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      DLN vs. IVE ETF Comparison

      Comparison of WisdomTree LargeCap Dividend Fund (DLN) to iShares S&P 500 Value ETF (IVE)
      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
      IVE

      iShares S&P 500 Value ETF

      IVE Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $203.74

      Average Daily Volume

      513,295

      Number of Holdings *

      436

      * may have additional holdings in another (foreign) market
      Performance
      Period DLN IVE
      30 Days 2.40% 2.72%
      60 Days 4.32% 3.94%
      90 Days 6.32% 6.02%
      12 Months 31.22% 26.65%
      258 Overlapping Holdings
      Symbol Grade Weight in DLN Weight in IVE Overlap
      A D 0.04% 0.17% 0.04%
      ABBV D 2.23% 0.86% 0.86%
      ABT B 0.49% 0.95% 0.49%
      ADI D 0.24% 0.2% 0.2%
      ADM D 0.09% 0.12% 0.09%
      ADP B 0.39% 0.35% 0.35%
      AEE A 0.15% 0.11% 0.11%
      AEP D 0.29% 0.24% 0.24%
      AFL B 0.3% 0.26% 0.26%
      AIG B 0.15% 0.23% 0.15%
      AJG B 0.07% 0.15% 0.07%
      ALL A 0.17% 0.24% 0.17%
      AME A 0.05% 0.11% 0.05%
      AMGN D 0.6% 0.72% 0.6%
      AMP A 0.17% 0.12% 0.12%
      AMT D 0.34% 0.25% 0.25%
      APD A 0.22% 0.33% 0.22%
      APH A 0.15% 0.18% 0.15%
      ARE D 0.1% 0.08% 0.08%
      ATO A 0.11% 0.11% 0.11%
      AVB B 0.21% 0.15% 0.15%
      AVY D 0.03% 0.07% 0.03%
      AWK D 0.07% 0.12% 0.07%
      AXP A 0.37% 0.23% 0.23%
      BAC A 1.45% 1.48% 1.45%
      BALL D 0.03% 0.09% 0.03%
      BBY D 0.12% 0.09% 0.09%
      BDX F 0.13% 0.31% 0.13%
      BK A 0.27% 0.27% 0.27%
      BKR B 0.13% 0.2% 0.13%
      BLK C 0.51% 0.68% 0.51%
      BMY B 0.64% 0.54% 0.54%
      BR A 0.08% 0.05% 0.05%
      BRO B 0.04% 0.03% 0.03%
      BX A 0.46% 0.17% 0.17%
      C A 0.74% 0.62% 0.62%
      CAH B 0.07% 0.14% 0.07%
      CARR D 0.1% 0.15% 0.1%
      CAT B 0.51% 0.37% 0.37%
      CBOE B 0.05% 0.04% 0.04%
      CCI D 0.3% 0.21% 0.21%
      CDW F 0.04% 0.06% 0.04%
      CEG D 0.08% 0.18% 0.08%
      CHD B 0.03% 0.07% 0.03%
      CI F 0.23% 0.42% 0.23%
      CINF A 0.08% 0.11% 0.08%
      CL D 0.35% 0.22% 0.22%
      CLX B 0.09% 0.1% 0.09%
      CMCSA B 0.99% 0.78% 0.78%
      CME A 0.22% 0.24% 0.22%
      CMI A 0.19% 0.23% 0.19%
      CMS C 0.08% 0.1% 0.08%
      CNP B 0.06% 0.09% 0.06%
      COF B 0.18% 0.33% 0.18%
      COP C 0.36% 0.19% 0.19%
      COR B 0.08% 0.2% 0.08%
      COST B 0.47% 1.09% 0.47%
      CSCO B 1.46% 1.09% 1.09%
      CSX B 0.12% 0.16% 0.12%
      CTAS B 0.16% 0.16% 0.16%
      CTSH B 0.08% 0.18% 0.08%
      CVS D 0.29% 0.31% 0.29%
      CVX A 1.79% 1.29% 1.29%
      D C 0.37% 0.23% 0.23%
      DAL C 0.05% 0.09% 0.05%
      DD D 0.09% 0.16% 0.09%
      DE A 0.22% 0.21% 0.21%
      DELL C 0.07% 0.08% 0.07%
      DFS B 0.15% 0.1% 0.1%
