DLN vs. IVW ETF Comparison
Comparison of WisdomTree LargeCap Dividend Fund (DLN) to iShares S&P 500 Growth ETF (IVW)
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
$81.59
Average Daily Volume
107,813
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$99.69
Average Daily Volume
1,883,994
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
Performance
| Period | DLN | IVW |
|---|---|---|
| 30 Days | 3.38% | 2.18% |
| 60 Days | 4.71% | 4.04% |
| 90 Days | 6.36% | 6.83% |
| 12 Months | 31.21% | 38.01% |
133 Overlapping Holdings
| Symbol | Grade | Weight in DLN | Weight in IVW | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 3.54% | 11.96% | 3.54% | |
| ABBV | D | 2.23% | 0.38% | 0.38% | |
| ADI | D | 0.24% | 0.21% | 0.21% | |
| ADP | B | 0.39% | 0.17% | 0.17% | |
| AJG | A | 0.07% | 0.11% | 0.07% | |
| AMAT | F | 0.14% | 0.53% | 0.14% | |
| AME | A | 0.05% | 0.07% | 0.05% | |
| AMP | B | 0.17% | 0.1% | 0.1% | |
| AMT | D | 0.34% | 0.13% | 0.13% | |
| APH | B | 0.15% | 0.17% | 0.15% | |
| AVGO | D | 2.65% | 2.73% | 2.65% | |
| AXP | A | 0.37% | 0.39% | 0.37% | |
| BKNG | B | 0.34% | 0.57% | 0.34% | |
| BR | A | 0.08% | 0.05% | 0.05% | |
| BRO | B | 0.04% | 0.07% | 0.04% | |
| BX | B | 0.46% | 0.32% | 0.32% | |
| CARR | C | 0.1% | 0.1% | 0.1% | |
| CAT | B | 0.51% | 0.38% | 0.38% | |
| CBOE | B | 0.05% | 0.05% | 0.05% | |
| CDW | F | 0.04% | 0.04% | 0.04% | |
| CEG | D | 0.08% | 0.11% | 0.08% | |
| CHD | B | 0.03% | 0.04% | 0.03% | |
| CL | D | 0.35% | 0.1% | 0.1% | |
| CME | A | 0.22% | 0.1% | 0.1% | |
| COP | D | 0.36% | 0.31% | 0.31% | |
| COST | B | 0.47% | 0.59% | 0.47% | |
| CRM | B | 0.28% | 1.11% | 0.28% | |
| CSX | B | 0.12% | 0.12% | 0.12% | |
| CTAS | B | 0.16% | 0.14% | 0.14% | |
| DAL | B | 0.05% | 0.08% | 0.05% | |
| DE | B | 0.22% | 0.2% | 0.2% | |
| DELL | C | 0.07% | 0.07% | 0.07% | |
| DFS | B | 0.15% | 0.08% | 0.08% | |
| DHI | D | 0.06% | 0.17% | 0.06% | |
| DLR | A | 0.23% | 0.08% | 0.08% | |
| DRI | B | 0.13% | 0.04% | 0.04% | |
| EA | C | 0.05% | 0.06% | 0.05% | |
| ECL | D | 0.14% | 0.11% | 0.11% | |
| EFX | D | 0.03% | 0.04% | 0.03% | |
| EOG | C | 0.49% | 0.18% | 0.18% | |
| EQIX | A | 0.22% | 0.14% | 0.14% | |
| ERIE | D | 0.03% | 0.02% | 0.02% | |
| EXPD | C | 0.03% | 0.02% | 0.02% | |
| FANG | F | 0.09% | 0.12% | 0.09% | |
| FAST | B | 0.2% | 0.08% | 0.08% | |
| FDS | B | 0.02% | 0.03% | 0.02% | |
| FTV | B | 0.03% | 0.09% | 0.03% | |
