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 25.14% year-to-date (YTD) with -$424M in YTD flows. DLN performs worse with 15.94% YTD performance, and +$37M 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 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWX DLN | +3.82%+3.71% | +4.25%+2.83% | +25.14%+15.94% | +30.21%+18.05% | +90.64%+79.63% | +81.32%+78.53% |
| Flows | IWX DLN | -$25M+$35M | -$204M+$4M | -$424M+$37M | +$108M+$65M | +$640M+$638M | +$1.18B+$959M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWX DLN | +8.27%+7.51% | +10.71%+8.92% | +12.16%+11.32% | +13.85%+13.18% |
| Max drawdown | IWX DLN | -3.56%-4.04% | -6.62%-6.10% | -13.33%-13.67% | -18.26%-16.34% |
| Max drawdown duration | IWX DLN | 46d76d | 67d64d | 128d127d | 555d454d |
Trading data
IWX | DLN | |
Last sale 10/30/2026 at 1:30 PM | $113.64 | $100.63 |
| Previous close 10/29/2026 | $114.68 | $101.20 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 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 10/30/2026 at 1:30 PM
Live
Closed
IWX | DLN | |
|---|---|---|
| Last price | $113.64 | $100.63 |
| 1D performance | -0.91% | -0.56% |
| AuM | $3.88 B | $6.39 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 | 305 |
| 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
96.77%
Other
3.23%
DLN
USA
99.9%
Other
0.1%
Sectors
IWX
Technology
25.37%
Finance
19.86%
Consumer Non-Cycl.
16.87%
Healthcare
13.44%
Industrials
7.34%
Other
17.12%
DLN
Technology
26.59%
Finance
20.48%
Healthcare
13.61%
Consumer Non-Cycl.
9.8%
Energy
8.07%
Other
21.46%
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Diversification
IWX
Total weight of top 15 holdings out of 15
47.82%
DLN
Total weight of top 15 holdings out of 15
33.73%
Top 15 holdings
Data as of September 30, 2026
IWX
Amazon.com, Inc.
8.36%
Apple, Inc.
8.33%
Microsoft Corp.
7.19%
Berkshire Hathaway, Inc.
3.50%
JPMorgan Chase & Co.
3.34%
ExxonMobil Holdings Corp.
2.53%
Johnson & Johnson
2.41%
Intel Corp.
2.07%
AbbVie, Inc.
1.61%
Cisco Systems, Inc.
1.60%
Walmart, Inc.
1.57%
Chevron Corp.
1.43%
Merck & Co., Inc.
1.36%
Procter & Gamble Co.
1.28%
UnitedHealth Group, Inc.
1.25%
DLN
Microsoft Corp.
4.96%
NVIDIA Corp.
4.01%
JPMorgan Chase & Co.
2.90%
Apple, Inc.
2.45%
Meta Platforms, Inc.
2.31%
ExxonMobil Holdings Corp.
2.15%
Johnson & Johnson
2.11%
Broadcom Inc.
2.02%
AbbVie, Inc.
1.81%
Chevron Corp.
1.79%
Merck & Co., Inc.
1.60%
Philip Morris International, Inc.
1.51%
The Coca-Cola Co.
1.40%
Morgan Stanley
1.37%
Alphabet, Inc.
1.36%
Frequently asked questions about IWX and DLN
How have the IWX and DLN ETFs performed in 2026?
As of October 30, 2026, IWX is up 25.14% year-to-date (YTD), while DLN has returned 15.94%. 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 -$424M in flows, compared to +$37M for DLN.
Which ETF is more volatile: IWX or DLN?
Over the past year, IWX had a volatility of 10.71%, while DLN experienced 8.92%.
Which ETF is bigger: IWX or DLN?
As of October 30, 2026, IWX holds $3.88 B in assets under management (AUM), while DLN manages $6.39 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 Amazon.com, Inc., Apple, 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 47.82% of its assets in the top 15. DLN has 815 securities and a top 15 weight of 33.73%.
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Latest news about IWX & DLN
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