DES vs DFSU
Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
DES vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.20B
DFSU
$2.20B
Expense Ratio
DES
0.38%
Winner
DFSU
0.15%
Max Drawdown
DES
68.10%
Winner
DFSU
20.33%
Sharpe Ratio
Winner
DES
1.18
DFSU
1.09
5Y Beta
Winner
DES
0.82
DFSU
0.98
P/E Ratio
Winner
DES
20.64
DFSU
25.17
Forward P/E
Winner
DES
13.79
DFSU
19.20
5Y Dividends CAGR
DES
10.11%
DFSU
N/A
5Y EPS CAGR
DES
7.88%
Winner
DFSU
25.37%
Debt to Equity
DES
81.79%
DFSU
N/A
P/S Ratio
Winner
DES
1.03
DFSU
2.34
P/B Ratio
Winner
DES
1.80
DFSU
4.59
DES vs DFSU - Holdings Comparison
DES and DFSU have 326 common holdings. Overlap is 1.64%
DES's top 25 holdings weight is 18.58%. DFSU's top 25 holdings weight is 39.72%.
| Rank | DES | DFSU |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.21% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | KODIAK GAS SERVICES INC (KGS) - 1.09% | APPLE INC (AAPL) - 6.25% |
| #3 | EPR PROPERTIES (EPR) - 1.09% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | SONOCO PRODUCTS CO (SON) - 1.01% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | CAL-MAINE FOODS INC (CALM) - 0.95% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.90% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | OUTFRONT MEDIA INC (OUT) - 0.88% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | ARCHROCK INC (AROC) - 0.84% | BROADCOM INC (AVGO) - 2.01% |
| #9 | TRAVEL&LEISURE CO (TNL) - 0.84% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.82% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | FIRST BANCORP (FBP) - 0.77% | TESLA INC (TSLA) - 1.01% |
| #12 | AMERICOLD REALTY TRUST INC (COLD) - 0.73% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | AVNET INC (AVT) - 0.72% | VISA INC CLASS A (V) - 0.86% |
| #14 | n/a (HASI) - 0.70% | ABBVIE INC (ABBV) - 0.79% |
| #15 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.69% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | PBF ENERGY INC CLASS A (PBF) - 0.69% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | PATTERSON-UTI ENERGY INC (PTEN) - 0.68% | NETFLIX INC (NFLX) - 0.73% |
| #18 | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% | WALMART INC (WMT) - 0.65% |
| #19 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | BATH & BODY WORKS INC (BBWI) - 0.65% | COCA-COLA CO (KO) - 0.52% |
| #21 | HIGHWOODS PROPERTIES INC (HIW) - 0.41% | n/a (EXPD) - 0.30% |
| #22 | THE CHEESECAKE FACTORY INC (CAKE) - 0.40% | AFLAC INC (AFL) - 0.24% |
| #23 | SENSIENT TECHNOLOGIES CORP (SXT) - 0.40% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | SILGAN HOLDINGS INC (SLGN) - 0.40% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | SL GREEN REALTY CORP (SLG) - 0.40% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 478 | 1845 |
DES vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DES
+1.90%
DFSU
+1.35%
3M
DES
+7.29%
Winner
DFSU
+8.00%
6M
Winner
DES
+15.24%
DFSU
+7.53%
1Y
Winner
DES
+25.08%
DFSU
+19.85%
5Y(CAGR)
DES
+8.21%
DFSU
N/A
10Y(CAGR)
DES
+8.00%
DFSU
N/A
Max(CAGR)
DES
+7.89%
Winner
DFSU
+20.24%
DES vs DFSU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | DFSU |
|---|---|---|
| 2026 | +20.93% | +9.09% |
| 2025 | +0.96% | +15.92% |
| 2024 | +9.71% | +23.88% |
| 2023 | +16.28% | +26.67% |
| 2022 | -11.65% | +0.65% |
| 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 DFSU Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current DES drawdown is -1.30%. The current DFSU drawdown is -0.32%.
| Rank | DES | DFSU |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -3.48% Jun 4, 2026 - Jul 1, 2026 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between DES and DFSU is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
DES vs DFSU dividend yield comparison.
| Year | DES | DFSU |
|---|---|---|
| 2026 | 0.89% | 0.43% |
| 2025 | 2.85% | 0.85% |
| 2024 | 2.81% | 0.96% |
| 2023 | 2.65% | 1.03% |
| 2022 | 2.89% | 0.21% |
| 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% |
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