DDLS vs JUSA
Comparison between WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND (DDLS, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
5-Year PerformanceDDLS has outperformed JUSA, delivering a return of +9.8% compared to +7.2%
DDLS vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DDLS vs JUSA - Holdings Comparison
DDLS and JUSA have 1 common holdings. Overlap is -0.01%
DDLS's top 25 holdings weight is 11.27%. JUSA's top 25 holdings weight is 53.64%.
| Rank | DDLS | JUSA |
|---|---|---|
| #1 | HOEGH AUTOLINERS ASA (n/a) - 0.75% | NVIDIA CORP (NVDA) - 7.78% |
| #2 | ELECNOR SA (n/a) - 0.71% | APPLE INC (AAPL) - 6.71% |
| #3 | HAFNIA LTD ORDINARY SHARES (n/a) - 0.71% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | PLUS500 LTD (n/a) - 0.66% | AMAZON.COM INC (AMZN) - 4.01% |
| #5 | MAN GROUP PLC (n/a) - 0.56% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | DOF GROUP ASA (n/a) - 0.50% | BROADCOM INC (AVGO) - 2.81% |
| #7 | FIRST RESOURCES LTD (n/a) - 0.48% | ALPHABET INC CLASS C (GOOG) - 2.56% |
| #8 | NOS SGPS SA (n/a) - 0.48% | META PLATFORMS INC CLASS A (META) - 2.24% |
| #9 | F I B I HOLDING LTD (n/a) - 0.45% | MICRON TECHNOLOGY INC (MU) - 2.04% |
| #10 | TAIYO YUDEN CO LTD (n/a) - 0.43% | TESLA INC (TSLA) - 1.61% |
| #11 | APERAM SA (n/a) - 0.43% | ADVANCED MICRO DEVICES INC (AMD) - 1.36% |
| #12 | DAH SING BANKING GROUP LTD (n/a) - 0.42% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ODFJELL DRILLING LTD (n/a) - 0.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% |
| #14 | TP ICAP GROUP PLC (n/a) - 0.40% | LAM RESEARCH CORP (LRCX) - 1.23% |
| #15 | SPAREBANK 1 SMN DEPOSITORY RECEIPTS (n/a) - 0.40% | JOHNSON & JOHNSON (JNJ) - 1.21% |
| #16 | REN-REDES ENERGETICAS NACIONAIS SGPS SA (n/a) - 0.39% | EXXON MOBIL CORP (XOM) - 1.17% |
| #17 | SONAE SGPS SA (n/a) - 0.39% | VISA INC CLASS A (V) - 1.15% |
| #18 | DUNELM GROUP PLC (n/a) - 0.38% | ABBVIE INC (ABBV) - 1.05% |
| #19 | VENTIA SERVICES GROUP LTD (n/a) - 0.37% | MASTERCARD INC CLASS A (MA) - 1.04% |
| #20 | BIG YELLOW GROUP PLC (n/a) - 0.36% | BANK OF AMERICA CORP (BAC) - 0.93% |
| #21 | MACNICA HOLDINGS INC (n/a) - 0.36% | RTX CORP (RTX) - 0.89% |
| #22 | DERMAPHARM HOLDING SE BEARER SHARES (n/a) - 0.36% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.83% |
| #23 | VENTURE CORP LTD (n/a) - 0.35% | WELLS FARGO & CO (WFC) - 0.81% |
| #24 | MAGELLAN FINANCIAL GROUP LTD (n/a) - 0.28% | UNITEDHEALTH GROUP INC (UNH) - 0.77% |
| #25 | VTECH HOLDINGS LTD (n/a) - 0.24% | INTEL CORP (INTC) - 0.75% |
| Total Holdings | 956 | 254 |
DDLS vs JUSA - Historical Returns
Returns include dividend reinvestment.
DDLS vs JUSA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DDLS | JUSA |
|---|---|---|
| 2026 | +5.70% | +9.73% |
| 2025 | +28.36% | +21.69% |
| 2024 | +11.28% | N/A |
| 2023 | +14.21% | +17.35% |
| 2022 | -10.87% | -17.30% |
| 2021 | +17.66% | +10.85% |
| 2020 | -4.05% | N/A |
| 2019 | +24.61% | N/A |
| 2018 | -17.35% | N/A |
| 2017 | +25.36% | N/A |
| 2016 | +14.45% | N/A |
DDLS vs JUSA Drawdown Comparison
The maximum drawdown for DDLS was -36.80%, occurring on Mar 23, 2020. Recovery took 277 trading sessions.
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current DDLS drawdown is -2.74%. The current JUSA drawdown is -0.95%.
| Rank | DDLS | JUSA |
|---|---|---|
| #1 | -36.80% Jan 2, 2020 - Feb 8, 2021 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -23.10% Jan 26, 2018 - Dec 16, 2019 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -19.88% Sep 3, 2021 - Dec 21, 2023 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -11.66% Mar 19, 2025 - Apr 28, 2025 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -10.69% Feb 26, 2026 - Mar 20, 2026 | -4.36% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -7.98% Apr 19, 2016 - Aug 16, 2016 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -7.49% Jul 16, 2024 - Aug 21, 2024 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -6.01% Sep 26, 2024 - Mar 17, 2025 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -4.18% Oct 27, 2025 - Nov 28, 2025 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | -3.64% Aug 23, 2024 - Sep 19, 2024 | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -3.52% Jun 14, 2021 - Jul 26, 2021 | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -3.51% Sep 7, 2016 - Nov 22, 2016 | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -3.33% Dec 28, 2023 - Feb 22, 2024 | -1.94% May 14, 2026 - May 26, 2026 |
| #14 | -3.31% May 31, 2024 - Jul 5, 2024 | -1.82% Aug 16, 2021 - Aug 24, 2021 |
| #15 | -3.22% Nov 8, 2017 - Dec 13, 2017 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between DDLS and JUSA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2016 - 2026)
DDLS vs JUSA dividend yield comparison.
| Year | DDLS | JUSA |
|---|---|---|
| 2026 | 1.93% | 0.26% |
| 2025 | 3.80% | 0.77% |
| 2024 | 4.11% | 0.00% |
| 2023 | 4.05% | 0.00% |
| 2022 | 5.44% | 1.57% |
| 2021 | 3.18% | 0.53% |
| 2020 | 3.16% | 0.00% |
| 2019 | 3.68% | 0.00% |
| 2018 | 1.75% | 0.00% |
| 2017 | 1.60% | 0.00% |
| 2016 | 3.47% | 0.00% |
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