Both DLN and SPY are ETFs. DLN has a lower 5-year return than SPY (8.9% vs 10.67%). DLN has a higher expense ratio than SPY (0.28% vs 0.09%). Below is the comparison between DLN and SPY.
| DLN | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 83 |
| Category | Large Value | Large Blend |
| Family | WisdomTree | State Street Global Advisors |
| Net Assets | $3.52B | N/A |
| Expense Ratio | 0.28% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.55% | 1.55% |
| Underlying Index | WisdomTree Large Cap Dividend Index | S&P 500 |
| YTD Return | -1.51% | 8.84% |
| 1-Year Return | -1.31% | 6.13% |
| 3-Year Return | 13.39% | 13.70% |
| 5-Year Return | 8.90% | 10.67% |
| 10-Year Return | 9.81% | 11.69% |
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 | -1.51% |
| 1-Month Return | -2.34% |
| 3-Month Return | -1.43% |
| 1-Year Return | -1.31% |
| 3-Year Return | 13.39% |
| 5-Year Return | 8.90% |
| 10-Year Return | 9.81% |
DLN holdings
Top 10 Holdings (26.35% of Total Assets)
DLN pros
The following are DLN strengths from our perspective:
- DLN 3-year return is 13.7%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
DLN cons
The following are DLN weaknesses from our perspective:
- DLN 5-year return is 9.27%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- DLN 10-year return is 9.87%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- 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 DUSA
- DLN vs DJD
- DLN vs CAPE
- DLN vs DTN
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 | 8.84% |
| 1-Month Return | 2.11% |
| 3-Month Return | 5.01% |
| 1-Year Return | 6.13% |
| 3-Year Return | 13.70% |
| 5-Year Return | 10.67% |
| 10-Year Return | 11.69% |
SPY holdings
Top 10 Holdings (27.84% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.24% |
| Microsoft Corp | MSFT | 6.56% |
| Amazon.com Inc | AMZN | 2.70% |
| NVIDIA Corp | NVDA | 1.96% |
| Alphabet Inc Class A | GOOGL | 1.83% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
| Alphabet Inc Class C | GOOG | 1.61% |
| Meta Platforms Inc Class A | META | 1.53% |
| Exxon Mobil Corp | XOM | 1.40% |
| UnitedHealth Group Inc | UNH | 1.32% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.7%, 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
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs VTI
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs DJD
- SPY vs CAPE