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WTLS vs DLN

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree U.S. LargeCap Dividend Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

WisdomTree

Annual cost

0.88%

Fund size

$11M

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$6.0B

Key differences

  • DLN costs 0.60% less per year.
  • DLN is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
  • WTLS is classified as alternative, while DLN is equity — different risk/return profiles.
  • WTLS follows a long short strategy; DLN uses index tracking.
  • DLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSDLN
Annual cost (TER)0.88%0.28%
Fund size (AUM)$11M$6.0B
Since20262006
Dividend yield1.79%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+24.6%
CAGR 3YN/A+18.7%
CAGR 5YN/A+12.3%
Sharpe 3YN/A1.24
Volatility 1Y9.00%
Max drawdown-8.95%-35.82%

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

Similar to WTLS and DLN