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DLNvsIVEETF Comparison
WisdomTree LargeCap Dividend Fund (DLN) belongs to the US High Dividend segment. iShares S&P 500 Value ETF (IVE) is part of the US Large Cap Value segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Health Care. DLN is more expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.18% for IVE. DLN is up 3.48% year-to-date (YTD) with -$383K in YTD flows. IVE performs worse with 1.32% YTD performance, and +$178M in YTD flows. Run a side-by-side ETF comparison of DLN and IVE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DLN vs IVE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DLN IVE | -2.77%-3.25% | +2.96%+0.64% | +3.48%+1.32% | +18.86%+15.97% | +63.53%+57.48% | +82.71%+68.24% |
| Flows | DLN IVE | +$9M+$167M | -$529M+$536M | -$383K+$178M | +$342M+$6.51B | +$399M+$12.03B | +$1.03B+$14.35B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DLN IVE | +9.00%+9.98% | +13.93%+15.54% | +11.69%+12.87% | +13.28%+14.48% |
| Max drawdown | DLN IVE | -2.77%-3.32% | -11.20%-12.36% | -13.67%-17.56% | -16.34%-18.04% |
| Max drawdown duration | DLN IVE | 28d10d | 51d53d | 127d263d | 454d286d |
DLN | IVE | |
Last sale 3/12/2026 at 5:21 PM | $90.30 | $212.83 |
| Previous close 03/11/2026 | $90.96 | $214.76 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DLN | IVE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DLN | IVE | |
|---|---|---|
| Last price | $90.30 | $212.83 |
| 1D performance | -0.73% | -0.90% |
| AuM | $5.74 B | $48.77 B |
| E/R | 0.28% | 0.18% |
DLN | IVE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | iShares |
| Benchmark | WisdomTree U.S. LargeCap Dividend Index | S&P 500 Value Index |
| N° of holdings | 297 | 426 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 16, 2006 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the DLN and IVE ETFs performed in 2026?
As of March 11, 2026, DLN is up 3.48% year-to-date (YTD), while IVE has returned 1.32%. That puts DLN better performer ahead so far this year.
Which ETF is attracting more investor money: DLN or IVE?
Year-to-date, the DLN ETF saw -$383K in flows, compared to +$178M for IVE.
Which ETF is more volatile: DLN or IVE?
Over the past year, DLN had a volatility of 13.93%, while IVE experienced 15.54%.
Which ETF is bigger: DLN or IVE?
As of March 11, 2026, DLN holds $5.74 B in assets under management (AUM), while IVE manages $48.77 B.
What sectors do the DLN and IVE ETFs invest in?
DLN leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, IVE focuses on Information Technology, Financials and Health Care.
What are the top holdings of the DLN ETF and IVE ETF?
DLN top holdings include MICROSOFT-T, JPMORGAN CHASE and NVIDIA. IVE holds in its top three: APPLE, AMAZON.COM INC and EXXON.
Which ETF is more diversified: DLN or IVE?
DLN holds 309 securities with 31.97% of its assets in the top 15. IVE has 445 securities and a top 15 weight of 27.77%.
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