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DES vs GOF

Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and Guggenheim Strategic Opportunities Fund (GOF, ETF).

5-Year PerformanceDES has outperformed GOF, delivering a return of +6.0% compared to +0.9%

DES vs GOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DES
$2.10B
Winner
GOF
$2.20B
Expense Ratio
DES
0.38%
GOF
N/A
Max Drawdown
DES
68.10%
Winner
GOF
62.51%
Sharpe Ratio
Winner
DES
1.31
GOF
-0.82
5Y Beta
DES
0.83
Winner
GOF
0.46
P/E Ratio
DES
19.64
GOF
N/A
Forward P/E
DES
13.48
GOF
N/A
5Y Dividends CAGR
Winner
DES
5.94%
GOF
1.61%
5Y EPS CAGR
DES
8.18%
GOF
N/A
Debt to Equity
DES
78.19%
GOF
N/A
P/S Ratio
DES
1.06
GOF
N/A
P/B Ratio
DES
1.65
GOF
N/A

DES vs GOF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DES
-0.48%
GOF
-2.10%
3M
Winner
DES
+5.43%
GOF
-1.81%
6M
Winner
DES
+14.98%
GOF
-0.05%
1Y
Winner
DES
+26.89%
GOF
-12.23%
5Y(CAGR)
Winner
DES
+6.02%
GOF
+0.90%
10Y(CAGR)
Winner
DES
+7.97%
GOF
+7.95%
Max(CAGR)
DES
+7.67%
Winner
GOF
+8.96%

DES vs GOF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDESGOF
2026+15.06%-6.85%
2025+0.96%-2.26%
2024+9.71%+35.95%
2023+16.28%-6.08%
2022-11.65%-7.87%
2021+27.88%+5.48%
2020-3.69%+19.41%
2019+19.33%+7.01%
2018-13.42%-5.73%
2017+8.08%+21.67%
2016+33.60%+27.00%
2015-5.29%-10.87%
2014+8.94%+7.82%
2013+32.90%+7.69%
2012+16.16%+13.80%
2011-3.63%+12.74%
2010+24.59%+29.54%
2009+20.08%+79.15%
2008-27.07%-34.32%
2007-12.85%-8.49%
2006+16.40%N/A

DES vs GOF Drawdown Comparison

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

The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The current DES drawdown is -1.16%. The current GOF drawdown is -17.74%.

RankDESGOF
#1-65.45%
Jun 4, 2007 - Feb 3, 2012
-54.69%
Jul 31, 2007 - Sep 9, 2009
#2-45.63%
Aug 21, 2018 - Jan 14, 2021
-38.45%
Aug 8, 2019 - Aug 12, 2020
#3-25.16%
Nov 25, 2024 - Feb 4, 2026
-32.32%
Aug 6, 2021 - Jun 28, 2024
#4-21.70%
Jan 4, 2022 - Dec 14, 2023
-23.55%
May 14, 2015 - Jul 29, 2016
#5-19.34%
Jun 23, 2015 - Apr 26, 2016
-23.24%
Oct 1, 2025 - Mar 27, 2026
#6-9.64%
Jan 23, 2018 - Jun 4, 2018
-21.18%
May 31, 2011 - Jan 25, 2012
#7-9.47%
Jul 1, 2014 - Nov 5, 2014
-19.35%
Sep 13, 2018 - Jun 13, 2019
#8-9.36%
Jun 8, 2021 - Nov 3, 2021
-14.82%
Apr 26, 2010 - Aug 4, 2010
#9-9.15%
Apr 2, 2012 - Jul 3, 2012
-13.58%
Mar 24, 2025 - Aug 27, 2025
#10-9.09%
Sep 14, 2012 - Dec 20, 2012
-12.07%
Apr 16, 2021 - Jun 10, 2021
#11-8.96%
Jul 31, 2024 - Oct 16, 2024
-11.87%
Oct 5, 2012 - Jan 10, 2013
#12-8.17%
Nov 15, 2021 - Jan 4, 2022
-11.79%
May 10, 2013 - May 22, 2014
#13-7.64%
Feb 20, 2026 - Apr 9, 2026
-11.54%
Nov 8, 2010 - Feb 7, 2011
#14-7.50%
Dec 27, 2023 - Mar 28, 2024
-10.00%
Jan 11, 2018 - May 14, 2018
#15-7.44%
Sep 7, 2016 - Nov 11, 2016
-8.55%
Nov 1, 2016 - Dec 6, 2016

Correlation

Correlation between DES and GOF 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 GOF dividend yield comparison.

YearDESGOF
20260.56%8.27%
20252.85%16.97%
20242.81%14.32%
20232.65%17.07%
20222.89%14.36%
20212.31%11.93%
20202.75%11.26%
20192.68%12.08%
20183.65%11.96%
20172.89%10.13%
20162.70%11.13%
20153.09%12.98%
20142.68%10.46%
20132.45%9.98%
20124.04%8.67%
20113.38%8.98%
20103.57%9.42%
20093.60%11.00%
20086.09%17.84%
20073.78%3.21%
20061.82%0.00%

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