DLN vs SPXL
Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF).
5-Year PerformanceSPXL has outperformed DLN, delivering a return of +24.6% compared to +12.1%
DLN vs SPXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DLN
$6B
SPXL
$5.90B
Expense Ratio
DLN
0.28%
SPXL
N/A
Max Drawdown
Winner
DLN
59.51%
SPXL
76.86%
Sharpe Ratio
Winner
DLN
2.01
SPXL
1.95
5Y Beta
Winner
DLN
0.67
SPXL
2.88
P/E Ratio
Winner
DLN
23.98
SPXL
28.35
Forward P/E
Winner
DLN
18.73
SPXL
21.93
PEG Ratio
DLN
0.65
SPXL
N/A
5Y Dividends CAGR
DLN
4.04%
Winner
SPXL
65.03%
5Y EPS CAGR
DLN
19.31%
Winner
SPXL
25.34%
Debt to Equity
Winner
DLN
18.34%
SPXL
20.69%
P/S Ratio
Winner
DLN
2.63
SPXL
3.60
P/B Ratio
Winner
DLN
4.09
SPXL
5.41
DLN vs SPXL - Holdings Comparison
DLN and SPXL have 246 common holdings. Overlap is 35.22%
DLN's top 25 holdings weight is 39.77%. SPXL's top 25 holdings weight is 75.09%.
| Rank | DLN | SPXL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.62% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 18.34% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.29% | S&P 500 INDEX SWAP (n/a) - 11.38% |
| #3 | APPLE INC (AAPL) - 3.14% | NVIDIA CORP (NVDA) - 5.36% |
| #4 | MICROSOFT CORP (MSFT) - 3.13% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.58% |
| #5 | BROADCOM INC (AVGO) - 2.51% | APPLE INC (AAPL) - 4.52% |
| #6 | EXXON MOBIL CORP (XOM) - 2.40% | DREYFUS GOVT CASH MAN INS (n/a) - 4.42% |
| #7 | CHEVRON CORP (CVX) - 2.01% | MICROSOFT CORP (MSFT) - 3.42% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.85% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 3.12% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.62% | AMAZON.COM INC (AMZN) - 2.96% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.47% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #11 | ABBVIE INC (ABBV) - 1.47% | BROADCOM INC (AVGO) - 2.20% |
| #12 | MORGAN STANLEY (MS) - 1.39% | ALPHABET INC CLASS C (GOOG) - 1.97% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.38% | META PLATFORMS INC CLASS A (META) - 1.48% |
| #14 | COCA-COLA CO (KO) - 1.32% | TESLA INC (TSLA) - 1.23% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.96% |
| #16 | MERCK & CO INC (MRK) - 1.26% | JPMORGAN CHASE & CO (JPM) - 0.92% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 1.19% | ELI LILLY AND CO (LLY) - 0.85% |
| #18 | WALMART INC (WMT) - 1.14% | MICRON TECHNOLOGY INC (MU) - 0.72% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 1.14% | EXXON MOBIL CORP (XOM) - 0.71% |
| #20 | PEPSICO INC (PEP) - 1.11% | WALMART INC (WMT) - 0.64% |
| #21 | SIMON PROPERTY GROUP INC (SPG) - 0.41% | ADVANCED MICRO DEVICES INC (AMD) - 0.62% |
| #22 | TRANSDIGM GROUP INC (TDG) - 0.41% | VISA INC CLASS A (V) - 0.61% |
| #23 | BLACKROCK INC (BLK) - 0.41% | JOHNSON & JOHNSON (JNJ) - 0.60% |
| #24 | WILLIAMS COMPANIES INC (WMB) - 0.40% | INTEL CORP (INTC) - 0.50% |
| #25 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.40% | COSTCO WHOLESALE CORP (COST) - 0.50% |
| Total Holdings | 269 | 505 |
DLN vs SPXL - Historical Returns
Returns include dividend reinvestment.
