Screener
EZM vs DLN
WisdomTree U.S. MidCap Fund vs WisdomTree U.S. LargeCap Dividend Fund
Key differences
- DLN costs 0.10% less per year.
- DLN is significantly larger than EZM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DLN has delivered higher annualized returns.
Side-by-side comparison
| EZM | DLN | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.28% |
| Fund size (AUM) | $886M | $6.0B |
| Since | 2007 | 2006 |
| Dividend yield | 1.29% | 1.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.1% | +24.6% |
| CAGR 3Y | +15.7% | +18.7% |
| CAGR 5Y | +7.6% | +12.3% |
| Sharpe 3Y | 0.68 | 1.24 |
| Volatility 1Y | 15.02% | 9.00% |
| Max drawdown | -47.26% | -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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