DEW vs LGDX

Comparison between WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF) and INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF).

DEW vs LGDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEW(ETF)	LGDX(ETF)
Net Assets	$140M	$141M
Expense Ratio	0.58%	0.25%
Max Drawdown	69.18%	15.79%
Sharpe Ratio	2.16	0.98
5Y Beta	0.48	0.98
P/E Ratio	21.34	28.32
Forward P/E	15.24	20.29
5Y Dividends CAGR	11.62%	N/A
5Y EPS CAGR	9.59%	31.21%
Debt to Equity	5.99%	43.24%
P/S Ratio	1.97	4.35
P/B Ratio	2.37	6.38

Net Assets

DEW

$140M

Winner

LGDX

$141M

Expense Ratio

DEW

0.58%

Winner

LGDX

0.25%

Max Drawdown

DEW

69.18%

Winner

LGDX

15.79%

Sharpe Ratio

Winner

DEW

2.16

LGDX

0.98

5Y Beta

Winner

DEW

0.48

LGDX

0.98

P/E Ratio

Winner

DEW

21.34

LGDX

28.32

Forward P/E

Winner

DEW

15.24

LGDX

20.29

5Y Dividends CAGR

DEW

11.62%

LGDX

N/A

5Y EPS CAGR

DEW

9.59%

Winner

LGDX

31.21%

Debt to Equity

Winner

DEW

5.99%

LGDX

43.24%

P/S Ratio

Winner

DEW

1.97

LGDX

4.35

P/B Ratio

Winner

DEW

2.37

LGDX

6.38

DEW vs LGDX - Holdings Comparison

DEW and LGDX have 51 common holdings. Overlap is 5.37%

DEW's top 25 holdings weight is 28.22%. LGDX's top 25 holdings weight is 53.57%.

Rank	DEW	LGDX
#1	EXXONMOBIL HOLDINGS CORP (XOM) - 2.48%	NVIDIA CORP (NVDA) - 9.24%
#2	JOHNSON & JOHNSON (JNJ) - 1.93%	APPLE INC (AAPL) - 5.31%
#3	CHEVRON CORP (CVX) - 1.91%	MICROSOFT CORP (MSFT) - 4.89%
#4	HSBC HOLDINGS PLC (n/a) - 1.51%	ALPHABET INC CLASS A (GOOGL) - 4.35%
#5	ABBVIE INC (ABBV) - 1.42%	BROADCOM INC (AVGO) - 3.63%
#6	ALTRIA GROUP INC (MO) - 1.36%	ALPHABET INC CLASS C (GOOG) - 3.48%
#7	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28%	AMAZON.COM INC (AMZN) - 3.03%
#8	MERCK & CO INC (MRK) - 1.27%	META PLATFORMS INC CLASS A (META) - 2.92%
#9	TEXAS INSTRUMENTS INC (TXN) - 1.15%	TESLA INC (TSLA) - 1.64%
#10	INTESA SANPAOLO (n/a) - 1.12%	CISCO SYSTEMS INC (CSCO) - 1.49%
#11	NESTLE SA (n/a) - 1.09%	MICRON TECHNOLOGY INC (MU) - 1.44%
#12	THE TORONTO-DOMINION BANK (TD) - 1.04%	ADVANCED MICRO DEVICES INC (AMD) - 1.41%
#13	SHELL PLC (n/a) - 0.98%	ELI LILLY AND CO (LLY) - 1.33%
#14	PEPSICO INC (PEP) - 0.92%	n/a (PLTR) - 1.22%
#15	GILEAD SCIENCES INC (GILD) - 0.87%	CITIGROUP INC (C) - 1.10%
#16	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85%	JOHNSON & JOHNSON (JNJ) - 1.10%
#17	BRISTOL-MYERS SQUIBB CO (BMY) - 0.84%	LOCKHEED MARTIN CORP (LMT) - 1.10%
#18	BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81%	THE GOLDMAN SACHS GROUP INC (GS) - 1.08%
#19	AXA SA (n/a) - 0.80%	AMERICAN EXPRESS CO (AXP) - 1.07%
#20	BHP GROUP LTD (n/a) - 0.80%	3M CO (MMM) - 0.99%
#21	AMGEN INC (AMGN) - 0.80%	WESTERN DIGITAL CORP (WDC) - 0.36%
#22	AT&T INC (T) - 0.80%	EXPEDIA GROUP INC (EXPE) - 0.35%
#23	BNP PARIBAS ACT. CAT.A (n/a) - 0.76%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.35%
#24	SIMON PROPERTY GROUP INC (SPG) - 0.73%	BAKER HUGHES CO CLASS A (BKR) - 0.35%
#25	CVS HEALTH CORP (CVS) - 0.70%	NORTHROP GRUMMAN CORP (NOC) - 0.34%
Total Holdings	697	239

DEW vs LGDX - Historical Returns

Returns include dividend reinvestment.

