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
| ISIN | US97717W3079 |
|---|---|
| CUSIP | 97717W307 |
| Issuer | WisdomTree |
| Inception Date | Jun 16, 2006 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities, Dividend |
| Index Tracked | WisdomTree LargeCap Dividend Index |
| Home Page | www.wisdomtree.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The WisdomTree US LargeCap Dividend ETF has a high expense ratio of 0.28%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: DLN vs. DGRW, DLN vs. SCHD, DLN vs. DTD, DLN vs. VYM, DLN vs. DGRO, DLN vs. VOO, DLN vs. COWZ, DLN vs. SPYD, DLN vs. JEPI, DLN vs. DJD
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 4.04% year-to-date (YTD) and 11.78% in the last 12 months. Over the past 10 years, WisdomTree US LargeCap Dividend ETF had an annualized return of 10.18%, which was very close to the S&P 500 benchmark's annualized return of 10.50%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.04% | 5.90% |
| 1 month | -2.11% | -1.28% |
| 6 months | 11.80% | 15.51% |
| 1 year | 11.78% | 21.68% |
| 5 years (annualized) | 10.16% | 11.74% |
| 10 years (annualized) | 10.18% | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.28% | 3.53% | 4.18% | |||||||||
| 2023 | -3.77% | -2.44% | 6.68% | 4.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
WisdomTree US LargeCap Dividend ETF(DLN)
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 granted a 2.28% dividend yield in the last twelve months. The annual payout for that period amounted to $1.57 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.57 | $1.62 | $1.57 | $1.33 | $1.43 | $1.33 | $1.22 | $1.07 | $1.06 | $1.00 | $0.87 | $0.80 |
Dividend yield | 2.28% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.05 | $0.10 | $0.16 | |||||||||
| 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 |
| 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 |
| 2021 | $0.08 | $0.05 | $0.12 | $0.12 | $0.07 | $0.15 | $0.12 | $0.08 | $0.14 | $0.12 | $0.08 | $0.21 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2015 | $0.04 | $0.09 | $0.09 | $0.07 | $0.09 | $0.09 | $0.08 | $0.08 | $0.09 | $0.09 | $0.08 | $0.13 |
| 2014 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.07 | $0.07 | $0.08 | $0.08 | $0.05 | $0.08 | $0.12 |
| 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 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 4.75%.
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 |
| -13.13% | May 22, 2015 | 66 | Aug 25, 2015 | 151 | Apr 1, 2016 | 217 |
Volatility
Volatility Chart
The current WisdomTree US LargeCap Dividend ETF volatility is 3.17%, 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.