IWXvsDLNETF Comparison
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iShares Russell Top 200 Value ETF (IWX) belongs to the US Large Cap Value segment. WisdomTree LargeCap Dividend Fund (DLN) is part of the US High Dividend segment. IWX's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, DLN's top sector exposures are Technology, Finance and Healthcare. IWX is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.28% for DLN. IWX is up 21.85% year-to-date (YTD) with -$377M in YTD flows. DLN performs worse with 14.08% YTD performance, and -$8M in YTD flows. Run a side-by-side ETF comparison of IWX and DLN 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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IWX vs DLN performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWX DLN | -0.75%-1.53% | +4.97%+2.65% | +21.85%+14.08% | +29.23%+17.66% | +72.37%+65.82% | +82.30%+79.34% |
| Flows | IWX DLN | -$118M-$52K | +$106M-$50M | -$377M-$8M | +$194M+$93M | +$655M+$578M | +$1.23B+$933M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWX DLN | +10.04%+7.56% | +10.90%+8.95% | +12.32%+11.47% | +13.95%+13.25% |
| Max drawdown | IWX DLN | -2.44%-2.13% | -6.62%-6.10% | -13.33%-13.67% | -18.26%-16.34% |
| Max drawdown duration | IWX DLN | 13d33d | 67d64d | 128d127d | 555d454d |
Trading data
IWX | DLN | |
Last sale 9/16/2026 at 1:30 PM | $110.67 | $98.34 |
| Previous close 09/16/2026 | $111.64 | $99.31 |
| Consolidated volume 09/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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IWX | DLN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/16/2026 at 1:30 PM
Live
Closed
IWX | DLN | |
|---|---|---|
| Last price | $110.67 | $98.34 |
| 1D performance | -0.87% | -0.98% |
| AuM | $3.84 B | $6.27 B |
| E/R | 0.2% | 0.28% |
Characteristics
IWX | DLN | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | WisdomTree |
| Benchmark | Russell Top 200 Value Index | WisdomTree U.S. LargeCap Dividend Index |
| N° of holdings | 153 | 814 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2009 | June 16, 2006 |
| ESG | No | No |
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Exposure
Countries
IWX
USA
96.68%
Other
3.32%
DLN
USA
99.88%
Other
0.12%
Sectors
IWX
Technology
23.28%
Finance
21.24%
Consumer Non-Cycl.
16.86%
Healthcare
13.13%
Industrials
7.85%
Other
17.64%
DLN
Technology
24.37%
Finance
21.88%
Healthcare
12.98%
Consumer Non-Cycl.
10.09%
Energy
7.68%
Industrials
7.28%
Other
15.72%
Diversification
IWX
Total weight of top 15 holdings out of 15
46.46%
DLN
Total weight of top 15 holdings out of 15
31.79%
Top 15 holdings
Data as of July 31, 2026
IWX
Apple, Inc.
8.34%
Amazon.com, Inc.
7.91%
Microsoft Corp.
6.33%
Berkshire Hathaway, Inc.
3.58%
JPMorgan Chase & Co.
3.54%
ExxonMobil Holdings Corp.
2.47%
Johnson & Johnson
2.33%
Cisco Systems, Inc.
1.69%
Walmart, Inc.
1.68%
AbbVie, Inc.
1.58%
Intel Corp.
1.51%
UnitedHealth Group, Inc.
1.44%
Bank of America Corp.
1.44%
Chevron Corp.
1.35%
Procter & Gamble Co.
1.27%
DLN
Microsoft Corp.
4.37%
NVIDIA Corp.
3.43%
JPMorgan Chase & Co.
3.03%
Apple, Inc.
2.47%
Broadcom Inc.
2.19%
ExxonMobil Holdings Corp.
2.08%
Johnson & Johnson
2.01%
AbbVie, Inc.
1.76%
Meta Platforms, Inc.
1.68%
Chevron Corp.
1.67%
Philip Morris International, Inc.
1.49%
Morgan Stanley
1.47%
The Coca-Cola Co.
1.42%
Merck & Co., Inc.
1.39%
Alphabet, Inc.
1.33%
Frequently asked questions about IWX and DLN
How have the IWX and DLN ETFs performed in 2026?
As of September 16, 2026, IWX is up 21.85% year-to-date (YTD), while DLN has returned 14.08%. That puts IWX better performer ahead so far this year.
Which ETF is attracting more investor money: IWX or DLN?
Year-to-date, the IWX ETF saw -$377M in flows, compared to -$8M for DLN.
Which ETF is more volatile: IWX or DLN?
Over the past year, IWX had a volatility of 10.9%, while DLN experienced 8.95%.
Which ETF is bigger: IWX or DLN?
As of September 16, 2026, IWX holds $3.84 B in assets under management (AUM), while DLN manages $6.27 B.
What sectors do the IWX and DLN ETFs invest in?
IWX leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, DLN focuses on Technology, Finance and Healthcare.
What are the top holdings of the IWX ETF and DLN ETF?
IWX top holdings include Apple, Inc., Amazon.com, Inc. and Microsoft Corp.. DLN holds in its top three: Microsoft Corp., NVIDIA Corp. and JPMorgan Chase & Co..
Which ETF is more diversified: IWX or DLN?
IWX holds 153 securities with 46.46% of its assets in the top 15. DLN has 819 securities and a top 15 weight of 31.79%.
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Latest news about IWX & DLN
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