DLN vs MCHI
Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and ISHARES MSCI CHINA ETF (MCHI, ETF).
5-Year PerformanceDLN has outperformed MCHI, delivering a return of +12.5% compared to -1.4%
DLN vs MCHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DLN
$6.30B
MCHI
$6.30B
Expense Ratio
Winner
DLN
0.28%
MCHI
0.59%
Max Drawdown
Winner
DLN
59.51%
MCHI
63.39%
Sharpe Ratio
Winner
DLN
1.72
MCHI
-0.36
5Y Beta
DLN
0.65
Winner
MCHI
0.64
P/E Ratio
DLN
23.36
MCHI
N/A
Forward P/E
DLN
19.32
MCHI
N/A
PEG Ratio
DLN
0.42
MCHI
N/A
5Y Dividends CAGR
DLN
4.67%
Winner
MCHI
9.91%
5Y EPS CAGR
DLN
20.05%
MCHI
N/A
Debt to Equity
DLN
61.43%
MCHI
N/A
P/S Ratio
DLN
3.06
MCHI
N/A
P/B Ratio
DLN
4.30
MCHI
N/A
DLN vs MCHI - Holdings Comparison
DLN and MCHI have 1 common holdings. Overlap is -0.05%
DLN's top 25 holdings weight is 40.37%. MCHI's top 25 holdings weight is 55.05%.
| Rank | DLN | MCHI |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 4.76% | TENCENT HOLDINGS LTD (n/a) - 14.27% |
| #2 | NVIDIA CORP (NVDA) - 3.72% | n/a (n/a) - 10.41% |
| #3 | JPMORGAN CHASE & CO (JPM) - 3.05% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.66% |
| #4 | BROADCOM INC (AVGO) - 2.29% | n/a (n/a) - 2.46% |
| #5 | APPLE INC (AAPL) - 2.20% | MEITUAN CLASS B (n/a) - 2.31% |
| #6 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.07% | XIAOMI CORP CLASS B (n/a) - 2.25% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.99% | PDD HOLDINGS INC ADR (PDD) - 1.99% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.82% | n/a (n/a) - 1.98% |
| #9 | ABBVIE INC (ABBV) - 1.67% | NETEASE INC ORDINARY SHARES (n/a) - 1.74% |
| #10 | CHEVRON CORP (CVX) - 1.67% | BANK OF CHINA LTD CLASS H (n/a) - 1.73% |
| #11 | MORGAN STANLEY (MS) - 1.48% | BYD CO LTD CLASS H (n/a) - 1.61% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.41% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.43% |
| #13 | MERCK & CO INC (MRK) - 1.36% | BAIDU INC (n/a) - 1.07% |
| #14 | COCA-COLA CO (KO) - 1.35% | TRIP.COM GROUP LTD (n/a) - 1.05% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.33% | LENOVO GROUP LTD (n/a) - 1.04% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.26% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.04% |
| #17 | ELI LILLY AND CO (LLY) - 1.26% | PETROCHINA CO LTD CLASS H (n/a) - 1.01% |
| #18 | ALPHABET INC CLASS C (GOOG) - 1.23% | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 1.00% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.22% | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 0.90% |
| #20 | BANK OF AMERICA CORP (BAC) - 1.22% | BEONE MEDICINES LTD ORDINARY SHARES (n/a) - 0.85% |
| #21 | WELLTOWER INC (WELL) - 0.41% | n/a (n/a) - 0.28% |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 0.41% | CHINA OVERSEAS LAND & INVESTMENT LTD (n/a) - 0.25% |
| #23 | TRANSDIGM GROUP INC (TDG) - 0.40% | n/a (n/a) - 0.24% |
| #24 | BANK OF NEW YORK MELLON CORP (BNY) - 0.40% | SINO BIOPHARMACEUTICAL LTD (n/a) - 0.24% |
| #25 | PHILLIPS 66 (PSX) - 0.39% | CHINA YANGTZE POWER CO LTD CLASS A (n/a) - 0.24% |
| Total Holdings | 271 | 533 |
DLN vs MCHI - Historical Returns
Returns include dividend reinvestment.
