DLN vs. CGUS ETF Comparison
Comparison of WisdomTree LargeCap Dividend Fund (DLN) to Capital Group Core Equity ETF (CGUS)
DLN
WisdomTree LargeCap Dividend Fund
DLN Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.38
Average Daily Volume
106,810
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
CGUS
Capital Group Core Equity ETF
CGUS Description
Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$35.05
Average Daily Volume
564,593
Number of Holdings
*
81
* may have additional holdings in another (foreign) market
Performance
| Period | DLN | CGUS |
|---|---|---|
| 30 Days | 2.40% | 1.71% |
| 60 Days | 4.32% | 2.77% |
| 90 Days | 6.32% | 4.79% |
| 12 Months | 31.22% | 30.95% |
57 Overlapping Holdings
| Symbol | Grade | Weight in DLN | Weight in CGUS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.54% | 4.97% | 3.54% | |
| ABBV | D | 2.23% | 1.78% | 1.78% | |
| ABT | B | 0.49% | 1.03% | 0.49% | |
| ADP | B | 0.39% | 1.49% | 0.39% | |
| AJG | B | 0.07% | 0.33% | 0.07% | |
| APD | A | 0.22% | 1.34% | 0.22% | |
| AVGO | D | 2.65% | 3.59% | 2.65% | |
| BKR | B | 0.13% | 1.11% | 0.13% | |
| BLK | C | 0.51% | 1.1% | 0.51% | |
| CARR | D | 0.1% | 1.15% | 0.1% | |
| CMCSA | B | 0.99% | 0.48% | 0.48% | |
| CNP | B | 0.06% | 0.52% | 0.06% | |
| COF | B | 0.18% | 0.84% | 0.18% | |
| CRM | B | 0.28% | 0.97% | 0.28% | |
| CVX | A | 1.79% | 0.49% | 0.49% | |
| DHR | F | 0.15% | 0.84% | 0.15% | |
| EIX | B | 0.18% | 0.56% | 0.18% | |
| EQIX | A | 0.22% | 0.82% | 0.22% | |
| FIS | C | 0.23% | 1.52% | 0.23% | |
| GD | F | 0.21% | 0.73% | 0.21% | |
| GE | D | 0.17% | 1.29% | 0.17% | |
| GEHC | F | 0.03% | 1.43% | 0.03% | |
| GIS | D | 0.17% | 0.46% | 0.17% | |
| GOOG | C | 0.64% | 1.81% | 0.64% | |
| GOOGL | C | 0.99% | 2.79% | 0.99% | |
| HD | A | 2.08% | 0.68% | 0.68% | |
| HON | B | 0.6% | 0.64% | 0.6% | |
| IR | B | 0.04% | 0.71% | 0.04% | |
| JPM | A | 3.69% | 1.6% | 1.6% | |
| LLY | F | 0.67% | 1.59% | 0.67% | |
| MA | C | 0.53% | 1.67% | 0.53% | |
| MDLZ | F | 0.42% | 0.38% | 0.38% | |
| META | D | 0.99% | 5.37% | 0.99% | |
| MMC | B | 0.29% | 0.55% | 0.29% | |
| MS | A | 1.21% | 0.44% | 0.44% | |
| MSFT | F | 3.17% | 6.35% | 3.17% | |
| NKE | D | 0.17% | 0.31% | 0.17% | |
| NVDA | C | 2.61% | 2.47% | 2.47% | |
| ORCL | B | 0.83% | 0.58% | 0.58% | |
| PCG | A | 0.04% | 0.97% | 0.04% | |
| PM | B | 1.39% | 0.74% | 0.74% | |
| PNC | B | 0.47% | 0.86% | 0.47% | |
| RTX | C | 0.62% | 2.06% | 0.62% | |
| SPGI | C | 0.17% | 0.84% | 0.17% | |
| SRE | A | 0.25% | 0.39% | 0.25% | |
