Fund comparison · from official SEC filings
DTD vs VTI: how much do they overlap?
WisdomTree U.S. Total Dividend Fund and VANGUARD TOTAL STOCK MARKET INDEX FUND
Holdings overlap56%of assets, by weight Shared positions802of 807 / 3,491 holdings DTD expense ratio0.28%net, per year VTI expense ratio0.03%net, per year DTD and VTI are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
N
NVDANVIDIA CORP
3.17%
6.40%
A
AAPLAPPLE INC
2.59%
5.93%
M
MSFTMICROSOFT CORP
2.62%
4.37%
J
JPMJPMORGAN CHASE & CO
2.93%
1.19%
G
GOOGLALPHABET INC-CL A
1.16%
2.66%
E
EXMOCEXXON MOBIL CORP
2.44%
1.12%
A
AVGOBROADCOM INC
1.70%
2.33%
G
GOOGALPHABET INC-CL C
1.08%
2.11%
C
CVXCHEVRON CORP
2.01%
0.62%
M
METAMETA PLATFORMS INC-CLASS A
0.88%
1.99%
J
JNJJOHNSON & JOHNSON
1.87%
0.94%
A
ABBVABBVIE INC
1.44%
0.61%
P
PMPHILIP MORRIS INTERNATIONAL
1.25%
0.41%
M
MRKMERCK & CO. INC.
1.24%
0.47%
L
LLYELI LILLY & CO
0.95%
1.24%
V
VZVERIZON COMMUNICATIONS INC
1.23%
0.30%
P
PGPROCTER & GAMBLE CO/THE
1.22%
0.53%
K
KOCOCA-COLA CO/THE
1.18%
0.42%
T
TAT&T INC
1.14%
0.32%
M
MSMORGAN STANLEY
1.13%
0.31%
H
HDHOME DEPOT INC
1.06%
0.52%
W
WMTWALMART INC
1.03%
0.87%
P
PEPPEPSICO INC
1.01%
0.34%
A
AMGNAMGEN INC
0.98%
0.30%
W
WFCWELLS FARGO & CO
0.96%
0.39%
Only in DTD
?
—DREY INST PREF GOV MM-M
0.19%
?
—DREYFUS TRSY OBLIG CASH M
0.07%
U
UIUBIQUITI INC
0.05%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.04%
S
SUNCSUNOCOCORP LLC
0.02%
Only in VTI
A
AMZNAMAZON.COM INC
3.20%
T
TSLATESLA INC
1.66%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.36%
N
NFLXNETFLIX INC
0.65%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.61%
A
AMDADVANCED MICRO DEVICES
0.53%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.51%
L
LINLINDE PLC
0.37%
I
INTCINTEL CORP
0.28%
I
ISRGINTUITIVE SURGICAL INC
0.26%
B
BABOEING CO/THE
0.25%
U
UBERUBER TECHNOLOGIES INC
0.24%
E
ETNEATON CORP PLC
0.22%
A
ANETARISTA NETWORKS INC
0.21%
P
PANWPALO ALTO NETWORKS INC
0.21%
A
ACNACCENTURE PLC-CL A
0.19%
C
CBCHUBB LTD
0.18%
V
VRTXVERTEX PHARMACEUTICALS INC
0.18%
M
MDTMEDTRONIC PLC
0.18%
N
NOWSERVICENOW INC
0.17%
A
ADBEADOBE INC
0.16%
A
APPAPPLOVIN CORP-CLASS A
0.16%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.15%
B
BSXBOSTON SCIENTIFIC CORP
0.15%
W
WMWASTE MANAGEMENT INC
0.15%
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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.