ETF comparison
DLN vs SPHD
Both Dividend.
WisdomTree U.S. LargeCap Dividend Fund · Invesco S&P 500 High Dividend Low Volatility ETF
Holdings overlap
34 positions appear in both funds. Buying equal dollars of DLN and SPHD would leave roughly 13.2% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DLN is 2 bps cheaper than SPHD. On a $100,000 position that's about $20/yr more in fees for SPHD.
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 SPHD.
Top shared holdings
34 shared in total| # | Holding | In DLN | In SPHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 1.47% | 2.00% | 1.47% |
| 2 | VERIZON COMMUNICATIONS INC | 1.04% | 3.32% | 1.04% |
| 3 | PEPSICO INC | 0.94% | 1.95% | 0.94% |
| 4 | AT&T INC | 0.85% | 2.68% | 0.85% |
| 5 | PFIZER INC | 0.79% | 3.41% | 0.79% |
| 6 | ALTRIA GROUP INC | 0.70% | 2.49% | 0.70% |
| 7 | BRISTOL-MYERS SQUIBB COMPANY | 0.64% | 2.13% | 0.64% |
| 8 | CONOCOPHILLIPS | 0.62% | 1.58% | 0.62% |
| 9 | DUKE ENERGY CORP | 0.59% | 1.40% | 0.59% |
| 10 | COMCAST CORP | 0.50% | 2.71% | 0.50% |
| 11 | KINDER MORGAN INC | 0.39% | 1.62% | 0.39% |
| 12 | AMERICAN TOWER CORP | 0.38% | 2.01% | 0.38% |
Only in DLN
275 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 SPHD
17 total- VICI Properties Inc. 2.87%
- Crown Castle Inc. 2.45%
- Healthpeak Properties, Inc. 2.38%
- Clorox Co. (The) 2.36%
- Paychex, Inc. 2.31%
- ONEOK, Inc. 2.25%
- Molson Coors Beverage Co. 2.10%
- J. M. Smucker Co. (The) 1.93%
- Mid-America Apartment Communities, Inc. 1.91%
- BXP, Inc. 1.90%
Related comparisons
More comparisons with DLN
- DLN vs PEY · Invesco High Yield Equity Dividend Achievers ETF 6.9%
- DLN vs VB · Vanguard Morningstar Small-Cap ETF 1.6%
- DLN vs IJH · iShares Core S&P Mid-Cap ETF 0.2%
- DLN vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- DLN vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- DLN vs DON · WisdomTree U.S. MidCap Dividend Fund 0.0%
More comparisons with SPHD
- SPHD vs DTD · WisdomTree U.S. Total Dividend Fund 12.3%
- SPHD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 12.3%
- SPHD vs FVD · First Trust Value Line Dividend Index Fund 11.5%
- SPHD vs VTV · Vanguard Morningstar Value ETF 9.7%
- SPHD vs IWD · iShares Russell 1000 Value ETF 7.6%
- SPHD vs VO · Vanguard Morningstar Mid-Cap ETF 7.4%
Percentages are holdings overlap with the named fund.
Open DLN or SPHD 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.