| GE | D | 0.17% | 0.29% | 0.17% | |
| GOOG | C | 0.64% | 2.94% | 0.64% | |
| GOOGL | C | 0.99% | 3.55% | 0.99% | |
| GWW | A | 0.1% | 0.13% | 0.1% | |
| HCA | F | 0.11% | 0.11% | 0.11% | |
| HD | A | 2.08% | 0.51% | 0.51% | |
| HES | C | 0.07% | 0.14% | 0.07% | |
| HLT | A | 0.06% | 0.21% | 0.06% | |
| HSY | F | 0.08% | 0.03% | 0.03% | |
| HUBB | B | 0.04% | 0.04% | 0.04% | |
| HWM | B | 0.04% | 0.09% | 0.04% | |
| INTU | C | 0.19% | 0.68% | 0.19% | |
| IR | A | 0.04% | 0.11% | 0.04% | |
| IRM | C | 0.15% | 0.06% | 0.06% | |
| ITW | A | 0.36% | 0.12% | 0.12% | |
| KKR | B | 0.14% | 0.35% | 0.14% | |
| KLAC | F | 0.1% | 0.3% | 0.1% | |
| KO | D | 1.6% | 0.33% | 0.33% | |
| LEN | C | 0.01% | 0.08% | 0.01% | |
| LEN | C | 0.06% | 0.08% | 0.06% | |
| LLY | F | 0.67% | 2.14% | 0.67% | |
| LRCX | F | 0.12% | 0.34% | 0.12% | |
| LVS | C | 0.09% | 0.04% | 0.04% | |
| MA | B | 0.53% | 1.07% | 0.53% | |
| MAR | A | 0.16% | 0.23% | 0.16% | |
| MCD | D | 0.95% | 0.32% | 0.32% | |
| MCHP | F | 0.08% | 0.07% | 0.07% | |
| MCO | A | 0.12% | 0.12% | 0.12% | |
| MDLZ | F | 0.42% | 0.13% | 0.13% | |
| META | D | 0.99% | 4.35% | 0.99% | |
| MLM | B | 0.04% | 0.08% | 0.04% | |
| MMC | A | 0.29% | 0.2% | 0.2% | |
| MPC | F | 0.25% | 0.1% | 0.1% | |
| MPWR | F | 0.03% | 0.1% | 0.03% | |
| MRK | F | 0.89% | 0.34% | 0.34% | |
| MRO | B | 0.04% | 0.03% | 0.03% | |
| MSCI | C | 0.06% | 0.09% | 0.06% | |
| MSFT | D | 3.17% | 10.94% | 3.17% | |
| MSI | C | 0.18% | 0.16% | 0.16% | |
| NKE | F | 0.17% | 0.13% | 0.13% | |
| NTAP | C | 0.08% | 0.03% | 0.03% | |
| NUE | D | 0.06% | 0.08% | 0.06% | |
| NVDA | C | 2.61% | 12.44% | 2.61% | |
| ODFL | B | 0.04% | 0.14% | 0.04% | |
| OKE | C | 0.44% | 0.13% | 0.13% | |
| ORCL | C | 0.83% | 1.03% | 0.83% | |
| OTIS | C | 0.11% | 0.05% | 0.05% | |
| PAYX | B | 0.28% | 0.06% | 0.06% | |
| PCAR | B | 0.33% | 0.15% | 0.15% | |
| PEP | F | 1.28% | 0.28% | 0.28% | |
| PG | A | 1.91% | 0.53% | 0.53% | |
| PGR | A | 0.13% | 0.26% | 0.13% | |
| PH | A | 0.23% | 0.24% | 0.23% | |
| PHM | C | 0.04% | 0.09% | 0.04% | |
| PM | B | 1.39% | 0.25% | 0.25% | |
| PSA | C | 0.33% | 0.08% | 0.08% | |
| PWR | A | 0.04% | 0.11% | 0.04% | |
| QCOM | F | 0.48% | 0.33% | 0.33% | |
| ROK | B | 0.07% | 0.05% | 0.05% | |
| ROL | B | 0.04% | 0.02% | 0.02% | |
| ROP | B | 0.05% | 0.09% | 0.05% | |
| ROST | C | 0.06% | 0.16% | 0.06% | |
| RSG | A | 0.11% | 0.08% | 0.08% | |