| STT | A | 0.15% | 0.34% | 0.15% | |
| STZ | D | 0.12% | 0.41% | 0.12% | |
| TMO | F | 0.17% | 0.96% | 0.17% | |
| TXN | C | 0.74% | 1.39% | 0.74% | |
| UNH | C | 1.42% | 3.2% | 1.42% | |
| UNP | C | 0.42% | 0.31% | 0.31% | |
| URI | B | 0.09% | 0.75% | 0.09% | |
| V | A | 0.78% | 0.63% | 0.63% | |
| VICI | C | 0.28% | 0.91% | 0.28% | |
| WELL | A | 0.25% | 0.35% | 0.25% | |
| WFC | A | 1.07% | 0.4% | 0.4% | |
| XOM | B | 2.84% | 0.61% | 0.61% |
DLN Overweight 246 Positions Relative to CGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JNJ | D | 2.16% | |
| PG | A | 1.91% | |
| WMT | A | 1.84% | |
| KO | D | 1.6% | |
| CSCO | B | 1.46% | |
| BAC | A | 1.45% | |
| IBM | C | 1.37% | |
| PEP | F | 1.28% | |
| MCD | D | 0.95% | |
| MRK | F | 0.89% | |
| TMUS | B | 0.86% | |
| GS | A | 0.8% | |
| MO | A | 0.8% | |
| C | A | 0.74% | |
| LOW | D | 0.66% | |
| BMY | B | 0.64% | |
| AMGN | D | 0.6% | |
| GILD | C | 0.52% | |
| UPS | C | 0.51% | |
| CAT | B | 0.51% | |
| LMT | D | 0.49% | |
| EOG | A | 0.49% | |
| QCOM | F | 0.48% | |
| USB | A | 0.48% | |
| SO | D | 0.47% | |
| DUK | C | 0.47% | |
| COST | B | 0.47% | |
| BX | A | 0.46% | |
| SPG | B | 0.46% | |
| OKE | A | 0.44% | |
| WMB | A | 0.43% | |
| PLD | D | 0.4% | |
| TJX | A | 0.39% | |
| AXP | A | 0.37% | |
| D | C | 0.37% | |
| SBUX | A | 0.36% | |
| ITW | B | 0.36% | |
| COP | C | 0.36% | |
| CL | D | 0.35% | |
| BKNG | A | 0.34% | |
| AMT | D | 0.34% | |
| PCAR | B | 0.33% | |
| PSA | D | 0.33% | |
| PEG | A | 0.31% | |
| KMB | D | 0.31% | |
| PRU | A | 0.3% | |
| CCI | D | 0.3% | |
| AFL | B | 0.3% | |
| AEP | D | 0.29% | |
| CVS | D | 0.29% | |
| TGT | F | 0.28% | |
| O | D | 0.28% | |
| WM | A | 0.28% | |
| SYK | C | 0.28% | |
| PAYX | C | 0.28% | |
| ETR | B | 0.27% | |
| BK | A | 0.27% | |
| SCHW | B | 0.27% | |
| MET | A | 0.26% | |
| XEL | A | 0.26% | |
| MPC | D | 0.25% | |
| ADI | D | 0.24% | |
| ICE | C | 0.24% | |
| KHC | F | 0.23% | |
| APO | B | 0.23% | |
| PSX | C | 0.23% | |
| DLR | B | 0.23% | |
| PH | A | 0.23% | |
| CI | F | 0.23% | |
| CME | A | 0.22% | |
| EMR | A | 0.22% | |
| DOW | F | 0.22% | |
| DIS | B | 0.22% | |
| DE | A | 0.22% | |
| KVUE | A | 0.22% | |
| ED | D | 0.22% | |
| AVB | B | 0.21% | |
| VLO | C | 0.2% | |
| EXR | D | 0.2% | |
| SYY | B | 0.2% | |
| FAST | B | 0.2% | |
| KR | B | 0.19% | |
| INTU | C | 0.19% | |
| GLW | B | 0.19% | |
| CMI | A | 0.19% | |
| FITB | A | 0.18% | |
| FDX | B | 0.18% | |
| MTB | A | 0.18% | |
| MSI | B | 0.18% | |
