ETF comparison
DLN vs FVD
Both Dividend.
WisdomTree U.S. LargeCap Dividend Fund · First Trust Value Line Dividend Index Fund
Holdings overlap
118 positions appear in both funds. Buying equal dollars of DLN and FVD would leave roughly 27.2% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DLN is 34 bps cheaper than FVD. On a $100,000 position that's about $340/yr more in fees for FVD.
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 FVD.
Top shared holdings
118 shared in total| # | Holding | In DLN | In FVD | Overlap |
|---|---|---|---|---|
| 1 | INTERNATIONAL BUSINESS MACHINES CORP | 0.98% | 0.43% | 0.43% |
| 2 | MERCK & COMPANY INC | 1.40% | 0.43% | 0.43% |
| 3 | COMCAST CORP | 0.50% | 0.43% | 0.43% |
| 4 | JOHNSON & JOHNSON | 2.03% | 0.43% | 0.43% |
| 5 | ABBVIE INC | 1.75% | 0.43% | 0.43% |
| 6 | HOME DEPOT INC (THE) | 1.18% | 0.42% | 0.42% |
| 7 | WELLTOWER INC | 0.43% | 0.42% | 0.42% |
| 8 | BRISTOL-MYERS SQUIBB COMPANY | 0.64% | 0.41% | 0.41% |
| 9 | AMGEN INC | 1.06% | 0.41% | 0.41% |
| 10 | AMERICAN ELECTRIC POWER COMPANY INC | 0.44% | 0.41% | 0.41% |
| 11 | UNION PACIFIC CORP | 0.50% | 0.41% | 0.41% |
| 12 | PHILIP MORRIS INTERNATIONAL INC | 1.43% | 0.41% | 0.41% |
Only in DLN
191 total- MICROSOFT CORP 3.69%
- NVIDIA CORP 3.58%
- APPLE INC 2.18%
- BROADCOM INC 2.18%
- META PLATFORMS INC 1.79%
- ALPHABET INC 1.45%
- ALPHABET INC 1.32%
- ELI LILLY & COMPANY 1.30%
- UNITEDHEALTH GROUP INC 1.28%
- TEXAS INSTRUMENTS INC 1.11%
Only in FVD
133 total- REYNOLDS CONSUMER PRODUCTS INC 0.44%
- RLI CORP 0.44%
- SONOCO PRODUCTS COMPANY 0.44%
- JACK HENRY & ASSOCIATES INC 0.44%
- BROWN & BROWN INC 0.43%
- ARTHUR J. GALLAGHER & COMPANY 0.43%
- MARZETTI COMPANY (THE) 0.43%
- CALIFORNIA WATER SERVICE GROUP 0.42%
- BRADY CORP 0.42%
- ASTRAZENECA PLC 0.42%
Related comparisons
More comparisons with DLN
- DLN vs RDVY · First Trust Rising Dividend Achievers ETF 23.5%
- DLN vs SDY · State Street SPDR S&P Dividend ETF 23.5%
- DLN vs HDV · iShares Core High Dividend ETF 23.0%
- DLN vs VO · Vanguard Morningstar Mid-Cap ETF 20.6%
- DLN vs DVY · iShares Select Dividend ETF 19.5%
- DLN vs SCHD · Schwab U.S. Dividend Equity ETF 19.4%
More comparisons with FVD
- FVD vs IWD · iShares Russell 1000 Value ETF 27.2%
- FVD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 25.8%
- FVD vs VO · Vanguard Morningstar Mid-Cap ETF 23.1%
- FVD vs VOO · Vanguard S&P 500 ETF 19.2%
- FVD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 19.2%
- FVD vs IVV · iShares Core S&P 500 ETF 19.2%
Percentages are holdings overlap with the named fund.
Open DLN or FVD 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.