FMK vs DLN

Both DLN and FMK are ETFs. DLN has a higher 5-year return than FMK (13.3% vs 10.92%). DLN has a higher expense ratio than FMK (0.28% vs 0.06%). Below is the comparison between DLN and FMK.

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DLN FMK
Security Type ETF ETF
Finny Score 75 N/A
Category N/A Large Blend
Family WisdomTree First Trust
Net Assets $3.65B $2.42B
Expense Ratio 0.28% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.77% 1.36%
Underlying Index WisdomTree Large Cap Dividend Index NASDAQ AlphaDEX Mega Cap Index
YTD Return 11.66% 11.29%
1-Year Return 39.46% 14.43%
3-Year Return 13.56% 9.72%
5-Year Return 13.30% 10.92%
10-Year Return 12.18% 0.00%

DLN

DLN description

WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. It seeks to track the performance of the WisdomTree U.S. LargeCap Dividend Index, by using representative sampling technique. WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund was formed on June 16, 2006 and is domiciled in the United States.

DLN performance & returns

YTD Return 11.66%
1-Month Return 3.68%
3-Month Return 9.91%
1-Year Return 39.46%
3-Year Return 13.56%
5-Year Return 13.30%
10-Year Return 12.18%
DLN expense ratio is 0.28%.

DLN holdings

Top 10 Holdings (29.36% of Total Assets)

Name Symbol % Assets
MSFT MSFT 5.31%
AAPL AAPL 3.96%
JNJ JNJ 3.23%
VZ VZ 2.83%
T T 2.73%
JPM JPM 2.64%
PM PM 2.21%
PG PG 2.20%
MO MO 2.15%
HD HD 2.11%

DLN pros

The following are DLN strengths from our perspective:

  • DLN 3-year return is 13.56%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • DLN 5-year return is 13.3%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • DLN 10-year return is 12.18%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

DLN cons

The following are DLN weaknesses from our perspective:

  • DLN 15-year return is 7.13%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.

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FMK

FMK description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FMK performance & returns

YTD Return 11.29%
1-Month Return 15.55%
3-Month Return 6.09%
1-Year Return 14.43%
3-Year Return 9.72%
5-Year Return 10.92%
10-Year Return 0.00%
FMK expense ratio is 0.06%.

FMK holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
Square Inc A SQ 3.95%
CVS Health Corp CVS 3.53%
Anthem Inc ANTM 3.53%
Target Corp TGT 3.47%
FedEx Corp FDX 3.47%
Pfizer Inc PFE 3.35%
Cisco Systems Inc CSCO 3.32%
United Parcel Service Inc Class B UPS 3.12%
Citigroup Inc C 3.11%
Lowe's Companies Inc LOW 2.86%

FMK pros

The following are FMK strengths from our perspective:

  • FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

FMK cons

None that we could think of.

Other relevant FMK comparisons

You may also want to check out the following FMK comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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