DON vs. SUSA ETF Comparison

Comparison of WisdomTree MidCap Dividend Fund (DON) to iShares MSCI USA ESG Select ETF (SUSA)
DON

WisdomTree MidCap Dividend Fund

DON Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$54.96

Average Daily Volume

128,742

Number of Holdings *

328

* may have additional holdings in another (foreign) market
SUSA

iShares MSCI USA ESG Select ETF

SUSA Description iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.57

Average Daily Volume

61,912

Number of Holdings *

175

* may have additional holdings in another (foreign) market
Performance
Period DON SUSA
30 Days 5.98% 2.89%
60 Days 7.52% 4.46%
90 Days 9.00% 5.92%
12 Months 32.46% 32.47%
9 Overlapping Holdings
Symbol Grade Weight in DON Weight in SUSA Overlap
CHRW B 0.47% 0.57% 0.47%
FBIN D 0.17% 0.11% 0.11%
IPG D 0.53% 0.11% 0.11%
LII A 0.45% 0.44% 0.44%
LKQ F 0.35% 0.49% 0.35%
NI A 0.74% 0.11% 0.11%
OC A 0.35% 0.11% 0.11%
SYF B 0.98% 0.19% 0.19%
WSM C 0.59% 0.42% 0.42%
DON Overweight 319 Positions Relative to SUSA
Symbol Grade Weight
VST A 2.22%
IP A 1.22%
PKG A 1.15%
CRBG B 1.09%
VTRS A 0.95%
SNA A 0.93%
CG B 0.91%
EVRG A 0.9%
FNF B 0.86%
PNW A 0.84%
NRG B 0.83%
EQT B 0.81%
EWBC A 0.8%
CAG F 0.77%
TPR B 0.74%
WPC C 0.71%
JEF A 0.7%
OGE A 0.69%
LNT A 0.68%
CMA B 0.68%
ORI A 0.67%
LUV C 0.65%
GLPI C 0.65%
CNA C 0.64%
UNM A 0.63%
MAA B 0.63%
UI B 0.63%
BEN C 0.63%
RGA A 0.61%
LAMR C 0.61%
DTM A 0.61%
MAS D 0.61%
CUBE C 0.6%
AM A 0.6%
ESS B 0.59%
SWK D 0.59%
CPB D 0.59%
EMN C 0.58%
EQH C 0.58%
JXN C 0.57%
OWL A 0.56%
WSO A 0.55%
OMF A 0.54%
GEN B 0.54%
INGR C 0.53%
ALLY C 0.53%
SJM D 0.52%
KIM A 0.52%
ZION B 0.51%
SNV C 0.5%
LNC C 0.5%
SW A 0.5%
HRB D 0.5%
TXRH B 0.5%
COLB B 0.49%
UDR B 0.49%
DKS D 0.47%
CF A 0.47%
TPL A 0.46%
JNPR D 0.46%
WBS A 0.46%
NNN C 0.46%
WTRG B 0.45%
ACI C 0.45%
TAP C 0.44%
CHRD D 0.44%
CFR B 0.43%
NFG A 0.43%
OVV B 0.43%
SSNC B 0.41%
UGI C 0.4%
RL C 0.4%
CIVI D 0.4%
FRT B 0.4%
RPM A 0.4%
LDOS C 0.4%
BRX A 0.39%
AIZ A 0.38%
RDN D 0.38%
SF B 0.38%
HOMB A 0.38%
AFG A 0.37%
MTG C 0.37%
ALSN B 0.37%
WAL B 0.37%
OZK B 0.36%
FLO D 0.36%
DPZ C 0.36%
PB B 0.36%
TOL B 0.35%
REG A 0.35%
SON F 0.35%
CSL C 0.35%
EVR B 0.34%
WU F 0.34%
CADE B 0.33%
LECO C 0.33%
MTN C 0.33%
HST C 0.33%
FLS B 0.33%
DINO D 0.33%
FNB A 0.32%
GBCI B 0.32%
UBSI B 0.32%
MLI B 0.31%
SWX B 0.31%
VLY B 0.31%
SCI B 0.31%
BOKF B 0.31%
BPOP C 0.31%
GPK C 0.31%
PAG B 0.3%