| SBAC | D | 0.04% | 0.03% | 0.03% | |
| SBUX | B | 0.36% | 0.23% | 0.23% | |
| SHW | A | 0.15% | 0.16% | 0.15% | |
| SPG | C | 0.46% | 0.07% | 0.07% | |
| SPGI | C | 0.17% | 0.25% | 0.17% | |
| STLD | B | 0.04% | 0.04% | 0.04% | |
| SYK | C | 0.28% | 0.29% | 0.28% | |
| TJX | A | 0.39% | 0.3% | 0.3% | |
| TMO | F | 0.17% | 0.27% | 0.17% | |
| TRGP | B | 0.11% | 0.14% | 0.11% | |
| TSCO | C | 0.08% | 0.04% | 0.04% | |
| TXN | D | 0.74% | 0.24% | 0.24% | |
| UNH | B | 1.42% | 0.72% | 0.72% | |
| UNP | C | 0.42% | 0.22% | 0.22% | |
| URI | B | 0.09% | 0.19% | 0.09% | |
| V | A | 0.78% | 1.17% | 0.78% | |
| VMC | B | 0.06% | 0.08% | 0.06% | |
| VRSK | A | 0.05% | 0.08% | 0.05% | |
| WM | A | 0.28% | 0.13% | 0.13% | |
| WMB | B | 0.43% | 0.09% | 0.09% | |
| WST | C | 0.02% | 0.08% | 0.02% | |
| YUM | B | 0.13% | 0.06% | 0.06% | |
| ZTS | D | 0.13% | 0.15% | 0.13% |
DLN Overweight 170 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | 3.69% | |
| XOM | C | 2.84% | |
| JNJ | D | 2.16% | |
| WMT | B | 1.84% | |
| CVX | B | 1.79% | |
| CSCO | A | 1.46% | |
| BAC | A | 1.45% | |
| IBM | C | 1.37% | |
| MS | B | 1.21% | |
| WFC | A | 1.07% | |
| CMCSA | C | 0.99% | |
| TMUS | A | 0.86% | |
| GS | B | 0.8% | |
| MO | A | 0.8% | |
| C | A | 0.74% | |
| LOW | C | 0.66% | |
| BMY | B | 0.64% | |
| RTX | D | 0.62% | |
| HON | B | 0.6% | |
| AMGN | D | 0.6% | |
| GILD | B | 0.52% | |
| BLK | C | 0.51% | |
| UPS | C | 0.51% | |
| ABT | B | 0.49% | |
| LMT | D | 0.49% | |
| USB | A | 0.48% | |
| PNC | A | 0.47% | |
| SO | D | 0.47% | |
| DUK | C | 0.47% | |
| PLD | D | 0.4% | |
| D | C | 0.37% | |
| PEG | A | 0.31% | |
| KMB | C | 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% | |
| VICI | C | 0.28% | |
| ETR | B | 0.27% | |
| BK | A | 0.27% | |
| SCHW | A | 0.27% | |
| MET | A | 0.26% | |
| XEL | A | 0.26% | |
| SRE | A | 0.25% | |
| WELL | C | 0.25% | |
| ICE | D | 0.24% | |
| FIS | D | 0.23% | |
| KHC | D | 0.23% | |
| APO | A | 0.23% | |
| PSX | C | 0.23% | |
| CI | D | 0.23% | |
| EMR | A | 0.22% | |
| DOW | F | 0.22% | |
| DIS | B | 0.22% | |
| KVUE | A | 0.22% | |
| APD | A | 0.22% | |
| ED | D | 0.22% | |
| GD | F | 0.21% | |
| AVB | B | 0.21% | |
| VLO | C | 0.2% | |
| EXR | C | 0.2% | |
| SYY | C | 0.2% | |
| KR | A | 0.19% | |
| GLW | B | 0.19% | |
| CMI | A | 0.19% | |
| EIX | A | 0.18% | |
| FITB | B | 0.18% | |
| FDX | B | 0.18% | |
