LGH vs. DLN ETF Comparison

Comparison of HCM Defender 500 Index ETF (LGH) to WisdomTree LargeCap Dividend Fund (DLN)

LGH

HCM Defender 500 Index ETF

LGH Description

The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

Grade (RS Rating)

Last Trade

$50.11

Average Daily Volume

23,025

Number of Holdings ^*

457

* may have additional holdings in another (foreign) market

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

$78.03

Average Daily Volume

94,354

Number of Holdings ^*

300

* may have additional holdings in another (foreign) market

Performance

Period	LGH	DLN
30 Days	1.54%	2.35%
60 Days	-0.93%	4.43%
90 Days	1.27%	7.46%
12 Months	33.20%	27.92%

289 Overlapping Holdings

Symbol	Grade	Weight in LGH	Weight in DLN	Overlap
A	C	0.07%	0.04%	0.04%
AAPL	C	6.79%	3.64%	3.64%
ABBV	C	0.54%	2.73%	0.54%
ABT	C	0.31%	0.51%	0.31%
ADI	C	0.17%	0.27%	0.17%
ADM	D	0.05%	0.1%	0.05%
ADP	B	0.17%	0.38%	0.17%
AEE	A	0.03%	0.14%	0.03%
AEP	C	0.08%	0.32%	0.08%
AFL	C	0.09%	0.31%	0.09%
AIG	D	0.08%	0.15%	0.08%
AJG	D	0.1%	0.07%	0.07%
ALL	B	0.08%	0.17%	0.08%
AMAT	D	0.23%	0.16%	0.16%
AME	C	0.06%	0.05%	0.05%
AMGN	B	0.27%	0.73%	0.27%
AMP	B	0.07%	0.14%	0.07%
AMT	C	0.18%	0.43%	0.18%
APD	B	0.09%	0.2%	0.09%
APH	C	0.11%	0.14%	0.11%
APO	B	0.07%	0.16%	0.07%
ARE	C	0.03%	0.12%	0.03%
ARES	A	0.03%	0.09%	0.03%
ATO	B	0.03%	0.11%	0.03%
AVB	C	0.05%	0.22%	0.05%
AVGO	C	1.43%	2.75%	1.43%
AVY	D	0.03%	0.04%	0.03%
AWK	C	0.04%	0.08%	0.04%
AXP	B	0.23%	0.35%	0.23%
BAC	D	0.43%	1.25%	0.43%
BAH	B	0.03%	0.04%	0.03%
BALL	C	0.03%	0.04%	0.03%
BBY	C	0.04%	0.13%	0.04%
BDX	F	0.11%	0.14%	0.11%
BK	A	0.08%	0.25%	0.08%
BKNG	B	0.21%	0.28%	0.21%
BKR	C	0.05%	0.11%	0.05%
BLK	B	0.19%	0.45%	0.19%
BMY	C	0.16%	0.57%	0.16%
BR	D	0.04%	0.08%	0.04%
BRO	C	0.03%	0.04%	0.03%
BX	B	0.17%	0.38%	0.17%
C	D	0.17%	0.64%	0.17%
CAH	C	0.04%	0.07%	0.04%
CARR	B	0.1%	0.11%	0.1%
CAT	B	0.27%	0.47%	0.27%
CBOE	C	0.04%	0.05%	0.04%
CCI	C	0.07%	0.35%	0.07%
CDW	D	0.05%	0.05%	0.05%
