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DES vs DLN

WisdomTree U.S. SmallCap Dividend Fund vs WisdomTree U.S. LargeCap Dividend Fund

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$6.0B

Key differences

  • DLN costs 0.10% less per year.
  • Over the last 3 years, DLN has delivered higher annualized returns.

Side-by-side comparison

DESDLN
Annual cost (TER)0.38%0.28%
Fund size (AUM)$2.1B$6.0B
Since20062006
Dividend yield2.30%1.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+24.6%
CAGR 3Y+15.3%+18.7%
CAGR 5Y+6.1%+12.3%
Sharpe 3Y0.651.24
Volatility 1Y16.62%9.00%
Max drawdown-45.65%-35.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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