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DLN vs SPTS

Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS, ETF).

5-Year PerformanceDLN has outperformed SPTS, delivering a return of +12.1% compared to +1.8%

DLN vs SPTS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DLN
$6B
SPTS
$6B
Expense Ratio
DLN
0.28%
Winner
SPTS
0.03%
Max Drawdown
DLN
59.51%
Winner
SPTS
10.12%
Sharpe Ratio
Winner
DLN
2.01
SPTS
-0.15
5Y Beta
DLN
0.67
Winner
SPTS
-0.02
P/E Ratio
DLN
23.98
SPTS
N/A
Forward P/E
DLN
18.73
SPTS
N/A
PEG Ratio
DLN
0.65
SPTS
N/A
5Y Dividends CAGR
DLN
4.04%
Winner
SPTS
63.03%
5Y EPS CAGR
DLN
19.31%
SPTS
N/A
Debt to Equity
DLN
18.34%
SPTS
N/A
P/S Ratio
DLN
2.63
SPTS
N/A
P/B Ratio
DLN
4.09
SPTS
N/A

DLN vs SPTS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DLN
+3.18%
SPTS
+0.01%
3M
Winner
DLN
+2.37%
SPTS
-0.15%
6M
Winner
DLN
+9.75%
SPTS
+1.11%
1Y
Winner
DLN
+22.75%
SPTS
+3.76%
5Y(CAGR)
Winner
DLN
+12.15%
SPTS
+1.83%
10Y(CAGR)
Winner
DLN
+12.78%
SPTS
+1.66%
Max(CAGR)
Winner
DLN
+9.73%
SPTS
+1.44%

DLN vs SPTS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDLNSPTS
2026+7.62%+0.47%
2025+15.72%+5.19%
2024+19.21%+4.34%
2023+10.39%+4.16%
2022-4.11%-3.80%
2021+27.33%-0.69%
2020+4.08%+3.20%
2019+28.78%+3.52%
2018-6.15%+1.14%
2017+17.50%+0.66%
2016+16.97%+0.78%
2015-1.35%+0.83%
2014+15.23%+1.12%
2013+24.17%-0.27%
2012+11.47%+0.38%
2011+8.68%+0.08%
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 SPTS Drawdown Comparison

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

The maximum drawdown for SPTS was -5.82%, occurring on Sep 12, 2014. Recovery took 1195 trading sessions.

The current SPTS drawdown is -0.29%.

RankDLNSPTS
#1-57.82%
Oct 9, 2007 - Aug 16, 2012
-5.82%
Aug 29, 2014 - May 31, 2019
#2-35.81%
Feb 12, 2020 - Dec 2, 2020
-5.71%
Aug 3, 2021 - May 15, 2024
#3-16.79%
Sep 21, 2018 - Apr 1, 2019
-1.90%
Apr 29, 2013 - Oct 28, 2013
#4-16.26%
Apr 20, 2022 - Jul 19, 2023
-1.59%
Nov 18, 2013 - Aug 29, 2014
#5-13.71%
Feb 19, 2025 - Jun 27, 2025
-1.05%
Nov 7, 2013 - Nov 14, 2013
#6-13.12%
May 21, 2015 - Apr 1, 2016
-1.01%
Jan 4, 2012 - May 9, 2012
#7-10.81%
Jan 26, 2018 - Sep 18, 2018
-0.96%
Sep 24, 2024 - Jan 27, 2025
#8-9.60%
Jul 24, 2023 - Dec 13, 2023
-0.84%
Feb 27, 2026 - Mar 26, 2026
#9-8.77%
Jul 13, 2007 - Oct 1, 2007
-0.73%
Sep 17, 2012 - Nov 19, 2012
#10-7.07%
Oct 18, 2012 - Jan 4, 2013
-0.71%
Oct 28, 2013 - Nov 6, 2013
#11-6.48%
Jan 4, 2022 - Mar 29, 2022
-0.70%
Sep 4, 2019 - Oct 3, 2019
#12-6.46%
Sep 19, 2014 - Oct 31, 2014
-0.69%
Apr 30, 2025 - Jun 20, 2025
#13-6.40%
Apr 30, 2019 - Jun 20, 2019
-0.63%
Feb 11, 2013 - Apr 26, 2013
#14-6.28%
Nov 29, 2024 - Feb 19, 2025
-0.55%
Mar 9, 2020 - Mar 26, 2020
#15-6.10%
Feb 11, 2026 - Apr 17, 2026
-0.53%
Jun 1, 2012 - Jul 18, 2012

Correlation

Correlation between DLN and SPTS 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 SPTS dividend yield comparison.

YearDLNSPTS
20260.52%1.26%
20251.90%3.99%
20242.00%4.25%
20232.43%3.61%
20222.53%1.27%
20212.01%0.19%
20202.66%0.70%
20192.51%2.21%
20182.90%2.04%
20172.33%1.20%
20162.64%0.95%
20152.80%0.83%
20142.34%0.68%
20132.40%0.43%
20122.99%0.40%
20112.74%0.02%
20102.69%0.00%
20092.80%0.00%
20083.98%0.00%
20072.70%0.00%
20060.94%0.00%

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