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DLN vs CWB

Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

5-Year PerformanceDLN has outperformed CWB, delivering a return of +12.4% compared to +6.7%

DLN vs CWB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DLN
$6.10B
Winner
CWB
$6.20B
Expense Ratio
Winner
DLN
0.28%
CWB
0.40%
Max Drawdown
DLN
59.51%
Winner
CWB
32.16%
Sharpe Ratio
Winner
DLN
1.88
CWB
1.77
5Y Beta
DLN
0.66
Winner
CWB
0.63
P/E Ratio
DLN
22.70
CWB
N/A
Forward P/E
DLN
18.07
CWB
N/A
PEG Ratio
DLN
0.54
CWB
N/A
5Y Dividends CAGR
Winner
DLN
4.56%
CWB
-3.87%
5Y EPS CAGR
DLN
17.38%
CWB
N/A
Debt to Equity
DLN
38.26%
CWB
N/A
P/S Ratio
DLN
2.79
CWB
N/A
P/B Ratio
DLN
4.04
CWB
N/A

DLN vs CWB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DLN
+2.43%
CWB
+2.12%
3M
DLN
+8.12%
Winner
CWB
+16.57%
6M
DLN
+10.77%
Winner
CWB
+19.37%
1Y
DLN
+21.75%
Winner
CWB
+34.35%
5Y(CAGR)
Winner
DLN
+12.37%
CWB
+6.71%
10Y(CAGR)
Winner
DLN
+12.81%
CWB
+12.69%
Max(CAGR)
DLN
+9.81%
Winner
CWB
+11.89%

DLN vs CWB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDLNCWB
2026+10.05%+18.77%
2025+15.72%+16.44%
2024+19.21%+10.97%
2023+10.39%+14.90%
2022-4.11%-20.52%
2021+27.33%+2.71%
2020+4.08%+52.07%
2019+28.78%+22.44%
2018-6.15%-3.35%
2017+17.50%+15.84%
2016+16.97%+11.56%
2015-1.35%-0.87%
2014+15.23%+8.01%
2013+24.17%+19.29%
2012+11.47%+14.23%
2011+8.68%-7.95%
2010+13.52%+12.77%
2009+14.64%+29.61%
2008-34.24%N/A
2007+2.46%N/A
2006+15.92%N/A

DLN vs CWB Drawdown Comparison

The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current DLN drawdown is -0.08%. The current CWB drawdown is -3.49%.

RankDLNCWB
#1-57.82%
Oct 9, 2007 - Aug 16, 2012
-32.06%
Feb 19, 2020 - Jun 8, 2020
#2-35.81%
Feb 12, 2020 - Dec 2, 2020
-29.86%
Feb 12, 2021 - Jul 16, 2025
#3-16.79%
Sep 21, 2018 - Apr 1, 2019
-17.09%
May 2, 2011 - Oct 18, 2012
#4-16.26%
Apr 20, 2022 - Jul 19, 2023
-15.95%
Jun 1, 2015 - Jul 22, 2016
#5-13.71%
Feb 19, 2025 - Jun 27, 2025
-13.79%
Jun 20, 2018 - Feb 25, 2019
#6-13.12%
May 21, 2015 - Apr 1, 2016
-10.76%
Apr 26, 2010 - Oct 5, 2010
#7-10.81%
Jan 26, 2018 - Sep 18, 2018
-9.06%
Sep 5, 2014 - Mar 20, 2015
#8-9.60%
Jul 24, 2023 - Dec 13, 2023
-7.61%
Sep 1, 2020 - Oct 9, 2020
#9-8.77%
Jul 13, 2007 - Oct 1, 2007
-7.58%
Jan 19, 2010 - Mar 8, 2010
#10-7.07%
Oct 18, 2012 - Jan 4, 2013
-7.52%
Oct 29, 2025 - Jan 13, 2026
#11-6.48%
Jan 4, 2022 - Mar 29, 2022
-7.36%
Jan 26, 2018 - Mar 12, 2018
#12-6.46%
Sep 19, 2014 - Oct 31, 2014
-6.76%
Jan 28, 2026 - Apr 8, 2026
#13-6.40%
Apr 30, 2019 - Jun 20, 2019
-6.66%
Jun 2, 2026 - Jun 10, 2026
#14-6.28%
Nov 29, 2024 - Feb 19, 2025
-6.52%
May 21, 2013 - Jul 22, 2013
#15-6.10%
Feb 11, 2026 - Apr 17, 2026
-6.24%
May 3, 2019 - Jul 12, 2019

Correlation

Correlation between DLN and CWB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2006 - 2026)

DLN vs CWB dividend yield comparison.

YearDLNCWB
20260.65%0.58%
20251.90%1.69%
20242.00%1.85%
20232.43%1.97%
20222.53%2.21%
20212.01%1.97%
20202.66%2.34%
20192.51%3.03%
20182.90%6.17%
20172.33%4.25%
20162.64%4.60%
20152.80%7.52%
20142.34%7.37%
20132.40%3.66%
20122.99%3.84%
20112.74%4.97%
20102.69%4.59%
20092.80%3.88%
20083.98%0.00%
20072.70%0.00%
20060.94%0.00%

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