ETF comparison

DLNvsSPYM

Dividend vs US Large Cap.

WisdomTree U.S. LargeCap Dividend Fund · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
58.2%

293 positions appear in both funds. Buying equal dollars of DLN and SPYM would leave roughly58.2%of each dollar exposed to the same underlying securities.

DLN only 41.7%Shared 58.2%SPYM only 41.7%
In DLN only
16 positions
Shared
293 positions
In SPYM only
214 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%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91composite / 100
Expense ratio
0.020%
Net assets
$171.26B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

72
Cost
98
77
Tax efficiency
88
91
Liquidity
100
81
Concentration
62
Tracking quality
DLNsub-scoreSPYM

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

Cost difference

SPYM is 26 bps cheaper than DLN. On a $100,000 position that's about $260/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 thecost calculator pre-filled with DLN vs SPYM.

Top shared holdings

293 shared in total
#HoldingIn DLNIn SPYMOverlap
1MICROSOFT CORP3.69%4.29%3.69%
2NVIDIA CORP3.58%7.51%3.58%
3APPLE INC2.18%6.59%2.18%
4BROADCOM INC2.18%2.77%2.18%
5META PLATFORMS INC1.79%1.92%1.79%
6ALPHABET INC1.45%3.25%1.45%
7JP MORGAN CHASE & COMPANY2.88%1.36%1.36%
8ALPHABET INC1.32%2.59%1.32%
9ELI LILLY & COMPANY1.30%1.47%1.30%
10JOHNSON & JOHNSON2.03%0.95%0.95%
11VISA INC0.94%0.88%0.88%
12EXXONMOBIL HOLDINGS CORP1.85%0.88%0.88%

Only in DLN

16 total
  • FERGUSON ENTERPRISES INC0.13%
  • CHENIERE ENERGY INC0.07%
  • CARLYLE GROUP INC (THE)0.06%
  • DICKS SPORTING GOODS INC0.05%
  • UBIQUITI INC0.03%
  • FIRST CITIZENS BANCSHARES INC0.02%
  • WOODWARD INC0.02%
  • HEICO CORP0.02%
  • LPL FINANCIAL HOLDINGS INC0.02%
  • CURTISS-WRIGHT CORP0.01%

Only in SPYM

214 total
  • Amazon.com Inc3.62%
  • Tesla Inc1.83%
  • Advanced Micro Devices Inc1.47%
  • Berkshire Hathaway Inc1.42%
  • Intel Corp1.02%
  • Sandisk Corp0.52%
  • Netflix Inc0.47%
  • Palo Alto Networks Inc0.43%
  • Palantir Technologies Inc0.42%
  • Linde PLC0.37%

Open DLN or SPYM 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.