DLN vs VYM: Holdings Overlap
DLNWisdomTree U.S. LargeCap Dividend Fund
WisdomTree · 309 holdings · $6.4B · as of 2026-03-31
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
Holdings snapshots are 30 days apart (DLN: 2026-03-31, VYM: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are DLN and VYM?
WisdomTree U.S. LargeCap Dividend Fund (DLN, by WisdomTree) holds 309 positions; Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608. They have 187 holdings in common, and by portfolio weight the two funds are 62.2% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 62.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 187DLN holds 309 · VYM holds 608
- Weight in Shared Holdings
- DLN 70%·VYM 81%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
122 of 309 positions (29.6% of the fund) are not held by VYM. Showing the top 30 by weight.
Only in VYM
421 of 608 positions (18.3% of the fund) are not held by DLN. Showing the top 30 by weight.
Sector Breakdown
| Sector | DLN | VYM |
|---|---|---|
| Financials | 17.6% | 20.6% |
| Information Technology | 17.8% | 16.7% |
| Health Care | 13.4% | 12.1% |
| Industrials | 8.6% | 12.7% |
| Energy | 9.4% | 9.7% |
| Other Sectors | 33.2% | 27.6% |
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% |
| VYM | +3.1% | +16.8% | +26.1% | +18.1% | +12.5% | +11.9% | 2.19% |
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 VYM →
Shared Holdings(187)
The top 10 shared positions account for 29% of the overlap, led by JPM, XOM and JNJ.
 JPMJPMorgan Chase & Co. COM | 3.29% | 3.34% | 3.29% |
|---|---|---|---|
 XOMExxon Mobil Corp. COM | 2.77% | 2.72% | 2.72% |
 JNJJohnson & Johnson COM | 2.11% | 2.30% | 2.11% |
 AVGOBroadcom Inc COM | 1.91% | 8.03% | 1.91% |
 ABBVAbbVie Inc. COM | 1.63% | 1.56% | 1.56% |
 CVXChevron Corp. COM | 2.27% | 1.51% | 1.51% |
 PGThe Procter & Gamble Co. COM | 1.37% | 1.44% | 1.37% |
 KOCoca-Cola Co (The) COM | 1.34% | 1.28% | 1.28% |
 HDHome Depot, Inc. (The) | 1.18% | 1.36% | 1.18% |
 MRKMerck & Co., Inc COM | 1.41% | 1.13% | 1.13% |
 PMPhilip Morris International Inc. COM | 1.41% | 1.07% | 1.07% |
 WFCWells Fargo & Co. COM | 1.09% | 1.06% | 1.06% |
 BACBank of America Corp. COM | 1.04% | 1.44% | 1.04% |
 GSGoldman Sachs Group, Inc. (The) | 1.03% | 1.07% | 1.03% |
 CSCOCisco Systems, Inc. COM | 0.92% | 1.52% | 0.92% |
 PEPPepsico Inc COM | 1.17% | 0.90% | 0.90% |
 MSMorgan Stanley COM NEW | 1.27% | 0.90% | 0.90% |
 IBMInternational Business Machines Corp. COM | 0.92% | 0.89% | 0.89% |
 UNHUnitedHealth Group Inc. COM | 0.89% | 1.40% | 0.89% |
 VZVerizon Communications Inc. COM | 1.33% | 0.84% | 0.84% |
 TXNTexas Instruments Inc. COM | 0.78% | 1.06% | 0.78% |
 MCDMcDonald's Corp. COM | 0.76% | 0.87% | 0.76% |
 TAT&T Inc COM | 1.29% | 0.75% | 0.75% |
 NEENextEra Energy Inc COM | 0.72% | 0.85% | 0.72% |
 AMGNAmgen Inc. COM | 1.11% | 0.71% | 0.71% |
Frequently Asked Questions
How much do DLN and VYM overlap?
DLN and VYM overlap by 62.2% of portfolio weight. They share 187 holdings (DLN holds 309 positions and VYM holds 608), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DLN and VYM?
The two portfolios are 62.2% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of DLN and VYM?
The largest positions held by both funds are JPM, XOM, JNJ, AVGO and ABBV. Together the top 10 shared positions account for 29% of the total overlap.
What does DLN own that VYM doesn't?
122 positions (29.6% of DLN) are unique to DLN, led by NVDA, MSFT and AAPL. In the other direction, 421 positions (18.3% of VYM) are unique to VYM.