DLN vs. DON - ETF Comparison
DLN - WisdomTree U.S. LargeCap Dividend Fund
The WisdomTree U.S. LargeCap Dividend Fund is an equity ETF that tracks the WisdomTree U.S. LargeCap Dividend Index, providing exposure to large-cap U.S. equities with a focus on dividend-paying stocks. The fund's dividend-weighted methodology aims to maximize current returns and avoid the pitfalls of market capitalization weighting, resulting in a balanced portfolio across hundreds of large-cap stocks with a bias towards sectors with historically significant distributions.
DON - WisdomTree U.S. MidCap Dividend Fund
The WisdomTree U.S. MidCap Dividend Fund (DON) is an equity ETF that tracks the performance of mid-cap dividend-paying stocks in the US market. The fund's investment strategy focuses on dividend income and capital appreciation, with a diversified portfolio of over 330 holdings. While it has a slightly higher expense ratio compared to its peers, DON offers a unique blend of dividend-focused investment style and mid-cap exposure.
| DLN | DON | |
|---|---|---|
| Fund Name | WisdomTree U.S. LargeCap Dividend Fund | WisdomTree U.S. MidCap Dividend Fund |
| Fund Provider | WisdomTree | WisdomTree |
| Index | WisdomTree U.S. LargeCap Dividend Index | WisdomTree US MidCap Dividend Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.28% | 0.38% |
| Inception Date | 2006-06-16 | 2006-06-16 |
| Number Of Holdings | 307 | 333 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Mid-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.