1M
DLN
+2.99%
Winner
MCHI
+3.07%
3M
Winner
DLN
+5.83%
MCHI
+0.12%
6M
Winner
DLN
+8.71%
MCHI
-8.17%
1Y
Winner
DLN
+21.10%
MCHI
-5.47%
5Y(CAGR)
Winner
DLN
+12.47%
MCHI
-1.37%
10Y(CAGR)
Winner
DLN
+12.73%
MCHI
+3.49%
Max(CAGR)
Winner
DLN
+9.94%
MCHI
+2.44%
DLN vs MCHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DLN | MCHI |
|---|---|---|
| 2026 | +14.86% | -9.98% |
| 2025 | +15.72% | +33.42% |
| 2024 | +19.21% | +20.76% |
| 2023 | +10.39% | -14.77% |
| 2022 | -4.11% | -23.00% |
| 2021 | +27.33% | -21.99% |
| 2020 | +4.08% | +23.65% |
| 2019 | +28.78% | +24.39% |
| 2018 | -6.15% | -22.78% |
| 2017 | +17.50% | +53.07% |
| 2016 | +16.97% | +3.26% |
| 2015 | -1.35% | -9.05% |
| 2014 | +15.23% | +10.05% |
| 2013 | +24.17% | -0.89% |
| 2012 | +11.47% | +20.85% |
| 2011 | +8.68% | -20.75% |
| 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 MCHI Drawdown Comparison
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for MCHI was -62.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current DLN drawdown is -0.85%. The current MCHI drawdown is -36.37%.
| Rank | DLN | MCHI |
|---|---|---|
| #1 | -57.82% Oct 9, 2007 - Aug 16, 2012 | -62.95% Feb 17, 2021 - Oct 31, 2022 |
| #2 | -35.81% Feb 12, 2020 - Dec 2, 2020 | -43.23% Apr 28, 2015 - Aug 25, 2017 |
| #3 | -16.79% Sep 21, 2018 - Apr 1, 2019 | -37.13% Apr 21, 2011 - Jul 24, 2014 |
| #4 | -16.26% Apr 20, 2022 - Jul 19, 2023 | -33.15% Jan 26, 2018 - Jul 8, 2020 |
| #5 | -13.71% Feb 19, 2025 - Jun 27, 2025 | -11.54% Sep 5, 2014 - Jan 21, 2015 |
| #6 | -13.12% May 21, 2015 - Apr 1, 2016 | -8.66% Nov 21, 2017 - Jan 2, 2018 |
| #7 | -10.81% Jan 26, 2018 - Sep 18, 2018 | -7.42% Sep 1, 2020 - Oct 12, 2020 |
| #8 | -9.60% Jul 24, 2023 - Dec 13, 2023 | -6.19% Mar 2, 2015 - Mar 30, 2015 |
| #9 | -8.77% Jul 13, 2007 - Oct 1, 2007 | -5.81% Nov 6, 2020 - Jan 5, 2021 |
| #10 | -7.07% Oct 18, 2012 - Jan 4, 2013 | -5.80% Jan 25, 2021 - Feb 9, 2021 |
| #11 | -6.48% Jan 4, 2022 - Mar 29, 2022 | -5.72% Jul 9, 2020 - Aug 24, 2020 |
| #12 | -6.46% Sep 19, 2014 - Oct 31, 2014 | -5.01% Jan 22, 2015 - Feb 26, 2015 |
| #13 | -6.40% Apr 30, 2019 - Jun 20, 2019 | -3.88% Sep 19, 2017 - Oct 3, 2017 |
| #14 | -6.28% Nov 29, 2024 - Feb 19, 2025 | -3.50% Apr 16, 2015 - Apr 22, 2015 |
| #15 | -6.10% Feb 11, 2026 - Apr 17, 2026 | -2.83% Oct 18, 2017 - Nov 6, 2017 |
Correlation
Correlation between DLN and MCHI is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2006 - 2026)
DLN vs MCHI dividend yield comparison.
| Year | DLN | MCHI |
|---|---|---|
| 2026 | 0.93% | 0.65% |
| 2025 | 1.90% | 2.12% |
| 2024 | 2.00% | 2.31% |
| 2023 | 2.43% | 2.66% |
| 2022 | 2.53% | 1.78% |
| 2021 | 2.01% | 1.04% |
| 2020 | 2.66% | 1.04% |
| 2019 | 2.51% | 1.45% |
| 2018 | 2.90% | 1.60% |
| 2017 | 2.33% | 1.56% |
| 2016 | 2.64% | 1.66% |
| 2015 | 2.80% | 2.76% |
| 2014 | 2.34% | 2.35% |
| 2013 | 2.40% | 2.37% |
| 2012 | 2.99% | 1.90% |
| 2011 | 2.74% | 2.61% |
| 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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