DEW vs PHEQ

Comparison between WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF) and PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF).

DEW vs PHEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEW(ETF)	PHEQ(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.58%	0.29%
Max Drawdown	69.18%	12.74%
Sharpe Ratio	2.16	1.38
5Y Beta	0.48	0.53
P/E Ratio	21.34	30.93
Forward P/E	15.24	21.51
5Y Dividends CAGR	11.62%	N/A
5Y EPS CAGR	9.59%	25.91%
Debt to Equity	5.99%	39.86%
P/S Ratio	1.97	3.74
P/B Ratio	2.37	5.76

Net Assets

Winner

DEW

$140M

PHEQ

$140M

Expense Ratio

DEW

0.58%

Winner

PHEQ

0.29%

Max Drawdown

DEW

69.18%

Winner

PHEQ

12.74%

Sharpe Ratio

Winner

DEW

2.16

PHEQ

1.38

5Y Beta

Winner

DEW

0.48

PHEQ

0.53

P/E Ratio

Winner

DEW

21.34

PHEQ

30.93

Forward P/E

Winner

DEW

15.24

PHEQ

21.51

5Y Dividends CAGR

DEW

11.62%

PHEQ

N/A

5Y EPS CAGR

DEW

9.59%

Winner

PHEQ

25.91%

Debt to Equity

Winner

DEW

5.99%

PHEQ

39.86%

P/S Ratio

Winner

DEW

1.97

PHEQ

3.74

P/B Ratio

Winner

DEW

2.37

PHEQ

5.76

DEW vs PHEQ - Holdings Comparison

DEW and PHEQ have 29 common holdings. Overlap is 9.70%

DEW's top 25 holdings weight is 28.22%. PHEQ's top 25 holdings weight is 58.32%.

Rank	DEW	PHEQ
#1	EXXONMOBIL HOLDINGS CORP (XOM) - 2.48%	NVIDIA CORP (NVDA) - 8.04%
#2	JOHNSON & JOHNSON (JNJ) - 1.93%	APPLE INC (AAPL) - 7.57%
#3	CHEVRON CORP (CVX) - 1.91%	MICROSOFT CORP (MSFT) - 4.57%
#4	HSBC HOLDINGS PLC (n/a) - 1.51%	AMAZON.COM INC (AMZN) - 3.98%
#5	ABBVIE INC (ABBV) - 1.42%	ALPHABET INC CLASS A (GOOGL) - 3.44%
#6	ALTRIA GROUP INC (MO) - 1.36%	BROADCOM INC (AVGO) - 3.02%
#7	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28%	ALPHABET INC CLASS C (GOOG) - 2.99%
#8	MERCK & CO INC (MRK) - 1.27%	META PLATFORMS INC CLASS A (META) - 2.31%
#9	TEXAS INSTRUMENTS INC (TXN) - 1.15%	TESLA INC (TSLA) - 2.03%
#10	INTESA SANPAOLO (n/a) - 1.12%	MICRON TECHNOLOGY INC (MU) - 1.82%
#11	NESTLE SA (n/a) - 1.09%	JPMORGAN CHASE & CO (JPM) - 1.78%
#12	THE TORONTO-DOMINION BANK (TD) - 1.04%	ELI LILLY AND CO (LLY) - 1.78%
#13	SHELL PLC (n/a) - 0.98%	JOHNSON & JOHNSON (JNJ) - 1.43%
#14	PEPSICO INC (PEP) - 0.92%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.38%
#15	GILEAD SCIENCES INC (GILD) - 0.87%	EXXONMOBIL HOLDINGS CORP (XOM) - 1.34%
#16	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85%	CISCO SYSTEMS INC (CSCO) - 1.33%
#17	BRISTOL-MYERS SQUIBB CO (BMY) - 0.84%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%
#18	BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81%	VISA INC CLASS A (V) - 1.22%
#19	AXA SA (n/a) - 0.80%	KLA CORP (KLAC) - 1.05%
#20	BHP GROUP LTD (n/a) - 0.80%	ADVANCED MICRO DEVICES INC (AMD) - 1.03%
#21	AMGEN INC (AMGN) - 0.80%	CATERPILLAR INC (CAT) - 1.03%
#22	AT&T INC (T) - 0.80%	WALMART INC (WMT) - 1.02%
#23	BNP PARIBAS ACT. CAT.A (n/a) - 0.76%	ABBVIE INC (ABBV) - 0.99%
#24	SIMON PROPERTY GROUP INC (SPG) - 0.73%	MASTERCARD INC CLASS A (MA) - 0.94%
#25	CVS HEALTH CORP (CVS) - 0.70%	BANK OF AMERICA CORP (BAC) - 0.92%
Total Holdings	697	183

DEW vs PHEQ - Historical Returns

Returns include dividend reinvestment.