CPT B 0.3%
WH B 0.3%
WEN D 0.3%
DCI B 0.3%
GAP C 0.3%
FAF A 0.3%
EME A 0.3%
SEIC B 0.3%
POR C 0.29%
IEX C 0.29%
HLNE B 0.29%
SSB B 0.29%
FOXA A 0.29%
WTFC A 0.29%
NXST C 0.29%
ONB C 0.29%
R B 0.28%
ITT A 0.28%
BWXT B 0.28%
ATR B 0.28%
CBT D 0.27%
REYN D 0.27%
CBSH B 0.27%
IDA A 0.27%
FOX A 0.27%
HLI A 0.27%
PRI B 0.27%
ACT C 0.26%
APA D 0.26%
VOYA B 0.26%
MSM C 0.26%
MOS F 0.26%
RLI A 0.25%
NJR A 0.25%
POOL C 0.24%
LSTR D 0.24%
RHI C 0.24%
IBKR A 0.24%
GNTX C 0.23%
M F 0.23%
NDSN B 0.23%
ALB B 0.23%
GGG B 0.23%
FIX A 0.22%
BBWI C 0.22%
HII F 0.22%
KBH D 0.22%
JKHY D 0.22%
JBL C 0.22%
FFIN B 0.22%
CE F 0.21%
CASY A 0.21%
ADTN A 0.21%
AOS F 0.21%
THG A 0.21%
TER F 0.21%
SNX D 0.21%
LANC C 0.21%
AWI A 0.2%
AIT B 0.2%
ARMK B 0.2%
ACM B 0.2%
STAG D 0.2%
EHC B 0.2%
TKR D 0.2%
SEE C 0.19%
UFPI C 0.19%
AVT C 0.19%
MORN B 0.19%
CWEN C 0.19%
TTC C 0.19%
LPX B 0.19%
CW C 0.18%
BYD B 0.18%
AMH C 0.18%
RGLD C 0.18%
BERY C 0.18%
HUN F 0.18%
MUR D 0.18%
NEU D 0.18%
RRX B 0.18%
ESI B 0.17%
PR B 0.17%
COLM C 0.17%
MAN F 0.17%
MGY A 0.17%
NYT D 0.17%
PAYC B 0.17%
CCK D 0.17%
ELS C 0.17%
OSK C 0.17%
AL B 0.17%
LEA F 0.17%
PNFP B 0.17%
CHH A 0.17%
BSY F 0.17%
SLGN A 0.16%
GL C 0.16%
BWA D 0.16%
SAIC F 0.16%
MKTX D 0.16%
BC C 0.16%
IPAR B 0.16%
CHX C 0.16%
RHP B 0.16%
AEO F 0.16%
LW C 0.16%
THO B 0.16%
NWSA A 0.16%
FG A 0.16%
PII F 0.16%
GATX A 0.16%
SIGI C 0.16%
UHS D 0.16%
WWD C 0.15%
TPX B 0.15%
MUSA B 0.15%
GOLF B 0.15%
DNB B 0.15%
HOG D 0.15%
AGCO D 0.15%
CMC B 0.15%
EXP B 0.15%
WCC B 0.15%
AAON B 0.15%
TKO A 0.14%
CHDN B 0.14%
TECH F 0.14%
LAD A 0.14%
EDR A 0.14%
TTEK F 0.14%
MDU D 0.14%
KNSL B 0.14%
MTDR B 0.14%
MKSI C 0.13%
RRC B 0.13%
DLB B 0.13%
PBF D 0.13%
KBR F 0.13%
COKE C 0.13%
OLN F 0.13%
VMI B 0.13%
CC C 0.13%
AYI B 0.13%
DLN A 0.13%
WMS F 0.13%
SM B 0.13%
FELE B 0.12%
WING D 0.12%
PTEN C 0.12%
BMI B 0.12%
IBP D 0.12%
CR A 0.12%
ZWS B 0.12%
BCC B 0.11%
LFUS D 0.11%
MMS F 0.11%
AMKR D 0.11%
EGP D 0.11%
EXPO D 0.11%
CHE D 0.11%
REXR F 0.11%
WTS B 0.11%
ASH F 0.11%
SSD F 0.11%
MSA F 0.11%
TFX F 0.11%
NSP F 0.11%
MOG.A B 0.1%
PEGA B 0.1%
PFSI C 0.1%
NWS A 0.1%
BRKR D 0.1%
ENSG C 0.1%
X B 0.1%
OLED F 0.1%
NOV C 0.1%
FR D 0.09%
HXL F 0.09%
SNDR B 0.09%
FSS B 0.09%
MTH D 0.09%
H B 0.09%
LEVI F 0.09%
ADC A 0.09%
XRAY F 0.09%
ESAB C 0.09%
VNT C 0.08%
CWEN C 0.08%
COLD D 0.08%
BCPC B 0.08%
FUL F 0.08%
GPI B 0.08%
AMG B 0.08%
TRNO F 0.07%
DDS B 0.07%
ORA B 0.07%