      DGX A 0.05% 0.08% 0.05%
      DHR F 0.15% 0.7% 0.15%
      DIS B 0.22% 0.98% 0.22%
      DLR B 0.23% 0.15% 0.15%
      DOV A 0.05% 0.13% 0.05%
      DOW F 0.22% 0.15% 0.15%
      DRI B 0.13% 0.04% 0.04%
      DTE C 0.11% 0.12% 0.11%
      DUK C 0.47% 0.41% 0.41%
      EA A 0.05% 0.1% 0.05%
      EBAY D 0.09% 0.14% 0.09%
      ECL D 0.14% 0.14% 0.14%
      ED D 0.22% 0.16% 0.16%
      EFX F 0.03% 0.09% 0.03%
      EIX B 0.18% 0.15% 0.15%
      ELV F 0.14% 0.44% 0.14%
      EMR A 0.22% 0.34% 0.22%
      EOG A 0.49% 0.12% 0.12%
      EQIX A 0.22% 0.21% 0.21%
      EQR B 0.15% 0.12% 0.12%
      ERIE D 0.03% 0.02% 0.02%
      ES D 0.12% 0.1% 0.1%
      ETR B 0.27% 0.15% 0.15%
      EXC C 0.18% 0.18% 0.18%
      EXPD D 0.03% 0.05% 0.03%
      EXR D 0.2% 0.16% 0.16%
      FAST B 0.2% 0.11% 0.11%
      FDS B 0.02% 0.05% 0.02%
      FDX B 0.18% 0.31% 0.18%
      FE C 0.13% 0.1% 0.1%
      FIS C 0.23% 0.23% 0.23%
      FITB A 0.18% 0.15% 0.15%
      GD F 0.21% 0.35% 0.21%
      GE D 0.17% 0.51% 0.17%
      GEHC F 0.03% 0.18% 0.03%
      GILD C 0.52% 0.52% 0.52%
      GIS D 0.17% 0.16% 0.16%
      GLW B 0.19% 0.17% 0.17%
      GM B 0.11% 0.3% 0.11%
      GPC D 0.06% 0.08% 0.06%
      GPN B 0.03% 0.14% 0.03%
      GS A 0.8% 0.88% 0.8%
      GWW B 0.1% 0.06% 0.06%
      HAL C 0.06% 0.12% 0.06%
      HBAN A 0.17% 0.12% 0.12%
      HCA F 0.11% 0.16% 0.11%
      HD A 2.08% 1.2% 1.2%
      HIG B 0.16% 0.16% 0.16%
      HON B 0.6% 0.7% 0.6%
      HPE B 0.08% 0.13% 0.08%
      HPQ B 0.16% 0.17% 0.16%
      HRL D 0.08% 0.04% 0.04%
      HSY F 0.08% 0.07% 0.07%
      HUBB B 0.04% 0.06% 0.04%
      HUM C 0.03% 0.16% 0.03%
      HWM A 0.04% 0.09% 0.04%
      IBM C 1.37% 0.89% 0.89%
      ICE C 0.24% 0.42% 0.24%
      INVH D 0.08% 0.09% 0.08%
      IR B 0.04% 0.04% 0.04%
      IRM D 0.15% 0.08% 0.08%
      ITW B 0.36% 0.19% 0.19%
      J F 0.02% 0.08% 0.02%
      JBHT C 0.02% 0.07% 0.02%
      JNJ D 2.16% 1.74% 1.74%
      JPM A 3.69% 3.28% 3.28%
      K A 0.15% 0.1% 0.1%
      KDP D 0.15% 0.17% 0.15%
      KHC F 0.23% 0.13% 0.13%
      KMB D 0.31% 0.21% 0.21%
      KO D 1.6% 0.69% 0.69%
      KR B 0.19% 0.18% 0.18%
      KVUE A 0.22% 0.21% 0.21%
      L A 0.02% 0.07% 0.02%
      LEN D 0.01% 0.08% 0.01%
      LEN D 0.06% 0.08% 0.06%
      LH C 0.03% 0.09% 0.03%
      LHX C 0.13% 0.22% 0.13%
      LMT D 0.49% 0.53% 0.49%
      LOW D 0.66% 0.72% 0.66%
      LVS C 0.09% 0.03% 0.03%
      MA C 0.53% 0.57% 0.53%
      MCD D 0.95% 0.55% 0.55%
      MCHP D 0.08% 0.06% 0.06%
      MCK B 0.07% 0.37% 0.07%
      MCO B 0.12% 0.18% 0.12%
      MDLZ F 0.42% 0.23% 0.23%
      MET A 0.26% 0.23% 0.23%
      MKC D 0.06% 0.09% 0.06%
      MLM B 0.04% 0.06% 0.04%
      MMC B 0.29% 0.25% 0.25%
      MO A 0.8% 0.45% 0.45%
      MPC D 0.25% 0.11% 0.11%
