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

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DES(ETF)	BGIG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.38%	0.45%
Max Drawdown	68.10%	14.11%
Sharpe Ratio	1.46	1.75
5Y Beta	0.83	0.63
P/E Ratio	21.88	23.24
Forward P/E	13.20	19.50
PEG Ratio	N/A	0.64
5Y Dividends CAGR	6.06%	N/A
5Y EPS CAGR	8.81%	14.02%
P/S Ratio	1.07	2.79
P/B Ratio	1.66	4.19

Net Assets

DES

$1.90B

Winner

BGIG

$2B

Expense Ratio

Winner

DES

0.38%

BGIG

0.45%

Max Drawdown

DES

68.10%

Winner

BGIG

14.11%

Sharpe Ratio

DES

1.46

Winner

BGIG

1.75

5Y Beta

DES

0.83

Winner

BGIG

0.63

P/E Ratio

Winner

DES

21.88

BGIG

23.24

Forward P/E

Winner

DES

13.20

BGIG

19.50

PEG Ratio

DES

N/A

BGIG

0.64

5Y Dividends CAGR

DES

6.06%

BGIG

N/A

5Y EPS CAGR

DES

8.81%

Winner

BGIG

14.02%

P/S Ratio

Winner

DES

1.07

BGIG

2.79

P/B Ratio

Winner

DES

1.66

BGIG

4.19

DES vs BGIG - Holdings Comparison

DES and BGIG have 0 common holdings. Overlap is 0.00%

DES's top 25 holdings weight is 18.09%. BGIG's top 25 holdings weight is 70.06%.

Rank	DES	BGIG
#1	KODIAK GAS SERVICES INC (KGS) - 1.09%	BROADCOM INC (AVGO) - 5.88%
#2	TFS FINANCIAL CORP (TFSL) - 1.05%	JOHNSON & JOHNSON (JNJ) - 4.83%
#3	EPR PROPERTIES (EPR) - 1.05%	MICROSOFT CORP (MSFT) - 3.99%
#4	NORTHWESTERN ENERGY GROUP INC (NWE) - 0.95%	ELI LILLY AND CO (LLY) - 3.57%
#5	SONOCO PRODUCTS CO (SON) - 0.92%	THE TRAVELERS COMPANIES INC (TRV) - 3.51%
#6	PATTERSON-UTI ENERGY INC (PTEN) - 0.90%	PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.37%
#7	CAL-MAINE FOODS INC (CALM) - 0.89%	WILLIAMS COMPANIES INC (WMB) - 3.27%
#8	ARCHROCK INC (AROC) - 0.86%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.26%
#9	OUTFRONT MEDIA INC (OUT) - 0.83%	NEXTERA ENERGY INC (NEE) - 3.02%
#10	n/a (CRC) - 0.82%	ABBVIE INC (ABBV) - 2.99%
#11	n/a (HASI) - 0.78%	JPMORGAN CHASE & CO (JPM) - 2.98%
#12	TRAVEL&LEISURE CO (TNL) - 0.74%	UNITEDHEALTH GROUP INC (UNH) - 2.73%
#13	AVNET INC (AVT) - 0.71%	CHEVRON CORP (CVX) - 2.47%
#14	BUCKLE INC (BKE) - 0.71%	GENERAL DYNAMICS CORP (GD) - 2.37%
#15	THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66%	GARMIN LTD (GRMN) - 2.21%
#16	FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65%	CISCO SYSTEMS INC (CSCO) - 2.20%
#17	PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65%	TARGA RESOURCES CORP (TRGP) - 2.16%
#18	LCI INDUSTRIES INC (LCII) - 0.64%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.14%
#19	CRESCENT ENERGY CO CLASS A (CRGY) - 0.64%	THE HOME DEPOT INC (HD) - 2.09%
#20	NORTHERN OIL & GAS INC (NOG) - 0.63%	EXXON MOBIL CORP (XOM) - 2.03%
#21	KENNAMETAL INC (KMT) - 0.39%	DARDEN RESTAURANTS INC (DRI) - 2.01%
#22	OTTER TAIL CORP (OTTR) - 0.39%	PPL CORP (PPL) - 1.79%
#23	POWELL INDUSTRIES INC (POWL) - 0.38%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.75%
#24	KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38%	CORNING INC (GLW) - 1.73%
#25	NORTHWEST BANCSHARES INC (NWBI) - 0.38%	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.71%
Total Holdings	488	52

DES vs BGIG - Historical Returns

Returns include dividend reinvestment.

Period	DES	BGIG
1 month	+3.81%	+1.53%
3 months	+3.26%	+1.19%
6 months	+18.98%	+9.59%
1 year	+28.33%	+21.62%
5 years(CAGR)	+6.17%	N/A
10 years(CAGR)	+8.38%	N/A
Max(CAGR)	+7.72%	+15.86%

Winner

DES

+3.81%

BGIG

+1.53%

Winner

DES

+3.26%

BGIG

+1.19%

Winner

DES

+18.98%

BGIG

+9.59%

Winner

DES

+28.33%

BGIG

+21.62%

5Y(CAGR)

DES

+6.17%

BGIG

N/A

10Y(CAGR)

DES

+8.38%

BGIG

N/A

Max(CAGR)

DES

+7.72%

Winner

BGIG

+15.86%

DES vs BGIG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DES	BGIG
2026	+15.52%	+6.96%
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 -0.51%. The current BGIG drawdown is -1.34%.

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	-1.87% Nov 28, 2025 - Jan 12, 2026
#11	-8.96% Jul 31, 2024 - Oct 16, 2024	-1.71% Jun 18, 2024 - Jul 10, 2024
#12	-8.17% Nov 15, 2021 - Jan 4, 2022	-1.49% Dec 19, 2023 - Dec 26, 2023
#13	-7.64% Feb 20, 2026 - Apr 9, 2026	-1.46% Jan 8, 2024 - Jan 19, 2024
#14	-7.50% Dec 27, 2023 - Mar 28, 2024	-1.34% Apr 30, 2026 - May 8, 2026
#15	-7.44% Sep 7, 2016 - Nov 11, 2016	-1.32% Jan 16, 2026 - Jan 26, 2026

Correlation

Correlation between DES and BGIG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2006 - 2026)

DES vs BGIG dividend yield comparison.

Year	DES	BGIG
2026	0.41%	0.60%
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%