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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 +13.0% compared to +12.4%

DLN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DLN
$6.10B
Winner
SPY
$784B
Expense Ratio
DLN
0.28%
Winner
SPY
0.09%
Max Drawdown
DLN
59.51%
Winner
SPY
56.47%
Sharpe Ratio
Winner
DLN
1.86
SPY
1.54
5Y Beta
Winner
DLN
0.66
SPY
1.00
P/E Ratio
Winner
DLN
23.95
SPY
27.62
Forward P/E
Winner
DLN
18.44
SPY
21.11
PEG Ratio
DLN
0.63
SPY
N/A
5Y Dividends CAGR
DLN
4.56%
Winner
SPY
6.00%
5Y EPS CAGR
DLN
19.01%
Winner
SPY
25.30%
Debt to Equity
DLN
67.09%
Winner
SPY
31.11%
P/S Ratio
Winner
DLN
2.75
SPY
3.49
P/B Ratio
Winner
DLN
4.04
SPY
5.30

DLN vs SPY - Holdings Comparison

DLN and SPY have 251 common holdings. Overlap is 44.04%

DLN's top 25 holdings weight is 39.24%. SPY's top 25 holdings weight is 51.24%.

RankDLNSPY
#1
MICROSOFT CORP (MSFT) - 3.74%
NVIDIA CORP (NVDA) - 7.81%
#2
NVIDIA CORP (NVDA) - 3.68%
APPLE INC (AAPL) - 6.81%
#3
JPMORGAN CHASE & CO (JPM) - 2.95%
MICROSOFT CORP (MSFT) - 4.53%
#4
BROADCOM INC (AVGO) - 2.28%
AMAZON.COM INC (AMZN) - 3.72%
#5
APPLE INC (AAPL) - 2.24%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
EXXON MOBIL CORP (XOM) - 1.91%
BROADCOM INC (AVGO) - 2.77%
#7
JOHNSON & JOHNSON (JNJ) - 1.88%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
META PLATFORMS INC CLASS A (META) - 1.80%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MORGAN STANLEY (MS) - 1.63%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
CHEVRON CORP (CVX) - 1.58%
TESLA INC (TSLA) - 1.76%
#11
ABBVIE INC (ABBV) - 1.55%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ALPHABET INC CLASS A (GOOGL) - 1.48%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.43%
ELI LILLY AND CO (LLY) - 1.38%
#14
ALPHABET INC CLASS C (GOOG) - 1.36%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
PROCTER & GAMBLE CO (PG) - 1.33%
EXXON MOBIL CORP (XOM) - 0.92%
#16
COCA-COLA CO (KO) - 1.31%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
CISCO SYSTEMS INC (CSCO) - 1.29%
VISA INC CLASS A (V) - 0.87%
#18
MERCK & CO INC (MRK) - 1.26%
INTEL CORP (INTC) - 0.85%
#19
THE GOLDMAN SACHS GROUP INC (GS) - 1.25%
WALMART INC (WMT) - 0.82%
#20
UNITEDHEALTH GROUP INC (UNH) - 1.24%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
SIMON PROPERTY GROUP INC (SPG) - 0.41%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.41%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
BLACKROCK INC (BLK) - 0.41%
CATERPILLAR INC (CAT) - 0.68%
#24
AMERICAN ELECTRIC POWER CO INC (AEP) - 0.41%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
AMERICAN EXPRESS CO (AXP) - 0.41%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings268505

DLN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DLN
-0.14%
SPY
-1.41%
3M
DLN
+8.24%
Winner
SPY
+12.54%
6M
Winner
DLN
+8.75%
SPY
+6.77%
1Y
DLN
+20.43%
Winner
SPY
+22.18%
5Y(CAGR)
DLN
+12.44%
Winner
SPY
+13.04%
10Y(CAGR)
DLN
+12.83%
Winner
SPY
+15.54%
Max(CAGR)
Winner
DLN
+9.74%
SPY
+8.44%

DLN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDLNSPY
2026+9.13%+7.90%
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%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -1.31%. The current SPY drawdown is -3.22%.

RankDLNSPY
#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.

YearDLNSPY
20260.65%0.50%
20251.90%1.07%
20242.00%1.21%
20232.43%1.40%
20222.53%1.65%
20212.01%1.20%
20202.66%1.52%
20192.51%1.75%
20182.90%2.04%
20172.33%1.80%
20162.64%2.03%
20152.80%2.06%
20142.34%1.87%
20132.40%1.81%
20122.99%2.18%
20112.74%2.05%
20102.69%1.80%
20092.80%1.95%
20083.98%3.02%
20072.70%1.85%
20060.94%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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