      MRK F 0.89% 0.69% 0.69%
      MRO B 0.04% 0.04% 0.04%
      MS A 1.21% 0.78% 0.78%
      MSCI C 0.06% 0.09% 0.06%
      MSI B 0.18% 0.16% 0.16%
      MTB A 0.18% 0.17% 0.17%
      MU D 0.09% 0.5% 0.09%
      NDAQ A 0.07% 0.15% 0.07%
      NKE D 0.17% 0.25% 0.17%
      NOC D 0.15% 0.32% 0.15%
      NSC B 0.18% 0.28% 0.18%
      NTAP C 0.08% 0.07% 0.07%
      NTRS A 0.1% 0.1% 0.1%
      NUE C 0.06% 0.06% 0.06%
      O D 0.28% 0.23% 0.23%
      OKE A 0.44% 0.11% 0.11%
      OMC C 0.08% 0.09% 0.08%
      OTIS C 0.11% 0.11% 0.11%
      OXY D 0.07% 0.16% 0.07%
      PAYX C 0.28% 0.13% 0.13%
      PCAR B 0.33% 0.07% 0.07%
      PCG A 0.04% 0.21% 0.04%
      PEG A 0.31% 0.21% 0.21%
      PEP F 1.28% 0.65% 0.65%
      PFG D 0.1% 0.09% 0.09%
      PG A 1.91% 1.14% 1.14%
      PGR A 0.13% 0.35% 0.13%
      PH A 0.23% 0.09% 0.09%
      PLD D 0.4% 0.49% 0.4%
      PM B 1.39% 0.59% 0.59%
      PNC B 0.47% 0.39% 0.39%
      PPG F 0.1% 0.13% 0.1%
      PPL B 0.12% 0.12% 0.12%
      PRU A 0.3% 0.21% 0.21%
      PSA D 0.33% 0.14% 0.14%
      PSX C 0.23% 0.26% 0.23%
      PWR A 0.04% 0.07% 0.04%
      QCOM F 0.48% 0.4% 0.4%
      RF A 0.17% 0.11% 0.11%
      RJF A 0.06% 0.14% 0.06%
      RMD C 0.04% 0.16% 0.04%
      ROK B 0.07% 0.08% 0.07%
      ROL B 0.04% 0.04% 0.04%
      ROP B 0.05% 0.16% 0.05%
      RSG A 0.11% 0.09% 0.09%
      RTX C 0.62% 0.74% 0.62%
      SBAC D 0.04% 0.07% 0.04%
      SBUX A 0.36% 0.21% 0.21%
      SCHW B 0.27% 0.57% 0.27%
      SHW A 0.15% 0.21% 0.15%
      SO D 0.47% 0.45% 0.45%
      SPG B 0.46% 0.16% 0.16%
      SPGI C 0.17% 0.42% 0.17%
      SRE A 0.25% 0.27% 0.25%
      STLD B 0.04% 0.03% 0.03%
      STT A 0.15% 0.13% 0.13%
      STZ D 0.12% 0.17% 0.12%
      SWKS F 0.04% 0.06% 0.04%
      SYK C 0.28% 0.23% 0.23%
      SYY B 0.2% 0.17% 0.17%
      TGT F 0.28% 0.33% 0.28%
      TJX A 0.39% 0.22% 0.22%
      TMO F 0.17% 0.57% 0.17%
      TMUS B 0.86% 0.54% 0.54%
      TROW B 0.16% 0.12% 0.12%
      TRV B 0.17% 0.28% 0.17%
      TSCO D 0.08% 0.08% 0.08%
      TSN B 0.09% 0.09% 0.09%
      TXN C 0.74% 0.54% 0.54%
      TXT D 0.02% 0.07% 0.02%
      UNH C 1.42% 1.59% 1.42%
      UNP C 0.42% 0.37% 0.37%
      UPS C 0.51% 0.46% 0.46%
      USB A 0.48% 0.37% 0.37%
      V A 0.78% 0.83% 0.78%
      VICI C 0.28% 0.16% 0.16%
      VLO C 0.2% 0.21% 0.2%
      VLTO D 0.02% 0.12% 0.02%
      VMC B 0.06% 0.06% 0.06%
      VRSK A 0.05% 0.08% 0.05%
      VTR C 0.12% 0.12% 0.12%
      WAB B 0.03% 0.16% 0.03%
      WEC A 0.14% 0.15% 0.14%
      WELL A 0.25% 0.37% 0.25%
      WFC A 1.07% 1.19% 1.07%
      WM A 0.28% 0.2% 0.2%
      WMB A 0.43% 0.2% 0.2%
      WMT A 1.84% 1.72% 1.72%
      WRB A 0.08% 0.09% 0.08%
      WY D 0.07% 0.11% 0.07%
      XEL A 0.26% 0.18% 0.18%
      XOM B 2.84% 2.49% 2.49%
      XYL D 0.04% 0.14% 0.04%
