HHDVX vs. DLN

In the year-to-date period, HHDVX achieves a 1.96% return, which is significantly lower than DLN's 3.05% return. Over the past 10 years, HHDVX has underperformed DLN with an annualized return of 9.29%, while DLN has yielded a comparatively higher 10.69% annualized return.

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HHDVX has a 1.15% expense ratio, which is higher than DLN's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) and WisdomTree US LargeCap Dividend ETF (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.

The current HHDVX Sharpe Ratio is 0.92, which is comparable to the DLN Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of HHDVX and DLN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HHDVX's dividend yield for the trailing twelve months is around 5.47%, more than DLN's 1.97% yield.

The maximum HHDVX drawdown since its inception was -36.13%, smaller than the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for HHDVX and DLN.

Hamlin High Dividend Equity Fund (HHDVX) has a higher volatility of 4.34% compared to WisdomTree US LargeCap Dividend ETF (DLN) at 3.96%. This indicates that HHDVX's price experiences larger fluctuations and is considered to be riskier than DLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.