DLN vs FPE

Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

5-Year PerformanceDLN has outperformed FPE, delivering a return of +12.5% compared to +2.7%

DLN vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLN(ETF)	FPE(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.28%	0.83%
Max Drawdown	59.51%	34.80%
Sharpe Ratio	1.72	0.01
5Y Beta	0.65	0.19
P/E Ratio	23.36	N/A
Forward P/E	19.32	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	4.67%	4.44%
5Y EPS CAGR	20.05%	N/A
Debt to Equity	61.43%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	4.30	N/A

Net Assets

DLN

$6.30B

FPE

$6.30B

Expense Ratio

Winner

DLN

0.28%

FPE

0.83%

Max Drawdown

DLN

59.51%

Winner

FPE

34.80%

Sharpe Ratio

Winner

DLN

1.72

FPE

0.01

5Y Beta

DLN

0.65

Winner

FPE

0.19

P/E Ratio

DLN

23.36

FPE

N/A

Forward P/E

DLN

19.32

FPE

N/A

PEG Ratio

DLN

0.42

FPE

N/A

5Y Dividends CAGR

Winner

DLN

4.67%

FPE

4.44%

5Y EPS CAGR

DLN

20.05%

FPE

N/A

Debt to Equity

DLN

61.43%

FPE

N/A

P/S Ratio

DLN

3.06

FPE

N/A

P/B Ratio

DLN

4.30

FPE

N/A

DLN vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	DLN	FPE
1 month	+2.99%	-0.51%
3 months	+5.83%	+0.21%
6 months	+8.71%	-1.13%
1 year	+21.10%	+3.90%
5 years(CAGR)	+12.47%	+2.68%
10 years(CAGR)	+12.73%	+4.63%
Max(CAGR)	+9.94%	+4.73%

Winner

DLN

+2.99%

FPE

-0.51%

Winner

DLN

+5.83%

FPE

+0.21%

Winner

DLN

+8.71%

FPE

-1.13%

Winner

DLN

+21.10%

FPE

+3.90%

5Y(CAGR)

Winner

DLN

+12.47%

FPE

+2.68%

10Y(CAGR)

Winner

DLN

+12.73%

FPE

+4.63%

Max(CAGR)

Winner

DLN

+9.94%

FPE

+4.73%

DLN vs FPE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DLN	FPE
2026	+14.86%	+0.40%
2025	+15.72%	+8.90%
2024	+19.21%	+11.29%
2023	+10.39%	+6.14%
2022	-4.11%	-12.77%
2021	+27.33%	+5.29%
2020	+4.08%	+5.70%
2019	+28.78%	+17.95%
2018	-6.15%	-4.83%
2017	+17.50%	+11.02%
2016	+16.97%	+6.13%
2015	-1.35%	+6.06%
2014	+15.23%	+11.53%
2013	+24.17%	-6.55%
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 FPE Drawdown Comparison

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

The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.

The current DLN drawdown is -0.85%. The current FPE drawdown is -1.13%.

Rank	DLN	FPE
#1	-57.82% Oct 9, 2007 - Aug 16, 2012	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-35.81% Feb 12, 2020 - Dec 2, 2020	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-16.79% Sep 21, 2018 - Apr 1, 2019	-13.32% May 9, 2013 - Jan 8, 2015
#4	-16.26% Apr 20, 2022 - Jul 19, 2023	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-13.71% Feb 19, 2025 - Jun 27, 2025	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-13.12% May 21, 2015 - Apr 1, 2016	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-10.81% Jan 26, 2018 - Sep 18, 2018	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-9.60% Jul 24, 2023 - Dec 13, 2023	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-8.77% Jul 13, 2007 - Oct 1, 2007	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-7.07% Oct 18, 2012 - Jan 4, 2013	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-6.48% Jan 4, 2022 - Mar 29, 2022	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-6.46% Sep 19, 2014 - Oct 31, 2014	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-6.40% Apr 30, 2019 - Jun 20, 2019	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-6.28% Nov 29, 2024 - Feb 19, 2025	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-6.10% Feb 11, 2026 - Apr 17, 2026	-1.31% Oct 18, 2024 - Dec 6, 2024

Correlation

Correlation between DLN and FPE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

DLN vs FPE dividend yield comparison.

Year	DLN	FPE
2026	0.93%	3.86%
2025	1.90%	5.81%
2024	2.00%	5.68%
2023	2.43%	6.03%
2022	2.53%	5.67%
2021	2.01%	4.48%
2020	2.66%	4.88%
2019	2.51%	5.32%
2018	2.90%	6.14%
2017	2.33%	5.39%
2016	2.64%	5.97%
2015	2.80%	5.49%
2014	2.34%	6.00%
2013	2.40%	4.69%
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%