DLNvsPFMETF Comparison
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WisdomTree LargeCap Dividend Fund (DLN) and Invesco Dividend Achievers ETF (PFM) belong to the same industry segment: US High Dividend. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. DLN is less expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.52% for PFM. DLN is up 15.32% year-to-date (YTD) with +$22M in YTD flows. PFM performs worse with 13.03% YTD performance, and -$35M in YTD flows. Run a side-by-side ETF comparison of DLN and PFM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DLN vs PFM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DLN PFM | +2.22%+3.81% | +2.19%+2.26% | +15.32%+13.03% | +15.90%+13.18% | +78.12%+69.22% | +77.77%+63.81% |
| Flows | DLN PFM | +$15M-$3M | -$11M-$3M | +$22M-$35M | +$50M-$25M | +$623M-$100M | +$944M-$179M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DLN PFM | +7.86%+8.31% | +8.93%+9.37% | +11.37%+11.73% | +13.18%+13.41% |
| Max drawdown | DLN PFM | -4.04%-5.17% | -6.10%-7.08% | -13.67%-14.65% | -16.34%-17.94% |
| Max drawdown duration | DLN PFM | 74d74d | 64d77d | 127d128d | 454d561d |
Trading data
DLN | PFM | |
Last sale 10/27/2026 at 1:30 PM | $100.18 | $57.56 |
| Previous close 10/26/2026 | $100.22 | $57.31 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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DLN | PFM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
DLN | PFM | |
|---|---|---|
| Last price | $100.18 | $57.56 |
| 1D performance | -0.04% | +0.44% |
| AuM | $6.35 B | $804.40 M |
| E/R | 0.28% | 0.52% |
Characteristics
DLN | PFM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Invesco |
| Benchmark | WisdomTree U.S. LargeCap Dividend Index | NASDAQ US Broad Dividend Achievers Index |
| N° of holdings | 305 | 428 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 16, 2006 | September 15, 2005 |
| ESG | No | No |
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Exposure
Countries
DLN
USA
99.88%
Other
0.12%
PFM
USA
96.39%
Other
3.61%
Sectors
DLN
Technology
24.53%
Finance
21.59%
Healthcare
13.5%
Consumer Non-Cycl.
9.79%
Energy
7.84%
Industrials
7.12%
Other
15.63%
PFM
Technology
23.17%
Finance
20.9%
Healthcare
17.13%
Consumer Non-Cycl.
10.9%
Industrials
9.55%
Other
18.35%
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Diversification
DLN
Total weight of top 15 holdings out of 15
32.06%
PFM
Total weight of top 15 holdings out of 15
38.18%
Top 15 holdings
Data as of August 31, 2026
DLN
Microsoft Corp.
4.69%
NVIDIA Corp.
3.59%
JPMorgan Chase & Co.
3.00%
Apple, Inc.
2.26%
Johnson & Johnson
2.06%
ExxonMobil Holdings Corp.
2.04%
Broadcom Inc.
1.96%
Meta Platforms, Inc.
1.75%
AbbVie, Inc.
1.75%
Chevron Corp.
1.70%
Merck & Co., Inc.
1.59%
Morgan Stanley
1.47%
Philip Morris International, Inc.
1.47%
The Coca-Cola Co.
1.41%
Alphabet, Inc.
1.33%
PFM
Microsoft Corp.
4.34%
Eli Lilly & Co.
3.95%
Apple, Inc.
3.90%
JPMorgan Chase & Co.
3.38%
Broadcom Inc.
3.22%
Walmart, Inc.
2.91%
ExxonMobil Holdings Corp.
2.31%
Johnson & Johnson
2.28%
Visa, Inc.
2.25%
Mastercard, Inc.
1.85%
AbbVie, Inc.
1.63%
Cisco Systems, Inc.
1.58%
Oracle Corp.
1.56%
Bank of America Corp.
1.55%
Costco Wholesale Corp.
1.48%
Frequently asked questions about DLN and PFM
How have the DLN and PFM ETFs performed in 2026?
As of October 26, 2026, DLN is up 15.32% year-to-date (YTD), while PFM has returned 13.03%. That puts DLN better performer ahead so far this year.
Which ETF is attracting more investor money: DLN or PFM?
Year-to-date, the DLN ETF saw +$22M in flows, compared to -$35M for PFM.
Which ETF is more volatile: DLN or PFM?
Over the past year, DLN had a volatility of 8.93%, while PFM experienced 9.37%.
Which ETF is bigger: DLN or PFM?
As of October 26, 2026, DLN holds $6.35 B in assets under management (AUM), while PFM manages $804.40 M.
What sectors do the DLN and PFM ETFs invest in?
DLN leans toward sectors like Technology, Finance and Healthcare. Meanwhile, PFM focuses on Technology, Finance and Healthcare.
What are the top holdings of the DLN ETF and PFM ETF?
DLN top holdings include Microsoft Corp., NVIDIA Corp. and JPMorgan Chase & Co.. PFM holds in its top three: Microsoft Corp., Eli Lilly & Co. and Apple, Inc..
Which ETF is more diversified: DLN or PFM?
DLN holds 817 securities with 32.06% of its assets in the top 15. PFM has 428 securities and a top 15 weight of 38.18%.
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Latest news about DLN & PFM
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