DIM vs MMTM

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF).

5-Year PerformanceMMTM has outperformed DIM, delivering a return of +13.4% compared to +7.8%

DIM vs MMTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	MMTM(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.58%	0.12%
Max Drawdown	64.74%	34.21%
Sharpe Ratio	1.08	1.33
5Y Beta	0.62	1.12
P/E Ratio	N/A	28.19
Forward P/E	N/A	22.31
5Y Dividends CAGR	11.55%	7.14%
5Y EPS CAGR	N/A	31.27%
Debt to Equity	N/A	30.71%
P/S Ratio	N/A	3.81
P/B Ratio	N/A	5.72

Net Assets

Winner

DIM

$165M

MMTM

$165M

Expense Ratio

DIM

0.58%

Winner

MMTM

0.12%

Max Drawdown

DIM

64.74%

Winner

MMTM

34.21%

Sharpe Ratio

DIM

1.08

Winner

MMTM

1.33

5Y Beta

Winner

DIM

0.62

MMTM

1.12

P/E Ratio

DIM

N/A

MMTM

28.19

Forward P/E

DIM

N/A

MMTM

22.31

5Y Dividends CAGR

Winner

DIM

11.55%

MMTM

7.14%

5Y EPS CAGR

DIM

N/A

MMTM

31.27%

Debt to Equity

DIM

N/A

MMTM

30.71%

P/S Ratio

DIM

N/A

MMTM

3.81

P/B Ratio

DIM

N/A

MMTM

5.72

DIM vs MMTM - Holdings Comparison

DIM and MMTM have 1 common holdings. Overlap is 0.00%

DIM's top 25 holdings weight is 17.26%. MMTM's top 25 holdings weight is 61.09%.

Rank	DIM	MMTM
#1	AIB GROUP PLC (n/a) - 1.34%	NVIDIA CORP (NVDA) - 11.01%
#2	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.94%	MICROSOFT CORP (MSFT) - 7.06%
#3	TENARIS SA (n/a) - 0.90%	BROADCOM INC (AVGO) - 5.02%
#4	BANCA MEDIOLANUM (n/a) - 0.85%	APPLE INC (AAPL) - 4.72%
#5	ADMIRAL GROUP PLC (n/a) - 0.78%	ALPHABET INC CLASS A (GOOGL) - 4.69%
#6	NN GROUP NV (n/a) - 0.76%	ALPHABET INC CLASS C (GOOG) - 3.76%
#7	KONINKLIJKE KPN NV (n/a) - 0.74%	TESLA INC (TSLA) - 3.68%
#8	FORTUM OYJ (n/a) - 0.71%	AMAZON.COM INC (AMZN) - 3.35%
#9	BANK OF IRELAND GROUP PLC (n/a) - 0.71%	META PLATFORMS INC CLASS A (META) - 3.05%
#10	TRATON SE (n/a) - 0.70%	JPMORGAN CHASE & CO (JPM) - 2.26%
#11	ASTELLAS PHARMA INC (n/a) - 0.70%	n/a (PLTR) - 1.26%
#12	AMUNDI SA (n/a) - 0.70%	NETFLIX INC (NFLX) - 1.09%
#13	BOUYGUES (n/a) - 0.66%	ORACLE CORP (ORCL) - 0.96%
#14	TELIA COMPANY AB (n/a) - 0.65%	GE AEROSPACE (GE) - 0.95%
#15	CK ASSET HOLDINGS LTD (n/a) - 0.60%	MICRON TECHNOLOGY INC (MU) - 0.94%
#16	HELVETIA BALOISE HOLDING AG (n/a) - 0.60%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94%
#17	n/a (n/a) - 0.59%	WALMART INC (WMT) - 0.88%
#18	MAPFRE SA (n/a) - 0.56%	VISA INC CLASS A (V) - 0.88%
#19	CK INFRASTRUCTURE HOLDINGS LTD (n/a) - 0.55%	JOHNSON & JOHNSON (JNJ) - 0.74%
#20	CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.55%	THE GOLDMAN SACHS GROUP INC (GS) - 0.72%
#21	KLEPIERRE (n/a) - 0.55%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64%
#22	AGEAS SA/ NV (n/a) - 0.54%	LAM RESEARCH CORP (LRCX) - 0.63%
#23	n/a (n/a) - 0.53%	MASTERCARD INC CLASS A (MA) - 0.63%
#24	POWER ASSETS HOLDINGS LTD (n/a) - 0.53%	WELLS FARGO & CO (WFC) - 0.62%
#25	SINGAPORE AIRLINES LTD (n/a) - 0.52%	BANK OF AMERICA CORP (BAC) - 0.61%
Total Holdings	596	1435

DIM vs MMTM - Historical Returns

Returns include dividend reinvestment.