| MTB | B | 0.18% | |
| NSC | A | 0.18% | |
| EXC | D | 0.18% | |
| COF | B | 0.18% | |
| TRV | B | 0.17% | |
| RF | B | 0.17% | |
| HBAN | B | 0.17% | |
| GIS | D | 0.17% | |
| ALL | B | 0.17% | |
| TROW | A | 0.16% | |
| HIG | B | 0.16% | |
| HPQ | B | 0.16% | |
| AEE | A | 0.15% | |
| STT | A | 0.15% | |
| K | A | 0.15% | |
| AIG | B | 0.15% | |
| NOC | D | 0.15% | |
| EQR | B | 0.15% | |
| KDP | D | 0.15% | |
| DHR | D | 0.15% | |
| WEC | A | 0.14% | |
| ELV | F | 0.14% | |
| BDX | F | 0.13% | |
| FE | D | 0.13% | |
| BKR | C | 0.13% | |
| LHX | C | 0.13% | |
| PPL | B | 0.12% | |
| VTR | D | 0.12% | |
| BBY | D | 0.12% | |
| ES | D | 0.12% | |
| STZ | D | 0.12% | |
| ARES | B | 0.11% | |
| GM | B | 0.11% | |
| DTE | C | 0.11% | |
| ATO | A | 0.11% | |
| LNG | B | 0.1% | |
| ARE | D | 0.1% | |
| PFG | C | 0.1% | |
| PPG | D | 0.1% | |
| NTRS | A | 0.1% | |
| DTD | A | 0.09% | |
| MU | D | 0.09% | |
| CLX | C | 0.09% | |
| ADM | F | 0.09% | |
| TSN | B | 0.09% | |
| EBAY | C | 0.09% | |
| DD | D | 0.09% | |
| HRL | D | 0.08% | |
| OMC | C | 0.08% | |
| INVH | D | 0.08% | |
| CTSH | B | 0.08% | |
| HPE | B | 0.08% | |
| CMS | C | 0.08% | |
| WRB | A | 0.08% | |
| COR | C | 0.08% | |
| CINF | A | 0.08% | |
| AWK | D | 0.07% | |
| NDAQ | A | 0.07% | |
| CAH | B | 0.07% | |
| WY | D | 0.07% | |
| OXY | F | 0.07% | |
| MCK | C | 0.07% | |
| MKC | D | 0.06% | |
| HAL | C | 0.06% | |
| RJF | A | 0.06% | |
| GPC | D | 0.06% | |
| CNP | A | 0.06% | |
| DGX | B | 0.05% | |
| DOV | A | 0.05% | |
| RS | B | 0.05% | |
| SUI | D | 0.05% | |
| A | D | 0.04% | |
| VRT | B | 0.04% | |
| RMD | C | 0.04% | |
| XYL | D | 0.04% | |
| PCG | B | 0.04% | |
| SWKS | F | 0.04% | |
| FCNCA | B | 0.03% | |
| WLK | D | 0.03% | |
| HUM | C | 0.03% | |
| AVY | D | 0.03% | |
| LH | B | 0.03% | |
| BALL | D | 0.03% | |
| BAH | F | 0.03% | |
| GPN | C | 0.03% | |
| WAB | B | 0.03% | |
| SIRI | C | 0.03% | |
| GEHC | F | 0.03% | |
| HEI | B | 0.02% | |
| TXT | D | 0.02% | |
| J | F | 0.02% | |
| L | B | 0.02% | |
| VLTO | C | 0.02% | |
| JBHT | C | 0.02% | |
| LPLA | B | 0.02% | |
| ZBH | C | 0.02% | |
| WMG | C | 0.01% | |
| TW | B | 0.01% | |
| HEI | B | 0.01% |
DLN Underweight 101 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -6.81% | |
| TSLA | B | -2.98% | |
| NFLX | B | -1.24% | |
| ADBE | C | -0.81% | |
| AMD | F | -0.77% | |
| NOW | B | -0.74% | |
| UBER | D | -0.52% | |
