DES vs TCHP
Comparison between WisdomTree U.S. SmallCap Dividend Fund (DES, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).
5-Year PerformanceTCHP has outperformed DES, delivering a return of +12.1% compared to +6.4%
DES vs TCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DES
$2.10B
TCHP
$2.10B
Expense Ratio
Winner
DES
0.38%
TCHP
0.57%
Max Drawdown
DES
68.10%
Winner
TCHP
42.35%
Sharpe Ratio
DES
1.30
Winner
TCHP
1.38
5Y Beta
Winner
DES
0.83
TCHP
1.22
P/E Ratio
Winner
DES
21.02
TCHP
33.93
Forward P/E
Winner
DES
13.29
TCHP
27.65
PEG Ratio
DES
N/A
TCHP
0.55
5Y Dividends CAGR
DES
6.06%
TCHP
N/A
5Y EPS CAGR
DES
8.66%
Winner
TCHP
38.15%
P/S Ratio
Winner
DES
1.04
TCHP
6.78
P/B Ratio
Winner
DES
1.65
TCHP
10.40
DES vs TCHP - Holdings Comparison
DES and TCHP have 0 common holdings. Overlap is 0.00%
DES's top 25 holdings weight is 18.34%. TCHP's top 25 holdings weight is 87.16%.
| Rank | DES | TCHP |
|---|---|---|
| #1 | KODIAK GAS SERVICES INC (KGS) - 1.16% | NVIDIA CORP (NVDA) - 15.17% |
| #2 | TFS FINANCIAL CORP (TFSL) - 1.05% | MICROSOFT CORP (MSFT) - 10.26% |
| #3 | EPR PROPERTIES (EPR) - 1.04% | APPLE INC (AAPL) - 9.51% |
| #4 | PATTERSON-UTI ENERGY INC (PTEN) - 0.95% | AMAZON.COM INC (AMZN) - 6.62% |
| #5 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.93% | ALPHABET INC CLASS C (GOOG) - 5.83% |
| #6 | SONOCO PRODUCTS CO (SON) - 0.93% | META PLATFORMS INC CLASS A (META) - 4.94% |
| #7 | ARCHROCK INC (AROC) - 0.90% | BROADCOM INC (AVGO) - 4.91% |
| #8 | CAL-MAINE FOODS INC (CALM) - 0.88% | CARVANA CO CLASS A (CVNA) - 3.50% |
| #9 | n/a (CRC) - 0.86% | ELI LILLY AND CO (LLY) - 2.98% |
| #10 | OUTFRONT MEDIA INC (OUT) - 0.85% | VISA INC CLASS A (V) - 2.81% |
| #11 | n/a (HASI) - 0.82% | TESLA INC (TSLA) - 2.75% |
| #12 | AVNET INC (AVT) - 0.75% | NETFLIX INC (NFLX) - 2.28% |
| #13 | TRAVEL&LEISURE CO (TNL) - 0.72% | MASTERCARD INC CLASS A (MA) - 2.21% |
| #14 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.68% | GE AEROSPACE (GE) - 1.86% |
| #15 | PBF ENERGY INC CLASS A (PBF) - 0.67% | ALPHABET INC CLASS A (GOOGL) - 1.58% |
| #16 | BUCKLE INC (BKE) - 0.67% | INTUITIVE SURGICAL INC (ISRG) - 1.32% |
| #17 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% | ASML HOLDING NV ADR (ASML) - 1.16% |
| #18 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.65% | SERVICENOW INC (NOW) - 1.12% |
| #19 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.64% | CHUBB LTD (CB) - 1.06% |
| #20 | AVISTA CORP (AVA) - 0.62% | T-MOBILE US INC (TMUS) - 1.01% |
| #21 | OTTER TAIL CORP (OTTR) - 0.39% | GE VERNOVA INC (GEV) - 0.99% |
| #22 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.39% | ORACLE CORP (ORCL) - 0.89% |
| #23 | NORTHWEST BANCSHARES INC (NWBI) - 0.38% | BOOKING HOLDINGS INC (BKNG) - 0.86% |
| #24 | SENSIENT TECHNOLOGIES CORP (SXT) - 0.38% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 0.79% |
| #25 | DANA INC (DAN) - 0.38% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.75% |
| Total Holdings | 488 | 58 |
DES vs TCHP - Historical Returns
Returns include dividend reinvestment.
