DES vs JMOM
Comparison between WisdomTree U.S. SmallCap Dividend Fund (DES, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
5-Year PerformanceJMOM has outperformed DES, delivering a return of +15.1% compared to +6.2%
DES vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$1.90B
JMOM
$1.90B
Expense Ratio
DES
0.38%
Winner
JMOM
0.12%
Max Drawdown
DES
68.10%
Winner
JMOM
34.31%
Sharpe Ratio
DES
1.46
Winner
JMOM
2.01
5Y Beta
Winner
DES
0.83
JMOM
1.04
P/E Ratio
Winner
DES
21.88
JMOM
33.21
Forward P/E
Winner
DES
13.20
JMOM
22.36
PEG Ratio
DES
N/A
JMOM
0.80
5Y Dividends CAGR
DES
6.06%
Winner
JMOM
12.88%
5Y EPS CAGR
DES
8.81%
Winner
JMOM
23.62%
Debt to Equity
DES
N/A
JMOM
29.25%
P/S Ratio
Winner
DES
1.07
JMOM
2.39
P/B Ratio
Winner
DES
1.66
JMOM
5.11
DES vs JMOM - Holdings Comparison
DES and JMOM have 3 common holdings. Overlap is 0.62%
DES's top 25 holdings weight is 18.09%. JMOM's top 25 holdings weight is 32.55%.
| Rank | DES | JMOM |
|---|---|---|
| #1 | KODIAK GAS SERVICES INC (KGS) - 1.09% | BROADCOM INC (AVGO) - 2.23% |
| #2 | TFS FINANCIAL CORP (TFSL) - 1.05% | NVIDIA CORP (NVDA) - 2.21% |
| #3 | EPR PROPERTIES (EPR) - 1.05% | ALPHABET INC CLASS A (GOOGL) - 2.16% |
| #4 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.95% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #5 | SONOCO PRODUCTS CO (SON) - 0.92% | APPLE INC (AAPL) - 1.79% |
| #6 | PATTERSON-UTI ENERGY INC (PTEN) - 0.90% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #7 | CAL-MAINE FOODS INC (CALM) - 0.89% | ADVANCED MICRO DEVICES INC (AMD) - 1.72% |
| #8 | ARCHROCK INC (AROC) - 0.86% | MICROSOFT CORP (MSFT) - 1.70% |
| #9 | OUTFRONT MEDIA INC (OUT) - 0.83% | JOHNSON & JOHNSON (JNJ) - 1.66% |
| #10 | n/a (CRC) - 0.82% | WALMART INC (WMT) - 1.62% |
| #11 | n/a (HASI) - 0.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.59% |
| #12 | TRAVEL&LEISURE CO (TNL) - 0.74% | INTEL CORP (INTC) - 1.37% |
| #13 | AVNET INC (AVT) - 0.71% | COSTCO WHOLESALE CORP (COST) - 1.35% |
| #14 | BUCKLE INC (BKE) - 0.71% | CATERPILLAR INC (CAT) - 1.25% |
| #15 | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% | NETFLIX INC (NFLX) - 1.14% |
| #16 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% | LAM RESEARCH CORP (LRCX) - 1.09% |
| #17 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% | GE VERNOVA INC (GEV) - 1.05% |
| #18 | LCI INDUSTRIES INC (LCII) - 0.64% | APPLIED MATERIALS INC (AMAT) - 1.03% |
| #19 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.64% | n/a (PLTR) - 1.00% |
| #20 | NORTHERN OIL & GAS INC (NOG) - 0.63% | GE AEROSPACE (GE) - 0.98% |
| #21 | KENNAMETAL INC (KMT) - 0.39% | WILLIAMS COMPANIES INC (WMB) - 0.42% |
| #22 | OTTER TAIL CORP (OTTR) - 0.39% | COMFORT SYSTEMS USA INC (FIX) - 0.41% |
| #23 | POWELL INDUSTRIES INC (POWL) - 0.38% | LUMENTUM HOLDINGS INC (LITE) - 0.41% |
| #24 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.40% |
| #25 | NORTHWEST BANCSHARES INC (NWBI) - 0.38% | PALO ALTO NETWORKS INC (PANW) - 0.39% |
| Total Holdings | 488 | 239 |
DES vs JMOM - Historical Returns
Returns include dividend reinvestment.
1M
DES
+3.81%
Winner
JMOM
+10.37%
3M
DES
+3.26%
Winner
JMOM
+11.40%
6M
Winner
DES
+18.98%
JMOM
+17.05%
1Y
DES
+28.33%
Winner
JMOM
+36.39%
5Y(CAGR)
DES
+6.17%
Winner
JMOM
+15.08%
10Y(CAGR)
DES
+8.38%
Winner
JMOM
+15.81%
Max(CAGR)
DES
+7.72%
Winner
JMOM
+15.81%
DES vs JMOM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | JMOM |
|---|---|---|
| 2026 | +15.52% | +15.25% |
| 2025 | +0.96% | +17.75% |
| 2024 | +9.71% | +29.74% |
| 2023 | +16.28% | +23.74% |
| 2022 | -11.65% | -20.41% |
| 2021 | +27.88% | +26.82% |
| 2020 | -3.69% | +28.12% |
| 2019 | +19.33% | +28.88% |
| 2018 | -13.42% | -5.24% |
| 2017 | +8.08% | +3.32% |
| 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 JMOM Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current DES drawdown is -0.51%.
| Rank | DES | JMOM |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between DES and JMOM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
DES vs JMOM dividend yield comparison.
| Year | DES | JMOM |
|---|---|---|
| 2026 | 0.41% | 0.16% |
| 2025 | 2.85% | 0.86% |
| 2024 | 2.81% | 0.75% |
| 2023 | 2.65% | 1.21% |
| 2022 | 2.89% | 1.39% |
| 2021 | 2.31% | 0.64% |
| 2020 | 2.75% | 0.85% |
| 2019 | 2.68% | 1.11% |
| 2018 | 3.65% | 1.38% |
| 2017 | 2.89% | 0.29% |
| 2016 | 2.70% | 0.00% |
| 2015 | 3.09% | 0.00% |
| 2014 | 2.68% | 0.00% |
| 2013 | 2.45% | 0.00% |
| 2012 | 4.04% | 0.00% |
| 2011 | 3.38% | 0.00% |
| 2010 | 3.57% | 0.00% |
| 2009 | 3.60% | 0.00% |
| 2008 | 6.09% | 0.00% |
| 2007 | 3.78% | 0.00% |
| 2006 | 1.82% | 0.00% |
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