1.14%
0.33%
M
MSMORGAN STANLEY
1.13%
0.33%
H
HDHOME DEPOT INC
1.06%
0.54%
W
WMTWALMART INC
1.03%
0.89%
P
PEPPEPSICO INC
1.01%
0.35%
A
AMGNAMGEN INC
0.98%
0.31%
W
WFCWELLS FARGO & CO
0.96%
0.40%
Only in DTD
?
—HONEYWELL INTERNATIONAL INC
0.44%
?
—DREY INST PREF GOV MM-M
0.19%
F
FERGFERGUSON ENTERPRISES INC
0.11%
S
SUISUN COMMUNITIES INC
0.08%
L
LNGCHENIERE ENERGY INC
0.08%
?
—DREYFUS TRSY OBLIG CASH M
0.07%
U
UIUBIQUITI INC
0.05%
M
MRVLMARVELL TECHNOLOGY INC
0.05%
S
SIRISIRIUS XM HOLDINGS INC
0.05%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.04%
O
OMFONEMAIN HOLDINGS INC
0.04%
D
DDSDILLARDS INC-CL A
0.04%
B
BPOPPOPULAR INC
0.04%
O
OWLBLUE OWL CAPITAL INC
0.03%
S
SSNCSS&C TECHNOLOGIES HOLDINGS
0.03%
W
WSBCWESBANCO INC
0.02%
B
BOKFBOK FINANCIAL CORPORATION
0.02%
T
TPGTPG INC
0.02%
C
COLDAMERICOLD REALTY TRUST INC
0.02%
F
FCNCAFIRST CITIZENS BCSHS -CL A
0.02%
A
ALSNALLISON TRANSMISSION HOLDING
0.02%
T
TFSLTFS FINANCIAL CORP
0.02%
L
LAZLAZARD INC
0.02%
D
DRSLEONARDO DRS INC
0.02%
M
MCHBMECHANICS BANCORP-A
0.02%
Only in SPTM
A
AMZNAMAZON.COM INC
3.34%
T
TSLATESLA INC
1.71%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.44%
N
NFLXNETFLIX INC
0.66%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.62%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.55%
A
AMDADVANCED MICRO DEVICES
0.54%
L
LINLINDE PLC
0.38%
I
INTCINTEL CORP
0.34%
I
ISRGINTUITIVE SURGICAL INC
0.27%
B
BABOEING CO/THE
0.25%
U
UBERUBER TECHNOLOGIES INC
0.24%
H
HONHONEYWELL INTERNATIONAL INC
0.23%
E
ETNEATON CORP PLC
0.22%
P
PANWPALO ALTO NETWORKS INC
0.21%
A
ANETARISTA NETWORKS INC
0.21%
A
ACNACCENTURE PLC-CL A
0.20%
C
CBCHUBB LTD
0.19%
V
VRTXVERTEX PHARMACEUTICALS INC
0.19%
M
MDTMEDTRONIC PLC
0.18%
N
NOWSERVICENOW INC
0.18%
A
APPAPPLOVIN CORP-CLASS A
0.18%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.16%
A
ADBEADOBE INC
0.16%
B
BSXBOSTON SCIENTIFIC CORP
0.15%
Hold DTD and SPTM together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.