ETF comparison
DLN vs SCHD
Both Dividend.
WisdomTree U.S. LargeCap Dividend Fund · Schwab U.S. Dividend Equity ETF
Holdings overlap
36 positions appear in both funds. Buying equal dollars of DLN and SCHD would leave roughly 19.4% 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
SCHD 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 SCHD.
Top shared holdings
36 shared in total| # | Holding | In DLN | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 1.47% | 3.83% | 1.47% |
| 2 | MERCK & COMPANY INC | 1.40% | 3.86% | 1.40% |
| 3 | COCA-COLA COMPANY (THE) | 1.33% | 3.96% | 1.33% |
| 4 | PROCTER & GAMBLE COMPANY (THE) | 1.29% | 3.55% | 1.29% |
| 5 | UNITEDHEALTH GROUP INC | 1.28% | 5.09% | 1.28% |
| 6 | HOME DEPOT INC (THE) | 1.18% | 3.36% | 1.18% |
| 7 | TEXAS INSTRUMENTS INC | 1.11% | 5.90% | 1.11% |
| 8 | AMGEN INC | 1.06% | 3.47% | 1.06% |
| 9 | VERIZON COMMUNICATIONS INC | 1.04% | 3.65% | 1.04% |
| 10 | PEPSICO INC | 0.94% | 3.44% | 0.94% |
| 11 | ALTRIA GROUP INC | 0.70% | 2.94% | 0.70% |
| 12 | BRISTOL-MYERS SQUIBB COMPANY | 0.64% | 2.93% | 0.64% |
Only in DLN
273 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 SCHD
63 total- Accenture PLC 2.90%
- SLB Ltd 2.05%
- United Parcel Service Inc 1.98%
- ONEOK Inc 1.33%
- Paychex Inc 0.79%
- Snap-on Inc 0.48%
- East West Bancorp Inc 0.42%
- Best Buy Co Inc 0.38%
- APA Corp 0.33%
- Watsco Inc 0.32%
Related comparisons
More comparisons with DLN
- DLN vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 18.8%
- DLN vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 15.3%
- DLN vs FDL · First Trust Morningstar Dividend Leaders Index Fund 14.1%
- DLN vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 13.6%
- DLN vs PEY · Invesco High Yield Equity Dividend Achievers ETF 6.9%
- DLN vs VB · Vanguard Morningstar Small-Cap ETF 1.6%
More comparisons with SCHD
- SCHD vs DTD · WisdomTree U.S. Total Dividend Fund 18.5%
- SCHD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 17.8%
- SCHD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 17.7%
- SCHD vs VTV · Vanguard Morningstar Value ETF 17.1%
- SCHD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 16.4%
- SCHD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 16.3%
Percentages are holdings overlap with the named fund.
Open DLN or SCHD 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.