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.
| 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 holdings
Top 10 Holdings (29.36% of Total Assets)
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%.
Other relevant DLN comparisons
You may also want to check out the following DLN comparisons that investors often look for on Finny
- DLN vs DIA
- DLN vs FMK
- DLN vs CDC
- DLN vs CFO
- DLN vs CFA
- DLN vs CSM
- DLN vs DJD
- DLN vs CAPE
- DLN vs DTN
- DLN vs DEUS
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 holdings
Top 10 Holdings (33.71% of Total Assets)
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
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN
- FMK vs DEUS