PVH C 0.07%
IRDM D 0.07%
PECO A 0.06%
RYN D 0.06%
POWI F 0.06%
ASO F 0.05%
KRC B 0.05%
CNXC F 0.04%
SEB F 0.04%
NFE D 0.02%
DON Underweight 166 Positions Relative to SUSA
Symbol Grade Weight
NVDA B -5.47%
AAPL C -4.77%
MSFT D -4.66%
GOOGL C -2.0%
GOOG C -1.91%
TSLA B -1.8%
HD B -1.68%
KO D -1.62%
AVGO D -1.56%
OKE A -1.53%
TT A -1.5%
K A -1.38%
LLY F -1.31%
ECL D -1.3%
ADP A -1.29%
TXN C -1.28%
CRH A -1.19%
CRM B -1.18%
GILD C -1.14%
MS A -1.12%
INTU B -1.06%
ADBE C -1.02%
AXP A -1.02%
V A -0.99%
MA B -0.95%
PNR A -0.92%
NOW A -0.91%
LNG A -0.85%
ADSK A -0.84%
PEP F -0.81%
AMAT F -0.81%
ZTS D -0.8%
PRU A -0.8%
GWW B -0.78%
TRGP A -0.78%
EXPD C -0.77%
MMM D -0.77%
IBM C -0.76%
DECK A -0.74%
GIS D -0.74%
CSCO B -0.73%
LOW C -0.72%
EA A -0.72%
CDNS B -0.71%
PGR A -0.69%
ACN B -0.67%
CMI A -0.67%
BK A -0.67%
AMGN F -0.66%
HPE B -0.65%
FERG B -0.63%
DIS B -0.62%
DHR F -0.6%
GE D -0.59%
SPGI C -0.59%
EQIX A -0.58%
CCI C -0.58%
CLX A -0.58%
COST A -0.57%
AMD F -0.55%
MCO B -0.54%
BR A -0.54%
ELV F -0.52%
XYL D -0.51%
MRK D -0.51%
WDAY B -0.51%
BKR A -0.51%
VZ C -0.5%
NFLX A -0.49%
AXON A -0.48%
VLTO C -0.47%
LRCX F -0.46%
PG C -0.46%
TRV B -0.45%
DGX A -0.45%
BG D -0.45%
NXPI D -0.44%
IDXX F -0.44%
CBRE B -0.42%
KMB C -0.41%
HBAN A -0.41%
WAT C -0.4%
ES C -0.4%
INTC C -0.39%
BBY D -0.39%
GDDY A -0.39%
BKNG A -0.38%
A D -0.37%
AMT C -0.36%
VRTX D -0.35%
EW C -0.34%
SLB C -0.34%
KEYS A -0.34%
TWLO A -0.31%
ANET C -0.31%
PANW B -0.31%
JCI B -0.3%
QCOM F -0.29%
WELL A -0.29%
MMC B -0.29%
SNPS B -0.29%
PNC B -0.29%
VLO C -0.28%
STE D -0.28%
DVA C -0.27%
ED C -0.27%
TGT F -0.27%
FIS C -0.27%
NDAQ A -0.26%
MU D -0.26%
TSCO D -0.25%
TRMB B -0.25%
ANSS B -0.24%
WST C -0.23%
ACGL C -0.23%
HCA F -0.23%
ZBH C -0.22%
CHD A -0.22%
HPQ B -0.21%
CARR C -0.21%
IRM C -0.21%
TEAM A -0.2%
COO D -0.2%
KR B -0.2%
HUBS A -0.19%
HOLX D -0.19%
MELI C -0.19%
MRVL B -0.19%
LH B -0.18%
NEM D -0.18%
MOH F -0.18%
NTRS A -0.18%
CNH C -0.17%
FDS B -0.16%
IFF D -0.15%
BALL F -0.14%
RCL A -0.14%
ALNY D -0.14%
STT B -0.13%
CAT B -0.13%
FSLR F -0.13%
KDP F -0.13%
PTC B -0.13%
MDB B -0.13%
MTD F -0.12%
PWR A -0.12%
MKC C -0.12%
TFC A -0.11%
SOLV D -0.11%
LULU C -0.11%
NUE C -0.11%
APTV F -0.1%
WDC D -0.1%
DXCM C -0.1%
STX C -0.1%
IT C -0.1%
RIVN F -0.09%
LIN C -0.09%
PPG F -0.09%
SNOW B -0.09%
REGN F -0.08%
BIIB F -0.08%
AVTR F -0.08%
HUM C -0.08%
KHC F -0.08%
AKAM D -0.08%
Compare ETFs