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IUSV vs. DLN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IUSV vs. DLN

Last updated Jun 23, 2026

IUSV (iShares Core S&P U.S. Value ETF) and DLN (WisdomTree U.S. LargeCap Dividend Fund) are both Large Cap Value Equities funds - IUSV tracks the S&P 900 Value Index while DLN tracks the WisdomTree U.S. LargeCap Dividend Index. Both are passively managed. Over the past 10 years, IUSV returned 12.35%/yr vs 12.87%/yr for DLN. Their correlation of 0.94 suggests significant overlap in exposure. IUSV charges 0.04%/yr vs 0.28%/yr for DLN.

Performance

IUSV vs. DLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P U.S. Value ETF (IUSV) and WisdomTree U.S. LargeCap Dividend Fund (DLN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IUSV achieves a 8.10% return, which is significantly lower than DLN's 10.10% return. Both investments have delivered pretty close results over the past 10 years, with IUSV having a 12.35% annualized return and DLN not far ahead at 12.87%.

IUSV

1D
0.25%
1M
0.07%
YTD
8.10%
6M
7.41%
1Y
21.39%
3Y*
15.27%
5Y*
11.26%
10Y*
12.35%

DLN

1D
0.12%
1M
0.19%
YTD
10.10%
6M
9.85%
1Y
22.40%
3Y*
18.17%
5Y*
12.65%
10Y*
12.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSV vs. DLN - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IUSV
iShares Core S&P U.S. Value ETF		8.10%12.85%12.18%21.73%-5.40%25.22%1.56%31.47%-9.21%15.09%
DLN
WisdomTree U.S. LargeCap Dividend Fund		10.10%15.53%19.66%9.95%-3.78%25.60%4.59%28.91%-5.82%18.22%

Correlation

The correlation between IUSV and DLN is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2006

0.95

The correlation between IUSV and DLN has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

IUSV vs. DLN - Sectors Allocation Comparison

Sectors
IUSV
DLN

Technology

21.7%
22.8%

Financial Services

14.9%
17.4%

Consumer Cyclical

11.2%
4.9%

Healthcare

11.1%
12.6%

Industrials

10.9%
7.8%

Consumer Defensive

8.7%
8.9%

Energy

7.0%
7.9%

Utilities

4.3%
5.5%

Real Estate

3.7%
3.9%

Basic Materials

3.5%
1.0%

Communication Services

3.0%
7.5%

Technology

IUSV
21.7%
DLN
22.8%

Financial Services

IUSV
14.9%
DLN
17.4%

Consumer Cyclical

IUSV
11.2%
DLN
4.9%

Healthcare

IUSV
11.1%
DLN
12.6%

Industrials

IUSV
10.9%
DLN
7.8%

Consumer Defensive

IUSV
8.7%
DLN
8.9%

Energy

IUSV
7.0%
DLN
7.9%

Utilities

IUSV
4.3%
DLN
5.5%

Real Estate

IUSV
3.7%
DLN
3.9%

Basic Materials

IUSV
3.5%
DLN
1.0%

Communication Services

IUSV
3.0%
DLN
7.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P U.S. Value ETF

WisdomTree U.S. LargeCap Dividend Fund

Often compared with IUSV:
IUSV vs. IUSGIUSV vs. VTVIUSV vs. SPYIUSV vs. SCHDIUSV vs. VOOIUSV vs. VLUEIUSV vs. DGRO
Often compared with DLN:
DLN vs. SCHDDLN vs. DGRWDLN vs. DTDDLN vs. DGRODLN vs. VYMDLN vs. VOODLN vs. JEPI

Return for Risk

IUSV vs. DLN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IUSV
IUSV Risk / Return Rank: 6868
Overall Rank
IUSV Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
IUSV Sortino Ratio Rank: 6868
Sortino Ratio Rank
IUSV Omega Ratio Rank: 6666
Omega Ratio Rank
IUSV Calmar Ratio Rank: 6969
Calmar Ratio Rank
IUSV Martin Ratio Rank: 7171
Martin Ratio Rank
DLN
DLN Risk / Return Rank: 8080
Overall Rank
DLN Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
DLN Sortino Ratio Rank: 8383
Sortino Ratio Rank
DLN Omega Ratio Rank: 7979
Omega Ratio Rank
DLN Calmar Ratio Rank: 7575
Calmar Ratio Rank
DLN Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSV vs. DLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) 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.

