DLN vs SSO
Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and PROSHARES ULTRA S&P500 (SSO, ETF).
5-Year PerformanceSSO has outperformed DLN, delivering a return of +18.7% compared to +11.6%
DLN vs SSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DLN
$5.60B
SSO
$5.40B
Expense Ratio
DLN
0.28%
SSO
N/A
Max Drawdown
Winner
DLN
59.51%
SSO
85.48%
Sharpe Ratio
DLN
1.94
Winner
SSO
1.98
5Y Beta
Winner
DLN
0.67
SSO
1.94
P/E Ratio
Winner
DLN
23.65
SSO
27.88
Forward P/E
Winner
DLN
18.74
SSO
21.47
PEG Ratio
DLN
0.62
SSO
N/A
5Y Dividends CAGR
DLN
4.04%
Winner
SSO
51.80%
5Y EPS CAGR
DLN
19.52%
Winner
SSO
28.91%
Debt to Equity
Winner
DLN
25.18%
SSO
25.78%
P/S Ratio
Winner
DLN
2.65
SSO
3.44
P/B Ratio
Winner
DLN
4.08
SSO
5.21
DLN vs SSO - Holdings Comparison
DLN and SSO have 236 common holdings. Overlap is 29.98%
DLN's top 25 holdings weight is 39.82%. SSO's top 25 holdings weight is 54.58%.
| Rank | DLN | SSO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.96% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 18.02% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.35% | NVIDIA CORP (NVDA) - 5.60% |
| #3 | MICROSOFT CORP (MSFT) - 3.29% | APPLE INC (AAPL) - 4.29% |
| #4 | APPLE INC (AAPL) - 3.02% | S&P 500 INDEX SWAP (n/a) - 3.45% |
| #5 | BROADCOM INC (AVGO) - 2.37% | MICROSOFT CORP (MSFT) - 3.44% |
| #6 | EXXON MOBIL CORP (XOM) - 2.36% | AMAZON.COM INC (AMZN) - 2.74% |
| #7 | CHEVRON CORP (CVX) - 1.99% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.89% | BROADCOM INC (AVGO) - 2.05% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.48% | ALPHABET INC CLASS C (GOOG) - 1.76% |
| #10 | ABBVIE INC (ABBV) - 1.43% | CTE PROSHARES TRUST M (n/a) - 1.59% |
| #11 | MORGAN STANLEY (MS) - 1.41% | META PLATFORMS INC CLASS A (META) - 1.59% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.36% | TESLA INC (TSLA) - 1.14% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.95% |
| #14 | ALPHABET INC CLASS C (GOOG) - 1.34% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 0.92% |
| #15 | COCA-COLA CO (KO) - 1.33% | JPMORGAN CHASE & CO (JPM) - 0.91% |
| #16 | MERCK & CO INC (MRK) - 1.24% | ELI LILLY AND CO (LLY) - 0.75% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 1.20% | EXXON MOBIL CORP (XOM) - 0.68% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.16% | MICRON TECHNOLOGY INC (MU) - 0.61% |
| #19 | THE HOME DEPOT INC (HD) - 1.13% | WALMART INC (WMT) - 0.60% |
| #20 | PEPSICO INC (PEP) - 1.13% | PEPSICO INC (PEP) - 0.23% |
| #21 | BLACKROCK INC (BLK) - 0.41% | MCDONALD'S CORP (MCD) - 0.22% |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 0.41% | NEXTERA ENERGY INC (NEE) - 0.22% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.41% | VERIZON COMMUNICATIONS INC (VZ) - 0.22% |
| #24 | KINDER MORGAN INC CLASS P (KMI) - 0.40% | ANALOG DEVICES INC (ADI) - 0.20% |
| #25 | TRANSDIGM GROUP INC (TDG) - 0.40% | AMGEN INC (AMGN) - 0.20% |
| Total Holdings | 269 | 475 |
DLN vs SSO - Historical Returns
Returns include dividend reinvestment.
