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DES vs IHDG

Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF).

5-Year PerformanceIHDG has outperformed DES, delivering a return of +7.5% compared to +6.0%

DES vs IHDG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DES
$2.10B
Winner
IHDG
$2.20B
Expense Ratio
Winner
DES
0.38%
IHDG
0.58%
Max Drawdown
DES
68.10%
Winner
IHDG
29.24%
Sharpe Ratio
Winner
DES
1.31
IHDG
0.79
5Y Beta
DES
0.83
Winner
IHDG
0.78
P/E Ratio
DES
19.64
IHDG
N/A
Forward P/E
DES
13.48
IHDG
N/A
5Y Dividends CAGR
Winner
DES
5.94%
IHDG
-0.07%
5Y EPS CAGR
DES
8.18%
IHDG
N/A
Debt to Equity
DES
78.19%
IHDG
N/A
P/S Ratio
DES
1.06
IHDG
N/A
P/B Ratio
DES
1.65
IHDG
N/A

DES vs IHDG - Holdings Comparison

DES and IHDG have 1 common holdings. Overlap is 0.01%

DES's top 25 holdings weight is 18.96%. IHDG's top 25 holdings weight is 49.32%.

RankDESIHDG
#1
KODIAK GAS SERVICES INC (KGS) - 1.21%
TOYOTA MOTOR CORP (n/a) - 4.77%
#2
TFS FINANCIAL CORP (TFSL) - 1.11%
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.36%
#3
EPR PROPERTIES (EPR) - 1.10%
BP PLC (n/a) - 3.31%
#4
NORTHWESTERN ENERGY GROUP INC (NWE) - 0.94%
n/a (n/a) - 3.27%
#5
PATTERSON-UTI ENERGY INC (PTEN) - 0.92%
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.05%
#6
OUTFRONT MEDIA INC (OUT) - 0.91%
ASTRAZENECA PLC (AZN:XLON) - 2.68%
#7
SONOCO PRODUCTS CO (SON) - 0.91%
DEUTSCHE TELEKOM AG (n/a) - 2.61%
#8
CAL-MAINE FOODS INC (CALM) - 0.87%
ING GROEP NV (n/a) - 2.58%
#9
ARCHROCK INC (AROC) - 0.85%
ASML HOLDING NV (n/a) - 2.47%
#10
IRIDIUM COMMUNICATIONS INC (IRDM) - 0.83%
NOVO NORDISK AS CLASS B (n/a) - 2.42%
#11
AVNET INC (AVT) - 0.81%
L'OREAL SA (n/a) - 2.19%
#12
n/a (HASI) - 0.79%
GSK PLC (n/a) - 2.00%
#13
TRAVEL&LEISURE CO (TNL) - 0.76%
VOLVO AB CLASS B (n/a) - 1.92%
#14
n/a (CRC) - 0.75%
UBS GROUP AG REGISTERED SHARES (n/a) - 1.81%
#15
FIRST BANCORP (FBP) - 0.73%
DEUTSCHE POST AG (n/a) - 1.69%
#16
AMERICOLD REALTY TRUST INC (COLD) - 0.68%
LLOYDS BANKING GROUP PLC (n/a) - 1.69%
#17
FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65%
TOKYO ELECTRON LTD (n/a) - 1.59%
#18
PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.63%
ABB LTD (n/a) - 1.52%
#19
AVISTA CORP (AVA) - 0.63%
SCHNEIDER ELECTRIC SE (n/a) - 1.43%
#20
CRESCENT ENERGY CO CLASS A (CRGY) - 0.61%
SAP SE (n/a) - 1.15%
#21
CACTUS INC CLASS A (WHD) - 0.54%
BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.38%
#22
RENASANT CORP (RNST) - 0.54%
KEYENCE CORP (n/a) - 0.37%
#23
KOHL'S CORP (KSS) - 0.40%
TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.36%
#24
BREAD FINANCIAL HOLDINGS INC (BFH) - 0.40%
FERROVIAL NV (n/a) - 0.35%
#25
SENSIENT TECHNOLOGIES CORP (SXT) - 0.39%
LEGRAND SA (n/a) - 0.35%
Total Holdings481230

DES vs IHDG - Historical Returns

Returns include dividend reinvestment.

