ETF comparison

DLNvsRDVY

Both Dividend.

WisdomTree U.S. LargeCap Dividend Fund · First Trust Rising Dividend Achievers ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.5%

59 positions appear in both funds. Buying equal dollars of DLN and RDVY would leave roughly23.5%of each dollar exposed to the same underlying securities.

DLN only 76.3%Shared 23.5%RDVY only 76.4%
In DLN only
250 positions
Shared
59 positions
In RDVY only
13 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%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73composite / 100
Expense ratio
0.47%
Net assets
$25.44B
TTM yield
0.85%
Top-10 conc.
28.6%

Sub-score comparison

72
Cost
53
77
Tax efficiency
79
91
Liquidity
100
81
Concentration
73
Tracking quality
DLNsub-scoreRDVY

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

Cost difference

DLN is 19 bps cheaper than RDVY. On a $100,000 position that's about $190/yr more in fees for RDVY.

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 RDVY.

Top shared holdings

59 shared in total
#HoldingIn DLNIn RDVYOverlap
1NVIDIA CORP3.58%1.91%1.91%
2JP MORGAN CHASE & COMPANY2.88%1.90%1.90%
3META PLATFORMS INC1.79%1.50%1.50%
4ALPHABET INC1.45%2.12%1.45%
5MICROSOFT CORP3.69%1.45%1.45%
6APPLE INC2.18%1.44%1.44%
7BANK OF AMERICA CORP1.14%1.96%1.14%
8WELLS FARGO & COMPANY1.04%0.97%0.97%
9VISA INC0.94%1.82%0.94%
10MICRON TECHNOLOGY INC0.84%1.83%0.84%
11LAM RESEARCH CORP0.70%4.42%0.70%
12CITIGROUP INC0.76%0.54%0.54%

Only in DLN

250 total
  • BROADCOM INC2.18%
  • JOHNSON & JOHNSON2.03%
  • EXXONMOBIL HOLDINGS CORP1.85%
  • ABBVIE INC1.75%
  • MORGAN STANLEY1.50%
  • CHEVRON CORP1.47%
  • PHILIP MORRIS INTERNATIONAL INC1.43%
  • MERCK & COMPANY INC1.40%
  • COCA-COLA COMPANY (THE)1.33%
  • ALPHABET INC1.32%

Only in RDVY

13 total
  • SNAP-ON INC2.00%
  • CHUBB LTD (SWITZERLAND)1.97%
  • MUELLER INDUSTRIES INC1.93%
  • COCA-COLA CONSOLIDATED INC1.16%
  • EAST WEST BANCORP INC1.01%
  • ACCENTURE PLC1.00%
  • EVEREST GROUP LTD0.54%
  • ELEVANCE HEALTH INC0.54%
  • UNUM GROUP0.51%
  • ALLISON TRANSMISSION HOLDINGS INC0.40%

Open DLN or RDVY 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.