DLN vs. FEKFX
Compare and contrast key facts about WisdomTree US LargeCap Dividend ETF (DLN) and Fidelity Equity-Income K6 Fund (FEKFX).
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. FEKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Performance
DLN vs. FEKFX - Performance Comparison
Loading graphics...
DLN vs. FEKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 1.84% | 15.53% | 19.66% | 9.95% | -3.78% | 25.60% | 4.59% | 12.40% |
FEKFX Fidelity Equity-Income K6 Fund | 1.40% | 19.03% | 15.56% | 10.81% | -4.77% | 24.77% | 6.83% | 11.36% |
Returns By Period
In the year-to-date period, DLN achieves a 1.84% return, which is significantly higher than FEKFX's 1.40% return.
DLN
- 1D
- 1.95%
- 1M
- -3.99%
- YTD
- 1.84%
- 6M
- 3.62%
- 1Y
- 14.82%
- 3Y*
- 15.51%
- 5Y*
- 11.68%
- 10Y*
- 12.01%
FEKFX
- 1D
- 0.00%
- 1M
- -6.47%
- YTD
- 1.40%
- 6M
- 5.40%
- 1Y
- 16.83%
- 3Y*
- 15.35%
- 5Y*
- 10.96%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DLN vs. FEKFX - Expense Ratio Comparison
DLN has a 0.28% expense ratio, which is lower than FEKFX's 0.34% expense ratio.
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 US LargeCap Dividend ETF (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.
| DLN | FEKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.28 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.79 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.49 | -0.05 |
Martin ratioReturn relative to average drawdown | 7.13 | 7.33 | -0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DLN | FEKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.28 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.83 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.71 | -0.20 |
Correlation
The correlation between DLN and FEKFX 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.
Dividends
DLN vs. FEKFX - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 1.91%, less than FEKFX's 2.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 1.91% | 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 | 2.95% | 2.79% | 3.26% | 1.96% | 1.94% | 3.65% | 1.84% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
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.
Loading graphics...
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 | -11.08% | -10.97% | -0.11% |
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 | -4.27% | -6.47% | +2.20% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -3.77% | -3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.24% | +0.01% |
Volatility
DLN vs. FEKFX - Volatility Comparison
WisdomTree US LargeCap Dividend ETF (DLN) has a higher volatility of 3.80% compared to Fidelity Equity-Income K6 Fund (FEKFX) at 3.25%. This indicates that DLN's price experiences larger fluctuations and is considered to be riskier than FEKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DLN | FEKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 3.25% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 6.89% | 7.03% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.14% | 14.21% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.29% | 13.35% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.17% | 17.15% | -0.98% |