DES vs CGSD

Comparison between WisdomTree U.S. SmallCap Dividend Fund (DES, ETF) and CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF).

DES vs CGSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DES(ETF)	CGSD(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.38%	0.25%
Max Drawdown	68.10%	2.93%
Sharpe Ratio	1.30	0.60
5Y Beta	0.83	0.01
P/E Ratio	21.02	N/A
Forward P/E	13.29	N/A
5Y Dividends CAGR	6.06%	N/A
5Y EPS CAGR	8.66%	N/A
P/S Ratio	1.04	N/A
P/B Ratio	1.65	N/A

Net Assets

DES

$2.10B

Winner

CGSD

$2.20B

Expense Ratio

DES

0.38%

Winner

CGSD

0.25%

Max Drawdown

DES

68.10%

Winner

CGSD

2.93%

Sharpe Ratio

Winner

DES

1.30

CGSD

0.60

5Y Beta

DES

0.83

Winner

CGSD

0.01

P/E Ratio

DES

21.02

CGSD

N/A

Forward P/E

DES

13.29

CGSD

N/A

5Y Dividends CAGR

DES

6.06%

CGSD

N/A

5Y EPS CAGR

DES

8.66%

CGSD

N/A

P/S Ratio

DES

1.04

CGSD

N/A

P/B Ratio

DES

1.65

CGSD

N/A

DES vs CGSD - Historical Returns

Returns include dividend reinvestment.

Period	DES	CGSD
1 month	+2.56%	+0.23%
3 months	+2.68%	+0.16%
6 months	+17.04%	+1.46%
1 year	+24.14%	+4.87%
5 years(CAGR)	+6.38%	N/A
10 years(CAGR)	+8.31%	N/A
Max(CAGR)	+7.68%	+5.26%

Winner

DES

+2.56%

CGSD

+0.23%

Winner

DES

+2.68%

CGSD

+0.16%

Winner

DES

+17.04%

CGSD

+1.46%

Winner

DES

+24.14%

CGSD

+4.87%

5Y(CAGR)

DES

+6.38%

CGSD

N/A

10Y(CAGR)

DES

+8.31%

CGSD

N/A

Max(CAGR)

Winner

DES

+7.68%

CGSD

+5.26%

DES vs CGSD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DES	CGSD
2026	+14.71%	+0.75%
2025	+0.96%	+6.15%
2024	+9.71%	+5.38%
2023	+16.28%	+4.94%
2022	-11.65%	+1.32%
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 CGSD Drawdown Comparison

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

The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.

The current DES drawdown is -1.21%. The current CGSD drawdown is -0.13%.

Rank	DES	CGSD
#1	-65.45% Jun 4, 2007 - Feb 3, 2012	-1.75% May 4, 2023 - Nov 2, 2023
#2	-45.63% Aug 21, 2018 - Jan 14, 2021	-1.42% Feb 2, 2023 - Mar 13, 2023
#3	-25.16% Nov 25, 2024 - Feb 4, 2026	-1.11% Feb 27, 2026 - Mar 26, 2026
#4	-21.70% Jan 4, 2022 - Dec 14, 2023	-0.90% Feb 1, 2024 - Mar 21, 2024
#5	-19.34% Jun 23, 2015 - Apr 26, 2016	-0.75% Sep 24, 2024 - Dec 4, 2024
#6	-9.64% Jan 23, 2018 - Jun 4, 2018	-0.73% Apr 3, 2025 - Apr 28, 2025
#7	-9.47% Jul 1, 2014 - Nov 5, 2014	-0.70% Apr 4, 2023 - May 3, 2023
#8	-9.36% Jun 8, 2021 - Nov 3, 2021	-0.68% Mar 24, 2023 - Apr 4, 2023
#9	-9.15% Apr 2, 2012 - Jul 3, 2012	-0.63% Mar 21, 2024 - May 3, 2024
#10	-9.09% Sep 14, 2012 - Dec 20, 2012	-0.60% Oct 27, 2022 - Nov 10, 2022
#11	-8.96% Jul 31, 2024 - Oct 16, 2024	-0.41% Mar 17, 2023 - Mar 22, 2023
#12	-8.17% Nov 15, 2021 - Jan 4, 2022	-0.39% May 15, 2024 - Jun 3, 2024
#13	-7.64% Feb 20, 2026 - Apr 9, 2026	-0.39% Jan 12, 2024 - Jan 31, 2024
#14	-7.50% Dec 27, 2023 - Mar 28, 2024	-0.36% Mar 13, 2023 - Mar 15, 2023
#15	-7.44% Sep 7, 2016 - Nov 11, 2016	-0.35% Dec 6, 2024 - Dec 30, 2024

Correlation

Correlation between DES and CGSD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

DES vs CGSD dividend yield comparison.

Year	DES	CGSD
2026	0.41%	1.37%
2025	2.85%	4.48%
2024	2.81%	4.57%
2023	2.65%	4.43%
2022	2.89%	0.64%
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%