ETF comparison
DLN vs IWD
Dividend vs US Value.
WisdomTree U.S. LargeCap Dividend Fund · iShares Russell 1000 Value ETF
Holdings overlap
259 positions appear in both funds. Buying equal dollars of DLN and IWD would leave roughly 56.0% 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
IWD is 10 bps cheaper than DLN. On a $100,000 position that's about $100/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 IWD.
Top shared holdings
259 shared in total| # | Holding | In DLN | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 3.69% | 3.88% | 3.69% |
| 2 | JP MORGAN CHASE & COMPANY | 2.88% | 2.45% | 2.45% |
| 3 | APPLE INC | 2.18% | 5.37% | 2.18% |
| 4 | JOHNSON & JOHNSON | 2.03% | 1.71% | 1.71% |
| 5 | EXXONMOBIL HOLDINGS CORP | 1.85% | 1.59% | 1.59% |
| 6 | CISCO SYSTEMS INC | 1.29% | 1.30% | 1.29% |
| 7 | ABBVIE INC | 1.75% | 1.15% | 1.15% |
| 8 | UNITEDHEALTH GROUP INC | 1.28% | 1.05% | 1.05% |
| 9 | BANK OF AMERICA CORP | 1.14% | 0.98% | 0.98% |
| 10 | WALMART INC | 0.97% | 1.27% | 0.97% |
| 11 | PROCTER & GAMBLE COMPANY (THE) | 1.29% | 0.96% | 0.96% |
| 12 | MERCK & COMPANY INC | 1.40% | 0.89% | 0.89% |
Only in DLN
50 total- NVIDIA CORP 3.58%
- BROADCOM INC 2.18%
- ALPHABET INC 1.45%
- ALPHABET INC 1.32%
- ELI LILLY & COMPANY 1.30%
- TEXAS INSTRUMENTS INC 1.11%
- VISA INC 0.94%
- MICRON TECHNOLOGY INC 0.84%
- LAM RESEARCH CORP 0.70%
- CATERPILLAR INC 0.67%
Only in IWD
611 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- EATON CORPORATION PUBLIC LIMITED COMPANY 0.39%
- UBER TECHNOLOGIES, INC. 0.36%
- VERTEX PHARMACEUTICALS INCORPORATED 0.35%
- Chubb Limited 0.34%
- MEDTRONIC PUBLIC LIMITED COMPANY 0.28%
- ELEVANCE HEALTH, INC. 0.24%
Related comparisons
More comparisons with DLN
- DLN vs SPY · State Street SPDR S&P 500 ETF Trust 55.8%
- DLN vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 55.5%
- DLN vs VTI · Vanguard Morningstar Total Stock Market ETF 54.6%
- DLN vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 54.6%
- DLN vs SCHB · Schwab U.S. Broad Market ETF 53.8%
- DLN vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 52.7%
More comparisons with IWD
- IWD vs VV · Vanguard Morningstar Large-Cap ETF 55.6%
- IWD vs DFUV · Dimensional US Marketwide Value ETF 55.2%
- IWD vs SPY · State Street SPDR S&P 500 ETF Trust 54.8%
- IWD vs AVUS · Avantis US Equity ETF 54.5%
- IWD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 51.1%
- IWD vs DGRO · iShares Core Dividend Growth ETF 50.7%
Percentages are holdings overlap with the named fund.
Open DLN or IWD 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.