DLN vs. QGRW

Last updated Aug 4, 2026

DLN (WisdomTree U.S. LargeCap Dividend Fund) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - DLN is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Dividend Index, while QGRW is a Quality Factor fund tracking the WisdomTree U.S. Quality Growth Index. Both are passively managed. Over the past 3 years, DLN returned 18.10%/yr vs 26.47%/yr for QGRW. Their 0.60 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.28% expense ratio.

Performance

DLN vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. LargeCap Dividend Fund (DLN) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with DLN having a 13.81% return and QGRW slightly lower at 13.60%.

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%

QGRW

• 1D: 2.43%
• 1M: 2.33%
• 6M: 12.72%
• YTD: 13.60%
• 1Y: 25.74%
• 3Y*: 26.47%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 32.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DLN WisdomTree U.S. LargeCap Dividend Fund	$10.06M	$9.95M	$12.21M
QGRW WisdomTree U.S. Quality Growth Fund	$11.72M	$14.19M	$19.88M

DLN vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
DLN WisdomTree U.S. LargeCap Dividend Fund	13.81%	15.53%	19.66%	9.95%	-2.42%
QGRW WisdomTree U.S. Quality Growth Fund	13.60%	19.20%	34.85%	56.05%	-3.07%

Correlation

The correlation between DLN and QGRW is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.51
Correlation (3Y) Balances recent behavior with more history.	0.58
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022	0.60

The correlation between DLN and QGRW has been stable across timeframes, ranging from 0.51 to 0.60 - a consistent structural relationship.

DLN vs. QGRW - Sectors Allocation Comparison

Sectors	DLN	QGRW
Technology	21.6%	50.7%
Financial Services	17.7%	3.7%
Healthcare	13.4%	5.5%
Consumer Defensive	9.0%	0.5%
Industrials	8.0%	9.3%
Communication Services	7.7%	15.4%
Energy	7.0%	0.5%
Utilities	5.7%	0.9%
Consumer Cyclical	4.9%	13.4%
Real Estate	3.9%	-
Basic Materials	1.0%	-

Return for Risk

DLN vs. QGRW — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DLN

DLN Risk / Return Rank: 92
DLN Sharpe Ratio Rank: 93
DLN Sortino Ratio Rank: 93
DLN Omega Ratio Rank: 92
DLN Calmar Ratio Rank: 89
DLN Martin Ratio Rank: 91

QGRW

QGRW Risk / Return Rank: 50
QGRW Sharpe Ratio Rank: 53
QGRW Sortino Ratio Rank: 52
QGRW Omega Ratio Rank: 51
QGRW Calmar Ratio Rank: 46
QGRW Martin Ratio Rank: 49

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DLN vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. LargeCap Dividend Fund (DLN) and WisdomTree U.S. Quality Growth Fund (QGRW). 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	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	2.53	1.33	+1.20
Sortino ratio: Return per unit of downside risk	3.58	1.87	+1.71
Omega ratio: Gain probability vs. loss probability	1.46	1.23	+0.22
Calmar ratio: Return relative to maximum drawdown	3.72	1.67	+2.04
Martin ratio: Return relative to average drawdown	15.65	5.72	+9.93

DLN vs. QGRW - Sharpe Ratio Comparison

The current DLN Sharpe Ratio is 2.53, which is higher than the QGRW Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of DLN and QGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DLN vs. QGRW - Drawdown Comparison

The maximum DLN drawdown since its inception was -57.84%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for DLN and QGRW.

Drawdown Indicators

	DLN	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-57.84%	-24.40%	-33.44%
Max Drawdown (1Y) Largest decline over 1 year	-6.10%	-15.44%	+9.34%
Max Drawdown (3Y) Largest decline over 3 years	-13.71%	-24.40%	+10.69%
Max Drawdown (5Y) Largest decline over 5 years	-16.26%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.82%	—	—
Current Drawdown Current decline from peak	0.00%	-2.89%	+2.89%
Average Drawdown Average peak-to-trough decline	-7.47%	-3.34%	-4.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.45%	4.51%	-3.06%

Volatility

DLN vs. QGRW - Volatility Comparison

The current volatility for WisdomTree U.S. LargeCap Dividend Fund (DLN) is 2.34%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 6.27%. This indicates that DLN experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DLN	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.34%	6.27%	-3.93%
Volatility (6M) Calculated over the trailing 6-month period	6.92%	15.99%	-9.07%
Volatility (1Y) Calculated over the trailing 1-year period	8.99%	19.53%	-10.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.24%	21.26%	-8.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.12%	21.26%	-5.14%

DLN vs. QGRW - Expense Ratio Comparison

Both DLN and QGRW have an expense ratio of 0.28%.

Dividends

DLN vs. QGRW - Dividend Comparison

DLN's dividend yield for the trailing twelve months is around 1.74%, more than QGRW's 0.08% 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%
QGRW WisdomTree U.S. Quality Growth Fund	0.08%	0.09%	0.14%	0.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DLN and QGRW in my portfolio?

DLN and QGRW have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DLN or QGRW?

QGRW has higher volatility (6.27%) compared to DLN (2.34%). In terms of maximum drawdown, DLN dropped -57.84% vs QGRW's -24.40%.

Which ETF is better, DLN or QGRW?

On 3-year performance, QGRW leads with 26.47% vs 18.10% for DLN. Both ETFs have the same 0.28% expense ratio. 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.

Which ETF has performed better, DLN or QGRW?

Over the 3-year period, QGRW has performed better with a 26.47% return vs 18.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DLN or QGRW?

DLN and QGRW have the same expense ratio: 0.28% per year.

Which ETF pays a higher dividend yield, DLN or QGRW?

DLN has the higher dividend yield at 1.74%, compared with 0.08% for QGRW.

What is the main difference between DLN and QGRW?

DLN is categorized as Large Cap Value Equities, while QGRW is Quality Factor. DLN tracks WisdomTree U.S. LargeCap Dividend Index, while QGRW tracks WisdomTree U.S. Quality Growth Index.

Which has better risk-adjusted returns?

DLN currently has the higher Sharpe Ratio (2.53 vs 1.33), 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.