1M
DES
+2.56%
Winner
TCHP
+10.32%
3M
DES
+2.68%
Winner
TCHP
+8.26%
6M
Winner
DES
+17.04%
TCHP
+2.90%
1Y
Winner
DES
+24.14%
TCHP
+23.92%
5Y(CAGR)
DES
+6.38%
Winner
TCHP
+12.13%
10Y(CAGR)
DES
+8.31%
TCHP
N/A
Max(CAGR)
DES
+7.68%
Winner
TCHP
+13.16%
DES vs TCHP - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DES | TCHP |
|---|---|---|
| 2026 | +14.71% | +3.67% |
| 2025 | +0.96% | +18.69% |
| 2024 | +9.71% | +38.25% |
| 2023 | +16.28% | +51.12% |
| 2022 | -11.65% | -38.19% |
| 2021 | +27.88% | +20.12% |
| 2020 | -3.69% | +11.37% |
| 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 TCHP Drawdown Comparison
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The current DES drawdown is -1.21%. The current TCHP drawdown is -0.19%.
| Rank | DES | TCHP |
|---|---|---|
| #1 | -65.45% Jun 4, 2007 - Feb 3, 2012 | -42.34% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -45.63% Aug 21, 2018 - Jan 14, 2021 | -22.92% Jan 23, 2025 - Jun 25, 2025 |
| #3 | -25.16% Nov 25, 2024 - Feb 4, 2026 | -17.50% Oct 29, 2025 - May 8, 2026 |
| #4 | -21.70% Jan 4, 2022 - Dec 14, 2023 | -13.08% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -19.34% Jun 23, 2015 - Apr 26, 2016 | -11.98% Sep 2, 2020 - Dec 17, 2020 |
| #6 | -9.64% Jan 23, 2018 - Jun 4, 2018 | -8.83% Feb 12, 2021 - Apr 9, 2021 |
| #7 | -9.47% Jul 1, 2014 - Nov 5, 2014 | -8.04% Sep 7, 2021 - Nov 4, 2021 |
| #8 | -9.36% Jun 8, 2021 - Nov 3, 2021 | -7.48% Apr 29, 2021 - Jun 14, 2021 |
| #9 | -9.15% Apr 2, 2012 - Jul 3, 2012 | -6.54% Mar 22, 2024 - May 14, 2024 |
| #10 | -9.09% Sep 14, 2012 - Dec 20, 2012 | -5.48% Dec 11, 2024 - Jan 22, 2025 |
| #11 | -8.96% Jul 31, 2024 - Oct 16, 2024 | -4.34% Jan 21, 2021 - Feb 3, 2021 |
| #12 | -8.17% Nov 15, 2021 - Jan 4, 2022 | -3.53% Oct 9, 2025 - Oct 24, 2025 |
| #13 | -7.64% Feb 20, 2026 - Apr 9, 2026 | -3.30% Aug 6, 2020 - Aug 18, 2020 |
| #14 | -7.50% Dec 27, 2023 - Mar 28, 2024 | -3.24% Jul 23, 2021 - Aug 27, 2021 |
| #15 | -7.44% Sep 7, 2016 - Nov 11, 2016 | -2.98% Nov 12, 2024 - Dec 2, 2024 |
Correlation
Correlation between DES and TCHP is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2006 - 2026)
DES vs TCHP dividend yield comparison.
| Year | DES | TCHP |
|---|---|---|
| 2026 | 0.41% | 0.00% |
| 2025 | 2.85% | 0.00% |
| 2024 | 2.81% | 0.00% |
| 2023 | 2.65% | 0.00% |
| 2022 | 2.89% | 0.00% |
| 2021 | 2.31% | 0.02% |
| 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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