WisdomTree U.S. Total Dividend Fund (DTD) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DTD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DTD
DTD charges 0.28% annually. There are 42 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | DTD vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | DTD vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | DTD vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | DTD vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | DTD vs VTV |
Best Risk-Adjusted Alternatives to DTD
DTD has a PortfoliosLab risk / return rank of 75. There are 50 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | DTD vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | DTD vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | DTD vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | DTD vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | DTD vs LSVD |
Top Performing DTD Alternatives (YTD)
DTD is at 10.39% YTD. There are 76 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | DTD vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | DTD vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | DTD vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | DTD vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | DTD vs ROE |
Lowest Volatility Alternatives to DTD
DTD has 9.41% 1-year volatility. There are 4 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | DTD vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | DTD vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | DTD vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | DTD vs BGIG | |
| Opal Dividend Income ETF | 9.48% | 268.43M | Jan 2021 | DTD vs DIVZ |
Lowest Drawdown Alternatives to DTD
DTD has a 1-year max drawdown of -6.30%. There are 30 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | DTD vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | DTD vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | DTD vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | DTD vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | DTD vs ELCV |
Other ETFs from WisdomTree
The 10 most viewed WisdomTree ETFs shown here include USFR, DGRW, GDE and span 13 categories. AUM among these funds goes as high as $17B.
Often Compared With DTD
Investors most often compare DTD with SCHD, DEW, VYM. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare DTD with Any Fund or Stock
Compare DTD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTD with funds that move differently
WisdomTree U.S. Total Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTD.
Explore DTD Diversifiers