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Data as of .

DUTY vs WDGF: which is really different?

DUTY and WDGF hold 32% of their weight in the same names.

U.S. Defense ETF and WisdomTree Global Defense Fund.

61.8%DUTY in the S&P 500
34.9%WDGF in the S&P 500
+6.9%DUTY total return, 1 year
−0.4%WDGF total return, 1 year

ETFIQ Off-Index Score: WDGF scores higher

How much of it is not the index it is sold as an alternative to?

DUTY 51.7WDGF 54.50.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

DUTY38% of its weight is outside the S&P 500 · 3 months to Sep 18, 2026
62%38%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 59% of the fund · 50 holdings filed Jun 30, 2026 · Nasdaq-100: 24% in62%38%in the S&P 500outsideactive share 98% · top ten 59% of the fund
WDGF65% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
35%65%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 44% of the fund · 115 holdings filed Jun 30, 2026 · Nasdaq-100: 5% in35%65%inoutside the S&P 500active share 98% · top ten 44% of the fund

32% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, DUTY and WDGF hold 32% of their money in the same securities at the same weight.

Positions DUTY and WDGF both hold, largest shared weight first
HoldingDUTYWDGF
General Dynamics Corp7.57%5.19%
Lockheed Martin Corp7.34%4.94%
Northrop Grumman Corp6.62%4.92%
Palantir Technologies Inc5.98%4.73%
L3Harris Technologies Inc6.85%3.33%
Rocket Lab Corp5.35%2.33%
CACI International Inc2.28%0.70%
Kratos Defense & Security Solu2.06%0.65%
Huntington Ingalls Industries2.45%0.61%
Moog Inc2.54%0.57%
Leonardo DRS Inc0.53%0.72%
Karman Holdings Inc1.00%0.50%
Only in each
Only in DUTYOnly in WDGF
Palo Alto Networks Inc 5.21%RTX CORP 5.46%
Fortinet Inc 4.92%BAE SYSTEMS PLC 5.04%
Crowdstrike Holdings Inc 4.64%RHEINMETALL AG 4.27%
Okta Inc 4.62%THALES SA 3.35%
Teledyne Technologies Inc 4.35%ROLLS-ROYCE HOLDINGS PLC 3.04%
Akamai Technologies Inc 3.15%TRANSDIGM GROUP INC 2.75%
Check Point Software Technolog 2.89%BOEING COMPANY (THE) 2.55%
Zscaler Inc 2.71%HANWHA AEROSPACE CO LTD 2.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

Performance, window by window

DUTY and WDGF over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
DUTYWDGFDUTYWDGFDUTYWDGF
3 months+5.7%−2.8%+3.5 pts−5.1 pts+8.2 pts−0.3 pts
6 monthsnot published−8.3%not published−26.3 ptsnot published−32.5 pts
1 yearnot published−0.4%not published−17.0 ptsnot published−22.2 pts
Since launch+6.9%+0.5%−6.3 pts−17.0 pts−12.3 pts−23.1 pts
Open the live comparison on ETFIQ
DUTY and WDGF on the same fields, as of Sep 18, 2026. Source: ETFIQ.
DUTY
U.S. Defense ETF
Holds 50 stocks in defense, 62% of its weight in S&P 500 companies
WDGF
WisdomTree Global Defense Fund
Holds 115 stocks in defense, 35% of its weight in S&P 500 companies
IssuerAuraWisdomTree
ThemeDefenseDefense
In the S&P 50061.8%34.9%
Active share vs the S&P 50098.1%98.3%
In the Nasdaq-10023.5%4.7%
Holdings50115
Top ten, share of the fund59.1%44.3%
Expense ratio0.45%0.45%
Fee for the differing part0.46%0.46%
Total return, 1 year+6.9% (since launch on Apr 8, 2026)−0.4%
vs the S&P 500−6.3 pts−17.0 pts
vs the Nasdaq-100−12.3 pts−22.2 pts
Below its high−9.2%−14.8%
Net assets$2m$5m

DUTY in plain words

By weight, 62% of DUTY's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 59% of the fund across 50 positions, as filed for Jun 30, 2026. Since it launched on Apr 8, 2026 the fund returned +6.9% with distributions reinvested against +13.2% for the S&P 500, so a holder was behind by 6.3 pts. It sits 9.2% below its all-time high of Aug 13, 2026.

WDGF in plain words

By weight, 35% of WDGF's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 44% of the fund across 115 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned −0.4% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 17.0 pts. It sits 14.8% below its all-time high of Mar 9, 2026.

Questions people ask

Do DUTY and WDGF hold the same stocks?
By their latest filings, 32% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, DUTY or WDGF?
DUTY has 62% of its weight in S&P 500 names and WDGF has 35%, so WDGF differs more from the index.
Which is cheaper, DUTY or WDGF?
DUTY charges 0.45% a year and WDGF charges 0.45%, so DUTY is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DUTY against WDGF, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DUTY against WDGF, data as of Sep 18, 2026. https://etfiq.com/compare/themes/duty-vs-wdgf Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources