WisdomTree US LargeCap Dividend ETF (DLN)
DLN is a passive ETF by WisdomTree tracking the investment results of the WisdomTree LargeCap Dividend Index. DLN launched on Jun 16, 2006 and has a 0.28% expense ratio.
ETF Info
US97717W3079
97717W307
Jun 16, 2006
North America (U.S.)
1x
WisdomTree LargeCap Dividend Index
Large-Cap
Blend
Expense Ratio
DLN features an expense ratio of 0.28%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree US LargeCap Dividend ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree US LargeCap Dividend ETF had a return of 18.52% year-to-date (YTD) and 20.53% in the last 12 months. Over the past 10 years, WisdomTree US LargeCap Dividend ETF had an annualized return of 10.36%, while the S&P 500 had an annualized return of 10.96%, indicating that WisdomTree US LargeCap Dividend ETF did not perform as well as the benchmark.
DLN
18.52%
-3.35%
6.59%
20.53%
10.59%
10.36%
^GSPC (Benchmark)
23.00%
-0.84%
7.20%
24.88%
12.77%
10.96%
Monthly Returns
The table below presents the monthly returns of DLN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.28% | 3.53% | 4.18% | -3.98% | 3.56% | 1.94% | 3.54% | 3.27% | 1.52% | -0.26% | 5.11% | 18.52% | |
| 2023 | 2.74% | -3.18% | 0.97% | 1.60% | -3.52% | 5.55% | 3.21% | -2.05% | -3.76% | -2.44% | 6.68% | 4.49% | 9.95% |
| 2022 | -1.52% | -1.85% | 3.40% | -4.33% | 2.28% | -7.46% | 5.62% | -2.87% | -8.21% | 10.86% | 5.86% | -3.78% | -3.78% |
| 2021 | -1.21% | 1.37% | 7.01% | 3.37% | 1.68% | 0.37% | 2.26% | 2.40% | -4.80% | 5.79% | -1.31% | 6.72% | 25.60% |
| 2020 | -1.67% | -9.16% | -13.81% | 11.51% | 3.18% | 0.50% | 3.80% | 4.52% | -3.07% | -2.91% | 11.44% | 3.26% | 4.59% |
| 2019 | 7.11% | 3.32% | 1.48% | 3.53% | -6.40% | 6.89% | 1.45% | -1.80% | 3.33% | 1.68% | 3.07% | 2.75% | 28.92% |
| 2018 | 3.74% | -4.59% | -2.35% | 0.14% | 1.41% | 0.44% | 4.08% | 2.22% | 0.67% | -4.56% | 2.35% | -8.69% | -5.81% |
| 2017 | 0.59% | 3.94% | -0.13% | 0.29% | 1.00% | 0.67% | 1.51% | 0.20% | 2.24% | 1.71% | 3.52% | 1.41% | 18.22% |
| 2016 | -3.31% | 0.53% | 6.82% | 0.42% | 1.40% | 2.06% | 2.77% | -0.30% | -0.08% | -1.84% | 3.75% | 2.68% | 15.51% |
| 2015 | -3.29% | 5.00% | -2.08% | 1.54% | 0.54% | -2.49% | 1.30% | -5.94% | -1.68% | 8.10% | -0.06% | -1.36% | -1.19% |
| 2014 | -3.86% | 3.81% | 2.50% | 1.72% | 1.74% | 1.71% | -1.45% | 3.60% | -0.94% | 2.40% | 2.90% | -0.42% | 14.25% |
| 2013 | 4.94% | 1.40% | 3.87% | 2.62% | 0.68% | -1.08% | 4.36% | -3.33% | 2.08% | 4.95% | 2.28% | 1.98% | 27.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 80, DLN is among the top 20% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree US LargeCap Dividend ETF (DLN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree US LargeCap Dividend ETF provided a 2.10% dividend yield over the last twelve months, with an annual payout of $1.62 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.62 | $1.62 | $1.57 | $1.33 | $1.43 | $1.33 | $1.22 | $1.07 | $1.06 | $1.07 | $0.87 | $0.80 |
Dividend yield | 2.10% | 2.43% | 2.53% | 2.02% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 3.01% | 2.34% | 2.40% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree US LargeCap Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.05 | $0.10 | $0.16 | $0.13 | $0.13 | $0.16 | $0.10 | $0.14 | $0.16 | $0.11 | $0.14 | $0.00 | $1.37 |
| 2023 | $0.05 | $0.09 | $0.22 | $0.09 | $0.16 | $0.14 | $0.11 | $0.14 | $0.15 | $0.10 | $0.12 | $0.25 | $1.62 |
| 2022 | $0.06 | $0.04 | $0.19 | $0.14 | $0.11 | $0.18 | $0.11 | $0.14 | $0.18 | $0.10 | $0.11 | $0.24 | $1.57 |
| 2021 | $0.08 | $0.05 | $0.13 | $0.12 | $0.07 | $0.15 | $0.12 | $0.08 | $0.14 | $0.12 | $0.08 | $0.21 | $1.33 |
| 2020 | $0.06 | $0.15 | $0.13 | $0.09 | $0.13 | $0.14 | $0.10 | $0.11 | $0.10 | $0.14 | $0.09 | $0.20 | $1.43 |
| 2019 | $0.07 | $0.07 | $0.16 | $0.10 | $0.13 | $0.11 | $0.09 | $0.14 | $0.10 | $0.09 | $0.13 | $0.15 | $1.33 |
| 2018 | $0.06 | $0.04 | $0.19 | $0.05 | $0.06 | $0.14 | $0.12 | $0.07 | $0.17 | $0.07 | $0.07 | $0.19 | $1.22 |
| 2017 | $0.06 | $0.06 | $0.13 | $0.05 | $0.07 | $0.12 | $0.09 | $0.09 | $0.12 | $0.08 | $0.05 | $0.17 | $1.07 |
| 2016 | $0.05 | $0.08 | $0.09 | $0.09 | $0.07 | $0.09 | $0.09 | $0.09 | $0.11 | $0.07 | $0.08 | $0.14 | $1.06 |
| 2015 | $0.04 | $0.09 | $0.09 | $0.07 | $0.09 | $0.09 | $0.15 | $0.08 | $0.09 | $0.09 | $0.08 | $0.13 | $1.07 |
| 2014 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.07 | $0.07 | $0.08 | $0.08 | $0.05 | $0.09 | $0.12 | $0.87 |
| 2013 | $0.06 | $0.06 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.09 | $0.80 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree US LargeCap Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree US LargeCap Dividend ETF was 57.84%, occurring on Mar 9, 2009. Recovery took 869 trading sessions.
The current WisdomTree US LargeCap Dividend ETF drawdown is 5.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.84% | Oct 10, 2007 | 355 | Mar 9, 2009 | 869 | Aug 16, 2012 | 1224 |
| -35.82% | Feb 13, 2020 | 27 | Mar 23, 2020 | 177 | Dec 2, 2020 | 204 |
| -16.8% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -16.26% | Apr 21, 2022 | 113 | Sep 30, 2022 | 199 | Jul 19, 2023 | 312 |
| -12.95% | May 22, 2015 | 66 | Aug 25, 2015 | 149 | Mar 30, 2016 | 215 |
Volatility
Volatility Chart
The current WisdomTree US LargeCap Dividend ETF volatility is 3.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.