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 12.85% year-to-date (YTD) with +$33M in YTD flows. PFM performs worse with 10.53% YTD performance, and -$32M 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 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DLN PFM | +2.02%+1.94% | +6.15%+6.20% | +12.85%+10.53% | +19.55%+16.74% | +60.93%+52.51% | +79.13%+66.42% |
| Flows | DLN PFM | -$24M-$1M | -$17M-$6M | +$33M-$32M | +$185M-$30M | +$602M-$131M | +$1.01B-$160M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DLN PFM | +8.30%+8.26% | +8.94%+9.45% | +11.50%+11.82% | +13.25%+13.47% |
| Max drawdown | DLN PFM | -1.83%-1.87% | -6.10%-7.08% | -13.67%-14.65% | -16.34%-17.94% |
| Max drawdown duration | DLN PFM | 8d27d | 64d77d | 127d128d | 454d561d |
Trading data
DLN | PFM | |
Last sale 7/28/2026 at 5:48 PM | $99.12 | $56.99 |
| Previous close 07/27/2026 | $98.47 | $56.49 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 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 7/28/2026 at 5:48 PM
Live
Closed
DLN | PFM | |
|---|---|---|
| Last price | $99.12 | $56.99 |
| 1D performance | +0.66% | +0.89% |
| AuM | $6.25 B | $791.97 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 | 430 |
| 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
99.94%
Other
0.06%
PFM
USA
95.88%
Other
4.12%
Sectors
DLN
Technology
24.8%
Finance
21.51%
Healthcare
12.55%
Consumer Non-Cycl.
10.11%
Industrials
7.75%
Energy
7.11%
Other
16.17%
PFM
Technology
22.81%
Finance
20.04%
Healthcare
16.81%
Consumer Non-Cycl.
11.56%
Industrials
9.72%
Other
19.07%
Diversification
DLN
Total weight of top 15 holdings out of 15
30.09%
PFM
Total weight of top 15 holdings out of 15
37.31%
Top 15 holdings
Data as of June 30, 2026
DLN
NVIDIA Corp.
3.51%
Microsoft Corp.
3.47%
JPMorgan Chase & Co.
2.96%
Broadcom Inc.
2.19%
Apple, Inc.
2.08%
Johnson & Johnson
1.97%
Exxon Mobil Corp.
1.86%
Meta Platforms, Inc.
1.72%
AbbVie, Inc.
1.70%
Morgan Stanley
1.59%
Chevron Corp.
1.53%
Philip Morris International, Inc.
1.42%
Alphabet, Inc.
1.40%
Merck & Co., Inc.
1.37%
The Coca-Cola Co.
1.32%
PFM
Eli Lilly & Co.
4.18%
Apple, Inc.
3.63%
Walmart, Inc.
3.39%
Microsoft Corp.
3.31%
Broadcom Inc.
3.26%
JPMorgan Chase & Co.
3.24%
Johnson & Johnson
2.25%
Exxon Mobil Corp.
2.08%
Visa, Inc.
2.05%
Lam Research Corp.
1.74%
Caterpillar, Inc.
1.69%
Cisco Systems, Inc.
1.65%
AbbVie, Inc.
1.65%
Mastercard, Inc.
1.61%
Oracle Corp.
1.57%
Frequently asked questions about DLN and PFM
How have the DLN and PFM ETFs performed in 2026?
As of July 27, 2026, DLN is up 12.85% year-to-date (YTD), while PFM has returned 10.53%. 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 +$33M in flows, compared to -$32M for PFM.
Which ETF is more volatile: DLN or PFM?
Over the past year, DLN had a volatility of 8.94%, while PFM experienced 9.45%.
Which ETF is bigger: DLN or PFM?
As of July 27, 2026, DLN holds $6.25 B in assets under management (AUM), while PFM manages $791.97 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 NVIDIA Corp., Microsoft Corp. and JPMorgan Chase & Co.. PFM holds in its top three: Eli Lilly & Co., Apple, Inc. and Walmart, Inc..
Which ETF is more diversified: DLN or PFM?
DLN holds 308 securities with 30.09% of its assets in the top 15. PFM has 431 securities and a top 15 weight of 37.31%.
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