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DON vs DLN

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

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

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

DONDLN
Annual cost (TER)0.38%0.28%
Fund size (AUM)$3.9B$6.0B
Since20062006
Dividend yield2.29%1.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+24.6%
CAGR 3Y+14.1%+18.7%
CAGR 5Y+7.7%+12.3%
Sharpe 3Y0.681.24
Volatility 1Y13.15%9.00%
Max drawdown-46.80%-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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