DLN vs. DTD
Compare and contrast key facts about WisdomTree US LargeCap Dividend ETF (DLN) and WisdomTree U.S. Total Dividend Fund (DTD).
DLN and DTD 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. DTD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Index. It was launched on Jun 16, 2006. Both DLN and DTD 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 DTD.
Key characteristics
| DLN | DTD | |
|---|---|---|
| YTD Return | 5.07% | 4.47% |
| 1Y Return | 16.07% | 16.48% |
| 3Y Return (Ann) | 7.74% | 7.51% |
| 5Y Return (Ann) | 10.17% | 9.66% |
| 10Y Return (Ann) | 10.18% | 9.86% |
| Sharpe Ratio | 1.51 | 1.50 |
| Daily Std Dev | 9.95% | 10.45% |
| Max Drawdown | -57.84% | -58.20% |
| Current Drawdown | -3.81% | -3.87% |
Correlation
The correlation between DLN and DTD is 0.97, 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. DTD - Performance Comparison
In the year-to-date period, DLN achieves a 5.07% return, which is significantly higher than DTD's 4.47% return. Both investments have delivered pretty close results over the past 10 years, with DLN having a 10.18% annualized return and DTD not far behind at 9.86%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DLN vs. DTD - Expense Ratio Comparison
Both DLN and DTD have an expense ratio of 0.28%.
Risk-Adjusted Performance
DLN vs. DTD - 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. Total Dividend Fund (DTD). 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. DTD - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 2.32%, less than DTD's 2.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 2.32% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 3.01% | 2.34% | 2.40% |
DTD WisdomTree U.S. Total Dividend Fund | 2.36% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 2.66% | 2.81% | 2.42% | 2.38% |
Drawdowns
DLN vs. DTD - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, roughly equal to the maximum DTD drawdown of -58.20%. Use the drawdown chart below to compare losses from any high point for DLN and DTD. For additional features, visit the drawdowns tool.
Volatility
DLN vs. DTD - Volatility Comparison
WisdomTree US LargeCap Dividend ETF (DLN) and WisdomTree U.S. Total Dividend Fund (DTD) have volatilities of 3.19% and 3.13%, 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.