DLN vs. VOO
Compare and contrast key facts about WisdomTree US LargeCap Dividend ETF (DLN) and Vanguard S&P 500 ETF (VOO).
DLN and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both DLN and VOO 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 VOO.
Correlation
The correlation between DLN and VOO 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. VOO - Performance Comparison
Key characteristics
DLN:
2.01
VOO:
2.04
DLN:
2.75
VOO:
2.72
DLN:
1.37
VOO:
1.38
DLN:
3.40
VOO:
3.02
DLN:
12.81
VOO:
13.60
DLN:
1.53%
VOO:
1.88%
DLN:
9.76%
VOO:
12.52%
DLN:
-57.84%
VOO:
-33.99%
DLN:
-5.76%
VOO:
-3.52%
Returns By Period
In the year-to-date period, DLN achieves a 18.75% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, DLN has underperformed VOO with an annualized return of 10.44%, while VOO has yielded a comparatively higher 13.02% annualized return.
DLN
18.75%
-3.33%
6.92%
18.93%
10.64%
10.44%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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DLN vs. VOO - Expense Ratio Comparison
DLN has a 0.28% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DLN vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US LargeCap Dividend ETF (DLN) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
DLN's dividend yield for the trailing twelve months is around 2.09%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree US LargeCap Dividend ETF | 2.09% | 2.43% | 2.53% | 2.02% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 3.01% | 2.34% | 2.40% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DLN vs. VOO - Drawdown Comparison
The maximum DLN drawdown since its inception was -57.84%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DLN and VOO. For additional features, visit the drawdowns tool.
Volatility
DLN vs. VOO - Volatility Comparison
The current volatility for WisdomTree US LargeCap Dividend ETF (DLN) is 3.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.58%. This indicates that DLN experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.