ETF comparison
DLN vs PEY
Both Dividend.
WisdomTree U.S. LargeCap Dividend Fund · Invesco High Yield Equity Dividend Achievers ETF
Holdings overlap
13 positions appear in both funds. Buying equal dollars of DLN and PEY would leave roughly 6.9% 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 40 bps cheaper than PEY. On a $100,000 position that's about $400/yr more in fees for PEY.
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 PEY.
Top shared holdings
13 shared in total| # | Holding | In DLN | In PEY | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 1.47% | 1.57% | 1.47% |
| 2 | VERIZON COMMUNICATIONS INC | 1.04% | 2.15% | 1.04% |
| 3 | PFIZER INC | 0.79% | 2.39% | 0.79% |
| 4 | ALTRIA GROUP INC | 0.70% | 2.25% | 0.70% |
| 5 | BRISTOL-MYERS SQUIBB COMPANY | 0.64% | 1.90% | 0.64% |
| 6 | US BANCORP | 0.50% | 1.64% | 0.50% |
| 7 | COMCAST CORP | 0.50% | 1.88% | 0.50% |
| 8 | TARGET CORP | 0.34% | 1.55% | 0.34% |
| 9 | KIMBERLY CLARK CORP | 0.21% | 2.21% | 0.21% |
| 10 | PRUDENTIAL FINANCIAL INC | 0.20% | 2.52% | 0.20% |
| 11 | EDISON INTERNATIONAL | 0.18% | 1.94% | 0.18% |
| 12 | EVERSOURCE ENERGY | 0.17% | 1.80% | 0.17% |
Only in DLN
296 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 PEY
37 total- Robert Half Inc. 3.91%
- Insperity, Inc. 3.89%
- Flowers Foods, Inc. 3.44%
- Perrigo Co. PLC 3.42%
- LyondellBasell Industries N.V. 2.55%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- United Parcel Service, Inc. 2.28%
- Clorox Co. (The) 2.22%
- Peoples Bancorp Inc. 2.16%
Related comparisons
More comparisons with DLN
- DLN vs VB · Vanguard Morningstar Small-Cap ETF 1.6%
- DLN vs IJH · iShares Core S&P Mid-Cap ETF 0.2%
- DLN vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- DLN vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- DLN vs DON · WisdomTree U.S. MidCap Dividend Fund 0.0%
- DLN vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
More comparisons with PEY
- PEY vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 6.9%
- PEY vs VTV · Vanguard Morningstar Value ETF 5.2%
- PEY vs IWD · iShares Russell 1000 Value ETF 4.2%
- PEY vs CGDV · Capital Group Dividend Value ETF 2.8%
- PEY vs VO · Vanguard Morningstar Mid-Cap ETF 2.6%
- PEY vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 2.5%
Percentages are holdings overlap with the named fund.
Open DLN or PEY 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.