HHDVX vs. DLN
HHDVX (Hamlin High Dividend Equity Fund) and DLN (WisdomTree U.S. LargeCap Dividend Fund) are both Large Cap Value Equities funds. Over the past 10 years, HHDVX returned 11.11%/yr vs 12.60%/yr for DLN. Their correlation of 0.90 means they have usually moved in the same direction. HHDVX charges 1.15%/yr vs 0.28%/yr for DLN.
Performance
HHDVX vs. DLN - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with HHDVX having a 12.63% return and DLN slightly higher at 13.03%. Over the past 10 years, HHDVX has underperformed DLN with an annualized return of 11.11%, while DLN has yielded a comparatively higher 12.60% annualized return.
HHDVX
- 1D
- -0.77%
- 1M
- 0.20%
- 6M
- 8.72%
- YTD
- 12.63%
- 1Y
- 17.58%
- 3Y*
- 15.57%
- 5Y*
- 11.93%
- 10Y*
- 11.11%
- ALL TIME*
- 11.19%
DLN
- 1D
- 0.27%
- 1M
- 1.58%
- 6M
- 9.25%
- YTD
- 13.03%
- 1Y
- 21.73%
- 3Y*
- 17.15%
- 5Y*
- 12.42%
- 10Y*
- 12.60%
- ALL TIME*
- 9.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.42M | $12.19M | $12.33M | |
| $0.00 | $0.00 | $0.00 |
HHDVX vs. DLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 12.63% | 7.83% | 23.92% | 13.34% | -4.85% | 30.88% | 4.39% | 21.84% | -7.91% | 13.55% |
DLN WisdomTree U.S. LargeCap Dividend Fund | 13.03% | 15.53% | 19.66% | 9.95% | -3.78% | 25.60% | 4.59% | 28.91% | -5.82% | 18.22% |
Correlation
The correlation between HHDVX and DLN is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2012 | 0.90 |
The correlation between HHDVX and DLN has been stable across timeframes, ranging from 0.83 to 0.91 - a consistent structural relationship.
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Return for Risk
HHDVX vs. DLN — Risk / Return Rank
HHDVX
DLN
HHDVX vs. DLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) 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.
| HHDVX | DLN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.42 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 3.41 | -1.25 |
| Martin ratioReturn relative to average drawdown | 6.92 | 14.33 | -7.42 |
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Drawdowns
HHDVX vs. DLN - Drawdown Comparison
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.
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Drawdown Indicators
| HHDVX | DLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.13% | -57.84% | +21.71% |
Max Drawdown (1Y)Largest decline over 1 year | -7.28% | -6.10% | -1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -14.29% | -13.71% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -16.67% | -16.26% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -36.13% | -35.82% | -0.31% |
Current DrawdownCurrent decline from peak | -1.96% | -0.43% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -3.60% | -7.47% | +3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.45% | +0.82% |
Volatility
HHDVX vs. DLN - Volatility Comparison
Hamlin High Dividend Equity Fund (HHDVX) has a higher volatility of 2.96% compared to WisdomTree U.S. LargeCap Dividend Fund (DLN) at 2.35%. 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.
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Volatility by Period
| HHDVX | DLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 2.35% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 6.89% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.36% | 9.03% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 13.24% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 16.12% | +0.32% |
HHDVX vs. DLN - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than DLN's 0.28% expense ratio.
Dividends
HHDVX vs. DLN - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 4.13%, more than DLN's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLN WisdomTree U.S. LargeCap Dividend Fund | 1.75% | 1.90% | 2.00% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% |
HHDVX Hamlin High Dividend Equity Fund | 4.13% | 4.28% | 9.40% | 1.84% | 2.88% | 4.11% | 2.99% | 2.52% | 8.93% | 1.76% | 2.36% | 2.57% |
Frequently Asked Questions
HHDVX and DLN have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HHDVX has higher volatility (2.96%) compared to DLN (2.35%). In terms of maximum drawdown, HHDVX dropped -36.13% vs DLN's -57.84%.
DLN currently has the higher Sharpe Ratio (2.31 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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