DLN vs PDBC

Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF (PDBC, ETF).

5-Year PerformanceDLN has outperformed PDBC, delivering a return of +12.4% compared to +9.4%

DLN vs PDBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLN(ETF)	PDBC(ETF)
Net Assets	$6.10B	$6.10B
Expense Ratio	0.28%	0.59%
Max Drawdown	59.51%	55.56%
Sharpe Ratio	1.86	0.91
5Y Beta	0.66	0.16
P/E Ratio	23.95	N/A
Forward P/E	18.44	N/A
PEG Ratio	0.63	N/A
5Y Dividends CAGR	4.56%	35.96%
5Y EPS CAGR	19.01%	N/A
Debt to Equity	67.09%	N/A
P/S Ratio	2.75	N/A
P/B Ratio	4.04	N/A

Net Assets

DLN

$6.10B

PDBC

$6.10B

Expense Ratio

Winner

DLN

0.28%

PDBC

0.59%

Max Drawdown

DLN

59.51%

Winner

PDBC

55.56%

Sharpe Ratio

Winner

DLN

1.86

PDBC

0.91

5Y Beta

DLN

0.66

Winner

PDBC

0.16

P/E Ratio

DLN

23.95

PDBC

N/A

Forward P/E

DLN

18.44

PDBC

N/A

PEG Ratio

DLN

0.63

PDBC

N/A

5Y Dividends CAGR

DLN

4.56%

Winner

PDBC

35.96%

5Y EPS CAGR

DLN

19.01%

PDBC

N/A

Debt to Equity

DLN

67.09%

PDBC

N/A

P/S Ratio

DLN

2.75

PDBC

N/A

P/B Ratio

DLN

4.04

PDBC

N/A

DLN vs PDBC - Holdings Comparison

DLN and PDBC have 0 common holdings. Overlap is 0.00%

DLN's top 25 holdings weight is 39.24%. PDBC's top 25 holdings weight is 81.16%.

Rank	DLN	PDBC
#1	MICROSOFT CORP (MSFT) - 3.74%	INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 81.16%
#2	NVIDIA CORP (NVDA) - 3.68%	N/A
#3	JPMORGAN CHASE & CO (JPM) - 2.95%	N/A
#4	BROADCOM INC (AVGO) - 2.28%	N/A
#5	APPLE INC (AAPL) - 2.24%	N/A
#6	EXXON MOBIL CORP (XOM) - 1.91%	N/A
#7	JOHNSON & JOHNSON (JNJ) - 1.88%	N/A
#8	META PLATFORMS INC CLASS A (META) - 1.80%	N/A
#9	MORGAN STANLEY (MS) - 1.63%	N/A
#10	CHEVRON CORP (CVX) - 1.58%	N/A
#11	ABBVIE INC (ABBV) - 1.55%	N/A
#12	ALPHABET INC CLASS A (GOOGL) - 1.48%	N/A
#13	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.43%	N/A
#14	ALPHABET INC CLASS C (GOOG) - 1.36%	N/A
#15	PROCTER & GAMBLE CO (PG) - 1.33%	N/A
#16	COCA-COLA CO (KO) - 1.31%	N/A
#17	CISCO SYSTEMS INC (CSCO) - 1.29%	N/A
#18	MERCK & CO INC (MRK) - 1.26%	N/A
#19	THE GOLDMAN SACHS GROUP INC (GS) - 1.25%	N/A
#20	UNITEDHEALTH GROUP INC (UNH) - 1.24%	N/A
#21	SIMON PROPERTY GROUP INC (SPG) - 0.41%	N/A
#22	PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.41%	N/A
#23	BLACKROCK INC (BLK) - 0.41%	N/A
#24	AMERICAN ELECTRIC POWER CO INC (AEP) - 0.41%	N/A
#25	AMERICAN EXPRESS CO (AXP) - 0.41%	N/A
Total Holdings	268	1

DLN vs PDBC - Historical Returns

Returns include dividend reinvestment.

