DLN vs SPY
Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DLN, delivering a return of +13.3% compared to +11.6%
DLN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DLN
$5.60B
Winner
SPY
$652B
Expense Ratio
DLN
0.28%
Winner
SPY
0.09%
Max Drawdown
DLN
59.51%
Winner
SPY
56.47%
Sharpe Ratio
DLN
1.94
Winner
SPY
2.07
5Y Beta
Winner
DLN
0.67
SPY
1.00
P/E Ratio
Winner
DLN
23.65
SPY
28.24
Forward P/E
Winner
DLN
18.74
SPY
21.85
PEG Ratio
DLN
0.62
SPY
N/A
5Y Dividends CAGR
DLN
4.04%
Winner
SPY
5.43%
5Y EPS CAGR
DLN
19.52%
Winner
SPY
25.79%
Debt to Equity
DLN
25.18%
Winner
SPY
22.35%
P/S Ratio
Winner
DLN
2.65
SPY
3.55
P/B Ratio
Winner
DLN
4.08
SPY
5.29
DLN vs SPY - Holdings Comparison
DLN and SPY have 252 common holdings. Overlap is 43.40%
DLN's top 25 holdings weight is 39.82%. SPY's top 25 holdings weight is 51.32%.
| Rank | DLN | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.96% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.35% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 3.29% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | APPLE INC (AAPL) - 3.02% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BROADCOM INC (AVGO) - 2.37% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | EXXON MOBIL CORP (XOM) - 2.36% | BROADCOM INC (AVGO) - 3.09% |
| #7 | CHEVRON CORP (CVX) - 1.99% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.89% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.48% | TESLA INC (TSLA) - 1.73% |
| #10 | ABBVIE INC (ABBV) - 1.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MORGAN STANLEY (MS) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.36% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.35% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ALPHABET INC CLASS C (GOOG) - 1.34% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | COCA-COLA CO (KO) - 1.33% | WALMART INC (WMT) - 0.91% |
| #16 | MERCK & CO INC (MRK) - 1.24% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 1.20% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.16% | VISA INC CLASS A (V) - 0.85% |
| #19 | THE HOME DEPOT INC (HD) - 1.13% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | PEPSICO INC (PEP) - 1.13% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BLACKROCK INC (BLK) - 0.41% | INTEL CORP (INTC) - 0.65% |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 0.41% | NETFLIX INC (NFLX) - 0.64% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.41% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | KINDER MORGAN INC CLASS P (KMI) - 0.40% | CHEVRON CORP (CVX) - 0.58% |
| #25 | TRANSDIGM GROUP INC (TDG) - 0.40% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 269 | 505 |
DLN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DLN
+2.75%
Winner
SPY
+9.11%
3M
DLN
+1.11%
Winner
SPY
+6.59%
6M
DLN
+9.85%
Winner
SPY
+10.56%
1Y
DLN
+23.51%
Winner
SPY
+32.04%
5Y(CAGR)
DLN
+11.64%
Winner
SPY
+13.35%
10Y(CAGR)
DLN
+12.64%
Winner
SPY
+15.49%
Max(CAGR)
Winner
DLN
+9.69%
SPY
+8.50%
DLN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DLN | SPY |
|---|---|---|
| 2026 | +6.71% | +8.27% |
| 2025 | +15.72% | +18.00% |
| 2024 | +19.21% | +25.59% |
| 2023 | +10.39% | +26.72% |
| 2022 | -4.11% | -18.64% |
| 2021 | +27.33% | +30.52% |
| 2020 | +4.08% | +17.28% |
| 2019 | +28.78% | +31.09% |
| 2018 | -6.15% | -5.24% |
| 2017 | +17.50% | +20.78% |
| 2016 | +16.97% | +13.59% |
| 2015 | -1.35% | +1.31% |
| 2014 | +15.23% | +14.56% |
| 2013 | +24.17% | +29.00% |
| 2012 | +11.47% | +14.17% |
| 2011 | +8.68% | +0.85% |
| 2010 | +13.52% | +13.14% |
| 2009 | +14.64% | +22.67% |
| 2008 | -34.24% | -36.25% |
| 2007 | +2.46% | +5.32% |
| 2006 | +15.92% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DLN vs SPY Drawdown Comparison
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DLN drawdown is -0.74%.
| Rank | DLN | SPY |
|---|---|---|
| #1 | -57.82% Oct 9, 2007 - Aug 16, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.81% Feb 12, 2020 - Dec 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.79% Sep 21, 2018 - Apr 1, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.26% Apr 20, 2022 - Jul 19, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.71% Feb 19, 2025 - Jun 27, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.12% May 21, 2015 - Apr 1, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.81% Jan 26, 2018 - Sep 18, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.60% Jul 24, 2023 - Dec 13, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.77% Jul 13, 2007 - Oct 1, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.07% Oct 18, 2012 - Jan 4, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.48% Jan 4, 2022 - Mar 29, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.46% Sep 19, 2014 - Oct 31, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.40% Apr 30, 2019 - Jun 20, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.28% Nov 29, 2024 - Feb 19, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.10% Feb 11, 2026 - Apr 17, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DLN and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
DLN vs SPY dividend yield comparison.
| Year | DLN | SPY |
|---|---|---|
| 2026 | 0.53% | 0.24% |
| 2025 | 1.90% | 1.07% |
| 2024 | 2.00% | 1.21% |
| 2023 | 2.43% | 1.40% |
| 2022 | 2.53% | 1.65% |
| 2021 | 2.01% | 1.20% |
| 2020 | 2.66% | 1.52% |
| 2019 | 2.51% | 1.75% |
| 2018 | 2.90% | 2.04% |
| 2017 | 2.33% | 1.80% |
| 2016 | 2.64% | 2.03% |
| 2015 | 2.80% | 2.06% |
| 2014 | 2.34% | 1.87% |
| 2013 | 2.40% | 1.81% |
| 2012 | 2.99% | 2.18% |
| 2011 | 2.74% | 2.05% |
| 2010 | 2.69% | 1.80% |
| 2009 | 2.80% | 1.95% |
| 2008 | 3.98% | 3.02% |
| 2007 | 2.70% | 1.85% |
| 2006 | 0.94% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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