DLN vs. YLDE ETF Comparison
Comparison of WisdomTree LargeCap Dividend Fund (DLN) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$52.87
Average Daily Volume
3,143
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | DLN | YLDE |
|---|---|---|
| 30 Days | 2.40% | 3.07% |
| 60 Days | 4.32% | 5.04% |
| 90 Days | 6.32% | 8.07% |
| 12 Months | 31.22% | 24.75% |
43 Overlapping Holdings
| Symbol | Grade | Weight in DLN | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.54% | 2.1% | 2.1% | |
| AIG | B | 0.15% | 0.87% | 0.15% | |
| AMT | D | 0.34% | 1.68% | 0.34% | |
| APD | A | 0.22% | 1.46% | 0.22% | |
| APO | B | 0.23% | 3.25% | 0.23% | |
| AVB | B | 0.21% | 1.91% | 0.21% | |
| AVGO | D | 2.65% | 2.57% | 2.57% | |
| BDX | F | 0.13% | 2.95% | 0.13% | |
| CMCSA | B | 0.99% | 2.98% | 0.99% | |
| COF | B | 0.18% | 2.06% | 0.18% | |
| CSCO | B | 1.46% | 1.15% | 1.15% | |
| DIS | B | 0.22% | 0.86% | 0.22% | |
| DTE | C | 0.11% | 1.25% | 0.11% | |
| EIX | B | 0.18% | 1.44% | 0.18% | |
| GILD | C | 0.52% | 0.78% | 0.52% | |
| GM | B | 0.11% | 0.76% | 0.11% | |
| GOOGL | C | 0.99% | 1.88% | 0.99% | |
| HD | A | 2.08% | 1.48% | 1.48% | |
| HON | B | 0.6% | 1.58% | 0.6% | |
| JNJ | D | 2.16% | 1.26% | 1.26% | |
| JPM | A | 3.69% | 3.36% | 3.36% | |
| KO | D | 1.6% | 1.84% | 1.6% | |
| MET | A | 0.26% | 1.99% | 0.26% | |
| MRK | F | 0.89% | 1.57% | 0.89% | |
| MSFT | F | 3.17% | 3.69% | 3.17% | |
| NUE | C | 0.06% | 0.85% | 0.06% | |
| ORCL | B | 0.83% | 2.41% | 0.83% | |
| PG | A | 1.91% | 1.61% | 1.61% | |
| PNC | B | 0.47% | 1.3% | 0.47% | |
| PPG | F | 0.1% | 0.88% | 0.1% | |
| PSA | D | 0.33% | 1.02% | 0.33% | |
| SBUX | A | 0.36% | 1.14% | 0.36% | |
| SRE | A | 0.25% | 3.56% | 0.25% | |
| TMUS | B | 0.86% | 2.85% | 0.86% | |
| TRV | B | 0.17% | 2.74% | 0.17% | |
| TXN | C | 0.74% | 0.65% | 0.65% | |
| UNH | C | 1.42% | 1.64% | 1.42% | |
| UNP | C | 0.42% | 1.64% | 0.42% | |
| UPS | C | 0.51% | 0.47% | 0.47% | |
| V | A | 0.78% | 2.77% | 0.78% | |
| VMC | B | 0.06% | 2.3% | 0.06% | |
| WM | A | 0.28% | 1.55% | 0.28% | |
| WMB | A | 0.43% | 4.25% | 0.43% |
DLN Overweight 260 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 2.84% | |
| NVDA | C | 2.61% | |
| ABBV | D | 2.23% | |
| WMT | A | 1.84% | |
| CVX | A | 1.79% | |
| BAC | A | 1.45% | |
| PM | B | 1.39% | |
| IBM | C | 1.37% | |
| PEP | F | 1.28% | |
| MS | A | 1.21% | |
| WFC | A | 1.07% | |
| META | D | 0.99% | |
| MCD | D | 0.95% | |
| GS | A | 0.8% | |
| MO | A | 0.8% | |
| C | A | 0.74% | |
| LLY | F | 0.67% | |
| LOW | D | 0.66% | |
| GOOG | C | 0.64% | |
| BMY | B | 0.64% | |
| RTX | C | 0.62% | |
| AMGN | D | 0.6% | |
| MA | C | 0.53% | |
| BLK | C | 0.51% | |
| CAT | B | 0.51% | |
| ABT | B | 0.49% | |
| 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% | |
| MDLZ | F | 0.42% | |
| PLD | D | 0.4% | |
| ADP | B | 0.39% | |
| TJX | A | 0.39% | |
| AXP | A | 0.37% | |
| D | C | 0.37% | |
| ITW | B | 0.36% | |
| COP | C | 0.36% | |
| CL | D | 0.35% | |
| BKNG | A | 0.34% | |
| PCAR | B | 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% | |
| MMC | B | 0.29% | |
| TGT | F | 0.28% | |
| O | D | 0.28% | |
| SYK | C | 0.28% | |
| VICI | C | 0.28% | |
| PAYX | C | 0.28% | |
| CRM | B | 0.28% | |
| ETR | B | 0.27% | |
| BK | A | 0.27% | |
| SCHW | B | 0.27% | |
| XEL | A | 0.26% | |
| WELL | A | 0.25% | |
| MPC | D | 0.25% | |
| ADI | D | 0.24% | |
| ICE | C | 0.24% | |
| FIS | C | 0.23% | |
| KHC | F | 0.23% | |
| PSX | C | 0.23% | |
| DLR | B | 0.23% | |
| PH | A | 0.23% | |
| CI | F | 0.23% | |
| CME | A | 0.22% | |
| EQIX | A | 0.22% | |
| EMR | A | 0.22% | |
| DOW | F | 0.22% | |
| DE | A | 0.22% | |
| KVUE | A | 0.22% | |
| ED | D | 0.22% | |
| GD | F | 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% | |
| NKE | D | 0.17% | |
| AMP | A | 0.17% | |
| RF | A | 0.17% | |
| HBAN | A | 0.17% | |
| GIS | D | 0.17% | |
| SPGI | C | 0.17% | |
| GE | D | 0.17% | |
| ALL | A | 0.17% | |
| TMO | F | 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% | |
| STT | A | 0.15% | |
| K | A | 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% | |
| DHR | F | 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% | |
| FE | C | 0.13% | |
| YUM | B | 0.13% | |
| ZTS | D | 0.13% | |
| BKR | B | 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% | |
| STZ | D | 0.12% | |
| MCO | B | 0.12% | |
| ARES | A | 0.11% | |
| HCA | F | 0.11% | |
| RSG | A | 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% | |
| KLAC | D | 0.1% | |
| NTRS | A | 0.1% | |
| GWW | B | 0.1% | |
| CARR | D | 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% | |
| URI | B | 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% | |
| AJG | B | 0.07% | |
| WY | D | 0.07% | |
| OXY | D | 0.07% | |
| HES | B | 0.07% | |
| MCK | B | 0.07% | |
| 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% | |
| CNP | B | 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% | |
| IR | B | 0.04% | |
| VRT | B | 0.04% | |
| PWR | A | 0.04% | |
| RMD | C | 0.04% | |
| XYL | D | 0.04% | |
| PCG | A | 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% | |
| GEHC | F | 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: 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
YLDE: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Building Materials
Chemicals
Communication Equipment
Consumer Electronics
Copper
Diversified Industrials
Drug Manufacturers - Specialty & Generic
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