1M
DES
-0.48%
Winner
IHDG
+2.36%
3M
Winner
DES
+5.43%
IHDG
+3.07%
6M
Winner
DES
+14.98%
IHDG
+6.21%
1Y
Winner
DES
+26.89%
IHDG
+14.52%
5Y(CAGR)
DES
+6.02%
Winner
IHDG
+7.51%
10Y(CAGR)
DES
+7.97%
Winner
IHDG
+9.93%
Max(CAGR)
DES
+7.67%
Winner
IHDG
+9.27%

DES vs IHDG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDESIHDG
2026+15.06%+3.30%
2025+0.96%+13.42%
2024+9.71%+6.52%
2023+16.28%+17.52%
2022-11.65%-12.20%
2021+27.88%+18.41%
2020-3.69%+9.48%
2019+19.33%+33.13%
2018-13.42%-11.93%
2017+8.08%+21.15%
2016+33.60%+3.19%
2015-5.29%+11.69%
2014+8.94%+0.91%
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 IHDG Drawdown Comparison

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

The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.

The current DES drawdown is -1.16%. The current IHDG drawdown is -2.09%.

RankDESIHDG
#1-65.45%
Jun 4, 2007 - Feb 3, 2012		-29.24%
Feb 12, 2020 - Oct 8, 2020
#2-45.63%
Aug 21, 2018 - Jan 14, 2021		-19.56%
Jan 3, 2022 - Apr 27, 2023
#3-25.16%
Nov 25, 2024 - Feb 4, 2026		-18.88%
Feb 18, 2025 - Oct 2, 2025
#4-21.70%
Jan 4, 2022 - Dec 14, 2023		-18.50%
Aug 27, 2018 - Apr 18, 2019
#5-19.34%
Jun 23, 2015 - Apr 26, 2016		-14.86%
Apr 27, 2015 - Feb 9, 2017
#6-9.64%
Jan 23, 2018 - Jun 4, 2018		-10.49%
Feb 25, 2026 - Mar 20, 2026
#7-9.47%
Jul 1, 2014 - Nov 5, 2014		-9.98%
Jun 9, 2014 - Nov 21, 2014
#8-9.36%
Jun 8, 2021 - Nov 3, 2021		-9.32%
Jul 12, 2024 - Feb 6, 2025
#9-9.15%
Apr 2, 2012 - Jul 3, 2012		-9.07%
Jan 23, 2018 - Jun 14, 2018
#10-9.09%
Sep 14, 2012 - Dec 20, 2012		-7.90%
Jul 31, 2023 - Nov 24, 2023
#11-8.96%
Jul 31, 2024 - Oct 16, 2024		-7.33%
Sep 7, 2021 - Dec 27, 2021
#12-8.17%
Nov 15, 2021 - Jan 4, 2022		-7.12%
Oct 12, 2020 - Nov 9, 2020
#13-7.64%
Feb 20, 2026 - Apr 9, 2026		-6.54%
Dec 5, 2014 - Jan 22, 2015
#14-7.50%
Dec 27, 2023 - Mar 28, 2024		-5.68%
Jul 29, 2019 - Sep 6, 2019
#15-7.44%
Sep 7, 2016 - Nov 11, 2016		-5.27%
Apr 29, 2019 - Jul 1, 2019

Correlation

Correlation between DES and IHDG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2006 - 2026)

DES vs IHDG dividend yield comparison.

YearDESIHDG
20260.56%0.08%
20252.85%1.84%
20242.81%2.42%
20232.65%1.70%
20222.89%13.79%
20212.31%2.77%
20202.75%1.94%
20192.68%1.99%
20183.65%0.22%
20172.89%1.28%
20162.70%1.91%
20153.09%3.04%
20142.68%3.86%
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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