XCOR vs. DLN

Last updated Aug 5, 2026

XCOR (Fundx ETF) and DLN (WisdomTree U.S. LargeCap Dividend Fund) are both exchange-traded funds - XCOR is a Large Cap Growth Equities fund actively managed by FundX, while DLN is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Dividend Index. XCOR is actively managed, while DLN is passively managed. Over the past 3 years, XCOR returned 21.04%/yr vs 18.56%/yr for DLN. Their 0.70 correlation means they have sometimes moved together and sometimes differently. XCOR charges 1.27%/yr vs 0.28%/yr for DLN.

Performance

XCOR vs. DLN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fundx ETF (XCOR) 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, XCOR achieves a 11.62% return, which is significantly lower than DLN's 15.14% return.

XCOR

• 1D: 2.74%
• 1M: 2.45%
• 6M: 10.43%
• YTD: 11.62%
• 1Y: 21.06%
• 3Y*: 21.04%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.38%

DLN

• 1D: 1.17%
• 1M: 3.48%
• 6M: 10.61%
• YTD: 15.14%
• 1Y: 22.58%
• 3Y*: 18.56%
• 5Y*: 12.76%
• 10Y*: 12.71%
• ALL TIME*: 9.95%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DLN WisdomTree U.S. LargeCap Dividend Fund	$10.69M	$10.20M	$12.35M
XCOR Fundx ETF	$177.01K	$116.94K	$138.58K

XCOR vs. DLN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
XCOR Fundx ETF	11.62%	12.50%	29.57%	14.34%	8.71%
DLN WisdomTree U.S. LargeCap Dividend Fund	15.14%	15.53%	19.66%	9.95%	10.77%

Correlation

The correlation between XCOR and DLN is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.60
Correlation (3Y) Balances recent behavior with more history.	0.65
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022	0.70

The correlation between XCOR and DLN shifts across timeframes, from 0.60 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.

XCOR vs. DLN - Sectors Allocation Comparison

Sectors	XCOR	DLN
Technology	51.1%	21.6%
Communication Services	11.3%	7.7%
Consumer Cyclical	9.0%	4.9%
Industrials	8.8%	8.0%
Financial Services	6.3%	17.7%
Healthcare	6.0%	13.4%
Consumer Defensive	2.9%	9.0%
Energy	2.2%	7.0%
Basic Materials	0.9%	1.0%
Real Estate	0.7%	3.9%
Utilities	0.7%	5.7%

Return for Risk

XCOR vs. DLN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XCOR

XCOR Risk / Return Rank: 49
XCOR Sharpe Ratio Rank: 47
XCOR Sortino Ratio Rank: 46
XCOR Omega Ratio Rank: 45
XCOR Calmar Ratio Rank: 51
XCOR Martin Ratio Rank: 55

DLN

DLN Risk / Return Rank: 90
DLN Sharpe Ratio Rank: 92
DLN Sortino Ratio Rank: 92
DLN Omega Ratio Rank: 91
DLN Calmar Ratio Rank: 87
DLN Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XCOR vs. DLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fundx ETF (XCOR) 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.

	XCOR	DLN	Difference
Sharpe ratio: Return per unit of total volatility	1.34	2.53	-1.19
Sortino ratio: Return per unit of downside risk	1.91	3.58	-1.67
Omega ratio: Gain probability vs. loss probability	1.24	1.46	-0.22
Calmar ratio: Return relative to maximum drawdown	2.09	3.72	-1.62
Martin ratio: Return relative to average drawdown	7.36	15.65	-8.29

XCOR vs. DLN - Sharpe Ratio Comparison

The current XCOR Sharpe Ratio is 1.34, which is lower than the DLN Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of XCOR 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

XCOR vs. DLN - Drawdown Comparison

The maximum XCOR drawdown since its inception was -22.54%, smaller than the maximum DLN drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for XCOR and DLN.

Drawdown Indicators

	XCOR	DLN	Difference
Max Drawdown Largest peak-to-trough decline	-22.54%	-57.84%	+35.30%
Max Drawdown (1Y) Largest decline over 1 year	-10.10%	-6.10%	-4.00%
Max Drawdown (3Y) Largest decline over 3 years	-22.54%	-13.71%	-8.83%
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	-2.29%	0.00%	-2.29%
Average Drawdown Average peak-to-trough decline	-3.16%	-7.46%	+4.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.87%	1.45%	+1.42%

Volatility

XCOR vs. DLN - Volatility Comparison

Fundx ETF (XCOR) has a higher volatility of 7.05% compared to WisdomTree U.S. LargeCap Dividend Fund (DLN) at 2.56%. This indicates that XCOR'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

	XCOR	DLN	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.05%	2.56%	+4.49%
Volatility (6M) Calculated over the trailing 6-month period	13.65%	6.99%	+6.66%
Volatility (1Y) Calculated over the trailing 1-year period	15.84%	9.04%	+6.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.44%	13.25%	+4.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.44%	16.12%	+1.32%

XCOR vs. DLN - Expense Ratio Comparison

XCOR has a 1.27% expense ratio, which is higher than DLN's 0.28% expense ratio.

Dividends

XCOR vs. DLN - Dividend Comparison

XCOR's dividend yield for the trailing twelve months is around 0.38%, less than DLN's 1.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DLN WisdomTree U.S. LargeCap Dividend Fund	1.72%	1.90%	2.00%	2.43%	2.53%	2.01%	2.66%	2.51%	2.90%	2.33%	2.64%	2.80%
XCOR Fundx ETF	0.38%	0.43%	0.00%	0.95%	2.52%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XCOR and DLN in my portfolio?

XCOR and DLN have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XCOR or DLN?

XCOR has higher volatility (7.05%) compared to DLN (2.56%). In terms of maximum drawdown, XCOR dropped -22.54% vs DLN's -57.84%.

Which ETF is better, XCOR or DLN?

On 3-year performance, XCOR leads with 21.04% vs 18.56% for DLN. On fees, DLN is cheaper at 0.28% per year. On volatility, DLN has been the lower-risk option at 2.56%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XCOR or DLN?

Over the 3-year period, XCOR has performed better with a 21.04% return vs 18.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XCOR or DLN?

DLN is cheaper with a 0.28% expense ratio, compared with 1.27% for XCOR.

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

DLN has the higher dividend yield at 1.72%, compared with 0.38% for XCOR.

What is the main difference between XCOR and DLN?

XCOR is categorized as Large Cap Growth Equities, while DLN is Large Cap Value Equities. They also come from different issuers: FundX and WisdomTree. Their fees differ too: 1.27% for XCOR and 0.28% for DLN.

Which has better risk-adjusted returns?

DLN currently has the higher Sharpe Ratio (2.53 vs 1.34), 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.