DLN vs XAR
Comparison between WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF) and SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF (XAR, ETF).
5-Year PerformanceXAR has outperformed DLN, delivering a return of +17.8% compared to +12.1%
DLN vs XAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DLN
$6B
XAR
$5.90B
Expense Ratio
Winner
DLN
0.28%
XAR
0.35%
Max Drawdown
DLN
59.51%
Winner
XAR
46.72%
Sharpe Ratio
Winner
DLN
2.01
XAR
1.60
5Y Beta
Winner
DLN
0.67
XAR
1.07
P/E Ratio
Winner
DLN
23.98
XAR
94.44
Forward P/E
Winner
DLN
18.73
XAR
30.01
PEG Ratio
DLN
0.65
XAR
N/A
5Y Dividends CAGR
Winner
DLN
4.04%
XAR
-4.79%
5Y EPS CAGR
Winner
DLN
19.31%
XAR
15.19%
Debt to Equity
Winner
DLN
18.34%
XAR
84.75%
P/S Ratio
Winner
DLN
2.63
XAR
3.22
P/B Ratio
Winner
DLN
4.09
XAR
4.85
DLN vs XAR - Holdings Comparison
DLN and XAR have 10 common holdings. Overlap is 1.49%
DLN's top 25 holdings weight is 39.77%. XAR's top 25 holdings weight is 76.62%.
| Rank | DLN | XAR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.62% | HEXCEL CORP (HXL) - 3.62% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.29% | ROCKET LAB CORP (RKLB) - 3.61% |
| #3 | APPLE INC (AAPL) - 3.14% | CARPENTER TECHNOLOGY CORP (CRS) - 3.59% |
| #4 | MICROSOFT CORP (MSFT) - 3.13% | CURTISS-WRIGHT CORP (CW) - 3.47% |
| #5 | BROADCOM INC (AVGO) - 2.51% | BWX TECHNOLOGIES INC (BWXT) - 3.47% |
| #6 | EXXON MOBIL CORP (XOM) - 2.40% | BOEING CO (BA) - 3.45% |
| #7 | CHEVRON CORP (CVX) - 2.01% | ATI INC (ATI) - 3.25% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.85% | GENERAL DYNAMICS CORP (GD) - 3.25% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.62% | TEXTRON INC (TXT) - 3.24% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.47% | HOWMET AEROSPACE INC (HWM) - 3.18% |
| #11 | ABBVIE INC (ABBV) - 1.47% | WOODWARD INC (WWD) - 3.12% |
| #12 | MORGAN STANLEY (MS) - 1.39% | TRANSDIGM GROUP INC (TDG) - 3.12% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.38% | FTAI AVIATION LTD (FTAI) - 3.10% |
| #14 | COCA-COLA CO (KO) - 1.32% | MOOG INC CLASS A (MOG-A) - 2.99% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.30% | ARCHER AVIATION INC CLASS A (ACHR) - 2.99% |
| #16 | MERCK & CO INC (MRK) - 1.26% | HEICO CORP (HEI) - 2.98% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 1.19% | GE AEROSPACE (GE) - 2.91% |
| #18 | WALMART INC (WMT) - 1.14% | STANDARDAERO INC (SARO) - 2.89% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 1.14% | RTX CORP (RTX) - 2.75% |
| #20 | PEPSICO INC (PEP) - 1.11% | L3HARRIS TECHNOLOGIES INC (LHX) - 2.74% |
| #21 | SIMON PROPERTY GROUP INC (SPG) - 0.41% | AEROVIRONMENT INC (AVAV) - 2.64% |
| #22 | TRANSDIGM GROUP INC (TDG) - 0.41% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.60% |
| #23 | BLACKROCK INC (BLK) - 0.41% | LOCKHEED MARTIN CORP (LMT) - 2.58% |
| #24 | WILLIAMS COMPANIES INC (WMB) - 0.40% | VSE CORP (VSEC) - 2.57% |
| #25 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.40% | NORTHROP GRUMMAN CORP (NOC) - 2.51% |
| Total Holdings | 269 | 42 |
DLN vs XAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DLN
+3.18%
XAR
-1.33%
3M
Winner
DLN
+2.37%
XAR
-0.18%
6M
DLN
+9.75%
Winner
XAR
+19.03%
1Y
DLN
+22.75%
Winner
XAR
+48.18%
5Y(CAGR)
DLN
+12.15%
Winner
XAR
+17.78%
10Y(CAGR)
DLN
+12.78%
Winner
XAR
+18.25%
Max(CAGR)
DLN
+9.73%
Winner
XAR
+18.88%
DLN vs XAR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DLN | XAR |
|---|---|---|
| 2026 | +7.62% | +7.92% |
| 2025 | +15.72% | +46.54% |
| 2024 | +19.21% | +25.05% |
| 2023 | +10.39% | +23.93% |
| 2022 | -4.11% | -5.79% |
| 2021 | +27.33% | +6.62% |
| 2020 | +4.08% | +3.64% |
| 2019 | +28.78% | +38.67% |
| 2018 | -6.15% | -4.76% |
| 2017 | +17.50% | +31.17% |
| 2016 | +16.97% | +22.76% |
| 2015 | -1.35% | +0.03% |
| 2014 | +15.23% | +12.84% |
| 2013 | +24.17% | +55.35% |
| 2012 | +11.47% | +13.14% |
| 2011 | +8.68% | +11.59% |
| 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 XAR Drawdown Comparison
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for XAR was -46.36%, occurring on Mar 23, 2020. Recovery took 233 trading sessions.
