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      SCHM vs. DON ETF Comparison

      Comparison of Schwab U.S. Mid Cap ETF (SCHM) to WisdomTree MidCap Dividend Fund (DON)
      SCHM

      Schwab U.S. Mid Cap ETF

      SCHM Description

      The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

      Grade (RS Rating)

      Last Trade

      $29.68

      Average Daily Volume

      1,060,895

      Number of Holdings *

      478

      * may have additional holdings in another (foreign) market
      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

      $55.04

      Average Daily Volume

      128,338

      Number of Holdings *

      328

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHM DON
      30 Days 7.19% 7.60%
      60 Days 7.68% 8.28%
      90 Days 9.43% 10.47%
      12 Months 31.37% 34.24%
      249 Overlapping Holdings
      Symbol Grade Weight in SCHM Weight in DON Overlap
      AAON B 0.2% 0.15% 0.15%
      ACI C 0.17% 0.45% 0.17%
      ACM A 0.32% 0.2% 0.2%
      ADC B 0.17% 0.09% 0.09%
      ADTN A 0.06% 0.21% 0.06%
      AFG A 0.22% 0.37% 0.22%
      AGCO D 0.13% 0.15% 0.13%
      AIT A 0.23% 0.2% 0.2%
      AIZ A 0.25% 0.38% 0.25%
      AL B 0.11% 0.17% 0.11%
      ALB C 0.27% 0.23% 0.23%
      ALLY C 0.22% 0.53% 0.22%
      ALSN B 0.22% 0.37% 0.22%
      AM A 0.11% 0.6% 0.11%
      AMG B 0.12% 0.08% 0.08%
      AMH D 0.26% 0.18% 0.18%
      AMKR D 0.06% 0.11% 0.06%
      AOS F 0.19% 0.21% 0.19%
      APA D 0.18% 0.26% 0.18%
      ARMK B 0.22% 0.2% 0.2%
      ASH D 0.08% 0.11% 0.08%
      ATR B 0.25% 0.28% 0.25%
      AYI B 0.22% 0.13% 0.13%
      BBWI D 0.16% 0.22% 0.16%
      BC C 0.12% 0.16% 0.12%
      BEN C 0.15% 0.63% 0.15%
      BERY B 0.17% 0.18% 0.17%
      BOKF B 0.06% 0.31% 0.06%
      BPOP B 0.15% 0.31% 0.15%
      BRKR D 0.13% 0.1% 0.1%
      BRX A 0.19% 0.39% 0.19%
      BSY D 0.16% 0.17% 0.16%
      BWA D 0.17% 0.16% 0.16%
      BWXT B 0.26% 0.28% 0.26%
      BYD C 0.11% 0.18% 0.11%
      CASY A 0.33% 0.21% 0.21%
      CBSH A 0.19% 0.27% 0.19%
      CCK C 0.24% 0.17% 0.17%
      CE F 0.18% 0.21% 0.18%
      CFR B 0.2% 0.43% 0.2%
      CG A 0.23% 0.91% 0.23%
      CHDN B 0.23% 0.14% 0.14%
      CHE D 0.19% 0.11% 0.11%
      CHH A 0.07% 0.17% 0.07%
      CHRD D 0.17% 0.44% 0.17%
      CHRW C 0.29% 0.47% 0.29%
      CHX C 0.13% 0.16% 0.13%
      CIVI D 0.1% 0.4% 0.1%
      CMA A 0.2% 0.68% 0.2%
      CMC B 0.15% 0.15% 0.15%
      CNA B 0.02% 0.64% 0.02%
      CNXC F 0.04% 0.04% 0.04%
      COKE C 0.16% 0.13% 0.13%
      COLD D 0.13% 0.08% 0.08%
      COLM B 0.06% 0.17% 0.06%
      CPB D 0.19% 0.59% 0.19%
      CPT B 0.28% 0.3% 0.28%
      CR A 0.19% 0.12% 0.12%
      CRBG B 0.18% 1.09% 0.18%
      CSL C 0.46% 0.35% 0.35%
      CUBE D 0.24% 0.6% 0.24%
      CW B 0.3% 0.18% 0.18%
      DCI B 0.2% 0.3% 0.2%
      DINO D 0.15% 0.33% 0.15%