| NSC | B | 0.18% | |
| EXC | C | 0.18% | |
| TRV | B | 0.17% | |
| AMP | A | 0.17% | |
| RF | A | 0.17% | |
| HBAN | A | 0.17% | |
| ALL | A | 0.17% | |
| CTAS | B | 0.16% | |
| TROW | B | 0.16% | |
| MAR | B | 0.16% | |
| HIG | B | 0.16% | |
| HPQ | B | 0.16% | |
| AEE | A | 0.15% | |
| SHW | A | 0.15% | |
| K | A | 0.15% | |
| AIG | B | 0.15% | |
| NOC | D | 0.15% | |
| EQR | B | 0.15% | |
| DFS | B | 0.15% | |
| KDP | D | 0.15% | |
| APH | A | 0.15% | |
| IRM | D | 0.15% | |
| WEC | A | 0.14% | |
| ECL | D | 0.14% | |
| KKR | A | 0.14% | |
| ELV | F | 0.14% | |
| AMAT | F | 0.14% | |
| DRI | B | 0.13% | |
| BDX | F | 0.13% | |
| FE | C | 0.13% | |
| YUM | B | 0.13% | |
| ZTS | D | 0.13% | |
| PGR | A | 0.13% | |
| LHX | C | 0.13% | |
| PPL | B | 0.12% | |
| CSX | B | 0.12% | |
| VTR | C | 0.12% | |
| BBY | D | 0.12% | |
| LRCX | F | 0.12% | |
| ES | D | 0.12% | |
| MCO | B | 0.12% | |
| ARES | A | 0.11% | |
| HCA | F | 0.11% | |
| RSG | A | 0.11% | |
| GM | B | 0.11% | |
| DTE | C | 0.11% | |
| ATO | A | 0.11% | |
| TRGP | B | 0.11% | |
| OTIS | C | 0.11% | |
| LNG | B | 0.1% | |
| ARE | D | 0.1% | |
| PFG | D | 0.1% | |
| PPG | F | 0.1% | |
| KLAC | D | 0.1% | |
| NTRS | A | 0.1% | |
| GWW | B | 0.1% | |
| DTD | A | 0.09% | |
| LVS | C | 0.09% | |
| MU | D | 0.09% | |
| CLX | B | 0.09% | |
| ADM | D | 0.09% | |
| FANG | D | 0.09% | |
| TSN | B | 0.09% | |
| EBAY | D | 0.09% | |
| DD | D | 0.09% | |
| HRL | D | 0.08% | |
| TSCO | D | 0.08% | |
| HSY | F | 0.08% | |
| OMC | C | 0.08% | |
| INVH | D | 0.08% | |
| CTSH | B | 0.08% | |
| HPE | B | 0.08% | |
| BR | A | 0.08% | |
| CMS | C | 0.08% | |
| NTAP | C | 0.08% | |
| WRB | A | 0.08% | |
| MCHP | D | 0.08% | |
| CEG | D | 0.08% | |
| COR | B | 0.08% | |
| CINF | A | 0.08% | |
| DELL | C | 0.07% | |
| AWK | D | 0.07% | |
| NDAQ | A | 0.07% | |
| CAH | B | 0.07% | |
| ROK | B | 0.07% | |
| WY | D | 0.07% | |
| OXY | D | 0.07% | |
| HES | B | 0.07% | |
| MCK | B | 0.07% | |
| NUE | C | 0.06% | |
| VMC | B | 0.06% | |
| LEN | D | 0.06% | |
| MKC | D | 0.06% | |
| ROST | C | 0.06% | |
| DHI | D | 0.06% | |
| HAL | C | 0.06% | |
| RJF | A | 0.06% | |
| MSCI | C | 0.06% | |
| GPC | D | 0.06% | |
| HLT | A | 0.06% | |
| VRSK | A | 0.05% | |
| CBOE | B | 0.05% | |
| DGX | A | 0.05% | |
| DOV | A | 0.05% | |
| RS | B | 0.05% | |
| EA | A | 0.05% | |
| ROP | B | 0.05% | |
| AME | A | 0.05% | |
| DAL | C | 0.05% | |
| SUI | D | 0.05% | |
| A | D | 0.04% | |
| CDW | F | 0.04% | |
| MLM | B | 0.04% | |