Period	DLN	PDBC
1 month	-0.14%	-13.30%
3 months	+8.24%	-6.52%
6 months	+8.75%	+17.59%
1 year	+20.43%	+25.27%
5 years(CAGR)	+12.44%	+9.38%
10 years(CAGR)	+12.83%	+7.32%
Max(CAGR)	+9.74%	+2.94%

Winner

DLN

-0.14%

PDBC

-13.30%

Winner

DLN

+8.24%

PDBC

-6.52%

DLN

+8.75%

Winner

PDBC

+17.59%

DLN

+20.43%

Winner

PDBC

+25.27%

5Y(CAGR)

Winner

DLN

+12.44%

PDBC

+9.38%

10Y(CAGR)

Winner

DLN

+12.83%

PDBC

+7.32%

Max(CAGR)

Winner

DLN

+9.74%

PDBC

+2.94%

DLN vs PDBC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DLN	PDBC
2026	+9.13%	+18.83%
2025	+15.72%	+4.78%
2024	+19.21%	+2.93%
2023	+10.39%	-3.86%
2022	-4.11%	+18.74%
2021	+27.33%	+42.33%
2020	+4.08%	-8.29%
2019	+28.78%	+11.07%
2018	-6.15%	-13.27%
2017	+17.50%	+5.64%
2016	+16.97%	+19.28%
2015	-1.35%	-26.23%
2014	+15.23%	-15.49%
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 PDBC Drawdown Comparison

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

The maximum drawdown for PDBC was -49.54%, occurring on Apr 28, 2020. Recovery took 1745 trading sessions.

The current DLN drawdown is -1.31%. The current PDBC drawdown is -16.55%.

Rank	DLN	PDBC
#1	-57.82% Oct 9, 2007 - Aug 16, 2012	-49.54% Nov 7, 2014 - Oct 14, 2021
#2	-35.81% Feb 12, 2020 - Dec 2, 2020	-27.64% Jun 9, 2022 - Mar 6, 2026
#3	-16.79% Sep 21, 2018 - Apr 1, 2019	-16.55% May 12, 2026 - Jun 24, 2026
#4	-16.26% Apr 20, 2022 - Jul 19, 2023	-13.22% Mar 8, 2022 - Apr 18, 2022
#5	-13.71% Feb 19, 2025 - Jun 27, 2025	-11.62% Oct 20, 2021 - Jan 18, 2022
#6	-13.12% May 21, 2015 - Apr 1, 2016	-5.40% Apr 18, 2022 - May 26, 2022
#7	-10.81% Jan 26, 2018 - Sep 18, 2018	-4.98% Mar 18, 2026 - Mar 30, 2026
#8	-9.60% Jul 24, 2023 - Dec 13, 2023	-4.05% Apr 6, 2026 - Apr 22, 2026
#9	-8.77% Jul 13, 2007 - Oct 1, 2007	-3.48% May 4, 2026 - May 12, 2026
#10	-7.07% Oct 18, 2012 - Jan 4, 2013	-2.29% Mar 30, 2026 - Apr 2, 2026
#11	-6.48% Jan 4, 2022 - Mar 29, 2022	-1.80% Mar 12, 2026 - Mar 18, 2026
#12	-6.46% Sep 19, 2014 - Oct 31, 2014	-1.73% Feb 24, 2022 - Feb 28, 2022
#13	-6.40% Apr 30, 2019 - Jun 20, 2019	-1.59% Feb 14, 2022 - Feb 22, 2022
#14	-6.28% Nov 29, 2024 - Feb 19, 2025	-1.16% Mar 6, 2026 - Mar 10, 2026
#15	-6.10% Feb 11, 2026 - Apr 17, 2026	-0.86% Apr 30, 2026 - May 4, 2026

Correlation

Correlation between DLN and PDBC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2006 - 2026)

DLN vs PDBC dividend yield comparison.

Year	DLN	PDBC
2026	0.65%	0.00%
2025	1.90%	3.84%
2024	2.00%	4.42%
2023	2.43%	4.21%
2022	2.53%	13.05%
2021	2.01%	50.83%
2020	2.66%	0.01%
2019	2.51%	1.40%
2018	2.90%	1.00%
2017	2.33%	3.83%
2016	2.64%	6.51%
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%