DES vs SPY
Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DES, delivering a return of +13.2% compared to +7.4%
DES vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.10B
Winner
SPY
$784B
Expense Ratio
DES
0.38%
Winner
SPY
0.09%
Max Drawdown
DES
68.10%
Winner
SPY
56.47%
Sharpe Ratio
DES
1.50
Winner
SPY
1.54
5Y Beta
Winner
DES
0.82
SPY
1.00
P/E Ratio
Winner
DES
22.32
SPY
27.62
Forward P/E
Winner
DES
13.58
SPY
21.11
5Y Dividends CAGR
DES
5.94%
Winner
SPY
6.00%
5Y EPS CAGR
DES
7.13%
Winner
SPY
25.30%
Debt to Equity
DES
N/A
SPY
31.11%
P/S Ratio
Winner
DES
1.06
SPY
3.49
P/B Ratio
Winner
DES
1.79
SPY
5.30
DES vs SPY - Holdings Comparison
DES and SPY have 0 common holdings. Overlap is 0.00%
DES's top 25 holdings weight is 19.11%. SPY's top 25 holdings weight is 51.24%.
| Rank | DES | SPY |
|---|---|---|
| #1 | TFS FINANCIAL CORP (TFSL) - 1.13% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | KODIAK GAS SERVICES INC (KGS) - 1.09% | APPLE INC (AAPL) - 6.81% |
| #3 | EPR PROPERTIES (EPR) - 1.07% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | SONOCO PRODUCTS CO (SON) - 0.93% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.91% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | CAL-MAINE FOODS INC (CALM) - 0.90% | BROADCOM INC (AVGO) - 2.77% |
| #7 | TRAVEL&LEISURE CO (TNL) - 0.87% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | OUTFRONT MEDIA INC (OUT) - 0.85% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | AVNET INC (AVT) - 0.81% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ARCHROCK INC (AROC) - 0.81% | TESLA INC (TSLA) - 1.76% |
| #11 | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | FIRST BANCORP (FBP) - 0.75% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.75% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | n/a (HASI) - 0.72% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | n/a (CRC) - 0.68% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | BATH & BODY WORKS INC (BBWI) - 0.66% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | AMERICOLD REALTY TRUST INC (COLD) - 0.65% | VISA INC CLASS A (V) - 0.87% |
| #18 | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.64% | INTEL CORP (INTC) - 0.85% |
| #19 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.64% | WALMART INC (WMT) - 0.82% |
| #20 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.64% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | AVISTA CORP (AVA) - 0.59% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | POLARIS INC (PII) - 0.58% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | BUCKLE INC (BKE) - 0.56% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | n/a (MCHB) - 0.55% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | PBF ENERGY INC CLASS A (PBF) - 0.55% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 521 | 505 |
DES vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DES
+3.24%
SPY
-1.37%
3M
Winner
DES
+12.36%
SPY
+12.22%
6M
Winner
DES
+18.13%
SPY
+7.20%
1Y
Winner
DES
+28.96%
SPY
+23.58%
5Y(CAGR)
DES
+7.42%
Winner
SPY
+13.19%
10Y(CAGR)
DES
+9.08%
Winner
SPY
+15.12%
Max(CAGR)
Winner
DES
+12.16%
SPY
+8.44%
DES vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DES | SPY |
|---|---|---|
| 2026 | +18.74% | +7.95% |
| 2025 | +0.96% | +18.00% |
| 2024 | +9.71% | +25.59% |
| 2023 | +16.28% | +26.72% |
| 2022 | -11.65% | -18.64% |
| 2021 | +27.88% | +30.52% |
| 2020 | -3.69% | +17.28% |
| 2019 | +19.33% | +31.09% |
| 2018 | -13.42% | -5.24% |
| 2017 | +13.44% | +20.78% |
| 2016 | +42.07% | +13.59% |
| 2015 | +0.43% | +1.31% |
| 2014 | +15.15% | +14.56% |
| 2013 | +40.32% | +29.00% |
| 2012 | +26.09% | +14.17% |
| 2011 | +3.09% | +0.85% |
| 2010 | +34.43% | +13.14% |
| 2009 | +30.88% | +22.67% |
| 2008 | -19.68% | -36.25% |
| 2007 | -6.72% | +5.32% |
| 2006 | +20.76% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DES vs SPY Drawdown Comparison
The maximum drawdown for DES was -59.89%, occurring on Mar 9, 2009. Recovery took 673 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DES drawdown is -0.97%. The current SPY drawdown is -3.18%.
| Rank | DES | SPY |
|---|---|---|
| #1 | -59.89% Jul 5, 2007 - Mar 8, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.37% Jul 7, 2011 - Jan 18, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.52% Jun 23, 2015 - Mar 18, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.96% Apr 29, 2010 - Oct 13, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.15% Apr 2, 2012 - Jun 29, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.34% Sep 24, 2012 - Dec 17, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.14% Jul 1, 2014 - Oct 28, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.94% Apr 28, 2011 - Jul 1, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DES and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
DES vs SPY dividend yield comparison.
| Year | DES | SPY |
|---|---|---|
| 2026 | 0.54% | 0.50% |
| 2025 | 2.85% | 1.07% |
| 2024 | 2.81% | 1.21% |
| 2023 | 2.65% | 1.40% |
| 2022 | 2.89% | 1.65% |
| 2021 | 2.31% | 1.20% |
| 2020 | 2.75% | 1.52% |
| 2019 | 2.68% | 1.75% |
| 2018 | 3.65% | 2.04% |
| 2017 | 7.41% | 1.80% |
| 2016 | 8.09% | 2.03% |
| 2015 | 9.28% | 2.06% |
| 2014 | 8.04% | 1.87% |
| 2013 | 7.33% | 1.81% |
| 2012 | 12.11% | 2.18% |
| 2011 | 10.15% | 2.05% |
| 2010 | 10.71% | 1.80% |
| 2009 | 10.80% | 1.95% |
| 2008 | 18.27% | 3.02% |
| 2007 | 11.35% | 1.85% |
| 2006 | 5.46% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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