DLN vs VXUS

DLN vs VXUS

Which is better, DLN or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. DLN led over 5Y and the full window, VXUS over 1Y and 3Y.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDLNVXUS
Expense Ratio0.28%0.05%Best
AUM$6.3B$158.1B
Dividend Yield1.74%2.51%
Holdings3128,747
YTD Return+13.38%Best+12.57%
1Y Return+17.59%+19.71%Best
3Y Return (annualized)+18.28%+19.25%Best
5Y Return (annualized)+12.34%Best+8.59%
Volatility (annualized)12.7%Best15.0%
Max Drawdown-35.8%Best-39.9%
$10,000 over 5 years$17,893Best$15,099
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 16, 2006Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 15, 2026 (15.6 years).

DLN vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.6 years both funds cover.

DLN vs VXUS Performance

WisdomTree US LargeCap Dividend Fund (DLN) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DLN returned +17.59% while VXUS returned +19.71%. Year to date, DLN is up 13.38% versus a gain of 12.57% for VXUS.

Over three years, DLN compounded at +18.28% per year against +19.25% for VXUS; over five years the annualized figures are +12.34% and +8.59% respectively. Across the full 16-year window we track, DLN has the edge at +12.57% annualized vs +4.71%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 12.7% for DLN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -35.8% for DLN and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DLN charges 0.28% per year while VXUS charges 0.05%. On a $10,000 position that is $28 vs $5 annually, a gap of $23 per year that compounds over a long holding period. On income, DLN currently yields 1.74% against 2.51% for VXUS.

Holdings Overlap

DLN already in VXUS0.5%

At least 0.5% of DLN's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

4 positions in common, counted across the 308 positions we hold weights for in DLN and 8,082 in VXUS, against full books of 312 and 8,747.

Top Shared Holdings

StockWeight in DLNWeight in VXUSDifference
SRESempra Common Stock0.20%0.00%0.20%
HBANHuntington Bancshares Inc./Oh0.12%0.05%0.07%
HALHalliburton Co.0.09%0.02%0.07%
KRKroger Co.0.10%0.00%0.10%

You are not choosing between two funds in isolation.

Whichever of DLN and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DLNVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLN or VXUS?

DLN has an expense ratio of 0.28% while VXUS charges 0.05%. VXUS is the cheaper option, by $23 a year on a $10,000 investment.

Which performed better, DLN or VXUS?

Over the past year DLN returned +17.59% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), DLN annualized +12.57% vs +4.71% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DLN or VXUS?

VXUS has been the more volatile fund at 15.0% annualized versus 12.7% for DLN. Worst drawdown: DLN -35.8% vs VXUS -39.9%.

Should I hold both DLN and VXUS?

DLN and VXUS have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DLN or VXUS?

DLN yields 1.74% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than DLN?

VXUS has a lower expense ratio. DLN led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.