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SHRYvsDLNETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) and WisdomTree LargeCap Dividend Fund (DLN) belong to the same industry segment: US High Dividend. SHRY's top 3 sector exposures are Information Technology, Financials and Energy. In contrast, DLN's top sector exposures are Information Technology, Financials and Health Care. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.28% for DLN. SHRY is up 3.63% year-to-date (YTD) with +$28K in YTD flows. DLN performs worse with 2.42% YTD performance, and -$383K in YTD flows. Run a side-by-side ETF comparison of SHRY 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.
SHRY vs DLN performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY DLN | -1.95%-2.73% | +2.63%+2.48% | +3.63%+2.42% | +10.94%+18.14% | +54.70%+61.85% | +56.96%+79.69% |
| Flows | SHRY DLN | -+$5M | +$28K+$4M | +$28K-$383K | -$2M+$338M | -$6M+$399M | -$14M+$1.02B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY DLN | +10.88%+9.18% | +15.70%+13.96% | +13.28%+11.70% | +15.94%+13.28% |
| Max drawdown | SHRY DLN | -4.32%-3.78% | -11.75%-11.20% | -15.23%-13.67% | -23.88%-16.34% |
| Max drawdown duration | SHRY DLN | 10d29d | 37d51d | 208d127d | 717d454d |
SHRY | DLN | |
Last sale 3/13/2026 at 1:30 PM | $43.34 | $89.83 |
| Previous close 03/12/2026 | $43.41 | $89.99 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHRY | DLN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | DLN | |
|---|---|---|
| Last price | $43.34 | $89.83 |
| 1D performance | -0.15% | -0.18% |
| AuM | $17.36 M | $5.68 B |
| E/R | 0.6% | 0.28% |
SHRY | DLN | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | WisdomTree |
| Benchmark | Bloomberg Shareholder Yield Index | WisdomTree U.S. LargeCap Dividend Index |
| N° of holdings | 50 | 297 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | June 16, 2006 |
| 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 SHRY and DLN ETFs performed in 2026?
As of March 12, 2026, SHRY is up 3.63% year-to-date (YTD), while DLN has returned 2.42%. That puts SHRY better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or DLN?
Year-to-date, the SHRY ETF saw +$28K in flows, compared to -$383K for DLN.
Which ETF is more volatile: SHRY or DLN?
Over the past year, SHRY had a volatility of 15.7%, while DLN experienced 13.96%.
Which ETF is bigger: SHRY or DLN?
As of March 12, 2026, SHRY holds $17.36 M in assets under management (AUM), while DLN manages $5.68 B.
What sectors do the SHRY and DLN ETFs invest in?
SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, DLN focuses on Information Technology, Financials and Health Care.
What are the top holdings of the SHRY ETF and DLN ETF?
SHRY top holdings include COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. DLN holds in its top three: MICROSOFT-T, JPMORGAN CHASE and NVIDIA.
Which ETF is more diversified: SHRY or DLN?
SHRY holds 50 securities with 51.26% of its assets in the top 15. DLN has 309 securities and a top 15 weight of 31.97%.
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