VTHR vs DLN
Comparison between VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES (VTHR, ETF) and WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF).
5-Year PerformanceDLN has outperformed VTHR, delivering a return of +12.7% compared to +12.2%
VTHR vs DLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTHR
$6.10B
DLN
$6.10B
Expense Ratio
Winner
VTHR
0.06%
DLN
0.28%
Max Drawdown
Winner
VTHR
34.61%
DLN
59.51%
Sharpe Ratio
VTHR
1.40
Winner
DLN
1.90
5Y Beta
VTHR
0.99
Winner
DLN
0.65
P/E Ratio
VTHR
25.38
Winner
DLN
23.68
Forward P/E
VTHR
20.52
Winner
DLN
19.08
PEG Ratio
VTHR
N/A
DLN
0.41
5Y Dividends CAGR
Winner
VTHR
11.94%
DLN
4.67%
5Y EPS CAGR
Winner
VTHR
23.98%
DLN
20.18%
Debt to Equity
Winner
VTHR
36.61%
DLN
57.12%
P/S Ratio
VTHR
3.27
Winner
DLN
2.85
P/B Ratio
VTHR
5.00
Winner
DLN
4.29
VTHR vs DLN - Holdings Comparison
VTHR and DLN have 245 common holdings. Overlap is 41.91%
VTHR's top 25 holdings weight is 45.89%. DLN's top 25 holdings weight is 40.04%.
| Rank | VTHR | DLN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.30% | MICROSOFT CORP (MSFT) - 3.79% |
| #2 | APPLE INC (AAPL) - 6.18% | NVIDIA CORP (NVDA) - 3.73% |
| #3 | MICROSOFT CORP (MSFT) - 5.55% | JPMORGAN CHASE & CO (JPM) - 3.01% |
| #4 | AMAZON.COM INC (AMZN) - 3.40% | APPLE INC (AAPL) - 2.41% |
| #5 | BROADCOM INC (AVGO) - 2.83% | BROADCOM INC (AVGO) - 2.24% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.83% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.31% | JOHNSON & JOHNSON (JNJ) - 2.01% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.15% | META PLATFORMS INC CLASS A (META) - 1.96% |
| #9 | TESLA INC (TSLA) - 1.84% | ABBVIE INC (ABBV) - 1.73% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% | CHEVRON CORP (CVX) - 1.68% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | MORGAN STANLEY (MS) - 1.54% |
| #12 | ELI LILLY AND CO (LLY) - 1.31% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.51% |
| #13 | VISA INC CLASS A (V) - 0.87% | ALPHABET INC CLASS A (GOOGL) - 1.36% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.76% | MERCK & CO INC (MRK) - 1.36% |
| #15 | EXXON MOBIL CORP (XOM) - 0.76% | COCA-COLA CO (KO) - 1.32% |
| #16 | WALMART INC (WMT) - 0.73% | UNITEDHEALTH GROUP INC (UNH) - 1.30% |
| #17 | NETFLIX INC (NFLX) - 0.69% | PROCTER & GAMBLE CO (PG) - 1.29% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.68% | ALPHABET INC CLASS C (GOOG) - 1.26% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.62% | ELI LILLY AND CO (LLY) - 1.24% |
| #20 | ABBVIE INC (ABBV) - 0.61% | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% |
| #21 | n/a (PLTR) - 0.56% | ABBOTT LABORATORIES (ABT) - 0.42% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.55% | BANK OF NEW YORK MELLON CORP (BNY) - 0.41% |
| #23 | THE HOME DEPOT INC (HD) - 0.54% | AMERICAN EXPRESS CO (AXP) - 0.41% |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 0.53% | BLACKROCK INC (BLK) - 0.40% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.53% | APPLIED MATERIALS INC (AMAT) - 0.39% |
| Total Holdings | 2206 | 270 |
VTHR vs DLN - Historical Returns
Returns include dividend reinvestment.
