DES vs BSVO

Comparison between WisdomTree U.S. SmallCap Dividend Fund (DES, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

DES vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DES(ETF)	BSVO(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.38%	0.45%
Max Drawdown	68.10%	29.80%
Sharpe Ratio	1.46	2.06
5Y Beta	0.83	0.97
P/E Ratio	21.88	1357.21
Forward P/E	13.20	10.99
5Y Dividends CAGR	6.06%	N/A
5Y EPS CAGR	8.81%	N/A
Debt to Equity	N/A	144.99%
P/S Ratio	1.07	0.60
P/B Ratio	1.66	1.20

Net Assets

DES

$1.90B

Winner

BSVO

$2B

Expense Ratio

Winner

DES

0.38%

BSVO

0.45%

Max Drawdown

DES

68.10%

Winner

BSVO

29.80%

Sharpe Ratio

DES

1.46

Winner

BSVO

2.06

5Y Beta

Winner

DES

0.83

BSVO

0.97

P/E Ratio

Winner

DES

21.88

BSVO

1357.21

Forward P/E

DES

13.20

Winner

BSVO

10.99

5Y Dividends CAGR

DES

6.06%

BSVO

N/A

5Y EPS CAGR

DES

8.81%

BSVO

N/A

Debt to Equity

DES

N/A

BSVO

144.99%

P/S Ratio

DES

1.07

Winner

BSVO

0.60

P/B Ratio

DES

1.66

Winner

BSVO

1.20

DES vs BSVO - Holdings Comparison

DES and BSVO have 179 common holdings. Overlap is 16.78%

DES's top 25 holdings weight is 18.09%. BSVO's top 25 holdings weight is 16.64%.

Rank	DES	BSVO
#1	KODIAK GAS SERVICES INC (KGS) - 1.09%	VIASAT INC (VSAT) - 0.90%
#2	TFS FINANCIAL CORP (TFSL) - 1.05%	n/a (SPHR) - 0.83%
#3	EPR PROPERTIES (EPR) - 1.05%	DANA INC (DAN) - 0.82%
#4	NORTHWESTERN ENERGY GROUP INC (NWE) - 0.95%	TUTOR PERINI CORP (TPC) - 0.81%
#5	SONOCO PRODUCTS CO (SON) - 0.92%	INTERNATIONAL SEAWAYS INC (INSW) - 0.81%
#6	PATTERSON-UTI ENERGY INC (PTEN) - 0.90%	LIBERTY ENERGY INC CLASS A (LBRT) - 0.79%
#7	CAL-MAINE FOODS INC (CALM) - 0.89%	PATTERSON-UTI ENERGY INC (PTEN) - 0.78%
#8	ARCHROCK INC (AROC) - 0.86%	HELMERICH & PAYNE INC (HP) - 0.77%
#9	OUTFRONT MEDIA INC (OUT) - 0.83%	SCORPIO TANKERS INC (STNG) - 0.77%
#10	n/a (CRC) - 0.82%	ENOVA INTERNATIONAL INC (ENVA) - 0.75%
#11	n/a (HASI) - 0.78%	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.74%
#12	TRAVEL&LEISURE CO (TNL) - 0.74%	VICTORIA'S SECRET & CO (VSCO) - 0.68%
#13	AVNET INC (AVT) - 0.71%	BANKUNITED INC (BKU) - 0.68%
#14	BUCKLE INC (BKE) - 0.71%	CRESCENT ENERGY CO CLASS A (CRGY) - 0.65%
#15	THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66%	n/a (HG) - 0.64%
#16	FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65%	UNITED NATURAL FOODS INC (UNFI) - 0.62%
#17	PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65%	VISTEON CORP (VC) - 0.62%
#18	LCI INDUSTRIES INC (LCII) - 0.64%	PAR PACIFIC HOLDINGS INC (PARR) - 0.62%
#19	CRESCENT ENERGY CO CLASS A (CRGY) - 0.64%	PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.61%
#20	NORTHERN OIL & GAS INC (NOG) - 0.63%	KENNAMETAL INC (KMT) - 0.61%
#21	KENNAMETAL INC (KMT) - 0.39%	EXPRO GROUP HOLDINGS NV (XPRO) - 0.44%
#22	OTTER TAIL CORP (OTTR) - 0.39%	SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.43%
#23	POWELL INDUSTRIES INC (POWL) - 0.38%	V2X INC (VVX) - 0.43%
#24	KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38%	FIDELIS INSURANCE HOLDINGS LTD (FIHL) - 0.42%
#25	NORTHWEST BANCSHARES INC (NWBI) - 0.38%	PHOTRONICS INC (PLAB) - 0.42%
Total Holdings	488	575

DES vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	DES	BSVO
1 month	+3.81%	+5.44%
3 months	+3.26%	+4.93%
6 months	+18.98%	+25.74%
1 year	+28.33%	+47.95%
5 years(CAGR)	+6.17%	N/A
10 years(CAGR)	+8.38%	N/A
Max(CAGR)	+7.72%	+17.66%

DES

+3.81%

Winner

BSVO

+5.44%

DES

+3.26%

Winner

BSVO

+4.93%

DES

+18.98%

Winner

BSVO

+25.74%

DES

+28.33%

Winner

BSVO

+47.95%

5Y(CAGR)

DES

+6.17%

BSVO

N/A

10Y(CAGR)

DES

+8.38%

BSVO

N/A

Max(CAGR)

DES

+7.72%

Winner

BSVO

+17.66%

DES vs BSVO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DES	BSVO
2026	+15.52%	+18.80%
2025	+0.96%	+9.58%
2024	+9.71%	+4.97%
2023	+16.28%	+22.41%
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 BSVO Drawdown Comparison

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The current DES drawdown is -0.51%. The current BSVO drawdown is -0.73%.

Rank	DES	BSVO
#1	-65.45% Jun 4, 2007 - Feb 3, 2012	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-45.63% Aug 21, 2018 - Jan 14, 2021	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-25.16% Nov 25, 2024 - Feb 4, 2026	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-21.70% Jan 4, 2022 - Dec 14, 2023	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-19.34% Jun 23, 2015 - Apr 26, 2016	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-9.64% Jan 23, 2018 - Jun 4, 2018	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-9.47% Jul 1, 2014 - Nov 5, 2014	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-9.36% Jun 8, 2021 - Nov 3, 2021	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-9.15% Apr 2, 2012 - Jul 3, 2012	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-9.09% Sep 14, 2012 - Dec 20, 2012	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-8.96% Jul 31, 2024 - Oct 16, 2024	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-8.17% Nov 15, 2021 - Jan 4, 2022	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-7.64% Feb 20, 2026 - Apr 9, 2026	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-7.50% Dec 27, 2023 - Mar 28, 2024	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-7.44% Sep 7, 2016 - Nov 11, 2016	-1.67% May 1, 2026 - May 6, 2026

Correlation

Correlation between DES and BSVO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

DES vs BSVO dividend yield comparison.

Year	DES	BSVO
2026	0.41%	0.00%
2025	2.85%	1.52%
2024	2.81%	1.61%
2023	2.65%	1.43%
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%