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ETF comparison

DLN vs FDL

Both Dividend.

WisdomTree U.S. LargeCap Dividend Fund · First Trust Morningstar Dividend Leaders Index Fund

Holdings overlap

Weighted by ISIN/CUSIP
14.1 %

38 positions appear in both funds. Buying equal dollars of DLN and FDL would leave roughly 14.1% of each dollar exposed to the same underlying securities.

DLN unmatched 85.8% Shared 14.1% FDL unmatched 85.7%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DLN only
271 positions
Shared
38 positions
In FDL only
63 positions

Side by side

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree · Dividend

79 composite / 100
Expense ratio
0.28%
Net assets
$6.14B
TTM yield
1.74%
Top-10 conc.
23.4%
FDL

First Trust Morningstar Dividend Leaders Index Fund

First Trust · Dividend

68 composite / 100
Expense ratio
0.43%
Net assets
$7.54B
TTM yield
3.66%
Top-10 conc.
48.1%

Sub-score comparison

72
Cost
57
77
Tax efficiency
73
91
Liquidity
95
81
Concentration
46
—
Tracking quality
—
DLN sub-score FDL

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DLN is 15 bps cheaper than FDL. On a $100,000 position that's about $150/yr more in fees for FDL.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DLN vs FDL.

Top shared holdings

38 shared in total
# Holding In DLN In FDL Overlap
1 CHEVRON CORP 1.47% 7.43% 1.47%
2 PHILIP MORRIS INTERNATIONAL INC 1.43% 6.06% 1.43%
3 VERIZON COMMUNICATIONS INC 1.04% 7.17% 1.04%
4 PEPSICO INC 0.94% 4.84% 0.94%
5 PFIZER INC 0.79% 5.91% 0.79%
6 ALTRIA GROUP INC 0.70% 4.64% 0.70%
7 BRISTOL-MYERS SQUIBB COMPANY 0.64% 3.43% 0.64%
8 DUKE ENERGY CORP 0.59% 2.21% 0.59%
9 US BANCORP 0.50% 2.27% 0.50%
10 COMCAST CORP 0.50% 3.13% 0.50%
11 SOUTHERN COMPANY (THE) 0.46% 2.32% 0.46%
12 KINDER MORGAN INC 0.39% 1.54% 0.39%

Only in DLN

271 total
  • MICROSOFT CORP 3.69%
  • NVIDIA CORP 3.58%
  • JP MORGAN CHASE & COMPANY 2.88%
  • APPLE INC 2.18%
  • BROADCOM INC 2.18%
  • JOHNSON & JOHNSON 2.03%
  • EXXONMOBIL HOLDINGS CORP 1.85%
  • META PLATFORMS INC 1.79%
  • ABBVIE INC 1.75%
  • MORGAN STANLEY 1.50%

Only in FDL

63 total
  • UNITED PARCEL SERVICE INC 3.15%
  • MEDTRONIC PLC 2.28%
  • ACCENTURE PLC 1.84%
  • ONEOK INC 1.69%
  • MONDELEZ INTERNATIONAL INC 1.57%
  • PAYCHEX INC 0.99%
  • AMCOR PLC 0.89%
  • SMURFIT WESTROCK PLC 0.70%
  • HP INC 0.61%
  • FIDELITY NATIONAL INFORMATION SERVICES INC 0.58%

Percentages are holdings overlap with the named fund.

Open DLN or FDL at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.