DES vs BBMC
Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).
5-Year PerformanceBBMC has outperformed DES, delivering a return of +8.6% compared to +6.7%
DES vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.10B
BBMC
$2.10B
Expense Ratio
DES
0.38%
Winner
BBMC
0.07%
Max Drawdown
DES
68.10%
Winner
BBMC
30.54%
Sharpe Ratio
DES
1.41
Winner
BBMC
1.54
5Y Beta
Winner
DES
0.83
BBMC
1.04
P/E Ratio
Winner
DES
21.16
BBMC
34.04
Forward P/E
Winner
DES
13.45
BBMC
17.60
5Y Dividends CAGR
DES
5.94%
Winner
BBMC
20.05%
5Y EPS CAGR
DES
7.15%
Winner
BBMC
10.92%
Debt to Equity
DES
80.66%
Winner
BBMC
30.99%
P/S Ratio
Winner
DES
1.05
BBMC
1.75
P/B Ratio
Winner
DES
1.68
BBMC
2.83
DES vs BBMC - Holdings Comparison
DES and BBMC have 24 common holdings. Overlap is 1.82%
DES's top 25 holdings weight is 18.44%. BBMC's top 25 holdings weight is 19.51%.
| Rank | DES | BBMC |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.13% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.56% |
| #2 | KODIAK GAS SERVICES INC (KGS) - 1.11% | CIENA CORP (CIEN) - 1.69% |
| #3 | EPR PROPERTIES (EPR) - 1.05% | COHERENT CORP (COHR) - 1.43% |
| #4 | SONOCO PRODUCTS CO (SON) - 0.91% | LUMENTUM HOLDINGS INC (LITE) - 1.39% |
| #5 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.91% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% |
| #6 | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% | JABIL INC (JBL) - 0.71% |
| #7 | OUTFRONT MEDIA INC (OUT) - 0.86% | QNITY ELECTRONICS INC (Q) - 0.62% |
| #8 | CAL-MAINE FOODS INC (CALM) - 0.86% | TAPESTRY INC (TPR) - 0.55% |
| #9 | AVNET INC (AVT) - 0.85% | NATERA INC (NTRA) - 0.55% |
| #10 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.83% | n/a (ASTS) - 0.54% |
| #11 | TRAVEL&LEISURE CO (TNL) - 0.82% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% |
| #12 | ARCHROCK INC (AROC) - 0.78% | NVENT ELECTRIC PLC (NVT) - 0.53% |
| #13 | n/a (HASI) - 0.78% | CASEY'S GENERAL STORES INC (CASY) - 0.52% |
| #14 | n/a (CRC) - 0.76% | STERLING INFRASTRUCTURE INC (STRL) - 0.51% |
| #15 | FIRST BANCORP (FBP) - 0.73% | CURTISS-WRIGHT CORP (CW) - 0.51% |
| #16 | AMERICOLD REALTY TRUST INC (COLD) - 0.69% | TECHNIPFMC PLC (n/a) - 0.50% |
| #17 | PBF ENERGY INC CLASS A (PBF) - 0.64% | XPO INC (XPO) - 0.49% |
| #18 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.64% | FABRINET (FN) - 0.49% |
| #19 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.63% | IONQ INC CLASS A (IONQ) - 0.48% |
| #20 | AVISTA CORP (AVA) - 0.63% | WILLIAMS-SONOMA INC (WSM) - 0.46% |
| #21 | CVB FINANCIAL CORP (CVBF) - 0.40% | BORGWARNER INC (BWA) - 0.29% |
| #22 | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 0.39% | IDEX CORP (IEX) - 0.29% |
| #23 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.38% | NORDSON CORP (NDSN) - 0.28% |
| #24 | COUSINS PROPERTIES INC (CUZ) - 0.38% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.28% |
| #25 | NORTHWEST BANCSHARES INC (NWBI) - 0.38% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| Total Holdings | 483 | 518 |
DES vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
DES
+5.57%
Winner
BBMC
+7.03%
3M
DES
+12.40%
Winner
BBMC
+16.38%
6M
DES
+16.13%
Winner
BBMC
+17.97%
1Y
DES
+29.84%
Winner
BBMC
+34.40%
5Y(CAGR)
DES
+6.75%
Winner
BBMC
+8.57%
10Y(CAGR)
DES
+8.44%
BBMC
N/A
Max(CAGR)
DES
+7.82%
Winner
BBMC
+18.02%
DES vs BBMC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | BBMC |
|---|---|---|
| 2026 | +18.68% | +17.16% |
| 2025 | +0.96% | +12.44% |
| 2024 | +9.71% | +15.88% |
| 2023 | +16.28% | +19.07% |
| 2022 | -11.65% | -20.05% |
| 2021 | +27.88% | +19.73% |
| 2020 | -3.69% | +61.97% |
| 2019 | +19.33% | N/A |
| 2018 | -13.42% | N/A |
| 2017 | +8.08% | N/A |
| 2016 | +33.60% | N/A |
| 2015 | -5.29% | N/A |
| 2014 | +8.94% | N/A |
| 2013 | +32.90% | N/A |
| 2012 | +16.16% | N/A |
| 2011 | -3.63% | N/A |
| 2010 | +24.59% | N/A |
| 2009 | +20.08% | N/A |
| 2008 | -27.07% | N/A |
| 2007 | -12.85% | N/A |
| 2006 | +16.40% | N/A |
DES vs BBMC Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current DES drawdown is -1.02%.
| Rank | DES | BBMC |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | -4.22% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between DES and BBMC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
DES vs BBMC dividend yield comparison.
| Year | DES | BBMC |
|---|---|---|
| 2026 | 0.54% | 0.18% |
| 2025 | 2.85% | 1.25% |
| 2024 | 2.81% | 1.31% |
| 2023 | 2.65% | 1.36% |
| 2022 | 2.89% | 1.48% |
| 2021 | 2.31% | 0.87% |
| 2020 | 2.75% | 0.69% |
| 2019 | 2.68% | 0.00% |
| 2018 | 3.65% | 0.00% |
| 2017 | 2.89% | 0.00% |
| 2016 | 2.70% | 0.00% |
| 2015 | 3.09% | 0.00% |
| 2014 | 2.68% | 0.00% |
| 2013 | 2.45% | 0.00% |
| 2012 | 4.04% | 0.00% |
| 2011 | 3.38% | 0.00% |
| 2010 | 3.57% | 0.00% |
| 2009 | 3.60% | 0.00% |
| 2008 | 6.09% | 0.00% |
| 2007 | 3.78% | 0.00% |
| 2006 | 1.82% | 0.00% |
Select Stocks to Compare
Popular: DES vs SPYBBMC vs SPY
More Comparisons
Compare with similar stocks