DIVO vs DLN: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
DLNWisdomTree U.S. LargeCap Dividend Fund
WisdomTree · 309 holdings · $6.4B · as of 2026-03-31
How similar are DIVO and DLN?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; WisdomTree U.S. LargeCap Dividend Fund (DLN, by WisdomTree) holds 309. They have 23 holdings in common, and by portfolio weight the two funds are 25.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 25.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23DIVO holds 27 · DLN holds 309
- Weight in Shared Holdings
- DIVO 87%·DLN 27%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DIVO
4 of 27 positions (10.8% of the fund) are not held by DLN.
Sector Breakdown
| Sector | DIVO | DLN |
|---|---|---|
| Financials | 23.4% | 17.6% |
| Information Technology | 14.0% | 17.8% |
| Industrials | 14.2% | 8.6% |
| Health Care | 8.9% | 13.4% |
| Consumer Discretionary | 13.0% | 5.1% |
| Other Sectors | 20.1% | 37.6% |
| Unclassified | 4.4% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of DIVO, 0% of DLN).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
| DLN | +3.0% | +15.4% | +22.8% | +18.3% | +12.7% | +12.7% | 1.71% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DIVO vs DLN →
Shared Holdings(23)
The top 10 shared positions account for 73% of the overlap, led by JPM, MSFT and AAPL.
 JPMJPMorgan Chase & Co. COM | 5.01% | 3.29% | 3.29% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 5.09% | 2.96% | 2.96% |
 AAPLApple Inc. COM | 4.86% | 2.95% | 2.95% |
 CVXChevron Corp. COM | 4.81% | 2.27% | 2.27% |
 MRKMerck & Co., Inc COM | 3.20% | 1.41% | 1.41% |
 KOCoca-Cola Co (The) COM | 2.24% | 1.34% | 1.34% |
 HDHome Depot Inc. COM | 4.23% | 1.18% | 1.18% |
 WMTWalmart Inc COM | 3.73% | 1.14% | 1.14% |
 AMGNAmgen Inc. COM | 3.83% | 1.11% | 1.11% |
 VZVerizon Communications Inc. COM | 1.05% | 1.33% | 1.05% |
 GSGoldman Sachs Group, Inc. COM | 5.10% | 1.03% | 1.03% |
 IBMInternational Business Machines Corp. COM | 4.00% | 0.92% | 0.92% |
 VVisa Inc COM CL A | 4.28% | 0.90% | 0.90% |
 MCDMcDonald's Corp. COM | 4.06% | 0.76% | 0.76% |
 DUKDuke Energy Corp COM NEW | 2.11% | 0.66% | 0.66% |
 RTXRTX Corp. COM | 5.29% | 0.59% | 0.59% |
 CATCaterpillar Inc COM | 5.04% | 0.48% | 0.48% |
 TJXThe TJX Companies Inc. COM | 4.67% | 0.42% | 0.42% |
 AXPAmerican Express Company COM | 4.85% | 0.38% | 0.38% |
 CMECME Group Inc. COM | 4.19% | 0.27% | 0.27% |
 FDXFedEx Corporation COM | 2.30% | 0.25% | 0.25% |
 MPCMarathon Petroleum Corp. COM | 3.08% | 0.22% | 0.22% |
 METAMeta Platforms Inc CL A | 0.06% | 0.96% | 0.06% |
Frequently Asked Questions
How much do DIVO and DLN overlap?
DIVO and DLN overlap by 25.6% of portfolio weight. They share 23 holdings (DIVO holds 27 positions and DLN holds 309), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and DLN?
The two portfolios are 25.6% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DIVO and DLN?
The largest positions held by both funds are JPM, MSFT, AAPL, CVX and MRK. Together the top 10 shared positions account for 73% of the total overlap.
What does DIVO own that DLN doesn't?
4 positions (10.8% of DIVO) are unique to DIVO, led by Amplify Samsung SOFR ETF, AEM and MDT. In the other direction, 286 positions (73.1% of DLN) are unique to DLN.