DES vs XHLF

Comparison between WisdomTree U.S. SmallCap Dividend Fund (DES, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).

DES vs XHLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DES(ETF)	XHLF(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.38%	0.03%
Max Drawdown	68.10%	0.62%
Sharpe Ratio	1.46	0.81
5Y Beta	0.83	-0.00
P/E Ratio	21.88	N/A
Forward P/E	13.20	N/A
5Y Dividends CAGR	6.06%	N/A
5Y EPS CAGR	8.81%	N/A
P/S Ratio	1.07	N/A
P/B Ratio	1.66	N/A

Net Assets

DES

$1.90B

XHLF

$1.90B

Expense Ratio

DES

0.38%

Winner

XHLF

0.03%

Max Drawdown

DES

68.10%

Winner

XHLF

0.62%

Sharpe Ratio

Winner

DES

1.46

XHLF

0.81

5Y Beta

DES

0.83

Winner

XHLF

-0.00

P/E Ratio

DES

21.88

XHLF

N/A

Forward P/E

DES

13.20

XHLF

N/A

5Y Dividends CAGR

DES

6.06%

XHLF

N/A

5Y EPS CAGR

DES

8.81%

XHLF

N/A

P/S Ratio

DES

1.07

XHLF

N/A

P/B Ratio

DES

1.66

XHLF

N/A

DES vs XHLF - Historical Returns

Returns include dividend reinvestment.

Period	DES	XHLF
1 month	+3.81%	+0.30%
3 months	+3.26%	+0.79%
6 months	+18.98%	+1.74%
1 year	+28.33%	+3.95%
5 years(CAGR)	+6.17%	N/A
10 years(CAGR)	+8.38%	N/A
Max(CAGR)	+7.72%	+4.47%

Winner

DES

+3.81%

XHLF

+0.30%

Winner

DES

+3.26%

XHLF

+0.79%

Winner

DES

+18.98%

XHLF

+1.74%

Winner

DES

+28.33%

XHLF

+3.95%

5Y(CAGR)

DES

+6.17%

XHLF

N/A

10Y(CAGR)

DES

+8.38%

XHLF

N/A

Max(CAGR)

Winner

DES

+7.72%

XHLF

+4.47%

DES vs XHLF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DES	XHLF
2026	+15.52%	+1.11%
2025	+0.96%	+4.21%
2024	+9.71%	+5.06%
2023	+16.28%	+4.90%
2022	-11.65%	+0.96%
2021	+27.88%	N/A
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 XHLF Drawdown Comparison

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

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

The current DES drawdown is -0.51%.

Rank	DES	XHLF
#1	-65.45% Jun 4, 2007 - Feb 3, 2012	-0.11% Oct 10, 2022 - Oct 27, 2022
#2	-45.63% Aug 21, 2018 - Jan 14, 2021	-0.09% Mar 13, 2023 - Mar 15, 2023
#3	-25.16% Nov 25, 2024 - Feb 4, 2026	-0.07% Mar 17, 2023 - Mar 23, 2023
#4	-21.70% Jan 4, 2022 - Dec 14, 2023	-0.07% Mar 24, 2023 - Apr 4, 2023
#5	-19.34% Jun 23, 2015 - Apr 26, 2016	-0.07% Dec 23, 2022 - Dec 29, 2022
#6	-9.64% Jan 23, 2018 - Jun 4, 2018	-0.07% Oct 28, 2022 - Nov 8, 2022
#7	-9.47% Jul 1, 2014 - Nov 5, 2014	-0.06% Apr 5, 2023 - Apr 20, 2023
#8	-9.36% Jun 8, 2021 - Nov 3, 2021	-0.06% Mar 3, 2023 - Mar 10, 2023
#9	-9.15% Apr 2, 2012 - Jul 3, 2012	-0.06% Feb 2, 2023 - Feb 10, 2023
#10	-9.09% Sep 14, 2012 - Dec 20, 2012	-0.06% Feb 1, 2024 - Feb 8, 2024
#11	-8.96% Jul 31, 2024 - Oct 16, 2024	-0.06% Aug 5, 2024 - Aug 12, 2024
#12	-8.17% Nov 15, 2021 - Jan 4, 2022	-0.06% Oct 2, 2024 - Oct 11, 2024
#13	-7.64% Feb 20, 2026 - Apr 9, 2026	-0.06% Mar 15, 2023 - Mar 17, 2023
#14	-7.50% Dec 27, 2023 - Mar 28, 2024	-0.04% Mar 1, 2024 - Mar 7, 2024
#15	-7.44% Sep 7, 2016 - Nov 11, 2016	-0.04% May 9, 2025 - May 16, 2025

Correlation

Correlation between DES and XHLF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

DES vs XHLF dividend yield comparison.

Year	DES	XHLF
2026	0.41%	1.22%
2025	2.85%	3.99%
2024	2.81%	4.96%
2023	2.65%	4.50%
2022	2.89%	0.86%
2021	2.31%	0.00%
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%