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ETF comparison

DLN vs IJR

Dividend vs US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of DLN and IJR would leave roughly 0.0% of each dollar exposed to the same underlying securities.

DLN unmatched 99.8% Shared 0.0% IJR unmatched 97.7%

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
309 positions
Shared
0 positions
In IJR only
603 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%
IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%

Sub-score comparison

72
Cost
94
77
Tax efficiency
88
91
Liquidity
100
81
Concentration
99
—
Tracking quality
—
DLN sub-score IJR

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

Cost difference

IJR is 22 bps cheaper than DLN. On a $100,000 position that's about $220/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 IJR.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in DLN

309 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 IJR

603 total
  • FORMFACTOR INC 0.67%
  • VIASAT INC 0.66%
  • MOLINA HEALTHCARE INC 0.64%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • ELEMENT SOLUTIONS INC 0.59%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%

Percentages are holdings overlap with the named fund.

Open DLN or IJR 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.