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
$2.10B
BGIG
$2.10B
Expense Ratio
Winner
DES
0.38%
BGIG
0.45%
Max Drawdown
DES
68.10%
Winner
BGIG
14.11%
Sharpe Ratio
DES
1.50
Winner
BGIG
1.72
5Y Beta
DES
0.82
Winner
BGIG
0.61
P/E Ratio
Winner
DES
22.32
BGIG
24.37
Forward P/E
Winner
DES
13.58
BGIG
19.51
PEG Ratio
DES
N/A
BGIG
0.67
5Y Dividends CAGR
DES
5.94%
BGIG
N/A
5Y EPS CAGR
DES
7.13%
Winner
BGIG
13.27%
P/S Ratio
Winner
DES
1.06
BGIG
2.73
P/B Ratio
Winner
DES
1.79
BGIG
4.12
DES vs BGIG - Holdings Comparison
DES and BGIG have 0 common holdings. Overlap is 0.00%
DES's top 25 holdings weight is 19.11%. BGIG's top 25 holdings weight is 71.36%.
| Rank | DES | BGIG |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.13% | BROADCOM INC (AVGO) - 4.90% |
| #2 | KODIAK GAS SERVICES INC (KGS) - 1.09% | UNITEDHEALTH GROUP INC (UNH) - 4.80% |
| #3 | EPR PROPERTIES (EPR) - 1.07% | ELI LILLY AND CO (LLY) - 4.20% |
| #4 | SONOCO PRODUCTS CO (SON) - 0.93% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.96% |
| #5 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.91% | JOHNSON & JOHNSON (JNJ) - 3.77% |
| #6 | CAL-MAINE FOODS INC (CALM) - 0.90% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.65% |
| #7 | TRAVEL&LEISURE CO (TNL) - 0.87% | MICROSOFT CORP (MSFT) - 3.62% |
| #8 | OUTFRONT MEDIA INC (OUT) - 0.85% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.52% |
| #9 | AVNET INC (AVT) - 0.81% | WILLIAMS COMPANIES INC (WMB) - 3.17% |
| #10 | ARCHROCK INC (AROC) - 0.81% | ABBVIE INC (ABBV) - 3.14% |
| #11 | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% | JPMORGAN CHASE & CO (JPM) - 3.03% |
| #12 | FIRST BANCORP (FBP) - 0.75% | CISCO SYSTEMS INC (CSCO) - 2.88% |
| #13 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.75% | GENERAL DYNAMICS CORP (GD) - 2.51% |
| #14 | n/a (HASI) - 0.72% | THE TRAVELERS COMPANIES INC (TRV) - 2.45% |
| #15 | n/a (CRC) - 0.68% | CHEVRON CORP (CVX) - 2.34% |
| #16 | BATH & BODY WORKS INC (BBWI) - 0.66% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.34% |
| #17 | AMERICOLD REALTY TRUST INC (COLD) - 0.65% | NEXTERA ENERGY INC (NEE) - 2.23% |
| #18 | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.64% | CUMMINS INC (CMI) - 2.03% |
| #19 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.64% | DARDEN RESTAURANTS INC (DRI) - 2.01% |
| #20 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.64% | THE HOME DEPOT INC (HD) - 1.93% |
| #21 | AVISTA CORP (AVA) - 0.59% | GARMIN LTD (GRMN) - 1.89% |
| #22 | POLARIS INC (PII) - 0.58% | WEC ENERGY GROUP INC (WEC) - 1.84% |
| #23 | BUCKLE INC (BKE) - 0.56% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.79% |
| #24 | n/a (MCHB) - 0.55% | PROCTER & GAMBLE CO (PG) - 1.70% |
| #25 | PBF ENERGY INC CLASS A (PBF) - 0.55% | TARGA RESOURCES CORP (TRGP) - 1.66% |
| Total Holdings | 521 | 53 |
DES vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DES
+3.24%
BGIG
-0.02%
3M
Winner
DES
+12.36%
BGIG
+7.51%
6M
Winner
DES
+18.13%
BGIG
+9.82%
1Y
Winner
DES
+28.96%
BGIG
+19.97%
5Y(CAGR)
DES
+7.42%
BGIG
N/A
10Y(CAGR)
DES
+9.08%
BGIG
N/A
Max(CAGR)
DES
+12.16%
Winner
BGIG
+16.13%
DES vs BGIG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | BGIG |
|---|---|---|
| 2026 | +18.74% | +9.66% |
| 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 | +13.44% | N/A |
| 2016 | +42.07% | N/A |
| 2015 | +0.43% | N/A |
| 2014 | +15.15% | N/A |
| 2013 | +40.32% | N/A |
| 2012 | +26.09% | N/A |
| 2011 | +3.09% | N/A |
| 2010 | +34.43% | N/A |
| 2009 | +30.88% | N/A |
| 2008 | -19.68% | N/A |
| 2007 | -6.72% | N/A |
| 2006 | +20.76% | N/A |
DES vs BGIG Drawdown Comparison
The maximum drawdown for DES was -59.89%, occurring on Mar 9, 2009. Recovery took 673 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 -0.97%. The current BGIG drawdown is -0.65%.
| Rank | DES | BGIG |
|---|---|---|
| #1 | -59.89% Jul 5, 2007 - Mar 8, 2010 | -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 | -21.37% Jul 7, 2011 - Jan 18, 2012 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -16.52% Jun 23, 2015 - Mar 18, 2016 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -15.96% Apr 29, 2010 - Oct 13, 2010 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -9.15% Apr 2, 2012 - Jun 29, 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 | -8.34% Sep 24, 2012 - Dec 17, 2012 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -8.14% Jul 1, 2014 - Oct 28, 2014 | -1.34% Apr 30, 2026 - May 14, 2026 |
| #15 | -7.94% Apr 28, 2011 - Jul 1, 2011 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between DES and BGIG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
DES vs BGIG dividend yield comparison.
| Year | DES | BGIG |
|---|---|---|
| 2026 | 0.54% | 0.73% |
| 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 | 7.41% | 0.00% |
| 2016 | 8.09% | 0.00% |
| 2015 | 9.28% | 0.00% |
| 2014 | 8.04% | 0.00% |
| 2013 | 7.33% | 0.00% |
| 2012 | 12.11% | 0.00% |
| 2011 | 10.15% | 0.00% |
| 2010 | 10.71% | 0.00% |
| 2009 | 10.80% | 0.00% |
| 2008 | 18.27% | 0.00% |
| 2007 | 11.35% | 0.00% |
| 2006 | 5.46% | 0.00% |
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