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ETF comparison

DLN vs VO

Dividend vs US Mid Cap.

WisdomTree U.S. LargeCap Dividend Fund · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
20.6 %

172 positions appear in both funds. Buying equal dollars of DLN and VO would leave roughly 20.6% of each dollar exposed to the same underlying securities.

DLN unmatched 79.3% Shared 20.6% VO unmatched 79.1%

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
137 positions
Shared
172 positions
In VO only
110 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%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

72
Cost
97
77
Tax efficiency
88
91
Liquidity
100
81
Concentration
100
—
Tracking quality
—
DLN sub-score VO

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

Cost difference

VO is 25 bps cheaper than DLN. On a $100,000 position that's about $250/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 VO.

Top shared holdings

172 shared in total
# Holding In DLN In VO Overlap
1 TRANSDIGM GROUP INC 0.45% 0.72% 0.45%
2 SIMON PROPERTY GROUP INC 0.44% 0.67% 0.44%
3 WILLIAMS COMPANIES INC (THE) 0.38% 0.44% 0.38%
4 AMERICAN ELECTRIC POWER COMPANY INC 0.44% 0.36% 0.36%
5 TARGET CORP 0.34% 0.57% 0.34%
6 PACCAR INC 0.33% 0.61% 0.33%
7 REALTY INCOME CORP 0.33% 0.56% 0.33%
8 DOMINION ENERGY INC 0.33% 0.58% 0.33%
9 FORD MOTOR CO 0.32% 0.53% 0.32%
10 PUBLIC STORAGE 0.32% 0.49% 0.32%
11 PHILLIPS 66 0.31% 0.66% 0.31%
12 TRUIST FINANCIAL CORP 0.36% 0.30% 0.30%

Only in DLN

137 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%
  • EXXONMOBIL HOLDINGS CORP 1.85%
  • META PLATFORMS INC 1.79%
  • ABBVIE INC 1.75%
  • MORGAN STANLEY 1.50%

Only in VO

110 total
  • Seagate Technology Holdings PLC 1.05%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Robinhood Markets Inc 0.77%
  • Cloudflare Inc 0.76%
  • Coherent Corp 0.75%
  • Royal Caribbean Cruises Ltd 0.74%
  • CRH PLC 0.69%
  • SLB Ltd 0.67%
  • Ciena Corp 0.67%

Percentages are holdings overlap with the named fund.

Open DLN or VO 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.