Period	DEW	LGDX
1 month	+4.38%	+1.07%
3 months	+6.99%	+5.86%
6 months	+13.48%	+10.06%
1 year	+27.03%	+16.85%
5 years(CAGR)	+12.65%	N/A
10 years(CAGR)	+9.47%	N/A
Max(CAGR)	+6.06%	+16.92%

Winner

DEW

+4.38%

LGDX

+1.07%

Winner

DEW

+6.99%

LGDX

+5.86%

Winner

DEW

+13.48%

LGDX

+10.06%

Winner

DEW

+27.03%

LGDX

+16.85%

5Y(CAGR)

DEW

+12.65%

LGDX

N/A

10Y(CAGR)

DEW

+9.47%

LGDX

N/A

Max(CAGR)

DEW

+6.06%

Winner

LGDX

+16.92%

DEW vs LGDX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DEW	LGDX
2026	+16.64%	+9.30%
2025	+22.72%	+13.95%
2024	+11.03%	N/A
2023	+9.44%	N/A
2022	-2.88%	N/A
2021	+21.76%	N/A
2020	-8.08%	N/A
2019	+20.29%	N/A
2018	-10.86%	N/A
2017	+14.93%	N/A
2016	+16.26%	N/A
2015	-6.31%	N/A
2014	-1.31%	N/A
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 LGDX Drawdown Comparison

The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.

The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.

The current DEW drawdown is -0.01%. The current LGDX drawdown is -1.23%.

Rank	DEW	LGDX
#1	-65.49% Oct 31, 2007 - Jul 3, 2014	-15.79% Feb 28, 2025 - May 13, 2025
#2	-38.77% Jan 17, 2020 - Mar 12, 2021	-8.96% Jan 27, 2026 - Apr 14, 2026
#3	-24.49% Jul 3, 2014 - Apr 25, 2017	-5.93% Oct 28, 2025 - Dec 23, 2025
#4	-18.86% Apr 20, 2022 - Dec 14, 2023	-4.39% Jun 1, 2026 - Jun 10, 2026
#5	-18.09% Jan 26, 2018 - Nov 4, 2019	-3.11% Jan 12, 2026 - Jan 27, 2026
#6	-12.86% Jul 13, 2007 - Oct 29, 2007	-3.04% May 19, 2025 - Jun 6, 2025
#7	-11.80% Apr 2, 2025 - May 15, 2025	-2.74% Oct 8, 2025 - Oct 21, 2025
#8	-8.18% Feb 26, 2007 - Apr 2, 2007	-2.46% Jul 25, 2025 - Aug 12, 2025
#9	-6.47% Nov 29, 2024 - Feb 13, 2025	-1.98% May 14, 2026 - May 26, 2026
#10	-6.34% Feb 27, 2026 - May 20, 2026	-1.49% Sep 22, 2025 - Oct 3, 2025
#11	-6.14% Jan 14, 2022 - Mar 29, 2022	-1.48% Aug 28, 2025 - Sep 9, 2025
#12	-5.98% Jul 7, 2006 - Jul 27, 2006	-1.47% Dec 24, 2025 - Jan 12, 2026
#13	-5.61% Jun 4, 2021 - Dec 15, 2021	-1.43% Aug 18, 2025 - Aug 22, 2025
#14	-5.21% Mar 28, 2024 - May 9, 2024	-1.03% Jun 12, 2025 - Jun 16, 2025
#15	-4.19% Jul 30, 2024 - Aug 16, 2024	-1.02% Apr 27, 2026 - Apr 30, 2026

Correlation

Correlation between DEW and LGDX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2006 - 2026)

DEW vs LGDX dividend yield comparison.

Year	DEW	LGDX
2026	1.64%	0.00%
2025	3.71%	0.52%
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%	0.00%
2017	3.18%	0.00%
2016	3.42%	0.00%
2015	4.32%	0.00%
2014	5.00%	0.00%
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%