Period	DEW	PHEQ
1 month	+4.38%	+0.65%
3 months	+6.99%	+3.66%
6 months	+13.48%	+6.35%
1 year	+27.03%	+12.56%
5 years(CAGR)	+12.65%	N/A
10 years(CAGR)	+9.47%	N/A
Max(CAGR)	+6.06%	+14.86%

Winner

DEW

+4.38%

PHEQ

+0.65%

Winner

DEW

+6.99%

PHEQ

+3.66%

Winner

DEW

+13.48%

PHEQ

+6.35%

Winner

DEW

+27.03%

PHEQ

+12.56%

5Y(CAGR)

DEW

+12.65%

PHEQ

N/A

10Y(CAGR)

DEW

+9.47%

PHEQ

N/A

Max(CAGR)

DEW

+6.06%

Winner

PHEQ

+14.86%

DEW vs PHEQ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DEW	PHEQ
2026	+16.64%	+5.99%
2025	+22.72%	+11.81%
2024	+11.03%	+15.16%
2023	+9.44%	+7.19%
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 PHEQ Drawdown Comparison

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

The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current DEW drawdown is -0.01%. The current PHEQ drawdown is -0.26%.

Rank	DEW	PHEQ
#1	-65.49% Oct 31, 2007 - Jul 3, 2014	-12.55% Feb 19, 2025 - Jun 26, 2025
#2	-38.77% Jan 17, 2020 - Mar 12, 2021	-4.26% Jan 12, 2026 - Apr 13, 2026
#3	-24.49% Jul 3, 2014 - Apr 25, 2017	-4.11% Jul 10, 2024 - Aug 19, 2024
#4	-18.86% Apr 20, 2022 - Dec 14, 2023	-2.60% Oct 19, 2023 - Nov 2, 2023
#5	-18.09% Jan 26, 2018 - Nov 4, 2019	-2.14% Nov 11, 2025 - Nov 28, 2025
#6	-12.86% Jul 13, 2007 - Oct 29, 2007	-1.74% Mar 28, 2024 - May 6, 2024
#7	-11.80% Apr 2, 2025 - May 15, 2025	-1.70% Aug 29, 2024 - Sep 12, 2024
#8	-8.18% Feb 26, 2007 - Apr 2, 2007	-1.70% Dec 26, 2024 - Jan 17, 2025
#9	-6.47% Nov 29, 2024 - Feb 13, 2025	-1.41% Oct 8, 2025 - Oct 20, 2025
#10	-6.34% Feb 27, 2026 - May 20, 2026	-1.37% Dec 6, 2024 - Dec 24, 2024
#11	-6.14% Jan 14, 2022 - Mar 29, 2022	-1.30% Jul 28, 2025 - Aug 12, 2025
#12	-5.98% Jul 7, 2006 - Jul 27, 2006	-1.25% Jun 4, 2026 - Jun 29, 2026
#13	-5.61% Jun 4, 2021 - Dec 15, 2021	-1.02% Nov 11, 2024 - Nov 22, 2024
#14	-5.21% Mar 28, 2024 - May 9, 2024	-0.95% Oct 29, 2024 - Nov 6, 2024
#15	-4.19% Jul 30, 2024 - Aug 16, 2024	-0.92% Dec 28, 2023 - Jan 9, 2024

Correlation

Correlation between DEW and PHEQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

DEW vs PHEQ dividend yield comparison.

Year	DEW	PHEQ
2026	1.64%	0.22%
2025	3.71%	1.19%
2024	4.02%	1.39%
2023	4.55%	1.73%
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%