Period	DIM	MMTM
1 month	-1.65%	+1.81%
3 months	+0.95%	+8.63%
6 months	+8.33%	+8.25%
1 year	+18.48%	+25.07%
5 years(CAGR)	+7.75%	+13.42%
10 years(CAGR)	+7.69%	+15.00%
Max(CAGR)	+6.14%	+14.70%

DIM

-1.65%

Winner

MMTM

+1.81%

DIM

+0.95%

Winner

MMTM

+8.63%

Winner

DIM

+8.33%

MMTM

+8.25%

DIM

+18.48%

Winner

MMTM

+25.07%

5Y(CAGR)

DIM

+7.75%

Winner

MMTM

+13.42%

10Y(CAGR)

DIM

+7.69%

Winner

MMTM

+15.00%

Max(CAGR)

DIM

+6.14%

Winner

MMTM

+14.70%

DIM vs MMTM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DIM	MMTM
2026	+4.90%	+8.55%
2025	+37.95%	+13.57%
2024	+4.74%	+31.51%
2023	+14.80%	+23.41%
2022	-14.45%	-16.80%
2021	+9.38%	+28.24%
2020	-1.25%	+18.52%
2019	+20.25%	+29.95%
2018	-15.85%	-4.81%
2017	+27.34%	+23.42%
2016	+4.88%	+11.02%
2015	+2.70%	+5.47%
2014	-0.75%	+14.69%
2013	+19.61%	+32.28%
2012	+17.68%	+1.62%
2011	-14.32%	N/A
2010	+8.60%	N/A
2009	+32.54%	N/A
2008	-41.12%	N/A
2007	+7.23%	N/A
2006	+27.13%	N/A

DIM vs MMTM Drawdown Comparison

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current DIM drawdown is -4.82%. The current MMTM drawdown is -1.79%.

Rank	DIM	MMTM
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-33.84% Feb 19, 2020 - Aug 3, 2020
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-23.73% Jan 4, 2022 - Dec 14, 2023
#3	-30.73% Sep 3, 2021 - May 15, 2024	-22.08% Feb 19, 2025 - Jul 25, 2025
#4	-20.59% May 15, 2015 - Mar 16, 2017	-21.38% Oct 1, 2018 - Jun 18, 2019
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-15.75% Dec 29, 2015 - Jul 12, 2016
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-11.43% Jul 20, 2015 - Dec 29, 2015
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-10.95% Jul 10, 2024 - Sep 24, 2024
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-10.89% Sep 2, 2020 - Dec 8, 2020
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-9.90% Feb 25, 2026 - Apr 13, 2026
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-9.63% Jan 23, 2018 - Jun 13, 2018
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-8.26% Sep 18, 2014 - Nov 5, 2014
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-7.31% Feb 12, 2021 - Apr 5, 2021
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-6.71% Mar 22, 2024 - May 15, 2024
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-6.69% Oct 29, 2025 - Jan 9, 2026
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-5.41% Jul 26, 2019 - Oct 28, 2019

Correlation

Correlation between DIM and MMTM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

DIM vs MMTM dividend yield comparison.

Year	DIM	MMTM
2026	0.07%	0.19%
2025	3.21%	0.86%
2024	3.58%	0.83%
2023	4.62%	1.16%
2022	3.96%	1.67%
2021	3.65%	0.95%
2020	2.53%	1.14%
2019	3.26%	1.55%
2018	3.28%	1.64%
2017	2.57%	1.52%
2016	2.94%	1.98%
2015	2.81%	1.68%
2014	3.46%	1.54%
2013	3.10%	1.74%
2012	2.95%	0.51%
2011	4.49%	0.00%
2010	2.82%	0.00%
2009	2.60%	0.00%
2008	5.92%	0.00%
2007	2.90%	0.00%
2006	0.59%	0.00%