DEW vs EFFE
Comparison between WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
5-Year PerformanceDEW has outperformed EFFE, delivering a return of +12.7% compared to +1.1%
DEW vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEW
$140M
EFFE
$140M
Expense Ratio
Winner
DEW
0.58%
EFFE
0.69%
Max Drawdown
DEW
69.18%
Winner
EFFE
33.56%
Sharpe Ratio
Winner
DEW
2.08
EFFE
0.73
5Y Beta
Winner
DEW
0.49
EFFE
0.81
P/E Ratio
DEW
22.05
EFFE
N/A
Forward P/E
DEW
15.24
EFFE
N/A
5Y Dividends CAGR
DEW
11.62%
EFFE
N/A
5Y EPS CAGR
DEW
9.69%
EFFE
N/A
Debt to Equity
DEW
6.09%
EFFE
N/A
P/S Ratio
DEW
2.06
EFFE
N/A
P/B Ratio
DEW
2.43
EFFE
N/A
DEW vs EFFE - Holdings Comparison
DEW and EFFE have 1 common holdings. Overlap is 0.00%
DEW's top 25 holdings weight is 28.22%. EFFE's top 25 holdings weight is 67.80%.
| Rank | DEW | EFFE |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.48% | KIA CORP (n/a) - 3.86% |
| #2 | JOHNSON & JOHNSON (JNJ) - 1.93% | QUANTA COMPUTER INC (n/a) - 3.64% |
| #3 | CHEVRON CORP (CVX) - 1.91% | n/a (n/a) - 3.60% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.51% | LENOVO GROUP LTD (n/a) - 3.55% |
| #5 | ABBVIE INC (ABBV) - 1.42% | WIWYNN CORP ORDINARY SHARES (n/a) - 3.52% |
| #6 | ALTRIA GROUP INC (MO) - 1.36% | ACCTON TECHNOLOGY CORP (n/a) - 3.40% |
| #7 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28% | WISTRON CORP (n/a) - 3.29% |
| #8 | MERCK & CO INC (MRK) - 1.27% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 3.26% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 1.15% | n/a (n/a) - 3.17% |
| #10 | INTESA SANPAOLO (n/a) - 1.12% | LG ELECTRONICS INC (n/a) - 3.02% |
| #11 | NESTLE SA (n/a) - 1.09% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.91% |
| #12 | THE TORONTO-DOMINION BANK (TD) - 1.04% | SK HYNIX INC (n/a) - 2.80% |
| #13 | SHELL PLC (n/a) - 0.98% | KING SLIDE WORKS CO LTD (n/a) - 2.74% |
| #14 | PEPSICO INC (PEP) - 0.92% | BHARTI AIRTEL LTD (n/a) - 2.71% |
| #15 | GILEAD SCIENCES INC (GILD) - 0.87% | CMOC GROUP LTD CLASS A (n/a) - 2.70% |
| #16 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85% | SAMSUNG C&T CORP (n/a) - 2.67% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% | BB SEGURIDADE PARTICIPACOES SA (n/a) - 2.38% |
| #18 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81% | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.36% |
| #19 | AXA SA (n/a) - 0.80% | PICC HOLDING CO A COMMON STOCK CNY1.0 (n/a) - 2.31% |
| #20 | BHP GROUP LTD (n/a) - 0.80% | MIRAE ASSET SECURITIES CO LTD (n/a) - 2.03% |
| #21 | AMGEN INC (AMGN) - 0.80% | n/a (n/a) - 1.96% |
| #22 | AT&T INC (T) - 0.80% | OIL & NATURAL GAS CORP LTD (n/a) - 1.60% |
| #23 | BNP PARIBAS ACT. CAT.A (n/a) - 0.76% | SAUDI ARABIAN OIL CO (n/a) - 1.48% |
| #24 | SIMON PROPERTY GROUP INC (SPG) - 0.73% | GOLD FIELDS LTD (n/a) - 1.47% |
| #25 | CVS HEALTH CORP (CVS) - 0.70% | MARICO LTD (n/a) - 1.37% |
| Total Holdings | 697 | 110 |
DEW vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEW
+4.40%
EFFE
-2.37%
3M
Winner
DEW
+6.82%
EFFE
+5.63%
6M
Winner
DEW
+13.66%
EFFE
