DLN vs. GDE
DLN (WisdomTree U.S. LargeCap Dividend Fund) and GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) are both exchange-traded funds - DLN is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Dividend Index, while GDE is a Gold fund actively managed by WisdomTree. DLN is passively managed, while GDE is actively managed. Over the past 3 years, DLN returned 18.10%/yr vs 40.14%/yr for GDE. Their 0.57 correlation means they have sometimes moved together and sometimes differently. DLN charges 0.28%/yr vs 0.20%/yr for GDE.
Performance
DLN vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, DLN achieves a 13.81% return, which is significantly higher than GDE's 0.83% return.
DLN
- 1D
- 0.69%
- 1M
- 2.28%
- 6M
- 9.47%
- YTD
- 13.81%
- 1Y
- 22.57%
- 3Y*
- 18.10%
- 5Y*
- 12.59%
- 10Y*
- 12.58%
- ALL TIME*
- 9.89%
GDE
- 1D
- 1.69%
- 1M
- 0.11%
- 6M
- -6.46%
- YTD
- 0.83%
- 1Y
- 35.63%
- 3Y*
- 40.14%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 29.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.06M | $9.95M | $12.21M | |
| $5.45M | $8.45M | $9.78M |
DLN vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DLN WisdomTree U.S. LargeCap Dividend Fund | 13.81% | 15.53% | 19.66% | 9.95% | -0.95% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.83% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between DLN and GDE is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.57 |
The correlation between DLN and GDE has been stable across timeframes, ranging from 0.49 to 0.57 - a consistent structural relationship.
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Return for Risk
DLN vs. GDE — Risk / Return Rank
DLN
GDE
DLN vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. LargeCap Dividend Fund (DLN) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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 | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.22 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 1.58 | +2.14 |
| Martin ratioReturn relative to average drawdown | 15.65 | 3.45 | +12.20 |
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Drawdowns
DLN vs. GDE - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for DLN and GDE.
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Drawdown Indicators
| DLN | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.84% | -32.01% | -25.83% |
Max Drawdown (1Y)Largest decline over 1 year | -6.10% | -22.66% | +16.56% |
Max Drawdown (3Y)Largest decline over 3 years | -13.71% | -22.66% | +8.95% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.82% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -18.42% | +18.42% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -8.26% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 10.37% | -8.92% |
Volatility
DLN vs. GDE - Volatility Comparison
The current volatility for WisdomTree U.S. LargeCap Dividend Fund (DLN) is 2.34%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 8.13%. This indicates that DLN experiences smaller price fluctuations and is considered to be less risky than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLN | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.34% | 8.13% | -5.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.92% | 24.41% | -17.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.99% | 31.15% | -22.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 27.12% | -13.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 27.12% | -11.00% |
DLN vs. GDE - Expense Ratio Comparison
DLN has a 0.28% expense ratio, which is higher than GDE's 0.20% expense ratio.
Dividends
DLN vs. GDE - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 1.74%, less than GDE's 4.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree U.S. LargeCap Dividend Fund | 1.74% | 1.90% | 2.00% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.28% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DLN and GDE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GDE has higher volatility (8.13%) compared to DLN (2.34%). In terms of maximum drawdown, DLN dropped -57.84% vs GDE's -32.01%.
On 3-year performance, GDE leads with 40.14% vs 18.10% for DLN. On fees, GDE is cheaper at 0.20% per year. On volatility, DLN has been the lower-risk option at 2.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, GDE has performed better with a 40.14% return vs 18.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GDE is cheaper with a 0.20% expense ratio, compared with 0.28% for DLN.
GDE has the higher dividend yield at 4.28%, compared with 1.74% for DLN.
DLN is categorized as Large Cap Value Equities, while GDE is Gold. Their fees differ too: 0.28% for DLN and 0.20% for GDE.
DLN currently has the higher Sharpe Ratio (2.53 vs 1.15), 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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