IWX vs. DLN ETF Comparison
Comparison of iShares Russell Top 200 Value ETF (IWX) to WisdomTree LargeCap Dividend Fund (DLN)
IWX
iShares Russell Top 200 Value ETF
IWX 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 Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.05
Average Daily Volume
179,490
158
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
$78.91
Average Daily Volume
98,792
302
Performance
Period | IWX | DLN |
---|---|---|
30 Days | -0.44% | 0.48% |
60 Days | 3.67% | 5.41% |
90 Days | 8.74% | 9.97% |
12 Months | 26.61% | 30.55% |
117 Overlapping Holdings
Symbol | Grade | Weight in IWX | Weight in DLN | Overlap | |
---|---|---|---|---|---|
ABBV | B | 1.27% | 2.75% | 1.27% | |
ABT | B | 1.21% | 0.49% | 0.49% | |
ADI | C | 0.68% | 0.27% | 0.27% | |
ADP | A | 0.05% | 0.38% | 0.05% | |
AEP | D | 0.32% | 0.29% | 0.29% | |
AIG | B | 0.3% | 0.15% | 0.15% | |
AMAT | F | 0.08% | 0.16% | 0.08% | |
AMGN | D | 0.24% | 0.68% | 0.24% | |
APD | B | 0.43% | 0.22% | 0.22% | |
APH | A | 0.2% | 0.15% | 0.15% | |
APO | A | 0.12% | 0.21% | 0.12% | |
AXP | B | 0.59% | 0.36% | 0.36% | |
BAC | B | 1.76% | 1.32% | 1.32% | |
BDX | D | 0.42% | 0.14% | 0.14% | |
BKNG | A | 0.06% | 0.31% | 0.06% | |
BMY | A | 0.7% | 0.61% | 0.61% | |
C | B | 0.76% | 0.7% | 0.7% | |
CARR | D | 0.38% | 0.1% | 0.1% | |
CAT | B | 0.98% | 0.51% | 0.51% | |
CEG | C | 0.43% | 0.1% | 0.1% | |
CI | D | 0.49% | 0.23% | 0.23% | |
CL | D | 0.21% | 0.36% | 0.21% | |
CMCSA | B | 1.04% | 0.99% | 0.99% | |
CME | B | 0.5% | 0.22% | 0.22% | |
COF | A | 0.38% | 0.17% | 0.17% | |
COP | D | 0.79% | 0.33% | 0.33% | |
CRM | B | 0.26% | 0.26% | 0.26% | |
CSCO | A | 1.37% | 1.43% | 1.37% | |
CSX | D | 0.41% | 0.11% | 0.11% | |
CTAS | B | 0.02% | 0.15% | 0.02% | |
CVS | F | 0.44% | 0.31% | 0.31% | |
CVX | B | 1.59% | 1.66% | 1.59% | |
D | B | 0.31% | 0.38% | 0.31% | |
DE | C | 0.63% | 0.23% | 0.23% | |
DELL | B | 0.18% | 0.07% | 0.07% | |
DHR | D | 0.98% | 0.16% | 0.16% | |
DIS | C | 1.09% | 0.18% | 0.18% | |
DUK | D | 0.55% | 0.48% | 0.48% | |
ECL | D | 0.05% | 0.15% | 0.05% | |
ELV | F | 0.49% | 0.15% | 0.15% | |
EMR | A | 0.38% | 0.19% | 0.19% | |
EOG | F | 0.43% | 0.44% | 0.43% | |
EQIX | B | 0.5% | 0.22% | 0.22% | |
FDX | D | 0.38% | 0.17% | 0.17% | |
GD | D | 0.49% | 0.22% | 0.22% | |
GE | D | 0.91% | 0.17% | 0.17% | |
GILD | A | 0.69% | 0.52% | 0.52% | |
GM | A | 0.35% | 0.1% | 0.1% | |
GS | B | 0.74% | 0.71% | 0.71% | |
HCA | D | 0.32% | 0.11% | 0.11% | |
