BLGR vs. DLN

Last updated Jul 16, 2026

BLGR (Bluemonte Large Cap Growth ETF) and DLN (WisdomTree U.S. LargeCap Dividend Fund) are both exchange-traded funds - BLGR is a Large Cap Growth Equities fund managed by Bluemonte, while DLN is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Dividend Index. Over the past year, BLGR returned 21.52% vs 21.18% for DLN. A 0.55 correlation means they provide meaningful diversification when combined. BLGR charges 0.24%/yr vs 0.28%/yr for DLN.

Performance

BLGR vs. DLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) and WisdomTree U.S. LargeCap Dividend Fund (DLN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLGR achieves a 9.83% return, which is significantly lower than DLN's 12.24% return.

BLGR

• 1D: 0.54%
• 1M: 0.53%
• 6M: 9.99%
• YTD: 9.83%
• 1Y: 21.52%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DLN

• 1D: 0.34%
• 1M: 1.01%
• 6M: 9.89%
• YTD: 12.24%
• 1Y: 21.18%
• 3Y*: 17.77%
• 5Y*: 12.48%
• 10Y*: 12.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLGR vs. DLN - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	9.83%	16.59%
DLN WisdomTree U.S. LargeCap Dividend Fund	12.24%	11.17%

Correlation

The correlation between BLGR and DLN is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.55
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.55

The correlation between BLGR and DLN has been stable across timeframes, ranging from 0.55 to 0.55 - a consistent structural relationship.

BLGR vs. DLN - Sectors Allocation Comparison

Sectors	BLGR	DLN
Technology	49.0%	22.8%
Communication Services	15.6%	7.5%
Consumer Cyclical	10.6%	4.9%
Financial Services	7.7%	17.4%
Healthcare	6.9%	12.6%
Industrials	6.0%	7.8%
Consumer Defensive	1.7%	8.9%
Basic Materials	0.7%	1.0%
Real Estate	0.6%	3.9%
Energy	0.5%	7.9%
Utilities	0.5%	5.5%

Return for Risk

BLGR vs. DLN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BLGR

BLGR Risk / Return Rank: 42
BLGR Sharpe Ratio Rank: 46
BLGR Sortino Ratio Rank: 43
BLGR Omega Ratio Rank: 43
BLGR Calmar Ratio Rank: 36
BLGR Martin Ratio Rank: 42

DLN

DLN Risk / Return Rank: 88
DLN Sharpe Ratio Rank: 90
DLN Sortino Ratio Rank: 91
DLN Omega Ratio Rank: 88
DLN Calmar Ratio Rank: 82
DLN Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLGR vs. DLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and WisdomTree U.S. LargeCap Dividend Fund (DLN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BLGR	DLN	Difference
Sharpe ratio: Return per unit of total volatility	1.33	2.39	-1.06
Sortino ratio: Return per unit of downside risk	1.86	3.42	-1.56
Omega ratio: Gain probability vs. loss probability	1.23	1.44	-0.20
Calmar ratio: Return relative to maximum drawdown	1.54	3.49	-1.95
Martin ratio: Return relative to average drawdown	5.53	14.60	-9.07

BLGR vs. DLN - Sharpe Ratio Comparison

The current BLGR Sharpe Ratio is 1.33, which is lower than the DLN Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of BLGR and DLN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BLGR vs. DLN - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, smaller than the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for BLGR and DLN.

Drawdown Indicators

	BLGR	DLN	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-57.84%	+43.76%
Max Drawdown (1Y) Largest decline over 1 year	-14.08%	-6.10%	-7.98%
Max Drawdown (3Y) Largest decline over 3 years	—	-13.71%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.26%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.82%	—
Current Drawdown Current decline from peak	-1.84%	-0.02%	-1.82%
Average Drawdown Average peak-to-trough decline	-2.56%	-7.48%	+4.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.90%	1.45%	+2.45%

Volatility

BLGR vs. DLN - Volatility Comparison

Bluemonte Large Cap Growth ETF (BLGR) has a higher volatility of 5.33% compared to WisdomTree U.S. LargeCap Dividend Fund (DLN) at 2.00%. This indicates that BLGR's price experiences larger fluctuations and is considered to be riskier than DLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLGR	DLN	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.33%	2.00%	+3.33%
Volatility (6M) Calculated over the trailing 6-month period	13.03%	6.91%	+6.12%
Volatility (1Y) Calculated over the trailing 1-year period	16.21%	8.95%	+7.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.97%	13.25%	+2.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.97%	16.11%	-0.14%

BLGR vs. DLN - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is lower than DLN's 0.28% expense ratio.

Dividends

BLGR vs. DLN - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.32%, less than DLN's 1.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLGR Bluemonte Large Cap Growth ETF	0.32%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DLN WisdomTree U.S. LargeCap Dividend Fund	1.76%	1.90%	2.00%	2.43%	2.53%	2.01%	2.66%	2.51%	2.90%	2.33%	2.64%	2.80%

Frequently Asked Questions

Can I hold both BLGR and DLN in my portfolio?

BLGR and DLN have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BLGR or DLN?

BLGR has higher volatility (5.33%) compared to DLN (2.00%). In terms of maximum drawdown, BLGR dropped -14.08% vs DLN's -57.84%.

Which ETF is better, BLGR or DLN?

On 1-year performance, BLGR leads with 21.52% vs 21.18% for DLN. On fees, BLGR is cheaper at 0.24% per year. On volatility, DLN has been the lower-risk option at 2.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BLGR or DLN?

Over the 1-year period, BLGR has performed better with a 21.52% return vs 21.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BLGR or DLN?

BLGR is cheaper with a 0.24% expense ratio, compared with 0.28% for DLN.

Which ETF pays a higher dividend yield, BLGR or DLN?

DLN has the higher dividend yield at 1.76%, compared with 0.32% for BLGR.

What is the main difference between BLGR and DLN?

BLGR is categorized as Large Cap Growth Equities, while DLN is Large Cap Value Equities. They also come from different issuers: Bluemonte and WisdomTree. Their fees differ too: 0.24% for BLGR and 0.28% for DLN.

Which has better risk-adjusted returns?

DLN currently has the higher Sharpe Ratio (2.39 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.