CEG	A	0.1%	0.07%	0.07%
CHD	C	0.03%	0.03%	0.03%
CI	C	0.17%	0.27%	0.17%
CINF	C	0.03%	0.08%	0.03%
CL	C	0.14%	0.42%	0.14%
CLX	C	0.03%	0.09%	0.03%
CMCSA	D	0.25%	0.95%	0.25%
CME	C	0.11%	0.22%	0.11%
CMI	C	0.06%	0.17%	0.06%
CMS	B	0.03%	0.09%	0.03%
CNP	D	0.02%	0.06%	0.02%
COF	A	0.08%	0.14%	0.08%
COP	D	0.2%	0.34%	0.2%
COST	B	0.62%	0.5%	0.5%
CRM	D	0.36%	0.23%	0.23%
CSCO	B	0.32%	1.31%	0.32%
CSX	D	0.1%	0.12%	0.1%
CTAS	C	0.1%	0.16%	0.1%
CTSH	C	0.06%	0.08%	0.06%
CVS	F	0.12%	0.32%	0.12%
CVX	D	0.38%	1.61%	0.38%
D	B	0.08%	0.39%	0.08%
DAL	C	0.04%	0.04%	0.04%
DD	B	0.05%	0.1%	0.05%
DE	B	0.16%	0.22%	0.16%
DELL	C	0.05%	0.06%	0.05%
DFS	B	0.05%	0.12%	0.05%
DGX	C	0.03%	0.05%	0.03%
DHI	C	0.1%	0.07%	0.07%
DHR	C	0.28%	0.19%	0.19%
DIS	D	0.25%	0.18%	0.18%
DLR	B	0.07%	0.21%	0.07%
DOV	B	0.04%	0.05%	0.04%
DOW	D	0.05%	0.26%	0.05%
DRI	B	0.03%	0.12%	0.03%
DTE	B	0.04%	0.12%	0.04%
DUK	B	0.14%	0.51%	0.14%
EA	D	0.06%	0.05%	0.05%
EBAY	B	0.05%	0.1%	0.05%
ECL	A	0.1%	0.15%	0.1%
ED	C	0.05%	0.25%	0.05%
EFX	C	0.06%	0.04%	0.04%
EIX	C	0.05%	0.19%	0.05%
ELV	C	0.19%	0.2%	0.19%
EMR	D	0.09%	0.18%	0.09%
EOG	D	0.11%	0.45%	0.11%
EQIX	B	0.12%	0.22%	0.12%
EQR	C	0.04%	0.16%	0.04%
ES	C	0.04%	0.14%	0.04%
ETR	A	0.04%	0.23%	0.04%
EXC	B	0.06%	0.19%	0.06%
EXPD	C	0.02%	0.03%	0.02%
EXR	B	0.06%	0.22%	0.06%
FANG	D	0.04%	0.09%	0.04%
FAST	C	0.06%	0.18%	0.06%
FDS	C	0.02%	0.02%	0.02%
FDX	F	0.1%	0.18%	0.1%
FE	C	0.04%	0.15%	0.04%
FIS	B	0.07%	0.23%	0.07%
FITB	B	0.05%	0.16%	0.05%
FTV	C	0.04%	0.03%	0.03%
GD	B	0.1%	0.23%	0.1%
GE	A	0.29%	0.17%	0.17%
GEHC	C	0.05%	0.04%	0.04%
GILD	B	0.17%	0.51%	0.17%
GIS	B	0.07%	0.21%	0.07%
GLW	B	0.05%	0.18%	0.05%
GM	B	0.11%	0.09%	0.09%
GOOG	D	1.64%	0.59%	0.59%
GOOGL	D	1.89%	0.93%	0.93%
GPC	D	0.03%	0.07%	0.03%
GPN	D	0.05%	0.03%	0.03%
GS	C	0.25%	0.66%	0.25%
GWW	A	0.06%	0.09%	0.06%
HAL	F	0.04%	0.06%	0.04%
HBAN	B	0.03%	0.14%	0.03%
HCA	A	0.13%	0.13%	0.13%
HD	A	0.6%	1.99%	0.6%
HES	D	0.06%	0.07%	0.06%
HIG	B	0.06%	0.17%	0.06%