| SBAC | D | 0.04% | |
| MRO | B | 0.04% | |
| ROL | B | 0.04% | |
| BRO | B | 0.04% | |
| STLD | B | 0.04% | |
| VRT | B | 0.04% | |
| PWR | A | 0.04% | |
| RMD | C | 0.04% | |
| XYL | D | 0.04% | |
| HWM | A | 0.04% | |
| HUBB | B | 0.04% | |
| PHM | D | 0.04% | |
| SWKS | F | 0.04% | |
| ODFL | B | 0.04% | |
| MPWR | F | 0.03% | |
| FTV | C | 0.03% | |
| FCNCA | A | 0.03% | |
| EFX | F | 0.03% | |
| WLK | D | 0.03% | |
| HUM | C | 0.03% | |
| AVY | D | 0.03% | |
| ERIE | D | 0.03% | |
| EXPD | D | 0.03% | |
| LH | C | 0.03% | |
| BALL | D | 0.03% | |
| BAH | F | 0.03% | |
| GPN | B | 0.03% | |
| CHD | B | 0.03% | |
| WAB | B | 0.03% | |
| SIRI | C | 0.03% | |
| HEI | B | 0.02% | |
| TXT | D | 0.02% | |
| J | F | 0.02% | |
| FDS | B | 0.02% | |
| L | A | 0.02% | |
| VLTO | D | 0.02% | |
| JBHT | C | 0.02% | |
| WST | C | 0.02% | |
| LPLA | A | 0.02% | |
| ZBH | C | 0.02% | |
| LEN | D | 0.01% | |
| WMG | C | 0.01% | |
| TW | A | 0.01% | |
| HEI | B | 0.01% |
DLN Underweight 24 Positions Relative to CGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -3.86% | |
| ACN | C | -1.85% | |
| WH | B | -1.17% | |
| VRTX | F | -1.01% | |
| BA | F | -0.99% | |
| RCL | A | -0.87% | |
| RVTY | F | -0.79% | |
| TSLA | B | -0.75% | |
| NFLX | A | -0.73% | |
| WWD | B | -0.6% | |
| BRK.A | B | -0.53% | |
| CE | F | -0.52% | |
| LIN | D | -0.51% | |
| FCX | D | -0.5% | |
| XPO | B | -0.47% | |
| EMN | D | -0.46% | |
| CB | C | -0.45% | |
| TDG | D | -0.42% | |
| TSM | B | -0.4% | |
| TPR | B | -0.37% | |
| CHDN | B | -0.37% | |
| NOW | A | -0.35% | |
| STX | D | -0.28% | |
| PANW | C | -0.24% |
DLN: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Diversified Industrials
Asset Management
Capital Markets
Semiconductors
Banks - Regional - US
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Insurance - Property & Casualty
Oil & Gas E&P
Utilities - Diversified
Credit Services
Diagnostics & Research
Health Care Plans
Packaged Foods
Banks - Global
Communication Equipment
Financial Data & Stock Exchanges
CGUS: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Semiconductors
Chemicals
Credit Services
Diagnostics & Research
Internet Content & Information
Software - Application
Asset Management
Banks - Global
Business Services
Capital Markets
Diversified Industrials
Drug Manufacturers - Major
Insurance Brokers
Oil & Gas Integrated
REIT - Diversified
Software - Infrastructure
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
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