DLN vs. DGRW
Compare and contrast key facts about WisdomTree US LargeCap Dividend ETF (DLN) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DLN and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DLN is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree LargeCap Dividend Index. It was launched on Jun 16, 2006. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. Both DLN and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLN or DGRW.
Correlation
The correlation between DLN and DGRW is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DLN vs. DGRW - Performance Comparison
Key characteristics
DLN:
2.27
DGRW:
1.84
DLN:
3.13
DGRW:
2.58
DLN:
1.42
DGRW:
1.34
DLN:
3.69
DGRW:
3.16
DLN:
13.72
DGRW:
10.95
DLN:
1.60%
DGRW:
1.81%
DLN:
9.68%
DGRW:
10.72%
DLN:
-57.84%
DGRW:
-32.04%
DLN:
-4.85%
DGRW:
-4.53%
Returns By Period
In the year-to-date period, DLN achieves a 19.90% return, which is significantly higher than DGRW's 17.79% return. Over the past 10 years, DLN has underperformed DGRW with an annualized return of 10.44%, while DGRW has yielded a comparatively higher 12.33% annualized return.
DLN
19.90%
-2.27%
8.15%
20.97%
10.83%
10.44%
DGRW
17.79%
-1.80%
4.69%
18.81%
13.15%
12.33%
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DLN vs. DGRW - Expense Ratio Comparison
Both DLN and DGRW have an expense ratio of 0.28%.
Risk-Adjusted Performance
DLN vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US LargeCap Dividend ETF (DLN) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
Dividends
DLN vs. DGRW - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 2.07%, more than DGRW's 1.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 1.75% | 2.43% | 2.53% | 2.02% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 3.01% | 2.34% | 2.40% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.29% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
DLN vs. DGRW - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DLN and DGRW. For additional features, visit the drawdowns tool.
Volatility
DLN vs. DGRW - Volatility Comparison
WisdomTree US LargeCap Dividend ETF (DLN) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 3.33% and 3.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.