| PANW | C | -0.44% | |
| ISRG | C | -0.43% | |
| ACN | B | -0.42% | |
| PLTR | B | -0.41% | |
| LIN | D | -0.39% | |
| ANET | C | -0.34% | |
| ETN | A | -0.31% | |
| CDNS | B | -0.29% | |
| SNPS | B | -0.29% | |
| VRTX | D | -0.28% | |
| CMG | B | -0.28% | |
| CRWD | B | -0.27% | |
| TDG | D | -0.25% | |
| BSX | C | -0.24% | |
| FI | A | -0.22% | |
| TT | B | -0.22% | |
| FTNT | C | -0.21% | |
| FICO | B | -0.2% | |
| RCL | B | -0.19% | |
| ORLY | B | -0.18% | |
| REGN | F | -0.17% | |
| CPRT | A | -0.17% | |
| VST | B | -0.16% | |
| NXPI | D | -0.15% | |
| AXON | B | -0.15% | |
| BA | D | -0.15% | |
| IT | C | -0.14% | |
| AON | A | -0.14% | |
| AZO | C | -0.13% | |
| ACGL | D | -0.13% | |
| LULU | C | -0.13% | |
| GEV | C | -0.13% | |
| ADSK | B | -0.12% | |
| FCX | F | -0.11% | |
| NVR | D | -0.1% | |
| ABNB | C | -0.1% | |
| CPAY | A | -0.09% | |
| GDDY | B | -0.09% | |
| TYL | A | -0.09% | |
| DECK | A | -0.09% | |
| EXPE | B | -0.08% | |
| MNST | B | -0.08% | |
| IDXX | F | -0.07% | |
| LYV | A | -0.07% | |
| BLDR | C | -0.07% | |
| ANSS | B | -0.06% | |
| CCL | B | -0.06% | |
| GRMN | A | -0.06% | |
| CHTR | C | -0.06% | |
| TEL | B | -0.06% | |
| DXCM | C | -0.06% | |
| CSGP | C | -0.05% | |
| IQV | F | -0.05% | |
| PTC | A | -0.05% | |
| EW | C | -0.05% | |
| TTWO | B | -0.05% | |
| MOH | F | -0.04% | |
| NCLH | B | -0.04% | |
| ULTA | F | -0.04% | |
| STE | F | -0.04% | |
| PNR | B | -0.04% | |
| CTRA | B | -0.04% | |
| ON | C | -0.04% | |
| HST | C | -0.03% | |
| VRSN | F | -0.03% | |
| LW | C | -0.03% | |
| POOL | C | -0.03% | |
| JBL | C | -0.03% | |
| CE | F | -0.03% | |
| STX | D | -0.03% | |
| WAT | B | -0.03% | |
| CF | B | -0.03% | |
| COO | D | -0.03% | |
| APA | F | -0.03% | |
| SNA | A | -0.03% | |
| ALGN | D | -0.03% | |
| WYNN | D | -0.03% | |
| SMCI | D | -0.03% | |
| MAS | C | -0.03% | |
| MTD | F | -0.03% | |
| RL | B | -0.02% | |
| ALLE | D | -0.02% | |
| PAYC | A | -0.02% | |
| CZR | D | -0.02% | |
| AOS | D | -0.02% | |
| EPAM | C | -0.02% | |
| MGM | F | -0.02% | |
| DPZ | C | -0.02% | |
| AKAM | F | -0.02% | |
| DAY | A | -0.02% | |
| GNRC | B | -0.02% | |
| PODD | B | -0.02% | |
| ENPH | F | -0.01% | |
| DVA | B | -0.01% |
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
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Medical Instruments & Supplies
Residential Construction
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