ETF comparison
DLN vs SPHD
Both Dividend.
WisdomTree U.S. LargeCap Dividend Fund · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
33 positions appear in both funds. Buying equal dollars of DLN and SPHD would leave roughly 13.6% 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 2 bps cheaper than SPHD. On a $100,000 position that's about $20/yr more in fees for SPHD.
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 SPHD.
Top shared holdings
33 shared in total| # | Holding | In DLN | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | EXXONMOBIL HOLDINGS CORP | 1.85% | 1.54% | 1.54% |
| 2 | CHEVRON CORP | 1.47% | 2.09% | 1.47% |
| 3 | VERIZON COMMUNICATIONS INC | 1.04% | 3.47% | 1.04% |
| 4 | AT&T INC | 0.85% | 2.01% | 0.85% |
| 5 | PFIZER INC | 0.79% | 2.98% | 0.79% |
| 6 | ALTRIA GROUP INC | 0.70% | 3.43% | 0.70% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 0.64% | 2.06% | 0.64% |
| 8 | DUKE ENERGY CORP | 0.59% | 1.58% | 0.59% |
| 9 | US BANCORP | 0.50% | 1.61% | 0.50% |
| 10 | COMCAST CORP | 0.50% | 1.60% | 0.50% |
| 11 | KINDER MORGAN INC | 0.39% | 1.96% | 0.39% |
| 12 | WILLIAMS COMPANIES INC (THE) | 0.38% | 1.60% | 0.38% |
Only in DLN
276 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%
- META PLATFORMS INC 1.79%
- ABBVIE INC 1.75%
- MORGAN STANLEY 1.50%
- ALPHABET INC 1.45%
Only in SPHD
17 total- Healthpeak Properties, Inc. 3.22%
- Franklin Resources, Inc. 2.80%
- VICI Properties Inc. 2.66%
- ONEOK, Inc. 2.64%
- Kimco Realty Corp. 2.44%
- Amcor PLC 2.40%
- Crown Castle Inc. 2.39%
- Conagra Brands, Inc. 2.31%
- Hormel Foods Corp. 1.98%
- UDR, Inc. 1.95%
Related comparisons
More comparisons with DLN
- DLN vs PEY · Invesco High Yield Equity Dividend Achievers ETF 6.9%
- 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%
More comparisons with SPHD
- SPHD vs DTD · WisdomTree U.S. Total Dividend Fund 13.0%
- SPHD vs FVD · First Trust Value Line Dividend Index Fund 12.4%
- SPHD vs VTV · Vanguard Morningstar Value ETF 10.0%
- SPHD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 9.7%
- SPHD vs IWD · iShares Russell 1000 Value ETF 8.5%
- SPHD vs VO · Vanguard Morningstar Mid-Cap ETF 8.2%
Percentages are holdings overlap with the named fund.
Open DLN or SPHD 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.