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DES vs HTRB

Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceDES has outperformed HTRB, delivering a return of +8.4% compared to -0.0%

DES vs HTRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DES
$2.20B
HTRB
$2.20B
Expense Ratio
DES
0.38%
Winner
HTRB
0.29%
Max Drawdown
DES
68.10%
Winner
HTRB
26.85%
Sharpe Ratio
Winner
DES
1.39
HTRB
-0.33
5Y Beta
DES
0.79
Winner
HTRB
0.05
P/E Ratio
DES
22.28
HTRB
N/A
Forward P/E
DES
14.08
HTRB
N/A
5Y Dividends CAGR
Winner
DES
6.38%
HTRB
-2.71%
5Y EPS CAGR
DES
7.70%
HTRB
N/A
Debt to Equity
DES
48.55%
HTRB
N/A
P/S Ratio
DES
1.08
HTRB
N/A
P/B Ratio
DES
1.78
HTRB
N/A

DES vs HTRB - Historical Returns

Returns include dividend reinvestment.

1M
DES
-0.31%
Winner
HTRB
-0.16%
3M
Winner
DES
+7.26%
HTRB
+0.14%
6M
Winner
DES
+9.44%
HTRB
-1.56%
1Y
Winner
DES
+27.05%
HTRB
+2.71%
5Y(CAGR)
Winner
DES
+8.43%
HTRB
-0.01%
10Y(CAGR)
Winner
DES
+8.08%
HTRB
+2.08%
Max(CAGR)
Winner
DES
+7.93%
HTRB
+2.08%

DES vs HTRB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDESHTRB
2026+22.75%-0.13%
2025+0.96%+7.27%
2024+9.71%+2.79%
2023+16.28%+6.64%
2022-11.65%-14.11%
2021+27.88%-1.01%
2020-3.69%+8.64%
2019+19.33%+10.21%
2018-13.42%-0.88%
2017+8.08%+1.02%
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 HTRB Drawdown Comparison

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

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current DES drawdown is -2.16%. The current HTRB drawdown is -2.01%.

RankDESHTRB
#1-65.45%
Jun 4, 2007 - Feb 3, 2012
-19.48%
Sep 14, 2021 - Oct 28, 2025
#2-45.63%
Aug 21, 2018 - Jan 14, 2021
-10.48%
Mar 6, 2020 - Jun 8, 2020
#3-25.16%
Nov 25, 2024 - Feb 4, 2026
-3.76%
Jan 4, 2021 - Aug 2, 2021
#4-21.70%
Jan 4, 2022 - Dec 14, 2023
-2.82%
Feb 27, 2026 - May 19, 2026
#5-19.34%
Jun 23, 2015 - Apr 26, 2016
-2.58%
Dec 29, 2017 - Jan 30, 2019
#6-9.64%
Jan 23, 2018 - Jun 4, 2018
-1.80%
Aug 27, 2019 - Oct 4, 2019
#7-9.47%
Jul 1, 2014 - Nov 5, 2014
-1.58%
Jul 3, 2019 - Aug 1, 2019
#8-9.36%
Jun 8, 2021 - Nov 3, 2021
-1.13%
Oct 28, 2025 - Feb 5, 2026
#9-9.15%
Apr 2, 2012 - Jul 3, 2012
-1.13%
Oct 4, 2019 - Nov 27, 2019
#10-9.09%
Sep 14, 2012 - Dec 20, 2012
-1.10%
Aug 10, 2020 - Nov 17, 2020
#11-8.96%
Jul 31, 2024 - Oct 16, 2024
-0.99%
Aug 4, 2021 - Sep 14, 2021
#12-8.17%
Nov 15, 2021 - Jan 4, 2022
-0.80%
Mar 27, 2019 - Apr 25, 2019
#13-7.64%
Feb 20, 2026 - Apr 9, 2026
-0.65%
Feb 28, 2020 - Mar 3, 2020
#14-7.50%
Dec 27, 2023 - Mar 28, 2024
-0.61%
Jun 8, 2020 - Jul 6, 2020
#15-7.44%
Sep 7, 2016 - Nov 11, 2016
-0.61%
Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between DES and HTRB is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (2006 - 2026)

DES vs HTRB dividend yield comparison.

YearDESHTRB
20260.99%2.54%
20252.85%4.66%
20242.81%4.45%
20232.65%3.87%
20222.89%3.08%
20212.31%4.22%
20202.75%4.79%
20192.68%6.30%
20183.65%2.37%
20172.89%0.96%
20162.70%0.00%
20153.09%0.00%
20142.68%0.00%
20132.45%0.00%
20124.04%0.00%
20113.38%0.00%
20103.57%0.00%
20093.60%0.00%
20086.09%0.00%
20073.78%0.00%
20061.82%0.00%

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