HHDVX vs. DLN
Compare and contrast key facts about Hamlin High Dividend Equity Fund (HHDVX) and WisdomTree US LargeCap Dividend ETF (DLN).
HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHDVX or DLN.
Correlation
The correlation between HHDVX and DLN is 0.86, 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
HHDVX vs. DLN - Performance Comparison
Key characteristics
HHDVX:
0.62
DLN:
0.75
HHDVX:
1.06
DLN:
1.21
HHDVX:
1.14
DLN:
1.18
HHDVX:
0.77
DLN:
0.88
HHDVX:
3.14
DLN:
3.62
HHDVX:
3.48%
DLN:
3.35%
HHDVX:
15.89%
DLN:
14.81%
HHDVX:
-36.13%
DLN:
-57.84%
HHDVX:
-5.46%
DLN:
-5.32%
Returns By Period
In the year-to-date period, HHDVX achieves a -0.83% return, which is significantly lower than DLN's 0.15% return. Over the past 10 years, HHDVX has underperformed DLN with an annualized return of 9.00%, while DLN has yielded a comparatively higher 10.41% annualized return.
HHDVX
-0.83%
3.39%
-3.23%
9.74%
16.33%
9.00%
DLN
0.15%
2.96%
-3.67%
11.09%
14.28%
10.41%
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HHDVX vs. DLN - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than DLN's 0.28% expense ratio.
Risk-Adjusted Performance
HHDVX vs. DLN — Risk-Adjusted Performance Rank
HHDVX
DLN
HHDVX vs. DLN - Risk-Adjusted Performance Comparison
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.
Dividends
HHDVX vs. DLN - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 5.62%, more than DLN's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 5.62% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 1.76% | 2.36% | 2.57% | 6.17% |
DLN WisdomTree US LargeCap Dividend ETF | 2.07% | 2.00% | 2.43% | 2.53% | 2.01% | 2.66% | 2.51% | 2.90% | 2.33% | 2.64% | 2.80% | 2.34% |
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. For additional features, visit the drawdowns tool.
Volatility
HHDVX vs. DLN - Volatility Comparison
Hamlin High Dividend Equity Fund (HHDVX) and WisdomTree US LargeCap Dividend ETF (DLN) have volatilities of 5.25% and 5.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.