SURE vs. DLN

Last updated Jun 24, 2026

SURE (AdvisorShares Insider Advantage ETF) and DLN (WisdomTree U.S. LargeCap Dividend Fund) are both Large Cap Value Equities funds. SURE is actively managed, while DLN is passively managed. Over the past 10 years, SURE returned 11.41%/yr vs 12.86%/yr for DLN. Their correlation of 0.82 suggests significant overlap in exposure. SURE charges 0.90%/yr vs 0.28%/yr for DLN.

Performance

SURE vs. DLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Insider Advantage ETF (SURE) and WisdomTree U.S. LargeCap Dividend Fund (DLN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SURE achieves a 12.58% return, which is significantly higher than DLN's 9.95% return. Over the past 10 years, SURE has underperformed DLN with an annualized return of 11.41%, while DLN has yielded a comparatively higher 12.86% annualized return.

SURE

• 1D: -0.61%
• 1M: 3.19%
• YTD: 12.58%
• 6M: 11.25%
• 1Y: 25.13%
• 3Y*: 17.32%
• 5Y*: 9.76%
• 10Y*: 11.41%

DLN

• 1D: -0.13%
• 1M: 0.05%
• YTD: 9.95%
• 6M: 9.49%
• 1Y: 21.42%
• 3Y*: 18.12%
• 5Y*: 12.49%
• 10Y*: 12.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SURE vs. DLN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SURE AdvisorShares Insider Advantage ETF	12.58%	10.58%	12.17%	23.30%	-11.24%	23.87%	8.76%	28.89%	-17.03%	13.16%
DLN WisdomTree U.S. LargeCap Dividend Fund	9.95%	15.53%	19.66%	9.95%	-3.78%	25.60%	4.59%	28.91%	-5.82%	18.22%

Correlation

The correlation between SURE and DLN is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.84
Correlation (All Time) Calculated using the full available price history since Oct 5, 2011	0.82

The correlation between SURE and DLN has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.

SURE vs. DLN - Sectors Allocation Comparison

Sectors	SURE	DLN
Technology	26.2%	22.8%
Consumer Cyclical	19.3%	4.9%
Industrials	13.7%	7.8%
Financial Services	13.2%	17.4%
Energy	9.2%	7.9%
Communication Services	8.1%	7.5%
Healthcare	5.3%	12.6%
Utilities	1.8%	5.5%
Basic Materials	1.0%	1.0%
Consumer Defensive	0.9%	8.9%
Real Estate	0.8%	3.9%

Return for Risk

SURE vs. DLN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SURE

SURE Risk / Return Rank: 67
SURE Sharpe Ratio Rank: 63
SURE Sortino Ratio Rank: 66
SURE Omega Ratio Rank: 58
SURE Calmar Ratio Rank: 75
SURE Martin Ratio Rank: 75

DLN

DLN Risk / Return Rank: 78
DLN Sharpe Ratio Rank: 79
DLN Sortino Ratio Rank: 81
DLN Omega Ratio Rank: 77
DLN Calmar Ratio Rank: 73
DLN Martin Ratio Rank: 79

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.

SURE vs. DLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Insider Advantage ETF (SURE) 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.

	SURE	DLN	Difference
Sharpe ratio: Return per unit of total volatility	1.91	2.39	-0.48
Sortino ratio: Return per unit of downside risk	2.80	3.40	-0.60
Omega ratio: Gain probability vs. loss probability	1.33	1.43	-0.10
Calmar ratio: Return relative to maximum drawdown	3.56	3.53	+0.03
Martin ratio: Return relative to average drawdown	13.07	14.80	-1.72

SURE vs. DLN - Sharpe Ratio Comparison

The current SURE Sharpe Ratio is 1.91, which is comparable to the DLN Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of SURE 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.

Drawdowns

SURE vs. DLN - Drawdown Comparison

The maximum SURE drawdown since its inception was -35.68%, smaller than the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for SURE and DLN.

Drawdown Indicators

	SURE	DLN	Difference
Max Drawdown Largest peak-to-trough decline	-35.68%	-57.84%	+22.16%
Max Drawdown (1Y) Largest decline over 1 year	-7.10%	-6.10%	-1.00%
Max Drawdown (3Y) Largest decline over 3 years	-21.54%	-13.71%	-7.83%
Max Drawdown (5Y) Largest decline over 5 years	-23.75%	-16.26%	-7.49%
Max Drawdown (10Y) Largest decline over 10 years	-35.68%	-35.82%	+0.14%
Current Drawdown Current decline from peak	-1.68%	-1.12%	-0.56%
Average Drawdown Average peak-to-trough decline	-4.83%	-7.50%	+2.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.93%	1.45%	+0.48%

Volatility

SURE vs. DLN - Volatility Comparison

AdvisorShares Insider Advantage ETF (SURE) has a higher volatility of 4.16% compared to WisdomTree U.S. LargeCap Dividend Fund (DLN) at 2.78%. This indicates that SURE'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.

Volatility by Period

	SURE	DLN	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	2.78%	+1.38%
Volatility (6M) Calculated over the trailing 6-month period	9.77%	7.00%	+2.77%
Volatility (1Y) Calculated over the trailing 1-year period	13.23%	9.03%	+4.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.14%	13.27%	+3.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.56%	16.14%	+1.42%

SURE vs. DLN - Expense Ratio Comparison

SURE has a 0.90% expense ratio, which is higher than DLN's 0.28% expense ratio.

Dividends

SURE vs. DLN - Dividend Comparison

SURE's dividend yield for the trailing twelve months is around 0.90%, less than DLN's 1.79% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SURE AdvisorShares Insider Advantage ETF	0.90%	1.01%	0.68%	1.11%	1.72%	1.08%	1.28%	1.09%	1.26%	0.65%	1.14%	0.77%

Frequently Asked Questions

Can I hold both SURE and DLN in my portfolio?

SURE and DLN have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SURE or DLN?

SURE has higher volatility (4.16%) compared to DLN (2.78%). In terms of maximum drawdown, SURE dropped -35.68% vs DLN's -57.84%.

Which ETF is better, SURE or DLN?

On 10-year performance, DLN leads with 12.86% vs 11.41% for SURE. On fees, DLN is cheaper at 0.28% 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.

Which ETF has performed better, SURE or DLN?

Over the 10-year period, DLN has performed better with a 12.86% return vs 11.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SURE or DLN?

DLN is cheaper with a 0.28% expense ratio, compared with 0.90% for SURE.

Which ETF pays a higher dividend yield, SURE or DLN?

DLN has the higher dividend yield at 1.79%, compared with 0.90% for SURE.

What is the main difference between SURE and DLN?

They also come from different issuers: AdvisorShares and WisdomTree. Their fees differ too: 0.90% for SURE and 0.28% for DLN.

Which has better risk-adjusted returns?

DLN currently has the higher Sharpe Ratio (2.39 vs 1.91), 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.