HLT	B	0.08%	0.06%	0.06%
HON	D	0.21%	0.56%	0.21%
HPE	D	0.03%	0.07%	0.03%
HPQ	D	0.05%	0.15%	0.05%
HSY	D	0.05%	0.09%	0.05%
HUBB	A	0.03%	0.04%	0.03%
HUM	F	0.06%	0.04%	0.04%
HWM	B	0.06%	0.04%	0.04%
IBM	A	0.3%	1.47%	0.3%
ICE	C	0.13%	0.26%	0.13%
INTU	C	0.26%	0.19%	0.19%
INVH	C	0.03%	0.09%	0.03%
IR	C	0.05%	0.04%	0.04%
IRM	B	0.04%	0.16%	0.04%
ITW	C	0.12%	0.34%	0.12%
J	C	0.02%	0.02%	0.02%
JBHT	D	0.02%	0.02%	0.02%
JNJ	C	0.73%	2.4%	0.73%
JPM	D	1.21%	3.23%	1.21%
K	A	0.03%	0.15%	0.03%
KDP	B	0.05%	0.19%	0.05%
KHC	C	0.04%	0.27%	0.04%
KKR	A	0.12%	0.12%	0.12%
KLAC	D	0.14%	0.13%	0.13%
KMB	D	0.07%	0.35%	0.07%
KO	B	0.43%	1.92%	0.43%
KR	C	0.07%	0.18%	0.07%
KVUE	C	0.06%	0.22%	0.06%
LEN	C	0.07%	0.01%	0.01%
LEN	C	0.07%	0.06%	0.06%
LHX	C	0.07%	0.13%	0.07%
LLY	C	1.55%	0.87%	0.87%
LMT	B	0.22%	0.54%	0.22%
LNG	C	0.06%	0.08%	0.06%
LOW	A	0.23%	0.64%	0.23%
LPLA	F	0.02%	0.02%	0.02%
LRCX	F	0.14%	0.13%	0.13%
LVS	D	0.02%	0.07%	0.02%
MA	B	0.76%	0.52%	0.52%
MAR	C	0.09%	0.14%	0.09%
MCD	B	0.33%	0.99%	0.33%
MCHP	D	0.06%	0.1%	0.06%
MCK	F	0.11%	0.07%	0.07%
MCO	A	0.11%	0.13%	0.11%
MDLZ	C	0.16%	0.5%	0.16%
MET	A	0.08%	0.24%	0.08%
META	A	2.44%	0.97%	0.97%
MKC	C	0.03%	0.07%	0.03%
MLM	D	0.05%	0.03%	0.03%
MMC	C	0.16%	0.32%	0.16%
MO	C	0.14%	0.79%	0.14%
MPC	D	0.1%	0.27%	0.1%
MPWR	C	0.06%	0.04%	0.04%
MRK	D	0.47%	1.11%	0.47%
MRO	C	0.02%	0.04%	0.02%
MS	C	0.2%	0.91%	0.2%
MSCI	C	0.06%	0.06%	0.06%
MSFT	C	6.85%	3.39%	3.39%
MSI	B	0.11%	0.17%	0.11%
MTB	A	0.04%	0.14%	0.04%
MU	F	0.14%	0.08%	0.08%
NDAQ	A	0.04%	0.07%	0.04%
NKE	D	0.15%	0.18%	0.15%
NOC	A	0.12%	0.16%	0.12%
NSC	C	0.08%	0.18%	0.08%
NTAP	D	0.03%	0.09%	0.03%
NTRS	B	0.03%	0.09%	0.03%
NUE	F	0.06%	0.06%	0.06%
NVDA	D	5.94%	2.27%	2.27%
O	C	0.07%	0.32%	0.07%
ODFL	D	0.06%	0.04%	0.04%
OKE	B	0.09%	0.37%	0.09%
OMC	B	0.03%	0.08%	0.03%
ORCL	B	0.39%	0.76%	0.39%
OTIS	C	0.06%	0.11%	0.06%
OXY	F	0.05%	0.08%	0.05%
PAYX	C	0.06%	0.28%	0.06%
PCAR	D	0.07%	0.29%	0.07%
PCG	B	0.07%	0.04%	0.04%
PEG	A	0.06%	0.3%	0.06%
