DDWM vs UTES
Comparison between WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (DDWM, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed DDWM, delivering a return of +17.2% compared to +12.6%
DDWM vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDWM
$1.40B
UTES
$1.40B
Expense Ratio
Winner
DDWM
0.40%
UTES
0.49%
Max Drawdown
DDWM
37.15%
Winner
UTES
35.71%
Sharpe Ratio
Winner
DDWM
1.27
UTES
0.51
5Y Beta
Winner
DDWM
0.63
UTES
0.72
P/E Ratio
DDWM
N/A
UTES
27.29
Forward P/E
DDWM
N/A
UTES
19.98
PEG Ratio
DDWM
N/A
UTES
1.05
5Y Dividends CAGR
Winner
DDWM
3.98%
UTES
1.74%
5Y EPS CAGR
DDWM
N/A
UTES
8.87%
Debt to Equity
DDWM
N/A
UTES
219.65%
P/S Ratio
DDWM
N/A
UTES
3.09
P/B Ratio
DDWM
N/A
UTES
3.07
DDWM vs UTES - Holdings Comparison
DDWM and UTES have 0 common holdings. Overlap is 0.00%
DDWM's top 25 holdings weight is 22.36%. UTES's top 25 holdings weight is 99.85%.
| Rank | DDWM | UTES |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 1.68% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30% |
| #2 | INTESA SANPAOLO (n/a) - 1.17% | CONSTELLATION ENERGY CORP (CEG) - 10.71% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.16% | VISTRA CORP (VST) - 10.05% |
| #4 | NESTLE SA (n/a) - 1.14% | XCEL ENERGY INC (XEL) - 6.73% |
| #5 | ASML HOLDING NV (n/a) - 1.08% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.05% | ENTERGY CORP (ETR) - 5.01% |
| #7 | TOYOTA MOTOR CORP (n/a) - 1.01% | ALLIANT ENERGY CORP (LNT) - 4.94% |
| #8 | SHELL PLC (n/a) - 1.00% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84% |
| #9 | BHP GROUP LTD (n/a) - 0.95% | SEMPRA (SRE) - 4.73% |
| #10 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.93% | IDACORP INC (IDA) - 4.38% |
| #11 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.90% | WEC ENERGY GROUP INC (WEC) - 4.25% |
| #12 | AXA SA (n/a) - 0.85% | NRG ENERGY INC (NRG) - 4.08% |
| #13 | BNP PARIBAS ACT. CAT.A (n/a) - 0.85% | DTE ENERGY CO (DTE) - 3.91% |
| #14 | n/a (n/a) - 0.83% | AMEREN CORP (AEE) - 3.80% |
| #15 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.79% | NEXTERA ENERGY INC (NEE) - 3.75% |
| #16 | UNICREDIT SPA (n/a) - 0.78% | NISOURCE INC (NI) - 3.57% |
| #17 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.75% | CMS ENERGY CORP (CMS) - 3.50% |
| #18 | ALLIANZ SE (n/a) - 0.72% | PINNACLE WEST CAPITAL CORP (PNW) - 2.84% |
| #19 | CAIXABANK SA (n/a) - 0.71% | N/A |
| #20 | EQUINOR ASA (n/a) - 0.70% | N/A |
| #21 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.68% | N/A |
| #22 | BANCO SANTANDER SA (n/a) - 0.67% | N/A |
| #23 | ENEL SPA (n/a) - 0.66% | N/A |
| #24 | IBERDROLA SA (n/a) - 0.66% | N/A |
| #25 | BP PLC (n/a) - 0.64% | N/A |
| Total Holdings | 1391 | 18 |
DDWM vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
DDWM
-0.22%
Winner
UTES
+1.25%
3M
Winner
DDWM
+7.12%
UTES
+5.63%
6M
Winner
DDWM
+6.95%
UTES
+4.75%
1Y
Winner
DDWM
+20.62%
UTES
+11.50%
5Y(CAGR)
DDWM
+12.57%
Winner
UTES
+17.20%
10Y(CAGR)
DDWM
+10.21%
Winner
UTES
+12.80%
Max(CAGR)
DDWM
+10.62%
Winner
UTES
+14.23%
DDWM vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DDWM | UTES |
|---|---|---|
| 2026 | +5.78% | +2.92% |
| 2025 | +30.05% | +22.66% |
| 2024 | +11.42% | +43.95% |
| 2023 | +14.49% | -1.97% |
| 2022 | -1.80% | +1.90% |
| 2021 | +14.46% | +23.82% |
| 2020 | -5.50% | +1.59% |
| 2019 | +20.54% | +27.65% |
| 2018 | -12.07% | +6.28% |
| 2017 | +17.12% | +14.80% |
| 2016 | +16.30% | +16.95% |
| 2015 | N/A | +5.54% |
DDWM vs UTES Drawdown Comparison
The maximum drawdown for DDWM was -35.00%, occurring on Mar 16, 2020. Recovery took 292 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current DDWM drawdown is -2.60%. The current UTES drawdown is -4.76%.
| Rank | DDWM | UTES |
|---|---|---|
| #1 | -35.00% Jan 17, 2020 - Mar 17, 2021 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -17.39% Jan 23, 2018 - Nov 4, 2019 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -14.82% Feb 9, 2022 - Jan 11, 2023 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -12.34% Mar 19, 2025 - Apr 24, 2025 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -10.56% Feb 25, 2026 - Mar 20, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -10.00% Apr 19, 2016 - Aug 8, 2016 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -7.55% Jul 12, 2024 - Aug 21, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -7.13% Jul 31, 2023 - Dec 13, 2023 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -6.46% Feb 1, 2023 - Apr 12, 2023 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -5.86% Feb 4, 2016 - Feb 17, 2016 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -5.81% Sep 26, 2024 - Jan 30, 2025 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -5.40% Sep 7, 2021 - Dec 27, 2021 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -4.68% May 8, 2023 - Jun 14, 2023 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -4.35% Oct 5, 2016 - Dec 6, 2016 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -4.13% Nov 12, 2025 - Dec 15, 2025 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between DDWM and UTES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
DDWM vs UTES dividend yield comparison.
| Year | DDWM | UTES |
|---|---|---|
| 2026 | 0.25% | 0.69% |
| 2025 | 2.47% | 1.42% |
| 2024 | 3.57% | 1.51% |
| 2023 | 4.46% | 2.44% |
| 2022 | 4.28% | 2.13% |
| 2021 | 3.73% | 1.94% |
| 2020 | 3.52% | 2.09% |
| 2019 | 3.63% | 1.84% |
| 2018 | 4.40% | 2.09% |
| 2017 | 2.65% | 3.44% |
| 2016 | 4.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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