The current XAR drawdown is -7.69%.
| Rank | DLN | XAR |
|---|---|---|
| #1 | -57.82% Oct 9, 2007 - Aug 16, 2012 | -46.36% Feb 12, 2020 - Jan 14, 2021 |
| #2 | -35.81% Feb 12, 2020 - Dec 2, 2020 | -32.40% Jun 25, 2021 - Dec 19, 2023 |
| #3 | -16.79% Sep 21, 2018 - Apr 1, 2019 | -25.92% Sep 18, 2018 - Jun 5, 2019 |
| #4 | -16.26% Apr 20, 2022 - Jul 19, 2023 | -22.11% Apr 10, 2015 - Aug 5, 2016 |
| #5 | -13.71% Feb 19, 2025 - Jun 27, 2025 | -19.73% Jan 23, 2025 - May 13, 2025 |
| #6 | -13.12% May 21, 2015 - Apr 1, 2016 | -17.22% Jan 16, 2026 - Mar 30, 2026 |
| #7 | -10.81% Jan 26, 2018 - Sep 18, 2018 | -12.93% Oct 27, 2025 - Jan 5, 2026 |
| #8 | -9.60% Jul 24, 2023 - Dec 13, 2023 | -11.31% Mar 16, 2012 - Oct 5, 2012 |
| #9 | -8.77% Jul 13, 2007 - Oct 1, 2007 | -11.05% Mar 4, 2014 - Nov 18, 2014 |
| #10 | -7.07% Oct 18, 2012 - Jan 4, 2013 | -8.85% Apr 19, 2018 - Jun 8, 2018 |
| #11 | -6.48% Jan 4, 2022 - Mar 29, 2022 | -8.75% Jan 29, 2018 - Mar 9, 2018 |
| #12 | -6.46% Sep 19, 2014 - Oct 31, 2014 | -8.49% Oct 27, 2011 - Dec 23, 2011 |
| #13 | -6.40% Apr 30, 2019 - Jun 20, 2019 | -8.07% Sep 17, 2019 - Nov 15, 2019 |
| #14 | -6.28% Nov 29, 2024 - Feb 19, 2025 | -8.03% Nov 29, 2024 - Jan 21, 2025 |
| #15 | -6.10% Feb 11, 2026 - Apr 17, 2026 | -7.50% Jan 20, 2021 - Feb 4, 2021 |
Correlation
Correlation between DLN and XAR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
DLN vs XAR dividend yield comparison.
| Year | DLN | XAR |
|---|---|---|
| 2026 | 0.52% | 0.04% |
| 2025 | 1.90% | 0.40% |
| 2024 | 2.00% | 0.66% |
| 2023 | 2.43% | 0.54% |
| 2022 | 2.53% | 0.50% |
| 2021 | 2.01% | 0.83% |
| 2020 | 2.66% | 0.63% |
| 2019 | 2.51% | 0.75% |
| 2018 | 2.90% | 1.19% |
| 2017 | 2.33% | 0.76% |
| 2016 | 2.64% | 1.09% |
| 2015 | 2.80% | 2.31% |
| 2014 | 2.34% | 1.07% |
| 2013 | 2.40% | 1.96% |
| 2012 | 2.99% | 1.75% |
| 2011 | 2.74% | 0.28% |
| 2010 | 2.69% | 0.00% |
| 2009 | 2.80% | 0.00% |
| 2008 | 3.98% | 0.00% |
| 2007 | 2.70% | 0.00% |
| 2006 | 0.94% | 0.00% |
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