DLN vs. SCHD
Compare and contrast key facts about WisdomTree US LargeCap Dividend ETF (DLN) and Schwab US Dividend Equity ETF (SCHD).
DLN and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both DLN and SCHD 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 SCHD.
Correlation
The correlation between DLN and SCHD is 0.94, 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. SCHD - Performance Comparison
Key characteristics
DLN:
2.27
SCHD:
1.20
DLN:
3.13
SCHD:
1.76
DLN:
1.42
SCHD:
1.21
DLN:
3.69
SCHD:
1.69
DLN:
13.72
SCHD:
5.86
DLN:
1.60%
SCHD:
2.30%
DLN:
9.68%
SCHD:
11.25%
DLN:
-57.84%
SCHD:
-33.37%
DLN:
-4.85%
SCHD:
-6.72%
Returns By Period
In the year-to-date period, DLN achieves a 19.90% return, which is significantly higher than SCHD's 11.54% return. Both investments have delivered pretty close results over the past 10 years, with DLN having a 10.44% annualized return and SCHD not far ahead at 10.86%.
DLN
19.90%
-2.27%
8.15%
20.97%
10.83%
10.44%
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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DLN vs. SCHD - Expense Ratio Comparison
DLN has a 0.28% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DLN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US LargeCap Dividend ETF (DLN) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 2.07%, less than SCHD's 3.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 2.07% | 2.43% | 2.53% | 2.02% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 3.01% | 2.34% | 2.40% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
DLN vs. SCHD - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DLN and SCHD. For additional features, visit the drawdowns tool.
Volatility
DLN vs. SCHD - Volatility Comparison
The current volatility for WisdomTree US LargeCap Dividend ETF (DLN) is 3.33%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.88%. This indicates that DLN experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.