      YUM B 0.13% 0.1% 0.1%
      ZBH C 0.02% 0.11% 0.02%
      ZTS D 0.13% 0.17% 0.13%
      DLN Overweight 45 Positions Relative to IVE
      Symbol Grade Weight
      AAPL C 3.54%
      MSFT F 3.17%
      AVGO D 2.65%
      NVDA C 2.61%
      META D 0.99%
      GOOGL C 0.99%
      ORCL B 0.83%
      LLY F 0.67%
      GOOG C 0.64%
      BKNG A 0.34%
      CRM B 0.28%
      APO B 0.23%
      INTU C 0.19%
      MAR B 0.16%
      KKR A 0.14%
      AMAT F 0.14%
      LRCX F 0.12%
      ARES A 0.11%
      TRGP B 0.11%
      LNG B 0.1%
      KLAC D 0.1%
      DTD A 0.09%
      FANG D 0.09%
      URI B 0.09%
      HES B 0.07%
      ROST C 0.06%
      DHI D 0.06%
      HLT A 0.06%
      RS B 0.05%
      SUI D 0.05%
      VRT B 0.04%
      PHM D 0.04%
      ODFL B 0.04%
      MPWR F 0.03%
      FTV C 0.03%
      FCNCA A 0.03%
      WLK D 0.03%
      BAH F 0.03%
      SIRI C 0.03%
      HEI B 0.02%
      WST C 0.02%
      LPLA A 0.02%
      WMG C 0.01%
      TW A 0.01%
      HEI B 0.01%
      DLN Underweight 179 Positions Relative to IVE
      Symbol Grade Weight
      BRK.A B -4.04%
      VZ C -0.82%
      T A -0.76%
      NEE D -0.74%
      PFE D -0.66%
      MDT D -0.53%
      CB C -0.51%
      LIN D -0.49%
      INTC D -0.49%
      ACN C -0.48%
      PYPL B -0.41%
      MMM D -0.33%
      ISRG A -0.3%
      SLB C -0.29%
      TFC A -0.29%
      BA F -0.27%
      BSX B -0.27%
      FI A -0.27%
      ETN A -0.26%
      JCI C -0.26%
      KMI A -0.25%
      GEV B -0.24%
      NEM D -0.22%
      F C -0.2%
      VRTX F -0.2%
      AON A -0.19%
      CTVA C -0.18%
      CBRE B -0.18%
      ADSK A -0.15%
      WTW B -0.15%
      REGN F -0.15%
      ABNB C -0.14%
      UAL A -0.14%
      CNC D -0.14%
      FCX D -0.14%
      TEL B -0.13%
      TT A -0.13%
      EQT B -0.12%
      SW A -0.12%
      EW C -0.12%
      SYF B -0.12%
      KEYS A -0.12%
      BIIB F -0.11%
      DVN F -0.11%
      CHTR C -0.1%
      FSLR F -0.1%
      WDC D -0.1%
      WBD C -0.1%
      IQV D -0.1%
      CFG B -0.1%
      PKG A -0.1%
      LYB F -0.1%
      LDOS C -0.1%
      TDY B -0.1%
      IFF D -0.1%
      HOLX D -0.09%
      MAA B -0.09%
      ORLY B -0.09%
      NRG B -0.09%
      ESS B -0.09%
      LUV C -0.09%
      IP B -0.09%
      ZBRA B -0.09%
      EG C -0.08%
      GEN B -0.08%
      BAX D -0.08%
      NI A -0.08%
      AZO C -0.08%
      CSGP D -0.08%
      DG F -0.08%
      TER D -0.08%
      KIM A -0.08%
      IEX B -0.08%
      TRMB B -0.08%
      KEY B -0.08%
      NXPI D -0.07%
      NDSN B -0.07%
      FFIV B -0.07%
      APTV D -0.07%
      TTWO A -0.07%
      EVRG A -0.07%
      MNST C -0.07%
      DOC D -0.07%
      GRMN B -0.07%
      AMCR D -0.07%
      EL F -0.07%
      IDXX F -0.07%
      VTRS A -0.07%
      MTD D -0.07%
      ON D -0.07%
