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ETF comparison

DLN vs SDY

Both Dividend.

WisdomTree U.S. LargeCap Dividend Fund · State Street SPDR S&P Dividend ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.5 %

72 positions appear in both funds. Buying equal dollars of DLN and SDY would leave roughly 23.5% of each dollar exposed to the same underlying securities.

DLN unmatched 76.3% Shared 23.5% SDY unmatched 76.2%

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
237 positions
Shared
72 positions
In SDY only
83 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%
SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

80 composite / 100
Expense ratio
0.35%
Net assets
$20.38B
TTM yield
2.38%
Top-10 conc.
17.1%

Sub-score comparison

72
Cost
65
77
Tax efficiency
76
91
Liquidity
100
81
Concentration
90
—
Tracking quality
—
DLN sub-score SDY

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DLN is 7 bps cheaper than SDY. On a $100,000 position that's about $70/yr more in fees for SDY.

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 SDY.

Top shared holdings

72 shared in total
# Holding In DLN In SDY Overlap
1 ABBVIE INC 1.75% 1.62% 1.62%
2 CHEVRON CORP 1.47% 1.27% 1.27%
3 COCA-COLA COMPANY (THE) 1.33% 1.26% 1.26%
4 PROCTER & GAMBLE COMPANY (THE) 1.29% 1.25% 1.25%
5 TEXAS INSTRUMENTS INC 1.11% 1.55% 1.11%
6 VERIZON COMMUNICATIONS INC 1.04% 2.14% 1.04%
7 JOHNSON & JOHNSON 2.03% 0.99% 0.99%
8 INTERNATIONAL BUSINESS MACHINES CORP 0.98% 1.27% 0.98%
9 PEPSICO INC 0.94% 1.33% 0.94%
10 EXXONMOBIL HOLDINGS CORP 1.85% 0.93% 0.93%
11 NEXTERA ENERGY INC 0.63% 1.08% 0.63%
12 MCDONALD'S CORP 0.61% 0.89% 0.61%

Only in DLN

237 total
  • NVIDIA CORP 3.58%
  • JP MORGAN CHASE & COMPANY 2.88%
  • APPLE INC 2.18%
  • BROADCOM INC 2.18%
  • META PLATFORMS INC 1.79%
  • MORGAN STANLEY 1.50%
  • ALPHABET INC 1.45%
  • PHILIP MORRIS INTERNATIONAL INC 1.43%
  • MERCK & COMPANY INC 1.40%
  • ALPHABET INC 1.32%

Only in SDY

83 total
  • Kenvue Inc 1.75%
  • Microchip Technology Inc 1.32%
  • Medtronic PLC 1.30%
  • Air Products and Chemicals Inc 1.03%
  • Amcor PLC 0.93%
  • Accenture PLC 0.87%
  • Essex Property Trust Inc 0.86%
  • Best Buy Co Inc 0.69%
  • Waste Management Inc 0.68%
  • Stanley Black & Decker Inc 0.65%

Percentages are holdings overlap with the named fund.

Open DLN or SDY 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.