DLN vs IAUM

Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and iShares Gold Trust Micro (IAUM, ETF).

5-Year PerformanceIAUM has outperformed DLN, delivering a return of +20.9% compared to +12.5%

DLN vs IAUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLN(ETF)	IAUM(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.28%	0.09%
Max Drawdown	59.51%	26.31%
Sharpe Ratio	1.72	1.14
5Y Beta	0.65	0.22
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%	N/A
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

IAUM

$6.30B

Expense Ratio

DLN

0.28%

Winner

IAUM

0.09%

Max Drawdown

DLN

59.51%

Winner

IAUM

26.31%

Sharpe Ratio

Winner

DLN

1.72

IAUM

1.14

5Y Beta

DLN

0.65

Winner

IAUM

0.22

P/E Ratio

DLN

23.36

IAUM

N/A

Forward P/E

DLN

19.32

IAUM

N/A

PEG Ratio

DLN

0.42

IAUM

N/A

5Y Dividends CAGR

DLN

4.67%

IAUM

N/A

5Y EPS CAGR

DLN

20.05%

IAUM

N/A

Debt to Equity

DLN

61.43%

IAUM

N/A

P/S Ratio

DLN

3.06

IAUM

N/A

P/B Ratio

DLN

4.30

IAUM

N/A

DLN vs IAUM - Historical Returns

Returns include dividend reinvestment.

Period	DLN	IAUM
1 month	+2.99%	+12.97%
3 months	+5.83%	+1.61%
6 months	+8.71%	-9.49%
1 year	+21.10%	+38.23%
5 years(CAGR)	+12.47%	+20.87%
10 years(CAGR)	+12.73%	N/A
Max(CAGR)	+9.94%	+20.50%

DLN

+2.99%

Winner

IAUM

+12.97%

Winner

DLN

+5.83%

IAUM

+1.61%

Winner

DLN

+8.71%

IAUM

-9.49%

DLN

+21.10%

Winner

IAUM

+38.23%

5Y(CAGR)

DLN

+12.47%

Winner

IAUM

+20.87%

10Y(CAGR)

DLN

+12.73%

IAUM

N/A

Max(CAGR)

DLN

+9.94%

Winner

IAUM

+20.50%

DLN vs IAUM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DLN	IAUM
2026	+14.86%	+6.51%
2025	+15.72%	+62.10%
2024	+19.21%	+27.35%
2023	+10.39%	+12.14%
2022	-4.11%	+1.05%
2021	+27.33%	+3.87%
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 IAUM Drawdown Comparison

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

The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current DLN drawdown is -0.85%. The current IAUM drawdown is -14.50%.

Rank	DLN	IAUM
#1	-57.82% Oct 9, 2007 - Aug 16, 2012	-26.31% Jan 29, 2026 - Jul 16, 2026
#2	-35.81% Feb 12, 2020 - Dec 2, 2020	-20.87% Mar 8, 2022 - Dec 1, 2023
#3	-16.79% Sep 21, 2018 - Apr 1, 2019	-10.05% Oct 20, 2025 - Dec 22, 2025
#4	-16.26% Apr 20, 2022 - Jul 19, 2023	-8.09% Oct 30, 2024 - Jan 30, 2025
#5	-13.71% Feb 19, 2025 - Jun 27, 2025	-7.14% Apr 21, 2025 - Jun 13, 2025
#6	-13.12% May 21, 2015 - Apr 1, 2016	-5.74% May 20, 2024 - Jul 16, 2024
#7	-10.81% Jan 26, 2018 - Sep 18, 2018	-5.69% Jul 29, 2021 - Nov 9, 2021
#8	-9.60% Jul 24, 2023 - Dec 13, 2023	-5.25% Nov 12, 2021 - Feb 14, 2022
#9	-8.77% Jul 13, 2007 - Oct 1, 2007	-4.88% Mar 31, 2025 - Apr 10, 2025
#10	-7.07% Oct 18, 2012 - Jan 4, 2013	-4.85% Dec 26, 2025 - Jan 12, 2026
#11	-6.48% Jan 4, 2022 - Mar 29, 2022	-4.79% Jun 13, 2025 - Aug 29, 2025
#12	-6.46% Sep 19, 2014 - Oct 31, 2014	-4.40% Dec 1, 2023 - Dec 27, 2023
#13	-6.40% Apr 30, 2019 - Jun 20, 2019	-4.38% Jul 16, 2024 - Aug 12, 2024
#14	-6.28% Nov 29, 2024 - Feb 19, 2025	-4.23% Apr 16, 2024 - May 17, 2024
#15	-6.10% Feb 11, 2026 - Apr 17, 2026	-4.15% Dec 27, 2023 - Mar 1, 2024