DLN vs. SPYD
Compare and contrast key facts about WisdomTree US LargeCap Dividend ETF (DLN) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
DLN and SPYD 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. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015. Both DLN and SPYD 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 SPYD.
Correlation
The correlation between DLN and SPYD is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DLN vs. SPYD - Performance Comparison
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Key characteristics
DLN:
0.75
SPYD:
0.41
DLN:
1.09
SPYD:
0.63
DLN:
1.16
SPYD:
1.09
DLN:
0.79
SPYD:
0.38
DLN:
3.22
SPYD:
1.19
DLN:
3.39%
SPYD:
5.16%
DLN:
15.07%
SPYD:
15.86%
DLN:
-57.84%
SPYD:
-46.42%
DLN:
-3.70%
SPYD:
-9.15%
Returns By Period
In the year-to-date period, DLN achieves a 1.86% return, which is significantly higher than SPYD's -1.84% return.
DLN
1.86%
7.64%
-0.65%
11.16%
11.51%
14.69%
10.46%
SPYD
-1.84%
3.75%
-6.28%
6.50%
4.15%
14.50%
N/A
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DLN vs. SPYD - Expense Ratio Comparison
DLN has a 0.28% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
DLN vs. SPYD — Risk-Adjusted Performance Rank
DLN
SPYD
DLN vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US LargeCap Dividend ETF (DLN) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
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Dividends
DLN vs. SPYD - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 2.04%, less than SPYD's 4.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 2.04% | 2.00% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% | 2.34% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.54% | 4.31% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% | 0.00% |
Drawdowns
DLN vs. SPYD - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for DLN and SPYD. For additional features, visit the drawdowns tool.
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Volatility
DLN vs. SPYD - Volatility Comparison
The current volatility for WisdomTree US LargeCap Dividend ETF (DLN) is 3.70%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 4.29%. This indicates that DLN experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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