DIM vs NNY

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and Nuveen New York Municipal Value Fund (NNY, ETF).

5-Year PerformanceDIM has outperformed NNY, delivering a return of +8.3% compared to +0.9%

DIM vs NNY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	NNY(ETF)
Net Assets	$168M	$167M
Expense Ratio	0.58%	N/A
Max Drawdown	64.74%	32.90%
Sharpe Ratio	1.21	0.75
5Y Beta	0.63	0.09
5Y Dividends CAGR	11.55%	3.95%

Net Assets

Winner

DIM

$168M

NNY

$167M

Expense Ratio

DIM

0.58%

NNY

N/A

Max Drawdown

DIM

64.74%

Winner

NNY

32.90%

Sharpe Ratio

Winner

DIM

1.21

NNY

0.75

5Y Beta

DIM

0.63

Winner

NNY

0.09

5Y Dividends CAGR

Winner

DIM

11.55%

NNY

3.95%

DIM vs NNY - Historical Returns

Returns include dividend reinvestment.

Period	DIM	NNY
1 month	-0.37%	+1.65%
3 months	+6.01%	+0.52%
6 months	+10.64%	+4.03%
1 year	+20.38%	+9.92%
5 years(CAGR)	+8.31%	+0.86%
10 years(CAGR)	+8.52%	+1.94%
Max(CAGR)	+6.30%	+4.30%

DIM

-0.37%

Winner

NNY

+1.65%

Winner

DIM

+6.01%

NNY

+0.52%

Winner

DIM

+10.64%

NNY

+4.03%

Winner

DIM

+20.38%

NNY

+9.92%

5Y(CAGR)

Winner

DIM

+8.31%

NNY

+0.86%

10Y(CAGR)

Winner

DIM

+8.52%

NNY

+1.94%

Max(CAGR)

Winner

DIM

+6.30%

NNY

+4.30%

DIM vs NNY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DIM	NNY
2026	+8.09%	+2.69%
2025	+37.95%	+10.10%
2024	+4.74%	+0.22%
2023	+14.80%	+3.65%
2022	-14.45%	-12.78%
2021	+9.38%	+1.44%
2020	-1.25%	-1.74%
2019	+20.25%	+12.31%
2018	-15.85%	+4.51%
2017	+27.34%	+3.46%
2016	+4.88%	-1.97%
2015	+2.70%	+6.74%
2014	-0.75%	+14.95%
2013	+19.61%	-13.29%
2012	+17.68%	+7.70%
2011	-14.32%	+15.13%
2010	+8.60%	+0.47%
2009	+32.54%	+11.03%
2008	-41.12%	-0.07%
2007	+7.23%	-1.24%
2006	+27.13%	+9.43%
2005	N/A	+7.57%
2004	N/A	+1.88%
2003	N/A	+8.08%
2002	N/A	+3.14%
2001	N/A	+11.81%
2000	N/A	+10.57%
1999	N/A	-8.08%

DIM vs NNY Drawdown Comparison

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

The maximum drawdown for NNY was -29.72%, occurring on Oct 9, 2008. Recovery took 154 trading sessions.

The current DIM drawdown is -1.93%. The current NNY drawdown is -1.08%.

Rank	DIM	NNY
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-29.72% Sep 8, 2008 - Apr 20, 2009
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-20.02% Sep 1, 2020 - Feb 20, 2026
#3	-30.73% Sep 3, 2021 - May 15, 2024	-19.95% Feb 21, 2020 - Sep 1, 2020
#4	-20.59% May 15, 2015 - Mar 16, 2017	-17.53% Nov 29, 2012 - Jan 7, 2015
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-11.92% Aug 17, 2010 - Sep 14, 2011
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-11.40% Oct 12, 2017 - Mar 21, 2019
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-10.92% Aug 8, 2016 - Jun 2, 2017
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-10.32% Jun 16, 2003 - Oct 13, 2004
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-10.22% Nov 4, 1999 - Jun 9, 2000
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-8.35% Mar 26, 2007 - May 8, 2008
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-7.86% Sep 17, 2001 - Sep 19, 2002
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-7.49% Aug 30, 2005 - Mar 17, 2006
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-6.97% Mar 2, 2026 - Mar 27, 2026
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-6.73% Aug 24, 2000 - Jan 4, 2001
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-6.38% Mar 28, 2006 - Sep 29, 2006

Correlation

Correlation between DIM and NNY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

DIM vs NNY dividend yield comparison.

Year	DIM	NNY
2026	0.07%	1.71%
2025	3.21%	4.13%
2024	3.58%	4.25%
2023	4.62%	3.99%
2022	3.96%	3.50%
2021	3.65%	2.96%
2020	2.53%	3.29%
2019	3.26%	3.42%
2018	3.28%	3.77%
2017	2.57%	4.00%
2016	2.94%	4.10%
2015	2.81%	3.91%
2014	3.46%	3.98%
2013	3.10%	4.37%
2012	2.95%	3.86%
2011	4.49%	4.29%
2010	2.82%	4.76%
2009	2.60%	4.37%
2008	5.92%	6.09%
2007	2.90%	4.79%
2006	0.59%	4.42%
2005	0.00%	4.63%
2004	0.00%	4.76%
2003	0.00%	4.92%
2002	0.00%	5.22%
2001	0.00%	5.51%
2000	0.00%	2.50%