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 +6.7% compared to +4.6%
DES vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.10B
EPP
$2.10B
Expense Ratio
Winner
DES
0.38%
EPP
0.47%
Max Drawdown
DES
68.10%
Winner
EPP
67.70%
Sharpe Ratio
Winner
DES
1.41
EPP
0.73
5Y Beta
DES
0.83
Winner
EPP
0.77
P/E Ratio
DES
21.16
EPP
N/A
Forward P/E
DES
13.45
EPP
N/A
5Y Dividends CAGR
DES
5.94%
Winner
EPP
9.78%
5Y EPS CAGR
DES
7.15%
EPP
N/A
Debt to Equity
DES
80.66%
EPP
N/A
P/S Ratio
DES
1.05
EPP
N/A
P/B Ratio
DES
1.68
EPP
N/A
DES vs EPP - Holdings Comparison
DES and EPP have 0 common holdings. Overlap is 0.00%
DES's top 25 holdings weight is 18.44%. EPP's top 25 holdings weight is 69.88%.
| Rank | DES | EPP |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.13% | BHP GROUP LTD (n/a) - 10.10% |
| #2 | KODIAK GAS SERVICES INC (KGS) - 1.11% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.68% |
| #3 | EPR PROPERTIES (EPR) - 1.05% | AIA GROUP LTD (n/a) - 4.89% |
| #4 | SONOCO PRODUCTS CO (SON) - 0.91% | DBS GROUP HOLDINGS LTD (n/a) - 4.51% |
| #5 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.91% | WESTPAC BANKING CORP (n/a) - 3.93% |
| #6 | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.64% |
| #7 | OUTFRONT MEDIA INC (OUT) - 0.86% | ANZ GROUP HOLDINGS LTD (n/a) - 3.35% |
| #8 | CAL-MAINE FOODS INC (CALM) - 0.86% | WESFARMERS LTD (n/a) - 2.88% |
| #9 | AVNET INC (AVT) - 0.85% | MACQUARIE GROUP LTD (n/a) - 2.76% |
| #10 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.83% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.67% |
| #11 | TRAVEL&LEISURE CO (TNL) - 0.82% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% |
| #12 | ARCHROCK INC (AROC) - 0.78% | RIO TINTO LTD (n/a) - 2.23% |
| #13 | n/a (HASI) - 0.78% | GOODMAN GROUP (n/a) - 2.01% |
| #14 | n/a (CRC) - 0.76% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.84% |
| #15 | FIRST BANCORP (FBP) - 0.73% | SEA LTD ADR (SE) - 1.59% |
| #16 | AMERICOLD REALTY TRUST INC (COLD) - 0.69% | UNITED OVERSEAS BANK LTD (n/a) - 1.59% |
| #17 | PBF ENERGY INC CLASS A (PBF) - 0.64% | TRANSURBAN GROUP (n/a) - 1.46% |
| #18 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.64% | CSL LTD (n/a) - 1.45% |
| #19 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.63% | WOOLWORTHS GROUP LTD (n/a) - 1.36% |
| #20 | AVISTA CORP (AVA) - 0.63% | FORTESCUE LTD (n/a) - 1.16% |
| #21 | CVB FINANCIAL CORP (CVBF) - 0.40% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.12% |
| #22 | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 0.39% | QBE INSURANCE GROUP LTD (n/a) - 1.07% |
| #23 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.38% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.06% |
| #24 | COUSINS PROPERTIES INC (CUZ) - 0.38% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #25 | NORTHWEST BANCSHARES INC (NWBI) - 0.38% | SUN HUNG KAI PROPERTIES LTD (n/a) - 0.97% |
| Total Holdings | 483 | 110 |
DES vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DES
+5.57%
EPP
-0.50%
3M
Winner
DES
+12.40%
EPP
+0.91%
6M
Winner
DES
+16.13%
EPP
+9.36%
1Y
Winner
DES
+29.84%
EPP
+14.59%
5Y(CAGR)
Winner
DES
+6.75%
EPP
+4.61%
10Y(CAGR)
Winner
DES
+8.44%
EPP
+7.78%
Max(CAGR)
DES
+7.82%
Winner
EPP
+8.91%
DES vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | DES | EPP |
|---|---|---|
| 2026 | +18.68% | +6.97% |
| 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 -1.02%. The current EPP drawdown is -3.82%.
| 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 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
DES vs EPP dividend yield comparison.
| Year | DES | EPP |
|---|---|---|
| 2026 | 0.54% | 1.53% |
| 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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