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VUSG vs. DLN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSG vs. DLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Growth Active ETF (VUSG) and WisdomTree US LargeCap Dividend ETF (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, VUSG achieves a 4.42% return, which is significantly lower than DLN's 9.45% return.


VUSG

1D
-3.73%
1M
-1.14%
YTD
4.42%
6M
2.85%
1Y
3Y*
5Y*
10Y*

DLN

1D
-1.19%
1M
1.22%
YTD
9.45%
6M
9.63%
1Y
22.58%
3Y*
18.26%
5Y*
12.12%
10Y*
12.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSG vs. DLN - Yearly Performance Comparison


Correlation

The correlation between VUSG and DLN is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 19, 2025

0.53

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Return for Risk

VUSG vs. DLN — Risk / Return Rank

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

VUSG

DLN
DLN Risk / Return Rank: 8080
Overall Rank
DLN Sharpe Ratio Rank: 8080
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.

VUSG vs. DLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VUSG vs. DLN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VUSGDLNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.53

+0.23

Drawdowns

VUSG vs. DLN - Drawdown Comparison

The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for VUSG and DLN.


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Drawdown Indicators


VUSGDLNDifference

Max Drawdown

Largest peak-to-trough decline

-15.14%

-57.84%

+42.70%

Max Drawdown (1Y)

Largest decline over 1 year

-6.10%

Max Drawdown (3Y)

Largest decline over 3 years

-13.71%

Max Drawdown (5Y)

Largest decline over 5 years

-16.26%

Max Drawdown (10Y)

Largest decline over 10 years

-35.82%

Current Drawdown

Current decline from peak

-5.07%

-1.19%

-3.88%

Average Drawdown

Average peak-to-trough decline

-3.50%

-7.52%

+4.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

Volatility

VUSG vs. DLN - Volatility Comparison


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Volatility by Period


VUSGDLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.52%

Volatility (6M)

Calculated over the trailing 6-month period

6.90%

Volatility (1Y)

Calculated over the trailing 1-year period

19.62%

8.97%

+10.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.62%

13.27%

+6.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.62%

16.16%

+3.46%

VUSG vs. DLN - Expense Ratio Comparison

VUSG has a 0.35% expense ratio, which is higher than DLN's 0.28% expense ratio.


Dividends

VUSG vs. DLN - Dividend Comparison

VUSG's dividend yield for the trailing twelve months is around 0.02%, less than DLN's 1.80% yield.


PositionTTM20252024202320222021202020192018201720162015
DLN
WisdomTree US LargeCap Dividend ETF
1.80%1.90%2.00%2.43%2.53%2.01%2.66%2.51%2.90%2.33%2.64%2.80%
VUSG
Vanguard Wellington U.S. Growth Active ETF
0.02%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VUSG and DLN have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DLN is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DLN is cheaper with a 0.28% expense ratio, compared with 0.35% for VUSG.

DLN has the higher dividend yield at 1.80%, compared with 0.02% for VUSG.

They also come from different issuers: Vanguard and WisdomTree. Their fees differ too: 0.35% for VUSG and 0.28% for DLN.

Portfolio Optimizer

Find the right allocation for VUSG and DLN

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