DES vs EPP
Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceDES has outperformed EPP, delivering a return of +8.4% compared to +7.2%
DES vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.20B
EPP
$2.20B
Expense Ratio
Winner
DES
0.38%
EPP
0.47%
Max Drawdown
DES
68.10%
Winner
EPP
67.70%
Sharpe Ratio
Winner
DES
1.39
EPP
0.92
5Y Beta
DES
0.79
Winner
EPP
0.75
P/E Ratio
DES
22.28
EPP
N/A
Forward P/E
DES
14.08
EPP
N/A
5Y Dividends CAGR
DES
6.38%
Winner
EPP
9.78%
5Y EPS CAGR
DES
7.70%
EPP
N/A
Debt to Equity
DES
48.55%
EPP
N/A
P/S Ratio
DES
1.08
EPP
N/A
P/B Ratio
DES
1.78
EPP
N/A
DES vs EPP - Holdings Comparison
DES and EPP have 1 common holdings. Overlap is -0.05%
DES's top 25 holdings weight is 18.37%. EPP's top 25 holdings weight is 70.19%.
| Rank | DES | EPP |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.15% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | EPR PROPERTIES (EPR) - 1.05% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | SONOCO PRODUCTS CO (SON) - 1.01% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | KODIAK GAS SERVICES INC (KGS) - 0.96% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | PBF ENERGY INC CLASS A (PBF) - 0.95% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | CAL-MAINE FOODS INC (CALM) - 0.90% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.87% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | AVNET INC (AVT) - 0.83% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | FIRST BANCORP (FBP) - 0.82% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | PATTERSON-UTI ENERGY INC (PTEN) - 0.80% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | TRAVEL&LEISURE CO (TNL) - 0.80% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | OUTFRONT MEDIA INC (OUT) - 0.78% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.77% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | n/a (HASI) - 0.75% | CSL LTD (n/a) - 1.89% |
| #15 | ARCHROCK INC (AROC) - 0.71% | SEA LTD ADR (SE) - 1.78% |
| #16 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.67% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.66% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | AMERICOLD REALTY TRUST INC (COLD) - 0.64% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | n/a (CRC) - 0.63% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | TRINITY INDUSTRIES INC (TRN) - 0.40% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.40% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | FIRST HAWAIIAN INC (FHB) - 0.39% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | OTTER TAIL CORP (OTTR) - 0.39% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | HIGHWOODS PROPERTIES INC (HIW) - 0.39% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 470 | 108 |
DES vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
DES
-0.31%
Winner
EPP
+5.31%
3M
Winner
DES
+7.26%
EPP
+6.48%
6M
Winner
DES
+9.44%
EPP
+4.41%
1Y
Winner
DES
+27.05%
EPP
+17.80%
5Y(CAGR)
Winner
DES
+8.43%
EPP
+7.23%
10Y(CAGR)
Winner
DES
+8.08%
EPP
+7.58%
Max(CAGR)
DES
+7.93%
Winner
EPP
+9.17%
DES vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | DES | EPP |
|---|---|---|
| 2026 | +22.75% | +15.28% |
| 2025 | +0.96% | +19.75% |
| 2024 | +9.71% | +6.00% |
| 2023 | +16.28% | +6.11% |
| 2022 | -11.65% | -6.79% |
| 2021 | +27.88% | +3.86% |
| 2020 | -3.69% | +4.97% |
| 2019 | +19.33% | +19.27% |
| 2018 | -13.42% | -11.62% |
| 2017 | +8.08% | +24.09% |
| 2016 | +33.60% | +9.01% |
| 2015 | -5.29% | -8.36% |
| 2014 | +8.94% | -1.03% |
| 2013 | +32.90% | +1.73% |
| 2012 | +16.16% | +22.74% |
| 2011 | -3.63% | -14.42% |
| 2010 | +24.59% | +13.87% |
| 2009 | +20.08% | +62.26% |
| 2008 | -27.07% | -47.31% |
| 2007 | -12.85% | +29.17% |
| 2006 | +16.40% | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
DES vs EPP Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current DES drawdown is -2.16%.
| Rank | DES | EPP |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between DES and EPP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
DES vs EPP dividend yield comparison.
| Year | DES | EPP |
|---|---|---|
| 2026 | 0.99% | 1.42% |
| 2025 | 2.85% | 3.77% |
| 2024 | 2.81% | 3.81% |
| 2023 | 2.65% | 4.10% |
| 2022 | 2.89% | 4.37% |
| 2021 | 2.31% | 4.58% |
| 2020 | 2.75% | 2.28% |
| 2019 | 2.68% | 3.89% |
| 2018 | 3.65% | 5.00% |
| 2017 | 2.89% | 4.15% |
| 2016 | 2.70% | 3.96% |
| 2015 | 3.09% | 4.90% |
| 2014 | 2.68% | 4.33% |
| 2013 | 2.45% | 4.08% |
| 2012 | 4.04% | 4.21% |
| 2011 | 3.38% | 4.41% |
| 2010 | 3.57% | 3.30% |
| 2009 | 3.60% | 3.45% |
| 2008 | 6.09% | 2.39% |
| 2007 | 3.78% | 4.72% |
| 2006 | 1.82% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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