DDWM vs IAI
Comparison between WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (DDWM, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed DDWM, delivering a return of +15.2% compared to +12.6%
DDWM vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDWM
$1.40B
IAI
$1.40B
Expense Ratio
DDWM
0.40%
Winner
IAI
0.38%
Max Drawdown
Winner
DDWM
37.15%
IAI
75.80%
Sharpe Ratio
Winner
DDWM
1.27
IAI
0.77
5Y Beta
Winner
DDWM
0.63
IAI
1.06
P/E Ratio
DDWM
N/A
IAI
21.75
Forward P/E
DDWM
N/A
IAI
19.31
PEG Ratio
DDWM
N/A
IAI
0.52
5Y Dividends CAGR
DDWM
3.98%
Winner
IAI
12.58%
5Y EPS CAGR
DDWM
N/A
IAI
13.72%
Debt to Equity
DDWM
N/A
IAI
72.19%
P/S Ratio
DDWM
N/A
IAI
3.26
P/B Ratio
DDWM
N/A
IAI
3.76
DDWM vs IAI - Holdings Comparison
DDWM and IAI have 1 common holdings. Overlap is -0.13%
DDWM's top 25 holdings weight is 22.36%. IAI's top 25 holdings weight is 97.46%.
| Rank | DDWM | IAI |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 1.68% | THE GOLDMAN SACHS GROUP INC (GS) - 20.81% |
| #2 | INTESA SANPAOLO (n/a) - 1.17% | MORGAN STANLEY (MS) - 17.09% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.16% | CHARLES SCHWAB CORP (SCHW) - 9.97% |
| #4 | NESTLE SA (n/a) - 1.14% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.28% |
| #5 | ASML HOLDING NV (n/a) - 1.08% | MOODYS CORP (MCO) - 4.04% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.05% | MSCI INC (MSCI) - 4.00% |
| #7 | TOYOTA MOTOR CORP (n/a) - 1.01% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.86% |
| #8 | SHELL PLC (n/a) - 1.00% | S&P GLOBAL INC (SPGI) - 3.85% |
| #9 | BHP GROUP LTD (n/a) - 0.95% | NASDAQ INC (NDAQ) - 3.41% |
| #10 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.93% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.39% |
| #11 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.90% | CME GROUP INC CLASS A (CME) - 3.29% |
| #12 | AXA SA (n/a) - 0.85% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.28% |
| #13 | BNP PARIBAS ACT. CAT.A (n/a) - 0.85% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.54% |
| #14 | n/a (n/a) - 0.83% | CBOE GLOBAL MARKETS INC (CBOE) - 2.43% |
| #15 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.79% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22% |
| #16 | UNICREDIT SPA (n/a) - 0.78% | EVERCORE INC CLASS A (EVR) - 1.29% |
| #17 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.75% | TRADEWEB MARKETS INC (TW) - 1.06% |
| #18 | ALLIANZ SE (n/a) - 0.72% | STIFEL FINANCIAL CORP (SF) - 1.02% |
| #19 | CAIXABANK SA (n/a) - 0.71% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.93% |
| #20 | EQUINOR ASA (n/a) - 0.70% | STONEX GROUP INC (SNEX) - 0.85% |
| #21 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.68% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.77% |
| #22 | BANCO SANTANDER SA (n/a) - 0.67% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.70% |
| #23 | ENEL SPA (n/a) - 0.66% | PIPER SANDLER COS (PIPR) - 0.50% |
| #24 | IBERDROLA SA (n/a) - 0.66% | MOELIS & CO CLASS A (MC) - 0.44% |
| #25 | BP PLC (n/a) - 0.64% | LAZARD INC (LAZ) - 0.44% |
| Total Holdings | 1391 | 38 |
DDWM vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
DDWM
-0.22%
Winner
IAI
+3.38%
3M
DDWM
+7.12%
Winner
IAI
+12.25%
6M
Winner
DDWM
+6.95%
IAI
+2.05%
1Y
Winner
DDWM
+20.62%
IAI
+17.15%
5Y(CAGR)
DDWM
+12.57%
Winner
IAI
+15.20%
10Y(CAGR)
DDWM
+10.21%
Winner
IAI
+18.99%
Max(CAGR)
Winner
DDWM
+10.62%
IAI
+8.23%
DDWM vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DDWM | IAI |
|---|---|---|
| 2026 | +5.78% | +2.71% |
| 2025 | +30.05% | +25.49% |
| 2024 | +11.42% | +35.52% |
| 2023 | +14.49% | +14.79% |
| 2022 | -1.80% | -11.75% |
| 2021 | +14.46% | +41.17% |
| 2020 | -5.50% | +17.15% |
| 2019 | +20.54% | +23.36% |
| 2018 | -12.07% | -9.42% |
| 2017 | +17.12% | +27.80% |
| 2016 | +16.30% | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
DDWM vs IAI Drawdown Comparison
The maximum drawdown for DDWM was -35.00%, occurring on Mar 16, 2020. Recovery took 292 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current DDWM drawdown is -2.60%. The current IAI drawdown is -1.92%.
| Rank | DDWM | IAI |
|---|---|---|
| #1 | -35.00% Jan 17, 2020 - Mar 17, 2021 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -17.39% Jan 23, 2018 - Nov 4, 2019 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -14.82% Feb 9, 2022 - Jan 11, 2023 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -12.34% Mar 19, 2025 - Apr 24, 2025 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -10.56% Feb 25, 2026 - Mar 20, 2026 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -10.00% Apr 19, 2016 - Aug 8, 2016 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -7.55% Jul 12, 2024 - Aug 21, 2024 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -7.13% Jul 31, 2023 - Dec 13, 2023 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -6.46% Feb 1, 2023 - Apr 12, 2023 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -5.86% Feb 4, 2016 - Feb 17, 2016 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -5.81% Sep 26, 2024 - Jan 30, 2025 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -5.40% Sep 7, 2021 - Dec 27, 2021 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -4.68% May 8, 2023 - Jun 14, 2023 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -4.35% Oct 5, 2016 - Dec 6, 2016 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -4.13% Nov 12, 2025 - Dec 15, 2025 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between DDWM and IAI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
DDWM vs IAI dividend yield comparison.
| Year | DDWM | IAI |
|---|---|---|
| 2026 | 0.25% | 0.63% |
| 2025 | 2.47% | 0.95% |
| 2024 | 3.57% | 1.05% |
| 2023 | 4.46% | 1.80% |
| 2022 | 4.28% | 2.14% |
| 2021 | 3.73% | 1.31% |
| 2020 | 3.52% | 1.55% |
| 2019 | 3.63% | 1.52% |
| 2018 | 4.40% | 1.58% |
| 2017 | 2.65% | 1.37% |
| 2016 | 4.00% | 1.49% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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