DLN vs CGBL
Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
DLN vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DLN
$6B
Winner
CGBL
$6.10B
Expense Ratio
Winner
DLN
0.28%
CGBL
0.33%
Max Drawdown
DLN
59.51%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
DLN
2.01
CGBL
1.72
5Y Beta
DLN
0.67
Winner
CGBL
0.65
P/E Ratio
DLN
23.98
CGBL
N/A
Forward P/E
DLN
18.73
CGBL
N/A
PEG Ratio
DLN
0.65
CGBL
N/A
5Y Dividends CAGR
DLN
4.04%
CGBL
N/A
5Y EPS CAGR
DLN
19.31%
CGBL
N/A
Debt to Equity
DLN
18.34%
CGBL
N/A
P/S Ratio
DLN
2.63
CGBL
N/A
P/B Ratio
DLN
4.09
CGBL
N/A
DLN vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
DLN
+3.18%
Winner
CGBL
+3.46%
3M
DLN
+2.37%
Winner
CGBL
+3.47%
6M
Winner
DLN
+9.75%
CGBL
+8.96%
1Y
Winner
DLN
+22.75%
CGBL
+19.70%
5Y(CAGR)
DLN
+12.15%
CGBL
N/A
10Y(CAGR)
DLN
+12.78%
CGBL
N/A
Max(CAGR)
DLN
+9.73%
Winner
CGBL
+18.69%
DLN vs CGBL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DLN | CGBL |
|---|---|---|
| 2026 | +7.62% | +5.48% |
| 2025 | +15.72% | +15.25% |
| 2024 | +19.21% | +17.28% |
| 2023 | +10.39% | +9.80% |
| 2022 | -4.11% | N/A |
| 2021 | +27.33% | N/A |
| 2020 | +4.08% | N/A |
| 2019 | +28.78% | N/A |
| 2018 | -6.15% | N/A |
| 2017 | +17.50% | N/A |
| 2016 | +16.97% | N/A |
| 2015 | -1.35% | N/A |
| 2014 | +15.23% | N/A |
| 2013 | +24.17% | N/A |
| 2012 | +11.47% | N/A |
| 2011 | +8.68% | N/A |
| 2010 | +13.52% | N/A |
| 2009 | +14.64% | N/A |
| 2008 | -34.24% | N/A |
| 2007 | +2.46% | N/A |
| 2006 | +15.92% | N/A |
DLN vs CGBL Drawdown Comparison
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
| Rank | DLN | CGBL |
|---|---|---|
| #1 | -57.82% Oct 9, 2007 - Aug 16, 2012 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -35.81% Feb 12, 2020 - Dec 2, 2020 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -16.79% Sep 21, 2018 - Apr 1, 2019 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -16.26% Apr 20, 2022 - Jul 19, 2023 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -13.71% Feb 19, 2025 - Jun 27, 2025 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -13.12% May 21, 2015 - Apr 1, 2016 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -10.81% Jan 26, 2018 - Sep 18, 2018 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #8 | -9.60% Jul 24, 2023 - Dec 13, 2023 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #9 | -8.77% Jul 13, 2007 - Oct 1, 2007 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #10 | -7.07% Oct 18, 2012 - Jan 4, 2013 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #11 | -6.48% Jan 4, 2022 - Mar 29, 2022 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #12 | -6.46% Sep 19, 2014 - Oct 31, 2014 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.40% Apr 30, 2019 - Jun 20, 2019 | -2.00% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -6.28% Nov 29, 2024 - Feb 19, 2025 | -1.90% May 15, 2024 - Jun 12, 2024 |
| #15 | -6.10% Feb 11, 2026 - Apr 17, 2026 | -1.80% Sep 28, 2023 - Oct 9, 2023 |
Correlation
Correlation between DLN and CGBL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
DLN vs CGBL dividend yield comparison.
| Year | DLN | CGBL |
|---|---|---|
| 2026 | 0.52% | 0.34% |
| 2025 | 1.90% | 1.98% |
| 2024 | 2.00% | 1.92% |
| 2023 | 2.43% | 0.48% |
| 2022 | 2.53% | 0.00% |
| 2021 | 2.01% | 0.00% |
| 2020 | 2.66% | 0.00% |
| 2019 | 2.51% | 0.00% |
| 2018 | 2.90% | 0.00% |
| 2017 | 2.33% | 0.00% |
| 2016 | 2.64% | 0.00% |
| 2015 | 2.80% | 0.00% |
| 2014 | 2.34% | 0.00% |
| 2013 | 2.40% | 0.00% |
| 2012 | 2.99% | 0.00% |
| 2011 | 2.74% | 0.00% |
| 2010 | 2.69% | 0.00% |
| 2009 | 2.80% | 0.00% |
| 2008 | 3.98% | 0.00% |
| 2007 | 2.70% | 0.00% |
| 2006 | 0.94% | 0.00% |
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