HD | B | 0.49% | 2.02% | 0.49% | |
HON | B | 0.7% | 0.54% | 0.54% | |
IBM | D | 1.17% | 1.39% | 1.17% | |
ICE | C | 0.55% | 0.26% | 0.26% | |
ITW | A | 0.3% | 0.35% | 0.3% | |
JNJ | D | 2.39% | 2.28% | 2.28% | |
JPM | B | 3.94% | 3.4% | 3.4% | |
KDP | F | 0.23% | 0.16% | 0.16% | |
KHC | F | 0.18% | 0.25% | 0.18% | |
KKR | B | 0.41% | 0.13% | 0.13% | |
KMB | D | 0.16% | 0.32% | 0.16% | |
KO | D | 0.67% | 1.73% | 0.67% | |
LMT | D | 0.49% | 0.5% | 0.49% | |
LOW | B | 0.93% | 0.64% | 0.64% | |
MAR | B | 0.37% | 0.15% | 0.15% | |
MCD | D | 1.22% | 0.96% | 0.96% | |
MCK | D | 0.23% | 0.06% | 0.06% | |
MDLZ | F | 0.57% | 0.46% | 0.46% | |
MET | C | 0.29% | 0.26% | 0.26% | |
MMC | D | 0.58% | 0.3% | 0.3% | |
MO | A | 0.58% | 0.73% | 0.58% | |
MPC | F | 0.32% | 0.24% | 0.24% | |
MS | B | 0.79% | 1.08% | 0.79% | |
MSI | B | 0.24% | 0.17% | 0.17% | |
MU | C | 0.68% | 0.1% | 0.1% | |
NKE | F | 0.22% | 0.17% | 0.17% | |
NOC | D | 0.43% | 0.15% | 0.15% | |
NSC | B | 0.35% | 0.18% | 0.18% | |
OXY | F | 0.21% | 0.07% | 0.07% | |
PCAR | B | 0.33% | 0.31% | 0.31% | |
PEP | F | 0.3% | 1.35% | 0.3% | |
PG | D | 1.88% | 1.89% | 1.88% | |
PGR | D | 0.14% | 0.13% | 0.13% | |
PH | A | 0.5% | 0.21% | 0.21% | |
PLD | F | 0.65% | 0.41% | 0.41% | |
PM | A | 1.28% | 1.44% | 1.28% | |
PNC | B | 0.46% | 0.43% | 0.43% | |
PSA | D | 0.27% | 0.33% | 0.27% | |
PSX | F | 0.32% | 0.22% | 0.22% | |
QCOM | F | 0.07% | 0.51% | 0.07% | |
ROP | F | 0.36% | 0.05% | 0.05% | |
RSG | C | 0.25% | 0.1% | 0.1% | |
RTX | C | 1.0% | 0.64% | 0.64% | |
SBUX | B | 0.15% | 0.35% | 0.15% | |
SCHW | B | 0.59% | 0.24% | 0.24% | |
SHW | C | 0.05% | 0.14% | 0.05% | |
SO | C | 0.62% | 0.48% | 0.48% | |
SPGI | D | 0.93% | 0.17% | 0.17% | |
SRE | C | 0.33% | 0.23% | 0.23% | |
STZ | F | 0.23% | 0.12% | 0.12% | |
SYK | A | 0.56% | 0.26% | 0.26% | |
TGT | D | 0.43% | 0.27% | 0.27% | |
TJX | D | 0.32% | 0.37% | 0.32% | |
TMO | D | 1.29% | 0.19% | 0.19% | |
TMUS | B | 0.67% | 0.83% | 0.67% | |
TRV | B | 0.35% | 0.16% | 0.16% | |
TXN | B | 1.01% | 0.77% | 0.77% | |
UNH | D | 3.0% | 1.37% | 1.37% | |
UNP | D | 0.46% | 0.42% | 0.42% | |
UPS | C | 0.6% | 0.52% | 0.52% | |
USB | B | 0.47% | 0.48% | 0.47% | |
VLO | F | 0.26% | 0.18% | 0.18% | |
WELL | B | 0.5% | 0.26% | 0.26% | |
WFC | B | 1.41% | 0.95% | 0.95% | |
WMT | A | 2.2% | 1.79% | 1.79% | |
XOM | B | 3.24% | 2.8% | 2.8% | |
ZTS | F | 0.09% | 0.14% | 0.09% |
IWX Overweight 41 Positions Relative to DLN