      DKS C 0.25% 0.47% 0.25%
      DLB B 0.09% 0.13% 0.09%
      DNB B 0.08% 0.15% 0.08%
      DTM B 0.22% 0.61% 0.22%
      EDR A 0.12% 0.14% 0.12%
      EGP F 0.19% 0.11% 0.11%
      EHC B 0.22% 0.2% 0.2%
      ELS C 0.29% 0.17% 0.17%
      EME C 0.52% 0.3% 0.3%
      EMN D 0.26% 0.58% 0.26%
      ENSG D 0.18% 0.1% 0.1%
      EQH B 0.34% 0.58% 0.34%
      EQT B 0.56% 0.81% 0.56%
      EVR B 0.24% 0.34% 0.24%
      EVRG A 0.32% 0.9% 0.32%
      EWBC A 0.32% 0.8% 0.32%
      EXP A 0.22% 0.15% 0.15%
      FAF A 0.15% 0.3% 0.15%
      FBIN D 0.2% 0.17% 0.17%
      FFIN B 0.12% 0.22% 0.12%
      FG B 0.02% 0.16% 0.02%
      FIX A 0.35% 0.22% 0.22%
      FLO D 0.09% 0.36% 0.09%
      FLS B 0.17% 0.33% 0.17%
      FNF B 0.35% 0.86% 0.35%
      FR C 0.15% 0.09% 0.09%
      FRT B 0.19% 0.4% 0.19%
      GAP C 0.11% 0.3% 0.11%
      GBCI B 0.14% 0.32% 0.14%
      GGG B 0.34% 0.23% 0.23%
      GL B 0.22% 0.16% 0.16%
      GLPI C 0.3% 0.65% 0.3%
      GNTX C 0.15% 0.23% 0.15%
      GPK C 0.19% 0.31% 0.19%
      H B 0.15% 0.09% 0.09%
      HII D 0.17% 0.22% 0.17%
      HLI B 0.22% 0.27% 0.22%
      HOG D 0.09% 0.15% 0.09%
      HRB D 0.19% 0.5% 0.19%
      HST C 0.27% 0.33% 0.27%
      HXL D 0.11% 0.09% 0.09%
      IBKR A 0.43% 0.24% 0.24%
      IDA A 0.14% 0.27% 0.14%
      IEX B 0.38% 0.29% 0.29%
      INGR B 0.2% 0.53% 0.2%
      IP B 0.44% 1.22% 0.44%
      IPG D 0.23% 0.53% 0.23%
      ITT A 0.28% 0.28% 0.28%
      JBL B 0.32% 0.22% 0.22%
      JEF A 0.27% 0.7% 0.27%
      JKHY D 0.28% 0.22% 0.22%
      JNPR F 0.27% 0.46% 0.27%
      JXN C 0.17% 0.57% 0.17%
      KBH D 0.13% 0.22% 0.13%
      KBR F 0.17% 0.13% 0.13%
      KIM A 0.37% 0.52% 0.37%
      KNSL B 0.23% 0.14% 0.14%
      KRC C 0.09% 0.05% 0.05%
      LAD A 0.22% 0.14% 0.14%
      LAMR D 0.25% 0.61% 0.25%
      LANC C 0.08% 0.21% 0.08%
      LEA D 0.12% 0.17% 0.12%
      LECO B 0.26% 0.33% 0.26%
      LFUS F 0.13% 0.11% 0.11%
      LKQ D 0.22% 0.35% 0.22%
      LNC B 0.13% 0.5% 0.13%
      LNT A 0.35% 0.68% 0.35%
      LPX B 0.16% 0.19% 0.16%
      LSTR D 0.14% 0.24% 0.14%
      LW C 0.24% 0.16% 0.16%
      MAS D 0.38% 0.61% 0.38%
      MDU D 0.08% 0.14% 0.08%
      MKSI C 0.16% 0.13% 0.13%
      MKTX D 0.22% 0.16% 0.16%
      MLI C 0.22% 0.31% 0.22%
      MMS F 0.11% 0.11% 0.11%
      MORN B 0.2% 0.19% 0.19%
      MOS F 0.19% 0.26% 0.19%
      MSA D 0.15% 0.11% 0.11%
      MTDR B 0.15% 0.14% 0.14%
      MTG C 0.14% 0.37% 0.14%
      MTH D 0.14% 0.09% 0.09%
      MTN C 0.15% 0.33% 0.15%
      MUR D 0.1% 0.18% 0.1%
      MUSA A 0.22% 0.15% 0.15%
      NDSN B 0.31% 0.23% 0.23%
      NFG A 0.12% 0.43% 0.12%
      NI A 0.36% 0.74% 0.36%
      NNN D 0.17% 0.46% 0.17%
      NOV C 0.14% 0.1% 0.1%
      NRG B 0.42% 0.83% 0.42%
      NWSA B 0.32% 0.16% 0.16%
      NXST C 0.11% 0.29% 0.11%
      NYT C 0.19% 0.17% 0.17%
      OC A 0.37% 0.35% 0.35%
