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DLS vs SUSB

Comparison between WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).

5-Year PerformanceDLS has outperformed SUSB, delivering a return of +7.1% compared to +2.2%

DLS vs SUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DLS
$1.10B
Winner
SUSB
$1.20B
Expense Ratio
DLS
0.58%
Winner
SUSB
0.12%
Max Drawdown
DLS
66.03%
Winner
SUSB
13.25%
Sharpe Ratio
Winner
DLS
1.24
SUSB
0.23
5Y Beta
DLS
0.62
Winner
SUSB
0.03
5Y Dividends CAGR
DLS
14.86%
Winner
SUSB
22.41%

DLS vs SUSB - Historical Returns

Returns include dividend reinvestment.

1M
DLS
-0.44%
Winner
SUSB
+0.28%
3M
Winner
DLS
+4.69%
SUSB
+0.36%
6M
Winner
DLS
+9.83%
SUSB
+0.76%
1Y
Winner
DLS
+22.66%
SUSB
+4.20%
5Y(CAGR)
Winner
DLS
+7.13%
SUSB
+2.23%
10Y(CAGR)
Winner
DLS
+7.95%
SUSB
+2.66%
Max(CAGR)
Winner
DLS
+6.41%
SUSB
+2.66%

DLS vs SUSB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDLSSUSB
2026+6.45%+0.51%
2025+34.27%+6.80%
2024+4.27%+5.04%
2023+14.59%+5.93%
2022-17.68%-5.58%
2021+11.96%-0.68%
2020-2.15%+4.83%
2019+22.23%+7.03%
2018-19.62%+0.70%
2017+30.78%+0.28%
2016+7.85%N/A
2015+7.24%N/A
2014-7.85%N/A
2013+24.82%N/A
2012+20.95%N/A
2011-12.76%N/A
2010+15.13%N/A
2009+35.00%N/A
2008-44.80%N/A
2007+3.88%N/A
2006+25.04%N/A

DLS vs SUSB Drawdown Comparison

The maximum drawdown for DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

The current DLS drawdown is -2.92%. The current SUSB drawdown is -0.45%.

RankDLSSUSB
#1-63.10%
Oct 31, 2007 - Sep 9, 2013
-13.25%
Mar 5, 2020 - May 26, 2020
#2-44.74%
Jan 26, 2018 - Apr 5, 2021
-9.57%
Aug 3, 2021 - Jun 4, 2024
#3-32.24%
Sep 3, 2021 - Sep 26, 2024
-1.66%
Sep 7, 2017 - Dec 21, 2018
#4-18.00%
Jul 3, 2014 - Sep 8, 2016
-1.49%
Feb 27, 2026 - Mar 26, 2026
#5-14.13%
Jul 19, 2007 - Oct 31, 2007
-1.36%
Apr 3, 2025 - Apr 28, 2025
#6-12.69%
Sep 26, 2024 - Apr 25, 2025
-1.21%
Oct 1, 2024 - Feb 5, 2025
#7-11.03%
Feb 27, 2026 - Mar 30, 2026
-0.98%
Sep 4, 2019 - Oct 2, 2019
#8-9.06%
Feb 26, 2007 - Mar 21, 2007
-0.95%
Feb 8, 2021 - May 24, 2021
#9-6.05%
Jan 22, 2014 - Feb 18, 2014
-0.69%
Jun 5, 2020 - Jun 15, 2020
#10-5.65%
Sep 16, 2025 - Dec 11, 2025
-0.65%
Oct 4, 2019 - Dec 3, 2019
#11-5.49%
Jul 3, 2006 - Jul 31, 2006
-0.59%
Sep 3, 2020 - Nov 17, 2020
#12-4.93%
Jun 7, 2021 - Aug 12, 2021
-0.51%
Mar 27, 2019 - Apr 26, 2019
#13-4.69%
Sep 28, 2016 - Jan 4, 2017
-0.48%
Apr 29, 2025 - May 27, 2025
#14-4.45%
Jun 4, 2007 - Jul 12, 2007
-0.44%
Jun 4, 2025 - Jun 12, 2025
#15-4.44%
Oct 22, 2013 - Dec 30, 2013
-0.42%
Jun 9, 2021 - Jul 22, 2021

Correlation

Correlation between DLS and SUSB is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2006 - 2026)

DLS vs SUSB dividend yield comparison.

YearDLSSUSB
20260.19%1.86%
20253.87%4.40%
20244.56%3.81%
20234.29%2.81%
20224.96%1.74%
20213.29%1.30%
20202.50%1.91%
20193.37%2.83%
20183.66%2.61%
20172.79%0.96%
20163.29%0.00%
20152.72%0.00%
20143.61%0.00%
20133.89%0.00%
20123.56%0.00%
20114.11%0.00%
20102.85%0.00%
20092.60%0.00%
20085.80%0.00%
20072.29%0.00%
20060.41%0.00%

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