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DLNvsPFMETF Comparison
WisdomTree LargeCap Dividend Fund (DLN) and Invesco Dividend Achievers ETF (PFM) belong to the same industry segment: US High Dividend. DLN's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, PFM's top sector exposures are Information Technology, Health Care and Financials. DLN is less expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.52% for PFM. DLN is up 3.48% year-to-date (YTD) with -$383K in YTD flows. PFM performs worse with 1.63% YTD performance, and -$22M 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.
DLN vs PFM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DLN PFM | -2.77%-3.35% | +2.96%+0.36% | +3.48%+1.63% | +18.86%+16.55% | +63.53%+56.72% | +82.71%+68.54% |
| Flows | DLN PFM | +$9M-$5M | -$529M-$12M | -$383K-$22M | +$342M-$38M | +$399M-$179M | +$1.03B-$94M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DLN PFM | +9.00%+9.32% | +13.93%+14.60% | +11.69%+11.90% | +13.28%+13.51% |
| Max drawdown | DLN PFM | -2.77%-3.35% | -11.20%-11.22% | -13.67%-14.65% | -16.34%-17.94% |
| Max drawdown duration | DLN PFM | 28d28d | 51d46d | 127d128d | 454d561d |
DLN | PFM | |
Last sale 3/12/2026 at 5:21 PM | $90.30 | $51.98 |
| Previous close 03/11/2026 | $90.96 | $52.29 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
DLN | PFM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DLN | PFM | |
|---|---|---|
| Last price | $90.30 | $51.98 |
| 1D performance | -0.73% | -0.59% |
| AuM | $5.74 B | $744.02 M |
| E/R | 0.28% | 0.52% |
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 | 297 | 421 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 16, 2006 | September 15, 2005 |
| 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 PFM ETFs performed in 2026?
As of March 11, 2026, DLN is up 3.48% year-to-date (YTD), while PFM has returned 1.63%. 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 -$383K in flows, compared to -$22M for PFM.
Which ETF is more volatile: DLN or PFM?
Over the past year, DLN had a volatility of 13.93%, while PFM experienced 14.6%.
Which ETF is bigger: DLN or PFM?
As of March 11, 2026, DLN holds $5.74 B in assets under management (AUM), while PFM manages $744.02 M.
What sectors do the DLN and PFM ETFs invest in?
DLN leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, PFM focuses on Information Technology, Health Care and Financials.
What are the top holdings of the DLN ETF and PFM ETF?
DLN top holdings include MICROSOFT-T, JPMORGAN CHASE and NVIDIA. PFM holds in its top three: LILLY, MICROSOFT-T and WALMART INC.
Which ETF is more diversified: DLN or PFM?
DLN holds 309 securities with 31.97% of its assets in the top 15. PFM has 426 securities and a top 15 weight of 37.61%.
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