      OGE B 0.19% 0.69% 0.19%
      OLED D 0.16% 0.1% 0.1%
      OLN D 0.11% 0.13% 0.11%
      OMF A 0.15% 0.54% 0.15%
      ORI A 0.2% 0.67% 0.2%
      OSK B 0.16% 0.17% 0.16%
      OVV B 0.26% 0.43% 0.26%
      OWL A 0.26% 0.56% 0.26%
      OZK B 0.11% 0.36% 0.11%
      PAG B 0.07% 0.3% 0.07%
      PAYC B 0.24% 0.17% 0.17%
      PB A 0.17% 0.36% 0.17%
      PBF D 0.07% 0.13% 0.07%
      PII D 0.08% 0.16% 0.08%
      PKG A 0.47% 1.15% 0.47%
      PNFP B 0.21% 0.17% 0.17%
      PNW B 0.23% 0.84% 0.23%
      POOL C 0.3% 0.24% 0.24%
      POR C 0.11% 0.29% 0.11%
      PR B 0.21% 0.17% 0.17%
      PRI A 0.22% 0.27% 0.22%
      PVH C 0.13% 0.07% 0.07%
      REG B 0.27% 0.35% 0.27%
      REXR F 0.2% 0.11% 0.11%
      REYN D 0.03% 0.27% 0.03%
      RGA A 0.34% 0.61% 0.34%
      RGLD C 0.2% 0.18% 0.18%
      RHI B 0.17% 0.24% 0.17%
      RL B 0.19% 0.4% 0.19%
      RLI B 0.16% 0.25% 0.16%
      RPM A 0.39% 0.4% 0.39%
      RRC B 0.18% 0.13% 0.13%
      RRX B 0.25% 0.18% 0.18%
      RYN D 0.09% 0.06% 0.06%
      SAIC F 0.14% 0.16% 0.14%
      SCI B 0.27% 0.31% 0.27%
      SEE C 0.12% 0.19% 0.12%
      SEIC B 0.18% 0.3% 0.18%
      SF B 0.26% 0.38% 0.26%
      SIGI C 0.13% 0.16% 0.13%
      SJM D 0.25% 0.52% 0.25%
      SNA A 0.42% 0.93% 0.42%
      SNV B 0.18% 0.5% 0.18%
      SNX C 0.19% 0.21% 0.19%
      SON D 0.11% 0.35% 0.11%
      SSB B 0.18% 0.29% 0.18%
      SSD D 0.17% 0.11% 0.11%
      STAG F 0.15% 0.2% 0.15%
      TAP C 0.24% 0.44% 0.24%
      TECH D 0.24% 0.14% 0.14%
      TFX F 0.2% 0.11% 0.11%
      THG A 0.13% 0.21% 0.13%
      THO B 0.13% 0.16% 0.13%
      TKO B 0.18% 0.14% 0.14%
      TKR D 0.11% 0.2% 0.11%
      TOL B 0.35% 0.35% 0.35%
      TPL A 0.57% 0.46% 0.46%
      TPR B 0.29% 0.74% 0.29%
      TPX B 0.21% 0.15% 0.15%
      TRNO F 0.13% 0.07% 0.07%
      TTC D 0.19% 0.19% 0.19%
      TTEK F 0.24% 0.14% 0.14%
      TXRH C 0.29% 0.5% 0.29%
      UDR B 0.29% 0.49% 0.29%
      UFPI B 0.17% 0.19% 0.17%
      UGI A 0.11% 0.4% 0.11%
      UHS D 0.27% 0.16% 0.16%
      UI A 0.03% 0.63% 0.03%
      UNM A 0.28% 0.63% 0.28%
      VLY B 0.11% 0.31% 0.11%
      VMI B 0.15% 0.13% 0.13%
      VOYA B 0.18% 0.26% 0.18%
      VTRS A 0.34% 0.95% 0.34%
      WAL B 0.22% 0.37% 0.22%
      WBS A 0.23% 0.46% 0.23%
      WCC B 0.2% 0.15% 0.15%
      WH B 0.17% 0.3% 0.17%
      WING D 0.21% 0.12% 0.12%
      WMS D 0.21% 0.13% 0.13%
      WPC D 0.27% 0.71% 0.27%
      WSM B 0.37% 0.59% 0.37%
      WSO A 0.4% 0.55% 0.4%
      WTFC A 0.19% 0.29% 0.19%
      WTRG B 0.22% 0.45% 0.22%
      WU D 0.08% 0.34% 0.08%
      WWD B 0.22% 0.15% 0.15%
      X C 0.18% 0.1% 0.1%
      XRAY F 0.08% 0.09% 0.08%
      ZION B 0.19% 0.51% 0.19%
      ZWS B 0.12% 0.12% 0.12%
      SCHM Overweight 229 Positions Relative to DON
      Symbol Grade Weight
      UAL A 0.66%
      HOOD B 0.51%
      STLD B 0.44%
      BAH F 0.43%
      DKNG B 0.43%
