DES vs BGIG
Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
DES vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.20B
BGIG
$2.20B
Expense Ratio
Winner
DES
0.38%
BGIG
0.45%
Max Drawdown
DES
68.10%
Winner
BGIG
14.11%
Sharpe Ratio
DES
1.39
Winner
BGIG
1.70
5Y Beta
DES
0.79
Winner
BGIG
0.59
P/E Ratio
Winner
DES
22.28
BGIG
24.97
Forward P/E
Winner
DES
14.08
BGIG
20.14
PEG Ratio
DES
N/A
BGIG
0.68
5Y Dividends CAGR
DES
6.38%
BGIG
N/A
5Y EPS CAGR
DES
7.70%
Winner
BGIG
13.95%
Debt to Equity
DES
48.55%
BGIG
N/A
P/S Ratio
Winner
DES
1.08
BGIG
2.72
P/B Ratio
Winner
DES
1.78
BGIG
4.33
DES vs BGIG - Holdings Comparison
DES and BGIG have 1 common holdings. Overlap is -0.11%
DES's top 25 holdings weight is 18.37%. BGIG's top 25 holdings weight is 72.09%.
| Rank | DES | BGIG |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.15% | BROADCOM INC (AVGO) - 4.87% |
| #2 | EPR PROPERTIES (EPR) - 1.05% | UNITEDHEALTH GROUP INC (UNH) - 4.84% |
| #3 | SONOCO PRODUCTS CO (SON) - 1.01% | ELI LILLY AND CO (LLY) - 4.44% |
| #4 | KODIAK GAS SERVICES INC (KGS) - 0.96% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 4.11% |
| #5 | PBF ENERGY INC CLASS A (PBF) - 0.95% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.05% |
| #6 | CAL-MAINE FOODS INC (CALM) - 0.90% | JOHNSON & JOHNSON (JNJ) - 4.03% |
| #7 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.87% | ABBVIE INC (ABBV) - 3.51% |
| #8 | AVNET INC (AVT) - 0.83% | MICROSOFT CORP (MSFT) - 3.39% |
| #9 | FIRST BANCORP (FBP) - 0.82% | WILLIAMS COMPANIES INC (WMB) - 3.26% |
| #10 | PATTERSON-UTI ENERGY INC (PTEN) - 0.80% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.19% |
| #11 | TRAVEL&LEISURE CO (TNL) - 0.80% | JPMORGAN CHASE & CO (JPM) - 2.96% |
| #12 | OUTFRONT MEDIA INC (OUT) - 0.78% | CISCO SYSTEMS INC (CSCO) - 2.80% |
| #13 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.77% | THE TRAVELERS COMPANIES INC (TRV) - 2.60% |
| #14 | n/a (HASI) - 0.75% | GENERAL DYNAMICS CORP (GD) - 2.41% |
| #15 | ARCHROCK INC (AROC) - 0.71% | NEXTERA ENERGY INC (NEE) - 2.24% |
| #16 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.67% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.15% |
| #17 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.66% | CHEVRON CORP (CVX) - 2.13% |
| #18 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% | GARMIN LTD (GRMN) - 2.09% |
| #19 | AMERICOLD REALTY TRUST INC (COLD) - 0.64% | CUMMINS INC (CMI) - 2.05% |
| #20 | n/a (CRC) - 0.63% | THE HOME DEPOT INC (HD) - 2.00% |
| #21 | TRINITY INDUSTRIES INC (TRN) - 0.40% | DARDEN RESTAURANTS INC (DRI) - 1.96% |
| #22 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.40% | WEC ENERGY GROUP INC (WEC) - 1.86% |
| #23 | FIRST HAWAIIAN INC (FHB) - 0.39% | CORNING INC (GLW) - 1.80% |
| #24 | OTTER TAIL CORP (OTTR) - 0.39% | TARGA RESOURCES CORP (TRGP) - 1.70% |
| #25 | HIGHWOODS PROPERTIES INC (HIW) - 0.39% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.65% |
| Total Holdings | 470 | 52 |
DES vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
DES
-0.31%
Winner
BGIG
+2.59%
3M
Winner
DES
+7.26%
BGIG
+5.37%
6M
Winner
DES
+9.44%
BGIG
+7.88%
1Y
Winner
DES
+27.05%
BGIG
+20.42%
5Y(CAGR)
DES
+8.43%
BGIG
N/A
10Y(CAGR)
DES
+8.08%
BGIG
N/A
Max(CAGR)
DES
+7.93%
Winner
BGIG
+17.00%
DES vs BGIG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | BGIG |
|---|---|---|
| 2026 | +22.75% | +14.83% |
| 2025 | +0.96% | +12.53% |
| 2024 | +9.71% | +16.25% |
| 2023 | +16.28% | +4.55% |
| 2022 | -11.65% | N/A |
| 2021 | +27.88% | N/A |
| 2020 | -3.69% | N/A |
| 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 BGIG Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current DES drawdown is -2.16%. The current BGIG drawdown is -1.73%.
| Rank | DES | BGIG |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | -1.34% Apr 30, 2026 - May 14, 2026 |
Correlation
Correlation between DES and BGIG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
DES vs BGIG dividend yield comparison.
| Year | DES | BGIG |
|---|---|---|
| 2026 | 0.99% | 0.98% |
| 2025 | 2.85% | 1.89% |
| 2024 | 2.81% | 2.02% |
| 2023 | 2.65% | 0.78% |
| 2022 | 2.89% | 0.00% |
| 2021 | 2.31% | 0.00% |
| 2020 | 2.75% | 0.00% |
| 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 SPYBGIG vs SPY
More Comparisons
Compare with similar stocks