1M
VTHR
+1.99%
Winner
DLN
+3.10%
3M
VTHR
+5.03%
Winner
DLN
+6.34%
6M
Winner
VTHR
+11.65%
DLN
+8.54%
1Y
Winner
VTHR
+22.95%
DLN
+22.47%
5Y(CAGR)
VTHR
+12.18%
Winner
DLN
+12.68%
10Y(CAGR)
Winner
VTHR
+14.74%
DLN
+12.69%
Max(CAGR)
Winner
VTHR
+14.44%
DLN
+9.94%
VTHR vs DLN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VTHR | DLN |
|---|---|---|
| 2026 | +13.27% | +14.33% |
| 2025 | +17.24% | +15.72% |
| 2024 | +24.36% | +19.21% |
| 2023 | +26.49% | +10.39% |
| 2022 | -19.65% | -4.11% |
| 2021 | +27.37% | +27.33% |
| 2020 | +19.94% | +4.08% |
| 2019 | +30.68% | +28.78% |
| 2018 | -6.19% | -6.15% |
| 2017 | +20.70% | +17.50% |
| 2016 | +14.56% | +16.97% |
| 2015 | +1.19% | -1.35% |
| 2014 | +13.97% | +15.23% |
| 2013 | +30.16% | +24.17% |
| 2012 | +14.00% | +11.47% |
| 2011 | -0.15% | +8.68% |
| 2010 | +12.80% | +13.52% |
| 2009 | N/A | +14.64% |
| 2008 | N/A | -34.24% |
| 2007 | N/A | +2.46% |
| 2006 | N/A | +15.92% |
VTHR vs DLN Drawdown Comparison
The maximum drawdown for VTHR was -34.61%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VTHR drawdown is -0.51%. The current DLN drawdown is -0.14%.
| Rank | VTHR | DLN |
|---|---|---|
| #1 | -34.61% Feb 19, 2020 - Aug 12, 2020 | -57.82% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.07% Dec 27, 2021 - Dec 14, 2023 | -35.81% Feb 12, 2020 - Dec 2, 2020 |
| #3 | -20.32% Apr 29, 2011 - Feb 16, 2012 | -16.79% Sep 21, 2018 - Apr 1, 2019 |
| #4 | -20.21% Sep 20, 2018 - Apr 23, 2019 | -16.26% Apr 20, 2022 - Jul 19, 2023 |
| #5 | -19.36% Feb 19, 2025 - Jun 27, 2025 | -13.71% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -15.09% Jun 23, 2015 - Jun 8, 2016 | -13.12% May 21, 2015 - Apr 1, 2016 |
| #7 | -10.16% Apr 2, 2012 - Sep 6, 2012 | -10.81% Jan 26, 2018 - Sep 18, 2018 |
| #8 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -9.60% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -9.57% Sep 2, 2020 - Nov 9, 2020 | -8.77% Jul 13, 2007 - Oct 1, 2007 |
| #10 | -8.91% Jan 27, 2026 - Apr 14, 2026 | -7.07% Oct 18, 2012 - Jan 4, 2013 |
| #11 | -8.62% Jul 16, 2024 - Sep 19, 2024 | -6.48% Jan 4, 2022 - Mar 29, 2022 |
| #12 | -7.54% Sep 14, 2012 - Jan 2, 2013 | -6.46% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -7.32% Sep 17, 2014 - Oct 31, 2014 | -6.40% Apr 30, 2019 - Jun 20, 2019 |
| #14 | -6.92% May 3, 2019 - Jun 20, 2019 | -6.28% Nov 29, 2024 - Feb 19, 2025 |
| #15 | -6.22% Jul 26, 2019 - Oct 28, 2019 | -6.10% Feb 11, 2026 - Apr 17, 2026 |
Correlation
Correlation between VTHR and DLN is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2006 - 2026)
VTHR vs DLN dividend yield comparison.
| Year | VTHR | DLN |
|---|---|---|
| 2026 | 0.50% | 0.93% |
| 2025 | 1.08% | 1.90% |
| 2024 | 1.19% | 2.00% |
| 2023 | 1.47% | 2.43% |
| 2022 | 1.52% | 2.53% |
| 2021 | 1.16% | 2.01% |
| 2020 | 1.37% | 2.66% |
| 2019 | 1.65% | 2.51% |
| 2018 | 1.89% | 2.90% |
| 2017 | 1.63% | 2.33% |
| 2016 | 1.82% | 2.64% |
| 2015 | 1.84% | 2.80% |
| 2014 | 1.66% | 2.34% |
| 2013 | 1.57% | 2.40% |
| 2012 | 1.80% | 2.99% |
| 2011 | 1.51% | 2.74% |
| 2010 | 0.47% | 2.69% |
| 2009 | 0.00% | 2.80% |
| 2008 | 0.00% | 3.98% |
| 2007 | 0.00% | 2.70% |
| 2006 | 0.00% | 0.94% |
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