1M
DLN
+3.18%
Winner
SPXL
+25.32%
3M
DLN
+2.37%
Winner
SPXL
+25.33%
6M
DLN
+9.75%
Winner
SPXL
+27.20%
1Y
DLN
+22.75%
Winner
SPXL
+81.05%
5Y(CAGR)
DLN
+12.15%
Winner
SPXL
+24.61%
10Y(CAGR)
DLN
+12.78%
Winner
SPXL
+30.67%
Max(CAGR)
DLN
+9.73%
Winner
SPXL
+28.65%
DLN vs SPXL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DLN | SPXL |
|---|---|---|
| 2026 | +7.62% | +22.37% |
| 2025 | +15.72% | +33.02% |
| 2024 | +19.21% | +66.58% |
| 2023 | +10.39% | +71.53% |
| 2022 | -4.11% | -57.31% |
| 2021 | +27.33% | +107.32% |
| 2020 | +4.08% | +6.68% |
| 2019 | +28.78% | +102.65% |
| 2018 | -6.15% | -26.55% |
| 2017 | +17.50% | +67.50% |
| 2016 | +16.97% | +35.96% |
| 2015 | -1.35% | -5.43% |
| 2014 | +15.23% | +41.39% |
| 2013 | +24.17% | +102.91% |
| 2012 | +11.47% | +37.95% |
| 2011 | +8.68% | -17.26% |
| 2010 | +13.52% | +32.94% |
| 2009 | +14.64% | +50.59% |
| 2008 | -34.24% | -28.52% |
| 2007 | +2.46% | N/A |
| 2006 | +15.92% | N/A |
DLN vs SPXL Drawdown Comparison
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
| Rank | DLN | SPXL |
|---|---|---|
| #1 | -57.82% Oct 9, 2007 - Aug 16, 2012 | -76.86% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -35.81% Feb 12, 2020 - Dec 2, 2020 | -71.32% Nov 5, 2008 - Sep 15, 2009 |
| #3 | -16.79% Sep 21, 2018 - Apr 1, 2019 | -63.80% Jan 3, 2022 - Jun 12, 2024 |
| #4 | -16.26% Apr 20, 2022 - Jul 19, 2023 | -53.81% Apr 29, 2011 - Sep 13, 2012 |
| #5 | -13.71% Feb 19, 2025 - Jun 27, 2025 | -50.17% Sep 20, 2018 - Jul 12, 2019 |
| #6 | -13.12% May 21, 2015 - Apr 1, 2016 | -48.95% Dec 6, 2024 - Jul 25, 2025 |
| #7 | -10.81% Jan 26, 2018 - Sep 18, 2018 | -43.44% Apr 23, 2010 - Dec 10, 2010 |
| #8 | -9.60% Jul 24, 2023 - Dec 13, 2023 | -39.56% May 21, 2015 - Jul 20, 2016 |
| #9 | -8.77% Jul 13, 2007 - Oct 1, 2007 | -29.48% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -7.07% Oct 18, 2012 - Jan 4, 2013 | -26.77% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -6.48% Jan 4, 2022 - Mar 29, 2022 | -24.36% Jul 16, 2024 - Sep 26, 2024 |
| #12 | -6.46% Sep 19, 2014 - Oct 31, 2014 | -22.79% Jan 19, 2010 - Mar 11, 2010 |
| #13 | -6.40% Apr 30, 2019 - Jun 20, 2019 | -21.42% Sep 14, 2012 - Jan 10, 2013 |
| #14 | -6.28% Nov 29, 2024 - Feb 19, 2025 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -6.10% Feb 11, 2026 - Apr 17, 2026 | -17.96% Jul 26, 2019 - Nov 1, 2019 |
Correlation
Correlation between DLN and SPXL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
DLN vs SPXL dividend yield comparison.
| Year | DLN | SPXL |
|---|---|---|
| 2026 | 0.52% | 0.17% |
| 2025 | 1.90% | 0.69% |
| 2024 | 2.00% | 0.74% |
| 2023 | 2.43% | 0.98% |
| 2022 | 2.53% | 0.32% |
| 2021 | 2.01% | 0.11% |
| 2020 | 2.66% | 0.22% |
| 2019 | 2.51% | 0.84% |
| 2018 | 2.90% | 1.02% |
| 2017 | 2.33% | 3.88% |
| 2016 | 2.64% | 0.00% |
| 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% | 2.17% |
| 2009 | 2.80% | 13.15% |
| 2008 | 3.98% | 0.18% |
| 2007 | 2.70% | 0.00% |
| 2006 | 0.94% | 0.00% |
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