ETF comparison

DLNvsHDV

Both Dividend.

WisdomTree U.S. LargeCap Dividend Fund · iShares Core High Dividend ETF

Holdings overlap

Weighted by ISIN/CUSIP
25.2%

47 positions appear in both funds. Buying equal dollars of DLN and HDV would leave roughly25.2%of each dollar exposed to the same underlying securities.

DLN only 74.6%Shared 25.2%HDV only 74.5%
In DLN only
262 positions
Shared
47 positions
In HDV only
28 positions

Side by side

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree · Dividend

79composite / 100
Expense ratio
0.28%
Net assets
$6.32B
TTM yield
1.76%
Top-10 conc.
23.4%
HDV

iShares Core High Dividend ETF

iShares · Dividend

83composite / 100
Expense ratio
0.080%
Net assets
$15.49B
TTM yield
3.40%
Top-10 conc.
50.1%

Sub-score comparison

72
Cost
92
77
Tax efficiency
74
91
Liquidity
100
81
Concentration
43
Tracking quality
DLNsub-scoreHDV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

HDV is 20 bps cheaper than DLN. On a $100,000 position that's about $200/yr more in fees for DLN.

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

Top shared holdings

47 shared in total
#HoldingIn DLNIn HDVOverlap
1JOHNSON & JOHNSON2.03%5.68%2.03%
2EXXONMOBIL HOLDINGS CORP1.85%8.42%1.85%
3ABBVIE INC1.75%5.44%1.75%
4CHEVRON CORP1.47%6.42%1.47%
5PHILIP MORRIS INTERNATIONAL INC1.43%4.17%1.43%
6MERCK & COMPANY INC1.40%3.77%1.40%
7COCA-COLA COMPANY (THE)1.33%3.86%1.33%
8PROCTER & GAMBLE COMPANY (THE)1.29%4.46%1.29%
9HOME DEPOT INC (THE)1.18%4.07%1.18%
10TEXAS INSTRUMENTS INC1.11%3.54%1.11%
11PEPSICO INC0.94%3.66%0.94%
12ALTRIA GROUP INC0.70%3.70%0.70%

Only in DLN

262 total
  • MICROSOFT CORP3.69%
  • NVIDIA CORP3.58%
  • JP MORGAN CHASE & COMPANY2.88%
  • APPLE INC2.18%
  • BROADCOM INC2.18%
  • META PLATFORMS INC1.79%
  • MORGAN STANLEY1.50%
  • ALPHABET INC1.45%
  • ALPHABET INC1.32%
  • ELI LILLY & COMPANY1.30%

Only in HDV

28 total
  • ACCENTURE PLC1.64%
  • MEDTRONIC PLC1.55%
  • MONDELEZ INTERNATIONAL INC1.31%
  • SLB LTD1.01%
  • AIR PRODUCTS AND CHEMICALS INC0.83%
  • PAYCHEX INC0.63%
  • COTERRA ENERGY INC0.37%
  • CLOROX COMPANY0.25%
  • SNAP-ON INC0.24%
  • WATSCO INC0.23%

Open DLN or HDV 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 methodologyand 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.