From Nasdaq: 2024-04-03 06:20:07

The WisdomTree U.S. LargeCap Dividend ETF (DLN) offers exposure to the Large Cap Value segment of the US equity market. The passively managed fund, launched in 2006, has over $3.96 billion in assets and an expense ratio of 0.28%. It has a 12-month trailing dividend yield of 2.19%.

Large Cap companies with market capitalization over $10 billion are known for stability. Value stocks in this segment have lower PE ratios, making them less volatile. DLN, with a focus on Information Technology, has top holdings including Apple Inc. and Microsoft Corp, among others, accounting for 26.62% of total assets.

DLN seeks to match the performance of the WisdomTree U.S. LargeCap Dividend Index. It has returned about 8.06% year-to-date and 17.98% in the last one year. With a beta of 0.88 and standard deviation of 13.86%, it is a medium risk choice with about 301 holdings.

Investors looking for exposure to Large Cap Value can also consider alternatives like the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV). These funds track similar indexes and have varying expense ratios and assets under management. DLN is a reasonable option for long-term investors seeking low costs and transparency.



Read more at Nasdaq: Should WisdomTree U.S. LargeCap Dividend ETF (DLN) Be on Your Investing Radar?