1M
DLN
+2.75%
Winner
SSO
+18.38%
3M
DLN
+1.11%
Winner
SSO
+11.48%
6M
DLN
+9.85%
Winner
SSO
+17.86%
1Y
DLN
+23.51%
Winner
SSO
+62.17%
5Y(CAGR)
DLN
+11.64%
Winner
SSO
+18.65%
10Y(CAGR)
DLN
+12.64%
Winner
SSO
+24.20%
Max(CAGR)
DLN
+9.69%
Winner
SSO
+15.71%
DLN vs SSO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DLN | SSO |
|---|---|---|
| 2026 | +6.71% | +14.22% |
| 2025 | +15.72% | +26.86% |
| 2024 | +19.21% | +45.19% |
| 2023 | +10.39% | +47.99% |
| 2022 | -4.11% | -39.69% |
| 2021 | +27.33% | +65.07% |
| 2020 | +4.08% | +19.38% |
| 2019 | +28.78% | +63.26% |
| 2018 | -6.15% | -15.76% |
| 2017 | +17.50% | +42.26% |
| 2016 | +16.97% | +25.14% |
| 2015 | -1.35% | -1.06% |
| 2014 | +15.23% | +27.99% |
| 2013 | +24.17% | +62.55% |
| 2012 | +11.47% | +27.12% |
| 2011 | +8.68% | -4.74% |
| 2010 | +13.52% | +22.88% |
| 2009 | +14.64% | +38.70% |
| 2008 | -34.24% | -67.25% |
| 2007 | +2.46% | +1.74% |
| 2006 | +15.92% | +25.97% |
DLN vs SSO Drawdown Comparison
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SSO was -84.67%, occurring on Mar 9, 2009. Recovery took 1520 trading sessions.
The current DLN drawdown is -0.74%.
| Rank | DLN | SSO |
|---|---|---|
| #1 | -57.82% Oct 9, 2007 - Aug 16, 2012 | -84.67% Oct 9, 2007 - Oct 22, 2013 |
| #2 | -35.81% Feb 12, 2020 - Dec 2, 2020 | -59.34% Feb 19, 2020 - Sep 2, 2020 |
| #3 | -16.79% Sep 21, 2018 - Apr 1, 2019 | -46.73% Jan 3, 2022 - Mar 1, 2024 |
| #4 | -16.26% Apr 20, 2022 - Jul 19, 2023 | -36.57% Sep 20, 2018 - Jul 2, 2019 |
| #5 | -13.71% Feb 19, 2025 - Jun 27, 2025 | -35.21% Feb 19, 2025 - Jul 3, 2025 |
| #6 | -13.12% May 21, 2015 - Apr 1, 2016 | -26.68% May 21, 2015 - Jul 11, 2016 |
| #7 | -10.81% Jan 26, 2018 - Sep 18, 2018 | -19.76% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -9.60% Jul 24, 2023 - Dec 13, 2023 | -18.40% Sep 2, 2020 - Nov 16, 2020 |
| #9 | -8.77% Jul 13, 2007 - Oct 1, 2007 | -18.17% Jan 12, 2026 - Apr 16, 2026 |
| #10 | -7.07% Oct 18, 2012 - Jan 4, 2013 | -18.05% Jul 13, 2007 - Oct 9, 2007 |
| #11 | -6.48% Jan 4, 2022 - Mar 29, 2022 | -16.70% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -6.46% Sep 19, 2014 - Oct 31, 2014 | -14.33% Sep 18, 2014 - Oct 31, 2014 |
| #13 | -6.40% Apr 30, 2019 - Jun 20, 2019 | -12.06% Jul 26, 2019 - Oct 28, 2019 |
| #14 | -6.28% Nov 29, 2024 - Feb 19, 2025 | -11.98% Feb 20, 2007 - Apr 16, 2007 |
| #15 | -6.10% Feb 11, 2026 - Apr 17, 2026 | -11.49% Dec 31, 2013 - Feb 27, 2014 |
Correlation
Correlation between DLN and SSO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
DLN vs SSO dividend yield comparison.
| Year | DLN | SSO |
|---|---|---|
| 2026 | 0.53% | 0.17% |
| 2025 | 1.90% | 0.68% |
| 2024 | 2.00% | 0.85% |
| 2023 | 2.43% | 0.18% |
| 2022 | 2.53% | 0.50% |
| 2021 | 2.01% | 0.18% |
| 2020 | 2.66% | 0.20% |
| 2019 | 2.51% | 0.50% |
| 2018 | 2.90% | 0.75% |
| 2017 | 2.33% | 0.39% |
| 2016 | 2.64% | 0.51% |
| 2015 | 2.80% | 0.63% |
| 2014 | 2.34% | 0.33% |
| 2013 | 2.40% | 0.26% |
| 2012 | 2.99% | 0.71% |
| 2011 | 2.74% | 0.56% |
| 2010 | 2.69% | 0.78% |
| 2009 | 2.80% | 0.77% |
| 2008 | 3.98% | 2.14% |
| 2007 | 2.70% | 5.34% |
| 2006 | 0.94% | 4.40% |
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