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ETF comparison

DLN vs IJH

Dividend vs US Mid Cap.

WisdomTree U.S. LargeCap Dividend Fund · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.2 %

6 positions appear in both funds. Buying equal dollars of DLN and IJH would leave roughly 0.2% of each dollar exposed to the same underlying securities.

DLN unmatched 99.7% Shared 0.2% IJH unmatched 99.6%

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
303 positions
Shared
6 positions
In IJH only
394 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%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.25%
Top-10 conc.
10.9%

Sub-score comparison

72
Cost
95
77
Tax efficiency
88
91
Liquidity
100
81
Concentration
99
—
Tracking quality
—
DLN sub-score IJH

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

Cost difference

IJH is 23 bps cheaper than DLN. On a $100,000 position that's about $230/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 the cost calculator pre-filled with DLN vs IJH.

Top shared holdings

6 shared in total
# Holding In DLN In IJH Overlap
1 CARLYLE GROUP INC (THE) 0.06% 0.30% 0.06%
2 DICKS SPORTING GOODS INC 0.05% 0.41% 0.05%
3 WOODWARD INC 0.02% 0.70% 0.02%
4 CURTISS-WRIGHT CORP 0.01% 0.77% 0.01%
5 SOMNIGROUP INTERNATIONAL INC 0.01% 0.45% 0.01%
6 UL SOLUTIONS INC 0.01% 0.22% 0.01%

Only in DLN

303 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 IJH

394 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%

Percentages are holdings overlap with the named fund.

Open DLN or IJH 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.