DIM vs YLDE

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF (YLDE, ETF).

5-Year PerformanceYLDE has outperformed DIM, delivering a return of +10.4% compared to +9.0%

DIM vs YLDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	YLDE(ETF)
Net Assets	$162M	$161M
Expense Ratio	0.58%	0.48%
Max Drawdown	64.74%	33.23%
Sharpe Ratio	1.10	1.26
5Y Beta	0.63	0.57
P/E Ratio	N/A	22.66
Forward P/E	N/A	18.40
PEG Ratio	N/A	0.58
5Y Dividends CAGR	14.66%	59.97%
5Y EPS CAGR	N/A	16.55%
P/S Ratio	N/A	2.51
P/B Ratio	N/A	3.98

Net Assets

Winner

DIM

$162M

YLDE

$161M

Expense Ratio

DIM

0.58%

Winner

YLDE

0.48%

Max Drawdown

DIM

64.74%

Winner

YLDE

33.23%

Sharpe Ratio

DIM

1.10

Winner

YLDE

1.26

5Y Beta

DIM

0.63

Winner

YLDE

0.57

P/E Ratio

DIM

N/A

YLDE

22.66

Forward P/E

DIM

N/A

YLDE

18.40

PEG Ratio

DIM

N/A

YLDE

0.58

5Y Dividends CAGR

DIM

14.66%

Winner

YLDE

59.97%

5Y EPS CAGR

DIM

N/A

YLDE

16.55%

P/S Ratio

DIM

N/A

YLDE

2.51

P/B Ratio

DIM

N/A

YLDE

3.98

DIM vs YLDE - Holdings Comparison

DIM and YLDE have 1 common holdings. Overlap is -0.51%

DIM's top 25 holdings weight is 16.38%. YLDE's top 25 holdings weight is 64.06%.

Rank	DIM	YLDE
#1	AIB GROUP PLC (n/a) - 1.38%	WILLIAMS COMPANIES INC (WMB) - 4.42%
#2	BANCA MEDIOLANUM (n/a) - 0.94%	EXXON MOBIL CORP (XOM) - 3.94%
#3	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.89%	ALPHABET INC CLASS A (GOOGL) - 3.55%
#4	ADMIRAL GROUP PLC (n/a) - 0.83%	NVIDIA CORP (NVDA) - 2.92%
#5	TENARIS SA (n/a) - 0.82%	AIR PRODUCTS AND CHEMICALS INC (APD) - 2.90%
#6	NN GROUP NV (n/a) - 0.76%	NESTLE SA ADR (NSRGY) - 2.87%
#7	AMUNDI SA (n/a) - 0.74%	APOLLO GLOBAL MANAGEMENT INC (APO) - 2.71%
#8	TRATON SE (n/a) - 0.72%	MICROSOFT CORP (MSFT) - 2.68%
#9	KONINKLIJKE KPN NV (n/a) - 0.71%	UNILEVER PLC ADR (UL) - 2.61%
#10	FORTUM OYJ (n/a) - 0.68%	PUBLIC STORAGE (PSA) - 2.56%
#11	BANK OF IRELAND GROUP PLC (n/a) - 0.68%	MARSH (MRSH) - 2.54%
#12	ASTELLAS PHARMA INC (n/a) - 0.67%	JPMORGAN CHASE & CO (JPM) - 2.50%
#13	n/a (n/a) - 0.65%	UNION PACIFIC CORP (UNP) - 2.44%
#14	BOUYGUES (n/a) - 0.60%	OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.39%
#15	TELIA COMPANY AB (n/a) - 0.60%	CVS HEALTH CORP (CVS) - 2.30%
#16	HELVETIA BALOISE HOLDING AG (n/a) - 0.59%	HALEON PLC ADR (HLN) - 2.29%
#17	MAPFRE SA (n/a) - 0.59%	TEXAS INSTRUMENTS INC (TXN) - 2.23%
#18	SINGAPORE AIRLINES LTD (n/a) - 0.59%	BROADCOM INC (AVGO) - 2.15%
#19	CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.59%	COMCAST CORP CLASS A (CMCSA) - 2.14%
#20	KLEPIERRE (n/a) - 0.58%	AUTOMATIC DATA PROCESSING INC (ADP) - 2.10%
#21	KEPPEL LTD (n/a) - 0.36%	BECTON DICKINSON & CO (BDX) - 2.04%
#22	GALP ENERGIA SGPS SA (n/a) - 0.36%	METLIFE INC (MET) - 1.97%
#23	LASERTEC CORP (n/a) - 0.36%	COCA-COLA CO (KO) - 1.96%
#24	CREDITO EMILIANO (n/a) - 0.35%	JOHNSON & JOHNSON (JNJ) - 1.94%
#25	NORSK HYDRO ASA (n/a) - 0.34%	THE TRAVELERS COMPANIES INC (TRV) - 1.91%
Total Holdings	555	55

