DIM vs SHDG

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF).

DIM vs SHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	SHDG(ETF)
Net Assets	$162M	$162M
Expense Ratio	0.58%	0.91%
Max Drawdown	64.74%	15.84%
Sharpe Ratio	0.92	0.53
5Y Beta	0.63	0.65
5Y Dividends CAGR	14.66%	N/A

Net Assets

DIM

$162M

Winner

SHDG

$162M

Expense Ratio

Winner

DIM

0.58%

SHDG

0.91%

Max Drawdown

DIM

64.74%

Winner

SHDG

15.84%

Sharpe Ratio

Winner

DIM

0.92

SHDG

0.53

5Y Beta

Winner

DIM

0.63

SHDG

0.65

5Y Dividends CAGR

DIM

14.66%

SHDG

N/A

DIM vs SHDG - Holdings Comparison

DIM and SHDG have 0 common holdings. Overlap is 0.00%

DIM's top 25 holdings weight is 16.38%. SHDG's top 25 holdings weight is 99.65%.

Rank	DIM	SHDG
#1	AIB GROUP PLC (n/a) - 1.38%	ISHARES CORE S&P 500 ETF (IVV) - 97.29%
#2	BANCA MEDIOLANUM (n/a) - 0.94%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.36%
#3	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.89%	N/A
#4	ADMIRAL GROUP PLC (n/a) - 0.83%	N/A
#5	TENARIS SA (n/a) - 0.82%	N/A
#6	NN GROUP NV (n/a) - 0.76%	N/A
#7	AMUNDI SA (n/a) - 0.74%	N/A
#8	TRATON SE (n/a) - 0.72%	N/A
#9	KONINKLIJKE KPN NV (n/a) - 0.71%	N/A
#10	FORTUM OYJ (n/a) - 0.68%	N/A
#11	BANK OF IRELAND GROUP PLC (n/a) - 0.68%	N/A
#12	ASTELLAS PHARMA INC (n/a) - 0.67%	N/A
#13	n/a (n/a) - 0.65%	N/A
#14	BOUYGUES (n/a) - 0.60%	N/A
#15	TELIA COMPANY AB (n/a) - 0.60%	N/A
#16	HELVETIA BALOISE HOLDING AG (n/a) - 0.59%	N/A
#17	MAPFRE SA (n/a) - 0.59%	N/A
#18	SINGAPORE AIRLINES LTD (n/a) - 0.59%	N/A
#19	CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.59%	N/A
#20	KLEPIERRE (n/a) - 0.58%	N/A
#21	KEPPEL LTD (n/a) - 0.36%	N/A
#22	GALP ENERGIA SGPS SA (n/a) - 0.36%	N/A
#23	LASERTEC CORP (n/a) - 0.36%	N/A
#24	CREDITO EMILIANO (n/a) - 0.35%	N/A
#25	NORSK HYDRO ASA (n/a) - 0.34%	N/A
Total Holdings	555	2

DIM vs SHDG - Historical Returns

Returns include dividend reinvestment.

Period	DIM	SHDG
1 month	+0.93%	-0.59%
3 months	+1.60%	+1.65%
6 months	+4.27%	-0.31%
1 year	+14.66%	+7.39%
5 years(CAGR)	+8.68%	N/A
10 years(CAGR)	+8.38%	N/A
Max(CAGR)	+6.23%	+13.78%

Winner

DIM

+0.93%

SHDG

-0.59%

DIM

+1.60%

Winner

SHDG

+1.65%

Winner

DIM

+4.27%

SHDG

-0.31%

Winner

DIM

+14.66%

SHDG

+7.39%

5Y(CAGR)

DIM

+8.68%

SHDG

N/A

10Y(CAGR)

DIM

+8.38%

SHDG

N/A

Max(CAGR)

DIM

+6.23%

Winner

SHDG

+13.78%

DIM vs SHDG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DIM	SHDG
2026	+7.56%	+0.49%
2025	+37.95%	+11.41%
2024	+4.74%	+20.29%
2023	+14.80%	+18.35%
2022	-14.45%	+2.56%
2021	+9.38%	N/A
2020	-1.25%	N/A
2019	+20.25%	N/A
2018	-15.85%	N/A
2017	+27.34%	N/A
2016	+4.88%	N/A
2015	+2.70%	N/A
2014	-0.75%	N/A
2013	+19.61%	N/A
2012	+17.68%	N/A
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 SHDG Drawdown Comparison

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

The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

The current DIM drawdown is -2.41%. The current SHDG drawdown is -1.56%.

Rank	DIM	SHDG
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-15.82% Feb 19, 2025 - Jul 22, 2025
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-8.69% Jul 31, 2023 - Dec 12, 2023
#3	-30.73% Sep 3, 2021 - May 15, 2024	-6.62% Feb 2, 2026 - Jul 6, 2026
#4	-20.59% May 15, 2015 - Mar 16, 2017	-6.49% Jul 16, 2024 - Aug 30, 2024
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-4.63% Feb 15, 2023 - Mar 31, 2023
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-4.42% Dec 1, 2022 - Jan 26, 2023
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-3.98% Mar 27, 2024 - May 15, 2024
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-3.75% Aug 30, 2024 - Sep 19, 2024
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-3.53% Dec 16, 2024 - Feb 13, 2025
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-3.29% Oct 27, 2025 - Nov 28, 2025
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-2.51% Oct 28, 2022 - Nov 10, 2022
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-2.33% Dec 11, 2025 - Dec 23, 2025
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-1.94% Oct 8, 2025 - Oct 21, 2025
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-1.94% May 1, 2023 - May 18, 2023
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-1.90% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between DIM and SHDG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

DIM vs SHDG dividend yield comparison.

Year	DIM	SHDG
2026	1.98%	0.00%
2025	3.21%	0.50%
2024	3.58%	0.62%
2023	4.62%	1.24%
2022	3.96%	0.90%
2021	3.65%	0.00%
2020	2.53%	0.00%
2019	3.26%	0.00%
2018	3.28%	0.00%
2017	2.57%	0.00%
2016	2.94%	0.00%
2015	2.81%	0.00%
2014	3.46%	0.00%
2013	3.10%	0.00%
2012	2.95%	0.00%
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%