Skip to main content

ETF comparison

DLN vs RDVY

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 roughly 23.5% of each dollar exposed to the same underlying securities.

DLN unmatched 76.3% Shared 23.5% RDVY unmatched 76.4%

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
250 positions
Shared
59 positions
In RDVY only
13 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%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73 composite / 100
Expense ratio
0.47%
Net assets
$24.91B
TTM yield
0.86%
Top-10 conc.
28.6%

Sub-score comparison

72
Cost
53
77
Tax efficiency
79
91
Liquidity
100
81
Concentration
73
—
Tracking quality
—
DLN sub-score RDVY

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with DLN vs RDVY.

Top shared holdings

59 shared in total
# Holding In DLN In RDVY Overlap
1 NVIDIA CORP 3.58% 1.91% 1.91%
2 JP MORGAN CHASE & COMPANY 2.88% 1.90% 1.90%
3 META PLATFORMS INC 1.79% 1.50% 1.50%
4 ALPHABET INC 1.45% 2.12% 1.45%
5 MICROSOFT CORP 3.69% 1.45% 1.45%
6 APPLE INC 2.18% 1.44% 1.44%
7 BANK OF AMERICA CORP 1.14% 1.96% 1.14%
8 WELLS FARGO & COMPANY 1.04% 0.97% 0.97%
9 VISA INC 0.94% 1.82% 0.94%
10 MICRON TECHNOLOGY INC 0.84% 1.83% 0.84%
11 LAM RESEARCH CORP 0.70% 4.42% 0.70%
12 CITIGROUP INC 0.76% 0.54% 0.54%

Only in DLN

250 total
  • BROADCOM INC 2.18%
  • JOHNSON & JOHNSON 2.03%
  • EXXONMOBIL HOLDINGS CORP 1.85%
  • ABBVIE INC 1.75%
  • MORGAN STANLEY 1.50%
  • CHEVRON CORP 1.47%
  • PHILIP MORRIS INTERNATIONAL INC 1.43%
  • MERCK & COMPANY INC 1.40%
  • COCA-COLA COMPANY (THE) 1.33%
  • ALPHABET INC 1.32%

Only in RDVY

13 total
  • SNAP-ON INC 2.00%
  • CHUBB LTD (SWITZERLAND) 1.97%
  • MUELLER INDUSTRIES INC 1.93%
  • COCA-COLA CONSOLIDATED INC 1.16%
  • EAST WEST BANCORP INC 1.01%
  • ACCENTURE PLC 1.00%
  • EVEREST GROUP LTD 0.54%
  • ELEVANCE HEALTH INC 0.54%
  • UNUM GROUP 0.51%
  • ALLISON TRANSMISSION HOLDINGS INC 0.40%

Percentages are holdings overlap with the named fund.

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 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.