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DLN vs EPS

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

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$6.0B

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • EPS costs 0.20% less per year.
  • DLN is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EPS has delivered higher annualized returns.

Side-by-side comparison

DLNEPS
Annual cost (TER)0.28%0.08%
Fund size (AUM)$6.0B$1.5B
Since20062007
Dividend yield1.79%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+30.1%
CAGR 3Y+18.7%+22.7%
CAGR 5Y+12.3%+13.1%
Sharpe 3Y1.241.28
Volatility 1Y9.00%11.49%
Max drawdown-35.82%-35.79%

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

Similar to DLN and EPS