DLN vs. FEKFX
DLN (WisdomTree U.S. LargeCap Dividend Fund) and FEKFX (Fidelity Equity-Income K6 Fund) are both Large Cap Value Equities funds. Over the past 5 years, DLN returned 12.34%/yr vs 11.25%/yr for FEKFX. With a 0.95 correlation, they move nearly in lockstep. DLN charges 0.28%/yr vs 0.34%/yr for FEKFX.
Performance
DLN vs. FEKFX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with DLN having a 9.74% return and FEKFX slightly lower at 9.49%.
DLN
- 1D
- -0.19%
- 1M
- -0.14%
- YTD
- 9.74%
- 6M
- 8.74%
- 1Y
- 20.43%
- 3Y*
- 18.05%
- 5Y*
- 12.34%
- 10Y*
- 12.83%
FEKFX
- 1D
- -0.10%
- 1M
- 0.36%
- YTD
- 9.49%
- 6M
- 8.60%
- 1Y
- 21.61%
- 3Y*
- 18.03%
- 5Y*
- 11.25%
- 10Y*
- —
DLN vs. FEKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DLN WisdomTree U.S. LargeCap Dividend Fund | 9.74% | 15.53% | 19.66% | 9.95% | -3.78% | 25.60% | 4.59% | 12.95% |
FEKFX Fidelity Equity-Income K6 Fund | 9.49% | 19.03% | 15.56% | 10.81% | -4.77% | 24.77% | 6.83% | 11.36% |
Correlation
The correlation between DLN and FEKFX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2019 | 0.95 |
The correlation between DLN and FEKFX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
DLN vs. FEKFX — Risk / Return Rank
DLN
FEKFX
DLN vs. FEKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. LargeCap Dividend Fund (DLN) and Fidelity Equity-Income K6 Fund (FEKFX). 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.
| DLN | FEKFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.43 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.37 | 3.49 | -0.13 |
| Martin ratioReturn relative to average drawdown | 14.09 | 14.03 | +0.06 |
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Drawdowns
DLN vs. FEKFX - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, which is greater than FEKFX's maximum drawdown of -33.16%. Use the drawdown chart below to compare losses from any high point for DLN and FEKFX.
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Drawdown Indicators
| DLN | FEKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.84% | -33.16% | -24.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.10% | -6.47% | +0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -13.02% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -17.03% | +0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -35.82% | — | — |
Current DrawdownCurrent decline from peak | -1.31% | -0.90% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -3.69% | -3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.61% | -0.16% |
Volatility
DLN vs. FEKFX - Volatility Comparison
WisdomTree U.S. LargeCap Dividend Fund (DLN) and Fidelity Equity-Income K6 Fund (FEKFX) have volatilities of 2.70% and 2.75%, 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.
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Volatility by Period
| DLN | FEKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 2.75% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 6.99% | 7.33% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 9.64% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 13.33% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 16.97% | -0.83% |
DLN vs. FEKFX - Expense Ratio Comparison
DLN has a 0.28% expense ratio, which is lower than FEKFX's 0.34% expense ratio.
Dividends
DLN vs. FEKFX - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 1.80%, less than FEKFX's 2.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree U.S. LargeCap Dividend Fund | 1.80% | 1.90% | 2.00% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% |
FEKFX Fidelity Equity-Income K6 Fund | 2.85% | 2.79% | 3.26% | 1.96% | 1.94% | 3.65% | 1.84% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, DLN and FEKFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FEKFX has higher volatility (2.75%) compared to DLN (2.70%). In terms of maximum drawdown, DLN dropped -57.84% vs FEKFX's -33.16%.
FEKFX currently has the higher Sharpe Ratio (2.35 vs 2.28), 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.
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