IAUM vs DLN

Comparison between iShares Gold Trust Micro (IAUM, ETF) and WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF).

5-Year PerformanceIAUM has outperformed DLN, delivering a return of +20.9% compared to +12.5%

IAUM vs DLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAUM(ETF)	DLN(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.09%	0.28%
Max Drawdown	26.31%	59.51%
Sharpe Ratio	1.14	1.72
5Y Beta	0.22	0.65
P/E Ratio	N/A	23.36
Forward P/E	N/A	19.32
PEG Ratio	N/A	0.42
5Y Dividends CAGR	N/A	4.67%
5Y EPS CAGR	N/A	20.05%
Debt to Equity	N/A	61.43%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	4.30

Net Assets

IAUM

$6.30B

DLN

$6.30B

Expense Ratio

Winner

IAUM

0.09%

DLN

0.28%

Max Drawdown

Winner

IAUM

26.31%

DLN

59.51%

Sharpe Ratio

IAUM

1.14

Winner

DLN

1.72

5Y Beta

Winner

IAUM

0.22

DLN

0.65

P/E Ratio

IAUM

N/A

DLN

23.36

Forward P/E

IAUM

N/A

DLN

19.32

PEG Ratio

IAUM

N/A

DLN

0.42

5Y Dividends CAGR

IAUM

N/A

DLN

4.67%

5Y EPS CAGR

IAUM

N/A

DLN

20.05%

Debt to Equity

IAUM

N/A

DLN

61.43%

P/S Ratio

IAUM

N/A

DLN

3.06

P/B Ratio

IAUM

N/A

DLN

4.30

IAUM vs DLN - Historical Returns

Returns include dividend reinvestment.

Period	IAUM	DLN
1 month	+12.97%	+2.99%
3 months	+1.61%	+5.83%
6 months	-9.49%	+8.71%
1 year	+38.23%	+21.10%
5 years(CAGR)	+20.87%	+12.47%
10 years(CAGR)	N/A	+12.73%
Max(CAGR)	+20.50%	+9.94%

Winner

IAUM

+12.97%

DLN

+2.99%

IAUM

+1.61%

Winner

DLN

+5.83%

IAUM

-9.49%

Winner

DLN

+8.71%

Winner

IAUM

+38.23%

DLN

+21.10%

5Y(CAGR)

Winner

IAUM

+20.87%

DLN

+12.47%

10Y(CAGR)

IAUM

N/A

DLN

+12.73%

Max(CAGR)

Winner

IAUM

+20.50%

DLN

+9.94%

IAUM vs DLN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAUM	DLN
2026	+6.51%	+14.86%
2025	+62.10%	+15.72%
2024	+27.35%	+19.21%
2023	+12.14%	+10.39%
2022	+1.05%	-4.11%
2021	+3.87%	+27.33%
2020	N/A	+4.08%
2019	N/A	+28.78%
2018	N/A	-6.15%
2017	N/A	+17.50%
2016	N/A	+16.97%
2015	N/A	-1.35%
2014	N/A	+15.23%
2013	N/A	+24.17%
2012	N/A	+11.47%
2011	N/A	+8.68%
2010	N/A	+13.52%
2009	N/A	+14.64%
2008	N/A	-34.24%
2007	N/A	+2.46%
2006	N/A	+15.92%

IAUM vs DLN Drawdown Comparison

The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IAUM drawdown is -14.50%. The current DLN drawdown is -0.85%.

Rank	IAUM	DLN
#1	-26.31% Jan 29, 2026 - Jul 16, 2026	-57.82% Oct 9, 2007 - Aug 16, 2012
#2	-20.87% Mar 8, 2022 - Dec 1, 2023	-35.81% Feb 12, 2020 - Dec 2, 2020
#3	-10.05% Oct 20, 2025 - Dec 22, 2025	-16.79% Sep 21, 2018 - Apr 1, 2019
#4	-8.09% Oct 30, 2024 - Jan 30, 2025	-16.26% Apr 20, 2022 - Jul 19, 2023
#5	-7.14% Apr 21, 2025 - Jun 13, 2025	-13.71% Feb 19, 2025 - Jun 27, 2025
#6	-5.74% May 20, 2024 - Jul 16, 2024	-13.12% May 21, 2015 - Apr 1, 2016
#7	-5.69% Jul 29, 2021 - Nov 9, 2021	-10.81% Jan 26, 2018 - Sep 18, 2018
#8	-5.25% Nov 12, 2021 - Feb 14, 2022	-9.60% Jul 24, 2023 - Dec 13, 2023
#9	-4.88% Mar 31, 2025 - Apr 10, 2025	-8.77% Jul 13, 2007 - Oct 1, 2007
#10	-4.85% Dec 26, 2025 - Jan 12, 2026	-7.07% Oct 18, 2012 - Jan 4, 2013
#11	-4.79% Jun 13, 2025 - Aug 29, 2025	-6.48% Jan 4, 2022 - Mar 29, 2022
#12	-4.40% Dec 1, 2023 - Dec 27, 2023	-6.46% Sep 19, 2014 - Oct 31, 2014
#13	-4.38% Jul 16, 2024 - Aug 12, 2024	-6.40% Apr 30, 2019 - Jun 20, 2019
#14	-4.23% Apr 16, 2024 - May 17, 2024	-6.28% Nov 29, 2024 - Feb 19, 2025
#15	-4.15% Dec 27, 2023 - Mar 1, 2024	-6.10% Feb 11, 2026 - Apr 17, 2026