DLN vs VOO: Holdings Overlap
DLNWisdomTree U.S. LargeCap Dividend Fund
WisdomTree · 309 holdings · $6.4B · as of 2026-03-31
Vanguard · 504 holdings · $1.03T · as of 2026-03-31
How similar are DLN and VOO?
WisdomTree U.S. LargeCap Dividend Fund (DLN, by WisdomTree) holds 309 positions; Vanguard 500 Index Fund (VOO, by Vanguard) holds 504. They have 291 holdings in common, and by portfolio weight the two funds are 57.7% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 57.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 291DLN holds 309 · VOO holds 504
- Weight in Shared Holdings
- DLN 99%·VOO 78%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 DLN
18 of 309 positions (0.6% of the fund) are not held by VOO.
Only in VOO
213 of 504 positions (22.1% of the fund) are not held by DLN. Showing the top 30 by weight.
Sector Breakdown
| Sector | DLN | VOO |
|---|---|---|
| Information Technology | 17.8% | 32.7% |
| Financials | 17.6% | 12.4% |
| Health Care | 13.4% | 9.5% |
| Communication Services | 7.6% | 10.5% |
| Consumer Discretionary | 5.1% | 9.9% |
| Other Sectors | 38.5% | 24.9% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DLN | +3.0% | +15.4% | +22.8% | +18.3% | +12.7% | +12.7% | 1.71% |
| VOO | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.03% |
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 DLN vs VOO →
Shared Holdings(291)
The top 10 shared positions account for 32% of the overlap, led by NVDA, MSFT and AAPL.
 NVDANVIDIA Corp. COM | 3.38% | 7.58% | 3.38% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 2.96% | 4.91% | 2.96% |
 AAPLApple Inc. COM | 2.95% | 6.66% | 2.95% |
 AVGOBroadcom Inc COM | 1.91% | 2.62% | 1.91% |
 JPMJPMorgan Chase & Co. COM | 3.29% | 1.34% | 1.34% |
 XOMExxon Mobil Corp. COM | 2.77% | 1.27% | 1.27% |
 GOOGLAlphabet Inc. CAP STK CL A | 1.26% | 2.99% | 1.26% |
 GOOGAlphabet Inc. CAP STK CL C | 1.16% | 2.40% | 1.16% |
 LLYEli Lilly & Co. COM | 1.08% | 1.30% | 1.08% |
 JNJJohnson & Johnson COM | 2.11% | 1.05% | 1.05% |
 WMTWalmart Inc COM | 1.14% | 0.97% | 0.97% |
 METAMeta Platforms, Inc., Class A | 0.96% | 2.24% | 0.96% |
 VVisa, Inc., Class A | 0.90% | 0.89% | 0.89% |
 CVXChevron Corp. COM | 2.27% | 0.69% | 0.69% |
 ABBVAbbVie Inc. COM | 1.63% | 0.69% | 0.69% |
 PGThe Procter & Gamble Co. COM | 1.37% | 0.60% | 0.60% |
 HDHome Depot, Inc. (The) | 1.18% | 0.59% | 0.59% |
 BACBank of America Corp. COM | 1.04% | 0.56% | 0.56% |
 CSCOCisco Systems, Inc. COM | 0.92% | 0.55% | 0.55% |
 MRKMerck & Co., Inc COM | 1.41% | 0.53% | 0.53% |
 KOCoca-Cola Co (The) COM | 1.34% | 0.53% | 0.53% |
 CATCaterpillar Inc COM | 0.48% | 0.59% | 0.48% |
 RTXRTX Corp. COM | 0.59% | 0.46% | 0.46% |
 PMPhilip Morris International Inc. COM | 1.41% | 0.46% | 0.46% |
 ORCLOracle Corp. COM | 0.56% | 0.45% | 0.45% |
Showing the top 250 of 291 shared holdings by overlap weight.
Frequently Asked Questions
How much do DLN and VOO overlap?
DLN and VOO overlap by 57.7% of portfolio weight. They share 291 holdings (DLN holds 309 positions and VOO holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DLN and VOO?
The two portfolios are 57.7% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of DLN and VOO?
The largest positions held by both funds are NVDA, MSFT, AAPL, AVGO and JPM. Together the top 10 shared positions account for 32% of the total overlap.
What does DLN own that VOO doesn't?
18 positions (0.6% of DLN) are unique to DLN, led by FERG, LNG and MRVL. In the other direction, 213 positions (22.1% of VOO) are unique to VOO.