ESLV vs. DLN
ESLV (Eventide Large Cap Value ETF) and DLN (WisdomTree U.S. LargeCap Dividend Fund) are both Large Cap Value Equities funds. ESLV is actively managed, while DLN is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. ESLV charges 0.39%/yr vs 0.28%/yr for DLN.
Performance
ESLV vs. DLN - Performance Comparison
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Returns By Period
In the year-to-date period, ESLV achieves a 13.95% return, which is significantly higher than DLN's 12.26% return.
ESLV
- 1D
- 0.44%
- 1M
- 2.70%
- 6M
- 10.74%
- YTD
- 13.95%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DLN
- 1D
- 0.47%
- 1M
- 1.44%
- 6M
- 10.12%
- YTD
- 12.26%
- 1Y
- 20.22%
- 3Y*
- 17.99%
- 5Y*
- 12.47%
- 10Y*
- 12.49%
ESLV vs. DLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ESLV Eventide Large Cap Value ETF | 13.95% | 1.96% |
DLN WisdomTree U.S. LargeCap Dividend Fund | 12.26% | 2.10% |
Correlation
The correlation between ESLV and DLN is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.85 |
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Return for Risk
ESLV vs. DLN — Risk / Return Rank
ESLV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DLN
ESLV vs. DLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Large Cap Value ETF (ESLV) and WisdomTree U.S. LargeCap Dividend Fund (DLN). 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.
| ESLV | DLN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.23 | — |
| Martin ratioReturn relative to average drawdown | — | 13.52 | — |
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Drawdowns
ESLV vs. DLN - Drawdown Comparison
The maximum ESLV drawdown since its inception was -5.65%, smaller than the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for ESLV and DLN.
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Drawdown Indicators
| ESLV | DLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.65% | -57.84% | +52.19% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.71% | — |
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 | -0.28% | 0.00% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -1.21% | -7.49% | +6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.46% | — |
Volatility
ESLV vs. DLN - Volatility Comparison
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Volatility by Period
| ESLV | DLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.43% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.92% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.76% | 8.98% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.76% | 13.25% | -3.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.76% | 16.11% | -6.35% |
ESLV vs. DLN - Expense Ratio Comparison
ESLV has a 0.39% expense ratio, which is higher than DLN's 0.28% expense ratio.
Dividends
ESLV vs. DLN - Dividend Comparison
ESLV's dividend yield for the trailing twelve months is around 0.91%, less than DLN's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree U.S. LargeCap Dividend Fund | 1.76% | 1.90% | 2.00% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% |
ESLV Eventide Large Cap Value ETF | 0.91% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ESLV and DLN have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DLN is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DLN is cheaper with a 0.28% expense ratio, compared with 0.39% for ESLV.
DLN has the higher dividend yield at 1.76%, compared with 0.91% for ESLV.
They also come from different issuers: Eventide and WisdomTree. Their fees differ too: 0.39% for ESLV and 0.28% for DLN.
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