+8.86%
1Y
Winner
DEW
+25.16%
EFFE
+18.81%
5Y(CAGR)
Winner
DEW
+12.70%
EFFE
+1.07%
10Y(CAGR)
Winner
DEW
+9.46%
EFFE
+1.93%
Max(CAGR)
Winner
DEW
+6.08%
EFFE
+1.98%
DEW vs EFFE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DEW | EFFE |
|---|---|---|
| 2026 | +17.16% | +12.80% |
| 2025 | +22.72% | +22.70% |
| 2024 | +11.03% | -0.84% |
| 2023 | +9.44% | N/A |
| 2022 | -2.88% | N/A |
| 2021 | +21.76% | N/A |
| 2020 | -8.08% | N/A |
| 2019 | +20.29% | +5.04% |
| 2018 | -10.86% | -4.76% |
| 2017 | +14.93% | +14.12% |
| 2016 | +16.26% | +11.36% |
| 2015 | -6.31% | -9.58% |
| 2014 | -1.31% | +4.43% |
| 2013 | +13.04% | N/A |
| 2012 | +12.42% | N/A |
| 2011 | -3.29% | N/A |
| 2010 | +4.00% | N/A |
| 2009 | +30.14% | N/A |
| 2008 | -43.28% | N/A |
| 2007 | +7.57% | N/A |
| 2006 | +23.20% | N/A |
DEW vs EFFE Drawdown Comparison
The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current DEW drawdown is -0.29%. The current EFFE drawdown is -11.21%.
| Rank | DEW | EFFE |
|---|---|---|
| #1 | -65.49% Oct 31, 2007 - Jul 3, 2014 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -38.77% Jan 17, 2020 - Mar 12, 2021 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -24.49% Jul 3, 2014 - Apr 25, 2017 | -14.86% Jun 2, 2026 - Jul 20, 2026 |
| #4 | -18.86% Apr 20, 2022 - Dec 14, 2023 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -18.09% Jan 26, 2018 - Nov 4, 2019 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -12.86% Jul 13, 2007 - Oct 29, 2007 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -11.80% Apr 2, 2025 - May 15, 2025 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -8.18% Feb 26, 2007 - Apr 2, 2007 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -6.47% Nov 29, 2024 - Feb 13, 2025 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -6.34% Feb 27, 2026 - May 20, 2026 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -6.14% Jan 14, 2022 - Mar 29, 2022 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -5.98% Jul 7, 2006 - Jul 27, 2006 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -5.61% Jun 4, 2021 - Dec 15, 2021 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -5.21% Mar 28, 2024 - May 9, 2024 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -4.19% Jul 30, 2024 - Aug 16, 2024 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between DEW and EFFE is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2006 - 2026)
DEW vs EFFE dividend yield comparison.
| Year | DEW | EFFE |
|---|---|---|
| 2026 | 1.63% | 0.00% |
| 2025 | 3.71% | 4.69% |
| 2024 | 4.02% | 0.00% |
| 2023 | 4.55% | 0.00% |
| 2022 | 3.82% | 0.00% |
| 2021 | 3.54% | 0.00% |
| 2020 | 4.10% | 0.00% |
| 2019 | 3.74% | 0.00% |
| 2018 | 4.17% | 1.82% |
| 2017 | 3.18% | 3.90% |
| 2016 | 3.42% | 1.76% |
| 2015 | 4.32% | 4.68% |
| 2014 | 5.00% | 0.61% |
| 2013 | 3.65% | 0.00% |
| 2012 | 3.82% | 0.00% |
| 2011 | 4.73% | 0.00% |
| 2010 | 3.45% | 0.00% |
| 2009 | 4.89% | 0.00% |
| 2008 | 7.97% | 0.00% |
| 2007 | 3.14% | 0.00% |
| 2006 | 0.52% | 0.00% |
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