DDIV vs WIMA
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF) and WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF).
DDIV vs WIMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDIV
$67M
WIMA
$67M
Expense Ratio
DDIV
0.60%
Winner
WIMA
0.42%
Max Drawdown
DDIV
47.56%
Winner
WIMA
3.33%
Sharpe Ratio
Winner
DDIV
1.28
WIMA
0.17
5Y Beta
Winner
DDIV
0.87
WIMA
1.10
P/E Ratio
DDIV
18.45
WIMA
N/A
Forward P/E
DDIV
13.22
WIMA
N/A
PEG Ratio
DDIV
0.27
WIMA
N/A
5Y Dividends CAGR
DDIV
4.75%
WIMA
N/A
5Y EPS CAGR
DDIV
9.81%
WIMA
N/A
Debt to Equity
DDIV
23.46%
WIMA
N/A
P/S Ratio
DDIV
1.79
WIMA
N/A
P/B Ratio
DDIV
2.28
WIMA
N/A
DDIV vs WIMA - Holdings Comparison
DDIV and WIMA have 2 common holdings. Overlap is 0.25%
DDIV's top 25 holdings weight is 71.25%. WIMA's top 25 holdings weight is 28.02%.
| Rank | DDIV | WIMA |
|---|---|---|
| #1 | AGNC INVESTMENT CORP (AGNC) - 5.40% | ASML HOLDING NV (n/a) - 3.56% |
| #2 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.73% | HSBC HOLDINGS PLC (n/a) - 1.74% |
| #3 | EDISON INTERNATIONAL (EIX) - 3.64% | SHELL PLC (n/a) - 1.63% |
| #4 | INVESCO LTD (IVZ) - 3.55% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.56% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.40% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.42% |
| #6 | IRON MOUNTAIN INC (IRM) - 3.24% | SOFTBANK GROUP CORP (n/a) - 1.40% |
| #7 | U.S. BANCORP (USB) - 3.13% | NESTLE SA (n/a) - 1.37% |
| #8 | HF SINCLAIR CORP (DINO) - 2.97% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.35% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 2.96% | ASTRAZENECA PLC (AZN:XLON) - 1.17% |
| #10 | AT&T INC (T) - 2.77% | SIEMENS AG (n/a) - 1.13% |
| #11 | WATSCO INC ORDINARY SHARES (WSO) - 2.76% | TOTALENERGIES SE (TTE) - 1.11% |
| #12 | KINDER MORGAN INC CLASS P (KMI) - 2.76% | TOYOTA MOTOR CORP (n/a) - 1.03% |
| #13 | CHEVRON CORP (CVX) - 2.57% | BHP GROUP LTD (n/a) - 1.02% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.55% | BANCO SANTANDER SA (n/a) - 1.00% |
| #15 | HASBRO INC (HAS) - 2.49% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.97% |
| #16 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.45% | TOKYO ELECTRON LTD (n/a) - 0.93% |
| #17 | PHILLIPS 66 (PSX) - 2.36% | ALLIANZ SE (n/a) - 0.90% |
| #18 | MERCK & CO INC (MRK) - 2.30% | SAP SE (n/a) - 0.89% |
| #19 | WILLIAMS COMPANIES INC (WMB) - 2.27% | ABB LTD (n/a) - 0.88% |
| #20 | OLD NATIONAL BANCORP (ONB) - 2.27% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.84% |
| #21 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.26% | WESTPAC BANKING CORP (n/a) - 0.44% |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.23% | ITOCHU CORP (n/a) - 0.43% |
| #23 | MORGAN STANLEY (MS) - 2.14% | ENEL SPA (n/a) - 0.43% |
| #24 | VENTAS INC (VTR) - 2.05% | BAE SYSTEMS PLC (n/a) - 0.41% |
| #25 | PACKAGING CORP OF AMERICA (PKG) - 2.00% | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.41% |
| Total Holdings | 52 | 462 |
DDIV vs WIMA - Historical Returns
Returns include dividend reinvestment.
1M
DDIV
+0.61%
Winner
WIMA
+2.16%
3M
DDIV
+14.49%
WIMA
N/A
6M
DDIV
+9.17%
WIMA
N/A
1Y
DDIV
+22.92%
WIMA
N/A
5Y(CAGR)
DDIV
+9.96%
WIMA
N/A
10Y(CAGR)
DDIV
+9.99%
WIMA
N/A
Max(CAGR)
Winner
DDIV
+8.96%
WIMA
+5.46%
DDIV vs WIMA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DDIV | WIMA |
|---|---|---|
| 2026 | +7.98% | +0.54% |
| 2025 | +11.50% | N/A |
| 2024 | +27.42% | N/A |
| 2023 | +11.52% | N/A |
| 2022 | -12.49% | N/A |
| 2021 | +42.71% | N/A |
| 2020 | -3.46% | N/A |
| 2019 | +31.83% | N/A |
| 2018 | -15.93% | N/A |
| 2017 | +10.82% | N/A |
| 2016 | +16.35% | N/A |
| 2015 | -8.48% | N/A |
| 2014 | +9.81% | N/A |
DDIV vs WIMA Drawdown Comparison
The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The maximum drawdown for WIMA was -3.33%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current DDIV drawdown is -0.09%. The current WIMA drawdown is -0.11%.
| Rank | DDIV | WIMA |
|---|---|---|
| #1 | -47.56% Feb 20, 2020 - Feb 11, 2021 | -3.33% Jun 2, 2026 - Jun 10, 2026 |
| #2 | -22.88% Aug 21, 2018 - Jun 20, 2019 | -2.75% May 6, 2026 - May 26, 2026 |
| #3 | -21.11% Jan 13, 2022 - Mar 5, 2024 | -0.47% May 26, 2026 - Jun 2, 2026 |
| #4 | -18.96% Nov 26, 2024 - Sep 30, 2025 | N/A |
| #5 | -17.47% Apr 23, 2015 - Jun 3, 2016 | N/A |
| #6 | -11.31% Feb 9, 2026 - Apr 23, 2026 | N/A |
| #7 | -11.13% Jun 8, 2021 - Oct 15, 2021 | N/A |
| #8 | -7.88% Jul 22, 2016 - Dec 8, 2016 | N/A |
| #9 | -7.81% Dec 18, 2017 - Aug 17, 2018 | N/A |
| #10 | -7.69% Jul 31, 2024 - Aug 21, 2024 | N/A |
| #11 | -6.54% Nov 15, 2021 - Dec 28, 2021 | N/A |
| #12 | -6.33% Jul 1, 2014 - Nov 3, 2014 | N/A |
| #13 | -6.01% Mar 28, 2024 - May 15, 2024 | N/A |
| #14 | -5.70% Mar 15, 2021 - Apr 16, 2021 | N/A |
| #15 | -4.67% May 7, 2021 - May 17, 2021 | N/A |
Correlation
Correlation between DDIV and WIMA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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