DIM vs YLDE - Historical Returns

Returns include dividend reinvestment.

Period	DIM	YLDE
1 month	+0.47%	+3.25%
3 months	+2.02%	+4.20%
6 months	+6.39%	+6.85%
1 year	+18.53%	+16.46%
5 years(CAGR)	+9.04%	+10.43%
10 years(CAGR)	+8.50%	+12.00%
Max(CAGR)	+6.28%	+12.00%

DIM

+0.47%

Winner

YLDE

+3.25%

DIM

+2.02%

Winner

YLDE

+4.20%

DIM

+6.39%

Winner

YLDE

+6.85%

Winner

DIM

+18.53%

YLDE

+16.46%

5Y(CAGR)

DIM

+9.04%

Winner

YLDE

+10.43%

10Y(CAGR)

DIM

+8.50%

Winner

YLDE

+12.00%

Max(CAGR)

DIM

+6.28%

Winner

YLDE

+12.00%

DIM vs YLDE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DIM	YLDE
2026	+8.54%	+7.98%
2025	+37.95%	+13.21%
2024	+4.74%	+16.41%
2023	+14.80%	+15.89%
2022	-14.45%	-8.65%
2021	+9.38%	+24.16%
2020	-1.25%	+10.31%
2019	+20.25%	+30.36%
2018	-15.85%	-5.96%
2017	+27.34%	+11.34%
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 YLDE Drawdown Comparison

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

The maximum drawdown for YLDE was -33.23%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current DIM drawdown is -1.52%. The current YLDE drawdown is -0.99%.

Rank	DIM	YLDE
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-33.23% Feb 12, 2020 - Sep 2, 2020
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-20.21% Jan 4, 2022 - Jul 13, 2023
#3	-30.73% Sep 3, 2021 - May 15, 2024	-13.64% Sep 25, 2018 - Apr 1, 2019
#4	-20.59% May 15, 2015 - Mar 16, 2017	-11.42% Nov 29, 2024 - Jun 30, 2025
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-9.28% Jan 25, 2018 - Aug 28, 2018
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-8.93% Jul 25, 2023 - Dec 1, 2023
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-7.59% Feb 11, 2026 - Jul 2, 2026
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-6.62% Sep 2, 2020 - Nov 9, 2020
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-5.60% Mar 28, 2024 - May 15, 2024
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-5.21% Jul 17, 2024 - Aug 23, 2024
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-5.01% Jul 31, 2019 - Nov 1, 2019
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-4.57% Aug 30, 2021 - Oct 20, 2021
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-4.21% May 1, 2019 - Jun 14, 2019
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-3.94% Jan 8, 2021 - Feb 24, 2021
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-3.88% Nov 8, 2021 - Dec 10, 2021

Correlation

Correlation between DIM and YLDE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

DIM vs YLDE dividend yield comparison.

Year	DIM	YLDE
2026	1.96%	3.16%
2025	3.21%	5.68%
2024	3.58%	1.69%
2023	4.62%	1.64%
2022	3.96%	1.68%
2021	3.65%	1.15%
2020	2.53%	1.46%
2019	3.26%	1.65%
2018	3.28%	2.25%
2017	2.57%	1.31%
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%