      FDS B 0.41%
      NTRA B 0.4%
      PODD C 0.4%
      PNR A 0.39%
      KEY B 0.39%
      XPO B 0.38%
      BURL A 0.38%
      NTNX A 0.38%
      PINS D 0.38%
      RS B 0.38%
      RBA A 0.38%
      TRMB B 0.38%
      TOST B 0.37%
      MANH D 0.37%
      EG C 0.36%
      UTHR C 0.36%
      DOCU A 0.36%
      DT C 0.35%
      USFD A 0.35%
      GWRE A 0.35%
      TXT D 0.35%
      AVY D 0.35%
      MRO B 0.35%
      L A 0.34%
      TWLO A 0.34%
      DOC D 0.33%
      ENTG D 0.33%
      FLEX A 0.33%
      Z A 0.33%
      THC D 0.33%
      TW A 0.33%
      SOFI A 0.32%
      COHR B 0.32%
      SAIA B 0.31%
      FFIV B 0.31%
      SFM A 0.31%
      EPAM C 0.3%
      AFRM B 0.3%
      RNR C 0.3%
      PFGC B 0.29%
      CLH B 0.28%
      BG F 0.28%
      FTI A 0.27%
      BMRN D 0.27%
      NVT B 0.27%
      INCY C 0.27%
      ALLE D 0.27%
      KMX B 0.27%
      JLL D 0.27%
      DUOL A 0.26%
      BJ A 0.26%
      NCLH B 0.26%
      DAY B 0.26%
      NBIX C 0.26%
      OKTA C 0.26%
      SNAP C 0.25%
      LBRDK C 0.25%
      AA B 0.25%
      INSM C 0.25%
      BXP D 0.25%
      CTLT B 0.24%
      FHN A 0.24%
      GNRC B 0.24%
      FND C 0.24%
      GME C 0.23%
      OHI C 0.23%
      BLD D 0.23%
      CACI D 0.23%
      PCVX D 0.22%
      EXEL B 0.22%
      AES F 0.22%
      SRPT D 0.22%
      RPRX D 0.22%
      IOT A 0.22%
      BRBR A 0.21%
      SOLV C 0.21%
      AAL B 0.21%
      CNH C 0.21%
      CIEN B 0.21%
      CRL C 0.21%
      AXTA A 0.2%
      FLR B 0.2%
      AR B 0.2%
      KNX B 0.2%
      RBC A 0.2%
      EXAS D 0.2%
      GMED A 0.2%
      PEN B 0.2%
      FN D 0.19%
      WYNN D 0.19%
      APG B 0.19%
      PCTY B 0.19%
      MGM D 0.19%
      HQY B 0.19%
      RVMD C 0.19%
      HSIC B 0.19%
      CRS A 0.19%
      ROKU D 0.19%
      MTCH D 0.18%
      IVZ B 0.18%
      CZR F 0.18%
      SKX D 0.18%
      PLNT A 0.18%
      HAS D 0.18%
      CNM D 0.18%
      ITCI C 0.18%
      BILL A 0.18%
      LNW D 0.18%
      MTZ B 0.18%
      S B 0.17%
      AGNC D 0.17%
      JAZZ B 0.17%
      GKOS B 0.17%
      FYBR D 0.17%
      SMAR A 0.17%
      ONTO D 0.17%
      MEDP D 0.17%
      GXO B 0.16%
      MTSI B 0.16%
      MASI A 0.16%
      ALV C 0.16%
      EXLS B 0.16%
      RIVN F 0.16%
      RYAN B 0.16%
      FRPT B 0.16%
      MIDD C 0.16%
      TMHC B 0.16%
      G B 0.16%
      PCOR B 0.16%
      MHK D 0.16%
      CVLT B 0.16%
      WEX D 0.16%
      ESTC C 0.16%
      ANF C 0.16%
      DVA B 0.16%
      TREX C 0.16%
      KEX C 0.16%
      SPSC C 0.15%
      LYFT C 0.15%
      AXS A 0.15%
      PARA C 0.15%
      VFC C 0.15%
      VNO B 0.15%
      CFLT B 0.15%
      LSCC D 0.15%
      FMC D 0.15%
      CGNX C 0.15%
      UHAL D 0.15%
      ALK C 0.15%
      DAR C 0.15%
      ELF C 0.15%
      FCN D 0.15%
      ELAN D 0.15%
      GTLS B 0.15%
      ATI D 0.15%
      BIO D 0.14%