IUSVDLNDifference
Sharpe ratioReturn per unit of total volatility
2.13
2.49

-0.37

Sortino ratioReturn per unit of downside risk
2.97
3.54

-0.57

Omega ratioGain probability vs. loss probability

1.38

1.45

-0.07

Calmar ratioReturn relative to maximum drawdown

3.38

3.69

-0.31

Martin ratioReturn relative to average drawdown

12.86

15.49

-2.63

IUSV vs. DLN - Sharpe Ratio Comparison

The current IUSV Sharpe Ratio is 2.13, which is comparable to the DLN Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of IUSV and DLN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IUSV vs. DLN - Drawdown Comparison

The maximum IUSV drawdown since its inception was -56.88%, roughly equal to the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for IUSV and DLN.

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Drawdown Indicators

IUSVDLNDifference

Max Drawdown

Largest peak-to-trough decline

-56.88%

-57.84%

+0.96%

Max Drawdown (1Y)

Largest decline over 1 year

-6.36%

-6.10%

-0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-17.76%

-13.71%

-4.05%

Max Drawdown (5Y)

Largest decline over 5 years

-17.95%

-16.26%

-1.69%

Max Drawdown (10Y)

Largest decline over 10 years

-37.54%

-35.82%

-1.72%

Current Drawdown

Current decline from peak

-0.95%

-0.99%

+0.04%

Average Drawdown

Average peak-to-trough decline

-6.28%

-7.51%

+1.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

1.45%

+0.22%

Volatility

IUSV vs. DLN - Volatility Comparison

iShares Core S&P U.S. Value ETF (IUSV) has a higher volatility of 3.00% compared to WisdomTree U.S. LargeCap Dividend Fund (DLN) at 2.78%. This indicates that IUSV'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

IUSVDLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.00%

2.78%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

7.45%

7.00%

+0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

10.12%

9.04%

+1.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.53%

13.27%

+1.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.08%

16.17%

+0.91%

IUSV vs. DLN - Expense Ratio Comparison

IUSV has a 0.04% expense ratio, which is lower than DLN's 0.28% expense ratio.

Dividends

IUSV vs. DLN - Dividend Comparison

IUSV's dividend yield for the trailing twelve months is around 1.70%, less than DLN's 1.79% yield.

PositionTTM20252024202320222021202020192018201720162015
DLN
WisdomTree U.S. LargeCap Dividend Fund		1.79%1.90%2.00%2.43%2.53%2.01%2.66%2.51%2.90%2.33%2.64%2.80%
IUSV
iShares Core S&P U.S. Value ETF		1.70%1.78%2.15%1.75%2.22%1.87%2.40%2.19%2.67%1.93%4.44%7.63%

Frequently Asked Questions

With a correlation of 0.92, IUSV and DLN move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

IUSV has higher volatility (3.00%) compared to DLN (2.78%). In terms of maximum drawdown, IUSV dropped -56.88% vs DLN's -57.84%.

On 10-year performance, DLN leads with 12.87% vs 12.35% for IUSV. On fees, IUSV is cheaper at 0.04% per year. On volatility, DLN has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DLN has performed better with a 12.87% return vs 12.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IUSV is cheaper with a 0.04% expense ratio, compared with 0.28% for DLN.

DLN has the higher dividend yield at 1.79%, compared with 1.70% for IUSV.

IUSV tracks S&P 900 Value Index, while DLN tracks WisdomTree U.S. LargeCap Dividend Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.04% for IUSV and 0.28% for DLN.

DLN currently has the higher Sharpe Ratio (2.49 vs 2.13), 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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