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | D | 5.11% | |
LIN | D | 1.36% | |
ACN | C | 1.34% | |
VZ | D | 1.1% | |
NEE | D | 1.01% | |
T | B | 1.0% | |
PFE | D | 0.99% | |
BLK | A | 0.9% | |
ETN | B | 0.82% | |
BSX | B | 0.76% | |
CB | D | 0.71% | |
MDT | B | 0.71% | |
INTC | C | 0.57% | |
BA | F | 0.53% | |
GEV | A | 0.51% | |
REGN | F | 0.5% | |
PYPL | B | 0.5% | |
AMD | F | 0.49% | |
FI | A | 0.48% | |
AON | B | 0.45% | |
CRH | A | 0.41% | |
FCX | B | 0.4% | |
MRVL | A | 0.39% | |
VRTX | A | 0.38% | |
TFC | C | 0.36% | |
MMM | D | 0.36% | |
TDG | B | 0.35% | |
SLB | F | 0.35% | |
TT | B | 0.34% | |
NEM | D | 0.33% | |
JCI | B | 0.31% | |
F | F | 0.25% | |
EW | D | 0.2% | |
MRNA | F | 0.11% | |
FTNT | C | 0.06% | |
EL | F | 0.06% | |
MNST | B | 0.05% | |
DASH | B | 0.04% | |
AZO | D | 0.03% | |
ORLY | B | 0.03% | |
CPRT | D | 0.02% |
IWX Underweight 185 Positions Relative to DLN
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -3.65% | |
MSFT | D | -3.34% | |
AVGO | B | -2.87% | |
NVDA | B | -2.58% | |
META | B | -1.07% | |
GOOGL | B | -1.02% | |
MRK | F | -0.98% | |
ORCL | B | -0.8% | |
LLY | F | -0.76% | |
V | A | -0.74% | |
GOOG | B | -0.65% | |
MA | B | -0.52% | |
COST | C | -0.46% | |
BX | B | -0.44% | |
SPG | A | -0.44% | |
WMB | A | -0.41% | |
OKE | A | -0.39% | |
AMT | D | -0.37% | |
PEG | C | -0.31% | |
CCI | D | -0.31% | |
PRU | C | -0.3% | |
O | D | -0.3% | |
AFL | D | -0.3% | |
VICI | D | -0.29% | |
WM | B | -0.28% | |
PAYX | B | -0.28% | |
BK | A | -0.27% | |
DOW | F | -0.25% | |
DLR | B | -0.24% | |
FIS | B | -0.24% | |
XEL | B | -0.24% | |
ED | D | -0.24% | |
ETR | B | -0.24% | |
AVB | B | -0.21% | |
KVUE | A | -0.21% | |
EXR | D | -0.2% | |
SYY | C | -0.2% | |
GLW | B | -0.2% | |
GIS | D | -0.19% | |
EXC | D | -0.19% | |
FAST | A | -0.19% | |
EIX | D | -0.18% | |
KR | A | -0.18% | |
CMI | A | -0.18% | |
MTB | B | -0.17% | |
FITB | B | -0.17% | |
ALL | D | -0.17% | |
IRM | B | -0.17% | |
INTU | D | -0.17% | |
AMP | A | -0.16% | |
RF | B | -0.16% | |
HIG | D | -0.16% | |
HPQ | B | -0.16% | |
K | A | -0.15% | |
EQR | D | -0.15% | |
HBAN | B | -0.15% | |
TROW | B | -0.15% | |
WEC | B | -0.14% | |
AEE | A | -0.14% | |
STT | A | -0.14% | |
VTR | B | -0.13% | |
ES | D | -0.13% | |
YUM | C | -0.13% | |
LRCX | F | -0.13% | |
LHX | B | -0.13% | |
DFS | B | -0.13% | |
FE | D | -0.13% | |
BKR | A | -0.12% | |
KLAC | F | -0.12% | |
BBY | D | -0.12% | |
MCO | D | -0.12% | |
DRI | B | -0.12% | |
DTD | A | -0.11% | |
