ETF comparison

DLNvsVIG

Both Dividend.

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

Holdings overlap

Weighted by ISIN/CUSIP
54.2%

133 positions appear in both funds. Buying equal dollars of DLN and VIG would leave roughly54.2%of each dollar exposed to the same underlying securities.

DLN only 45.6%Shared 54.2%VIG only 45.1%
In DLN only
176 positions
Shared
133 positions
In VIG only
199 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%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89composite / 100
Expense ratio
0.040%
Net assets
$132.41B
TTM yield
1.51%
Top-10 conc.
32.5%

Sub-score comparison

72
Cost
96
77
Tax efficiency
77
91
Liquidity
100
81
Concentration
68
Tracking quality
DLNsub-scoreVIG

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with DLN vs VIG.

Top shared holdings

133 shared in total
#HoldingIn DLNIn VIGOverlap
1MICROSOFT CORP3.69%3.97%3.69%
2JP MORGAN CHASE & COMPANY2.88%3.59%2.88%
3APPLE INC2.18%4.07%2.18%
4BROADCOM INC2.18%5.18%2.18%
5JOHNSON & JOHNSON2.03%2.49%2.03%
6EXXONMOBIL HOLDINGS CORP1.85%2.90%1.85%
7ABBVIE INC1.75%1.68%1.68%
8COCA-COLA COMPANY (THE)1.33%1.37%1.33%
9ELI LILLY & COMPANY1.30%3.34%1.30%
10PROCTER & GAMBLE COMPANY (THE)1.29%1.54%1.29%
11CISCO SYSTEMS INC1.29%1.63%1.29%
12UNITEDHEALTH GROUP INC1.28%1.51%1.28%

Only in DLN

176 total
  • NVIDIA CORP3.58%
  • META PLATFORMS INC1.79%
  • CHEVRON CORP1.47%
  • ALPHABET INC1.45%
  • PHILIP MORRIS INTERNATIONAL INC1.43%
  • ALPHABET INC1.32%
  • WELLS FARGO & COMPANY1.04%
  • VERIZON COMMUNICATIONS INC1.04%
  • AT&T INC0.85%
  • MICRON TECHNOLOGY INC0.84%

Only in VIG

199 total
  • Linde PLC1.05%
  • Eaton Corp PLC0.76%
  • Honeywell International Inc0.61%
  • Chubb Ltd0.54%
  • Accenture PLC0.50%
  • Medtronic PLC0.47%
  • Waste Management Inc0.39%
  • Elevance Health Inc0.37%
  • Mondelez International Inc0.35%
  • Motorola Solutions Inc0.33%

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 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.