DLN: Diversified Large Value ETF With Risk Screening
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Fred PiardInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryThe WisdomTree U.S. LargeCap Dividend Fund offers a diversified, value-oriented portfolio of 309 U.S. dividend stocks with risk-based screening.DLN underperforms the S&P 500 in total return but delivers lower volatility and a more balanced sector allocation, especially less tech concentration.Despite a lower yield and dividend growth rate, DLN has delivered a high total return and Sharpe ratio compared to key competitors since 2011.DLN suits investors prioritizing total return and sector diversification over yield, especially those wary of mega-cap and tech-heavy benchmarks.Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » champpixs/iStock via Getty Images This article updates my review of January 2025 in light of current holdings and recent performance. DLN strategy WisdomTree U.S. LargeCap Dividend Fund (DLN) was launched on 06/16/2006 and tracks the WisdomTree U.S. LargeCap DividendThis article was written byFred Piard16.27K FollowersFollowFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of JNJ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.