PEP	D	0.38%	1.48%	0.38%
PFG	B	0.03%	0.09%	0.03%
PG	C	0.66%	2.03%	0.66%
PGR	A	0.23%	0.14%	0.14%
PH	A	0.12%	0.2%	0.12%
PHM	B	0.05%	0.05%	0.05%
PLD	C	0.19%	0.48%	0.19%
PM	C	0.3%	1.4%	0.3%
PNC	A	0.11%	0.42%	0.11%
PPG	D	0.04%	0.11%	0.04%
PPL	B	0.04%	0.11%	0.04%
PRU	C	0.07%	0.28%	0.07%
PSA	B	0.09%	0.36%	0.09%
PSX	D	0.09%	0.23%	0.09%
PWR	B	0.06%	0.04%	0.04%
QCOM	F	0.28%	0.52%	0.28%
RF	B	0.03%	0.15%	0.03%
RJF	C	0.04%	0.05%	0.04%
RMD	C	0.05%	0.05%	0.05%
ROK	F	0.05%	0.07%	0.05%
ROP	C	0.09%	0.06%	0.06%
ROST	C	0.07%	0.07%	0.07%
RS	D	0.02%	0.05%	0.02%
RSG	D	0.06%	0.11%	0.06%
RTX	C	0.26%	0.65%	0.26%
SBAC	C	0.04%	0.04%	0.04%
SBUX	C	0.17%	0.37%	0.17%
SCHW	D	0.13%	0.22%	0.13%
SHW	B	0.13%	0.15%	0.13%
SO	A	0.15%	0.49%	0.15%
SPG	A	0.09%	0.44%	0.09%
SPGI	A	0.25%	0.18%	0.18%
SRE	B	0.08%	0.23%	0.08%
STLD	D	0.02%	0.03%	0.02%
STT	B	0.04%	0.13%	0.04%
STZ	D	0.06%	0.13%	0.06%
SUI	C	0.03%	0.07%	0.03%
SWKS	F	0.02%	0.06%	0.02%
SYK	C	0.18%	0.27%	0.18%
SYY	D	0.06%	0.21%	0.06%
TGT	C	0.11%	0.28%	0.11%
TJX	C	0.2%	0.4%	0.2%
TMO	C	0.37%	0.22%	0.22%
TMUS	C	0.15%	0.77%	0.15%
TRGP	B	0.05%	0.09%	0.05%
TROW	D	0.04%	0.15%	0.04%
TRV	B	0.09%	0.15%	0.09%
TSCO	C	0.04%	0.08%	0.04%
TSN	D	0.03%	0.09%	0.03%
TXN	C	0.28%	0.75%	0.28%
TXT	D	0.03%	0.02%	0.02%
UNH	C	1.06%	1.47%	1.06%
UNP	C	0.23%	0.46%	0.23%
UPS	F	0.15%	0.51%	0.15%
URI	B	0.07%	0.08%	0.07%
USB	B	0.1%	0.44%	0.1%
V	C	0.96%	0.75%	0.75%
VICI	C	0.05%	0.31%	0.05%
VLO	F	0.07%	0.2%	0.07%
VLTO	B	0.03%	0.02%	0.02%
VMC	D	0.05%	0.05%	0.05%
VRSK	D	0.06%	0.05%	0.05%
VRT	C	0.06%	0.03%	0.03%
VTR	C	0.05%	0.13%	0.05%
WAB	A	0.05%	0.03%	0.03%
WEC	B	0.04%	0.14%	0.04%
WELL	C	0.1%	0.25%	0.1%
WFC	D	0.3%	0.78%	0.3%
WM	D	0.12%	0.27%	0.12%
WMB	B	0.09%	0.36%	0.09%
WMT	B	0.51%	1.81%	0.51%
WRB	C	0.03%	0.08%	0.03%
WST	D	0.03%	0.02%	0.02%
WY	C	0.04%	0.07%	0.04%
XEL	B	0.06%	0.25%	0.06%
XOM	D	1.02%	2.75%	1.02%
XYL	D	0.05%	0.05%	0.05%
YUM	F	0.06%	0.14%	0.06%
ZBH	F	0.03%	0.02%	0.02%
ZTS	C	0.14%	0.15%	0.14%

