FMK vs DLN

Both DLN and FMK are ETFs. DLN has a lower expense ratio than FMK (0.28% vs 0.7%). Below is the comparison between DLN and FMK.

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DLN FMK
Security Type ETF ETF
Finny Score N/A N/A
Category Large Value Large Blend
Family WisdomTree First Trust
Net Assets $3.57B N/A
Expense Ratio 0.28% 0.70%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.52% 1.36%
Underlying Index WisdomTree Large Cap Dividend Index NASDAQ AlphaDEX Mega Cap Index
YTD Return N/A 11.29%
1-Year Return N/A 14.43%
3-Year Return N/A 9.72%
5-Year Return N/A 10.92%
10-Year Return N/A 0.00%

DLN

DLN description

WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund is an exchange traded fund launched by WisdomTree, 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 N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
DLN expense ratio is 0.28%.

DLN holdings

Top 10 Holdings (26.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.48%
Microsoft Corp MSFT 4.23%
Exxon Mobil Corp XOM 3.73%
Chevron Corp CVX 2.40%
AbbVie Inc ABBV 2.24%
JPMorgan Chase & Co JPM 2.08%
Broadcom Inc AVGO 1.84%
Merck & Co Inc MRK 1.75%
Cisco Systems Inc CSCO 1.73%
Coca-Cola Co KO 1.72%

DLN pros

None that we could think of.

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%.

Other relevant DLN comparisons

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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 0.7%.

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

None that we could think of.

FMK cons

The following are FMK weaknesses from our perspective:

  • FMK net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • FMK expense ratio is 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMK comparisons

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