SPY vs DLN

Both DLN and SPY are ETFs. DLN has a higher expense ratio than SPY (0.28% vs 0.09%). Below is the comparison between DLN and SPY.

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DLN SPY
Security Type ETF ETF
Finny Score N/A 83
Category Large Value Large Blend
Family WisdomTree State Street Global Advisors
Net Assets $3.57B N/A
Expense Ratio 0.28% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.52% 1.45%
Underlying Index WisdomTree Large Cap Dividend Index S&P 500
YTD Return N/A 14.07%
1-Year Return N/A 16.13%
3-Year Return N/A 11.33%
5-Year Return N/A 9.95%
10-Year Return N/A 11.74%

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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SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 14.07%
1-Month Return -1.46%
3-Month Return -0.46%
1-Year Return 16.13%
3-Year Return 11.33%
5-Year Return 9.95%
10-Year Return 11.74%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (30.82% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.37%
Microsoft Corp MSFT 6.46%
Amazon.com Inc AMZN 3.27%
NVIDIA Corp NVDA 3.24%
Alphabet Inc Class A GOOGL 2.15%
Alphabet Inc Class C GOOG 1.86%
Tesla Inc TSLA 1.84%
Meta Platforms Inc Class A META 1.74%
Berkshire Hathaway Inc Class B BRK.B 1.70%
Exxon Mobil Corp XOM 1.19%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 11.33%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 9.95%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 11.74%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

You may also want to check out the following SPY 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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