ATO | B | -0.11% | |
ARES | B | -0.11% | |
PPL | B | -0.11% | |
DTE | D | -0.11% | |
OTIS | B | -0.11% | |
TRGP | A | -0.1% | |
EBAY | D | -0.1% | |
LVS | B | -0.1% | |
PFG | D | -0.1% | |
DD | C | -0.1% | |
GWW | A | -0.1% | |
NTRS | B | -0.1% | |
MCHP | F | -0.1% | |
PPG | F | -0.1% | |
ARE | D | -0.1% | |
FANG | F | -0.09% | |
URI | B | -0.09% | |
ADM | F | -0.09% | |
TSCO | D | -0.08% | |
BR | B | -0.08% | |
CTSH | D | -0.08% | |
INVH | F | -0.08% | |
HPE | B | -0.08% | |
WRB | C | -0.08% | |
HRL | D | -0.08% | |
CINF | B | -0.08% | |
HSY | F | -0.08% | |
COR | B | -0.08% | |
LNG | A | -0.08% | |
CLX | C | -0.08% | |
TSN | D | -0.08% | |
OMC | B | -0.08% | |
NTAP | D | -0.08% | |
CMS | C | -0.08% | |
ROK | C | -0.07% | |
NDAQ | A | -0.07% | |
HES | C | -0.07% | |
AJG | D | -0.07% | |
AWK | D | -0.07% | |
WY | D | -0.07% | |
VMC | B | -0.06% | |
HAL | F | -0.06% | |
RJF | B | -0.06% | |
LEN | D | -0.06% | |
SUI | D | -0.06% | |
ROST | D | -0.06% | |
GPC | F | -0.06% | |
MSCI | B | -0.06% | |
CNP | B | -0.06% | |
MKC | D | -0.06% | |
HLT | B | -0.06% | |
CAH | C | -0.06% | |
DHI | D | -0.06% | |
RMD | B | -0.05% | |
DGX | B | -0.05% | |
DOV | A | -0.05% | |
PHM | D | -0.05% | |
RS | C | -0.05% | |
XYL | F | -0.05% | |
EA | A | -0.05% | |
AME | A | -0.05% | |
CBOE | B | -0.05% | |
SWKS | F | -0.05% | |
DAL | A | -0.05% | |
NUE | F | -0.05% | |
BALL | F | -0.04% | |
MRO | C | -0.04% | |
SIRI | D | -0.04% | |
ERIE | F | -0.04% | |
A | C | -0.04% | |
ROL | D | -0.04% | |
VRT | B | -0.04% | |
GEHC | D | -0.04% | |
STLD | B | -0.04% | |
IR | B | -0.04% | |
BRO | A | -0.04% | |
MLM | B | -0.04% | |
CDW | F | -0.04% | |
SBAC | D | -0.04% | |
HWM | B | -0.04% | |
PWR | A | -0.04% | |
MPWR | F | -0.04% | |
BAH | A | -0.04% | |
PCG | B | -0.04% | |
ODFL | B | -0.04% | |
HUBB | B | -0.04% | |
VRSK | B | -0.04% | |
FTV | F | -0.03% | |
GPN | D | -0.03% | |
CHD | C | -0.03% | |
WLK | F | -0.03% | |
EFX | D | -0.03% | |
HUM | F | -0.03% | |
LH | B | -0.03% | |
EXPD | D | -0.03% | |
WAB | A | -0.03% | |
AVY | D | -0.03% | |
TXT | D | -0.02% | |
FDS | B | -0.02% | |
J | D | -0.02% | |
L | D | -0.02% | |
VLTO | D | -0.02% | |
LPLA | B | -0.02% | |
JBHT | B | -0.02% | |
WST | C | -0.02% | |
ZBH | D | -0.02% | |
FCNCA | D | -0.02% | |
LEN | D | -0.01% | |
WMG | B | -0.01% | |
HEI | D | -0.01% | |
TW | B | -0.01% | |
HEI | D | -0.01% |
IWX: Top Represented Industries & Keywords
DLN: Top Represented Industries & Keywords