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DLN vs DON

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

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$6.0B

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

Key differences

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

Side-by-side comparison

DLNDON
Annual cost (TER)0.28%0.38%
Fund size (AUM)$6.0B$3.9B
Since20062006
Dividend yield1.79%2.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+16.2%
CAGR 3Y+18.7%+14.1%
CAGR 5Y+12.3%+7.7%
Sharpe 3Y1.240.68
Volatility 1Y9.00%13.15%
Max drawdown-35.82%-46.80%

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

Similar to DLN and DON