      WHR B 0.14%
      STWD C 0.14%
      QRVO F 0.14%
      SITE D 0.14%
      MAT D 0.14%
      DBX B 0.14%
      WSC D 0.14%
      RGEN D 0.14%
      JHG A 0.13%
      SIRI C 0.13%
      ETSY D 0.13%
      HALO F 0.13%
      SUM B 0.13%
      CROX D 0.13%
      ESNT D 0.13%
      CYTK F 0.13%
      WFRD D 0.13%
      BFAM D 0.13%
      NOVT D 0.13%
      WBA F 0.13%
      ARW D 0.13%
      LNTH D 0.12%
      CLF F 0.12%
      QLYS C 0.12%
      CRUS D 0.12%
      IONS F 0.12%
      VVV F 0.12%
      RMBS C 0.12%
      PATH C 0.12%
      OLLI D 0.12%
      FIVE F 0.11%
      ST F 0.11%
      ROIV C 0.11%
      POST C 0.11%
      U C 0.11%
      INSP D 0.11%
      EEFT B 0.1%
      AN C 0.1%
      BKH A 0.1%
      PSN D 0.1%
      ALKS B 0.1%
      RH B 0.1%
      OGN D 0.09%
      ASGN F 0.09%
      CELH F 0.09%
      CRSP D 0.09%
      WLK D 0.09%
      NSIT F 0.09%
      ACHC F 0.08%
      W F 0.08%
      OPCH D 0.08%
      ALGM D 0.07%
      VAL D 0.07%
      RIG D 0.07%
      IAC D 0.07%
      AGR B 0.06%
      SMMT D 0.06%
      COTY F 0.06%
      APLS D 0.06%
      CACC D 0.06%
      TNET D 0.06%
      INFA D 0.05%
      PPC C 0.05%
      SHC F 0.05%
      RCM F 0.05%
      LCID F 0.05%
      DJT C 0.04%
      CLVT F 0.04%
      SCHM Underweight 79 Positions Relative to DON
      Symbol Grade Weight
      VST B -2.22%
      SYF B -0.98%
      CAG D -0.77%
      LUV C -0.65%
      MAA B -0.63%
      ESS B -0.59%
      SWK D -0.59%
      GEN B -0.54%
      SW A -0.5%
      COLB A -0.49%
      CF B -0.47%
      LII A -0.45%
      SSNC B -0.41%
      LDOS C -0.4%
      RDN C -0.38%
      HOMB A -0.38%
      DPZ C -0.36%
      CADE B -0.33%
      FNB A -0.32%
      UBSI B -0.32%
      SWX B -0.31%
      WEN D -0.3%
      HLNE B -0.29%
      FOXA B -0.29%
      ONB B -0.29%
      R B -0.28%
      CBT C -0.27%
      FOX A -0.27%
      ACT D -0.26%
      MSM C -0.26%
      NJR A -0.25%
      M D -0.23%
      TER D -0.21%
      AWI A -0.2%
      AVT C -0.19%
      CWEN C -0.19%
      HUN F -0.18%
      NEU C -0.18%
      ESI A -0.17%
      MAN D -0.17%
      MGY A -0.17%
      SLGN A -0.16%
      IPAR B -0.16%
      RHP B -0.16%
      AEO F -0.16%
      GATX A -0.16%
      GOLF B -0.15%
      CC C -0.13%
      DLN A -0.13%
      SM B -0.13%
      FELE B -0.12%
      PTEN C -0.12%
      BMI B -0.12%
      IBP D -0.12%
      BCC B -0.11%
      EXPO D -0.11%
      WTS B -0.11%
      NSP D -0.11%
      MOG.A B -0.1%
      PEGA A -0.1%
      PFSI D -0.1%
      NWS B -0.1%
      SNDR B -0.09%
      FSS B -0.09%
      LEVI F -0.09%
      ESAB B -0.09%
      VNT B -0.08%
      CWEN C -0.08%
      BCPC B -0.08%
      FUL F -0.08%
      GPI A -0.08%
      DDS B -0.07%
      ORA B -0.07%
      IRDM D -0.07%
      PECO A -0.06%
      POWI D -0.06%
      ASO F -0.05%
      SEB F -0.04%
      NFE D -0.02%