LGH Overweight 169 Positions Relative to DLN

Symbol	Grade	Weight
SPXL	B	16.93%
AMZN	C	3.63%
TSLA	C	1.28%
BRK.A	C	1.23%
NFLX	B	0.45%
AMD	D	0.38%
LIN	B	0.35%
ADBE	F	0.35%
ACN	C	0.34%
VZ	B	0.29%
PFE	C	0.28%
NEE	C	0.28%
NOW	A	0.26%
ISRG	C	0.26%
T	C	0.24%
UBER	C	0.21%
MDT	C	0.19%
VRTX	D	0.19%
CB	B	0.18%
ETN	C	0.18%
REGN	C	0.18%
BSX	B	0.18%
PANW	C	0.15%
INTC	F	0.14%
ANET	A	0.13%
BA	F	0.13%
PYPL	B	0.12%
TT	A	0.12%
MMM	A	0.11%
SNPS	D	0.11%
CDNS	D	0.11%
FCX	D	0.1%
PLTR	A	0.1%
CMG	C	0.1%
AON	B	0.1%
ORLY	D	0.1%
ADSK	C	0.09%
TFC	D	0.09%
TTD	B	0.09%
SLB	F	0.09%
TDG	B	0.09%
MRVL	C	0.09%
CRWD	D	0.09%
GEV	B	0.09%
JCI	B	0.08%
AZO	D	0.08%
ABNB	D	0.08%
FTNT	B	0.08%
F	F	0.07%
CTVA	B	0.07%
KMI	A	0.07%
NEM	B	0.07%
WDAY	D	0.07%
DASH	B	0.06%
VEEV	C	0.06%
SQ	D	0.06%
ACGL	B	0.06%
CBRE	A	0.06%
FICO	B	0.06%
CPRT	D	0.06%
EW	F	0.06%
IDXX	D	0.06%
CNC	C	0.06%
IQV	D	0.06%
MTD	D	0.05%
BIIB	F	0.05%
SNOW	F	0.05%
ON	F	0.05%
SMCI	F	0.05%
DDOG	D	0.05%
CHTR	D	0.05%
ALNY	C	0.05%
COIN	F	0.05%
RCL	A	0.05%
IT	A	0.05%
CSL	B	0.04%
STE	C	0.04%
BAX	C	0.04%
KEYS	C	0.04%
LYB	F	0.04%
NET	D	0.04%
TTWO	D	0.04%
AXON	A	0.04%
DXCM	F	0.04%
MRNA	F	0.04%
GDDY	C	0.04%
TEAM	D	0.04%
DVN	D	0.04%
NVR	B	0.04%
FSLR	C	0.04%
ANSS	D	0.04%
ILMN	C	0.04%
MNST	D	0.04%
CSGP	D	0.04%
IFF	C	0.04%
GRMN	D	0.04%
WTW	C	0.04%
SYF	C	0.03%
CTRA	D	0.03%
HOLX	C	0.03%
EXPE	C	0.03%
VRSN	D	0.03%
CAG	C	0.03%
ENTG	D	0.03%
RBLX	B	0.03%
DG	F	0.03%
SWK	B	0.03%
LNT	B	0.03%
LUV	C	0.03%
MDB	D	0.03%
PINS	F	0.03%
TRU	B	0.03%
ALGN	D	0.03%
EL	F	0.03%
ULTA	D	0.03%
WAT	C	0.03%
DECK	D	0.03%
CPAY	C	0.03%
MOH	D	0.03%
MAA	C	0.03%
TYL	C	0.03%
PKG	B	0.03%
MKL	C	0.03%
TPL	A	0.03%
STX	C	0.03%
TDY	C	0.03%
WBD	D	0.03%
MAS	B	0.03%
ESS	C	0.03%
HUBS	D	0.03%
WDC	D	0.03%
LDOS	B	0.03%
TER	D	0.03%
PTC	D	0.03%
LW	D	0.02%
SJM	C	0.02%
HST	C	0.02%
WPC	C	0.02%
ALB	F	0.02%
JKHY	C	0.02%
RPM	B	0.02%
EVRG	B	0.02%
JBL	D	0.02%
BMRN	F	0.02%
EPAM	F	0.02%
EQT	D	0.02%
VTRS	D	0.02%
KIM	C	0.02%
AKAM	D	0.02%
UAL	C	0.02%
BG	D	0.02%
TRMB	C	0.02%
SSNC	B	0.02%
AVTR	C	0.02%
PODD	B	0.02%
KEY	B	0.02%
IP	C	0.02%
ENPH	D	0.02%
CF	C	0.02%
IEX	D	0.02%
DPZ	D	0.02%
CFG	C	0.02%
DLTR	F	0.02%
POOL	D	0.02%
ZBRA	B	0.02%
ZM	C	0.02%
WBA	F	0.01%
APA	F	0.01%
LKQ	F	0.01%

LGH Underweight 11 Positions Relative to DLN

Symbol	Grade	Weight
DTD	A	-0.25%
HRL	D	-0.09%
ROL	C	-0.04%
ERIE	B	-0.04%
WLK	D	-0.03%
HEI	A	-0.02%
L	D	-0.02%
FCNCA	D	-0.02%
WMG	D	-0.01%
TW	B	-0.01%
HEI	A	-0.01%