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WisdomTree US LargeCap Dividend ETF (DLN)

ETF · Currency in USD
ISIN
US97717W3079
CUSIP
97717W307
Issuer
WisdomTree
Inception Date
Jun 16, 2006
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.28%
Index Tracked
WisdomTree LargeCap Dividend Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

DLNPrice Chart


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DLNPerformance

The chart shows the growth of $10,000 invested in WisdomTree US LargeCap Dividend ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,494 for a total return of roughly 314.94%. All prices are adjusted for splits and dividends.


DLN (WisdomTree US LargeCap Dividend ETF)
Benchmark (S&P 500)

DLNReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.17%0.43%
6M6.01%9.37%
YTD19.28%22.33%
1Y22.45%26.59%
5Y12.91%15.74%
10Y13.64%14.46%

DLNMonthly Returns Heatmap


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DLNSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree US LargeCap Dividend ETF Sharpe ratio is 2.14. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


DLN (WisdomTree US LargeCap Dividend ETF)
Benchmark (S&P 500)

DLNDividends

WisdomTree US LargeCap Dividend ETF granted a 2.10% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $2.65 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.65$2.86$2.65$2.45$2.15$2.11$1.84$1.74$1.60$1.60$1.35$1.24

Dividend yield

2.10%2.66%2.51%2.90%2.33%2.64%2.59%2.34%2.40%2.98%2.75%2.69%

DLNDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


DLN (WisdomTree US LargeCap Dividend ETF)
Benchmark (S&P 500)

DLNWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree US LargeCap Dividend ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree US LargeCap Dividend ETF is 35.82%, recorded on Mar 23, 2020. It took 172 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.82%Feb 13, 202027Mar 23, 2020172Nov 24, 2020199
-16.8%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-14.92%Jul 8, 201124Aug 10, 2011100Jan 3, 2012124
-13.31%May 22, 201566Aug 25, 2015151Apr 1, 2016217
-12.6%Apr 26, 201049Jul 2, 201065Oct 5, 2010114
-10.81%Jan 29, 201839Mar 23, 2018123Sep 18, 2018162
-7.35%Jan 20, 201014Feb 8, 201025Mar 16, 201039
-7.17%Apr 3, 201243Jun 4, 201231Jul 18, 201274
-7.07%Oct 19, 201218Nov 15, 201233Jan 4, 201351
-6.46%Sep 22, 201419Oct 16, 201411Oct 31, 201430

DLNVolatility Chart

Current WisdomTree US LargeCap Dividend ETF volatility is 11.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


DLN (WisdomTree US LargeCap Dividend ETF)
Benchmark (S&P 500)

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