      SCHM: Top Represented Industries & Keywords

      Industries: Biotechnology Banks - Regional - US Software - Application Diversified Industrials Business Services Oil & Gas E&P Asset Management Software - Infrastructure Packaged Foods Building Materials Packaging & Containers Specialty Retail Diagnostics & Research Engineering & Construction Insurance - Property & Casualty Capital Markets Information Technology Services Medical Care REIT - Industrial Utilities - Regulated Electric
      Keywords: S&P 500 Banking Insurance Natural Gas Chemical Bank Mining Real Estate Investment Trust Aerospace Computing Electronics Biotechnology Medicine Beverage Building Materials Construction Semiconductor Electricity Biopharmaceutical Commercial Banking

      DON: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Diversified Industrials Oil & Gas E&P Packaging & Containers Asset Management Specialty Chemicals Building Materials Packaged Foods REIT - Industrial REIT - Retail Utilities - Regulated Electric Insurance - Property & Casualty REIT - Residential Tools & Accessories Aerospace & Defense Auto Parts Broadcasting - TV Business Services Capital Markets Engineering & Construction
      Keywords: S&P 500 Bank Chemical Insurance Natural Gas Banking Real Estate Investment Trust Mining Aerospace Electronics Electricity Beverage Deposit Products Plastic Commercial Banking Adhesives Building Materials Oil And Gas Plumbing Real Estate Loans
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