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ETF comparison

DLN vs VIG

Both Dividend.

WisdomTree U.S. LargeCap Dividend Fund · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
52.7 %

134 positions appear in both funds. Buying equal dollars of DLN and VIG would leave roughly 52.7% of each dollar exposed to the same underlying securities.

DLN unmatched 47.1% Shared 52.7% VIG unmatched 46.9%

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
175 positions
Shared
134 positions
In VIG only
199 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%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

72
Cost
96
77
Tax efficiency
78
91
Liquidity
100
81
Concentration
67
—
Tracking quality
—
DLN sub-score VIG

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

Cost difference

VIG is 24 bps cheaper than DLN. On a $100,000 position that's about $240/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 VIG.

Top shared holdings

134 shared in total
# Holding In DLN In VIG Overlap
1 MICROSOFT CORP 3.69% 4.34% 3.69%
2 JP MORGAN CHASE & COMPANY 2.88% 4.07% 2.88%
3 APPLE INC 2.18% 4.45% 2.18%
4 BROADCOM INC 2.18% 4.63% 2.18%
5 JOHNSON & JOHNSON 2.03% 2.67% 2.03%
6 ABBVIE INC 1.75% 1.92% 1.75%
7 MERCK & COMPANY INC 1.40% 1.39% 1.39%
8 COCA-COLA COMPANY (THE) 1.33% 1.47% 1.33%
9 ELI LILLY & COMPANY 1.30% 3.93% 1.30%
10 PROCTER & GAMBLE COMPANY (THE) 1.29% 1.45% 1.29%
11 CISCO SYSTEMS INC 1.29% 1.98% 1.29%
12 UNITEDHEALTH GROUP INC 1.28% 1.63% 1.28%

Only in DLN

175 total
  • NVIDIA CORP 3.58%
  • EXXONMOBIL HOLDINGS CORP 1.85%
  • META PLATFORMS INC 1.79%
  • CHEVRON CORP 1.47%
  • ALPHABET INC 1.45%
  • PHILIP MORRIS INTERNATIONAL INC 1.43%
  • ALPHABET INC 1.32%
  • WELLS FARGO & COMPANY 1.04%
  • VERIZON COMMUNICATIONS INC 1.04%
  • AT&T INC 0.85%

Only in VIG

199 total
  • ExxonMobil Holdings Corp 2.78%
  • Linde PLC 0.96%
  • Eaton Corp PLC 0.70%
  • Chubb Ltd 0.55%
  • Medtronic PLC 0.47%
  • Accenture PLC 0.44%
  • Waste Management Inc 0.36%
  • Mondelez International Inc 0.35%
  • Elevance Health Inc 0.35%
  • Aon PLC 0.33%

Percentages are holdings overlap with the named fund.

Open DLN or VIG 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.