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