DES vs TAGG
Comparison between WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).
5-Year PerformanceDES has outperformed TAGG, delivering a return of +8.2% compared to +0.2%
DES vs TAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DES vs TAGG - Historical Returns
Returns include dividend reinvestment.
DES vs TAGG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | TAGG |
|---|---|---|
| 2026 | +20.93% | +0.14% |
| 2025 | +0.96% | +7.35% |
| 2024 | +9.71% | +2.10% |
| 2023 | +16.28% | +5.30% |
| 2022 | -11.65% | -12.04% |
| 2021 | +27.88% | +0.01% |
| 2020 | -3.69% | N/A |
| 2019 | +19.33% | N/A |
| 2018 | -13.42% | N/A |
| 2017 | +8.08% | N/A |
| 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 TAGG Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.
The current DES drawdown is -1.30%. The current TAGG drawdown is -2.04%.
| Rank | DES | TAGG |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -17.27% Nov 9, 2021 - Oct 16, 2025 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -3.19% Feb 27, 2026 - May 19, 2026 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -1.08% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -1.01% Oct 1, 2021 - Nov 5, 2021 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -0.88% Nov 26, 2025 - Jan 14, 2026 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -0.21% Nov 5, 2021 - Nov 9, 2021 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -0.19% Oct 22, 2025 - Oct 27, 2025 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -0.17% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -0.15% Feb 17, 2026 - Feb 23, 2026 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -0.14% Feb 6, 2026 - Feb 10, 2026 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -0.07% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | N/A |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | N/A |
Correlation
Correlation between DES and TAGG is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
DES vs TAGG dividend yield comparison.
| Year | DES | TAGG |
|---|---|---|
| 2026 | 0.89% | 2.19% |
| 2025 | 2.85% | 4.36% |
| 2024 | 2.81% | 4.36% |
| 2023 | 2.65% | 3.48% |
| 2022 | 2.89% | 3.67% |
| 2021 | 2.31% | 0.33% |
| 2020 | 2.75% | 0.00% |
| 2019 | 2.68% | 0.00% |
| 2018 | 3.65% | 0.00% |
| 2017 | 2.89% | 0.00% |
| 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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