      LNT A -0.07%
      DXCM D -0.06%
      EMN D -0.06%
      UHS D -0.06%
      STX D -0.06%
      JNPR F -0.06%
      REG B -0.06%
      ALB C -0.06%
      INCY C -0.06%
      KMX B -0.06%
      MRNA F -0.06%
      ANSS B -0.06%
      JKHY D -0.06%
      CPT B -0.06%
      BG F -0.06%
      CHRW C -0.06%
      CAG D -0.06%
      DLTR F -0.06%
      TPR B -0.06%
      SWK D -0.06%
      UDR B -0.06%
      WAT B -0.06%
      RVTY F -0.06%
      CRL C -0.05%
      MKTX D -0.05%
      GL B -0.05%
      AES F -0.05%
      LKQ D -0.05%
      IPG D -0.05%
      FOXA B -0.05%
      SNA A -0.05%
      PNW B -0.05%
      CTLT B -0.05%
      TECH D -0.05%
      NWSA B -0.05%
      TAP C -0.05%
      PODD C -0.05%
      AIZ A -0.05%
      SJM D -0.05%
      BXP D -0.05%
      COO D -0.05%
      ALLE D -0.04%
      HII D -0.04%
      MAS D -0.04%
      BWA D -0.04%
      VRSN F -0.04%
      MTCH D -0.04%
      IVZ B -0.04%
      EPAM C -0.04%
      HAS D -0.04%
      MOS F -0.04%
      CPB D -0.04%
      FRT B -0.04%
      HSIC B -0.04%
      TFX F -0.04%
      DPZ C -0.04%
      PTC A -0.04%
      SOLV C -0.04%
      STE F -0.04%
      DAY B -0.03%
      FOX A -0.03%
      POOL C -0.03%
      ULTA F -0.03%
      WBA F -0.03%
      PAYC B -0.03%
      QRVO F -0.03%
      CTRA B -0.03%
      PARA C -0.03%
      BEN C -0.03%
      JBL B -0.03%
      FMC D -0.03%
      AKAM D -0.03%
      MOH F -0.03%
      ALGN D -0.03%
      CCL B -0.03%
      CF B -0.03%
      MHK D -0.03%
      AOS F -0.02%
      CZR F -0.02%
      DVA B -0.02%
      NWS B -0.02%
      LW C -0.02%
      RL B -0.02%
      GNRC B -0.02%
      HST C -0.02%
      ENPH F -0.02%
      PNR A -0.02%
      MGM D -0.01%
      AMTM D -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
      Keywords: S&P 500 Nasdaq 100 Natural Gas Dow Jones Component Insurance Electricity Computing Bank Banking Electronics Aerospace Investment Bank Real Estate Investment Trust Disability Insurance Products Semiconductor Chemical Financial Products Mining Petroleum Industry

      IVE: Top Represented Industries & Keywords

      Industries: Diversified Industrials Utilities - Regulated Electric Business Services Diagnostics & Research Asset Management Banks - Regional - US Capital Markets Packaged Foods Semiconductors Drug Manufacturers - Major Medical Devices Medical Instruments & Supplies Aerospace & Defense Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P REIT - Residential Software - Application
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Dow Jones Component Electronics Aerospace Computing Medicine Real Estate Investment Trust Chemical Bank Banking Telecommunications Insurance Products Investment Bank Plastic Mining Disability
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