DNL vs CSMD
Comparison between WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND (DNL, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
DNL vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DNL
$487M
Winner
CSMD
$489M
Expense Ratio
Winner
DNL
0.42%
CSMD
0.68%
Max Drawdown
DNL
46.89%
Winner
CSMD
22.54%
Sharpe Ratio
Winner
DNL
0.52
CSMD
0.29
5Y Beta
Winner
DNL
0.88
CSMD
1.08
P/E Ratio
DNL
N/A
CSMD
4.70
Forward P/E
DNL
N/A
CSMD
24.31
5Y Dividends CAGR
DNL
4.15%
CSMD
N/A
5Y EPS CAGR
DNL
N/A
CSMD
20.12%
Debt to Equity
DNL
N/A
CSMD
-1.99%
P/S Ratio
DNL
N/A
CSMD
3.50
P/B Ratio
DNL
N/A
CSMD
5.41
DNL vs CSMD - Holdings Comparison
DNL and CSMD have 1 common holdings. Overlap is -0.01%
DNL's top 25 holdings weight is 56.81%. CSMD's top 25 holdings weight is 67.59%.
| Rank | DNL | CSMD |
|---|---|---|
| #1 | n/a (n/a) - 7.47% | CURTISS-WRIGHT CORP (CW) - 4.26% |
| #2 | n/a (n/a) - 4.72% | RUBRIK INC CLASS A SHARES (RBRK) - 3.95% |
| #3 | GSK PLC (n/a) - 4.34% | VALMONT INDUSTRIES INC (VMI) - 3.79% |
| #4 | ASML HOLDING NV (n/a) - 3.90% | CARPENTER TECHNOLOGY CORP (CRS) - 3.76% |
| #5 | MEDIATEK INC (n/a) - 3.78% | NVENT ELECTRIC PLC (NVT) - 3.69% |
| #6 | AIRBUS SE (n/a) - 3.09% | RAMBUS INC (RMBS) - 3.05% |
| #7 | DEUTSCHE POST AG (n/a) - 3.03% | STERLING INFRASTRUCTURE INC (STRL) - 2.99% |
| #8 | NINTENDO CO LTD (n/a) - 2.99% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.33% | REPLIGEN CORP (RGEN) - 2.82% |
| #10 | HERMES INTERNATIONAL SA (n/a) - 2.20% | LIGAND PHARMACEUTICALS INC (LGND) - 2.67% |
| #11 | TOKYO ELECTRON LTD (n/a) - 2.13% | HALOZYME THERAPEUTICS INC (HALO) - 2.53% |
| #12 | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 1.82% | NOVANTA INC (NOVT) - 2.51% |
| #13 | RELX PLC (n/a) - 1.68% | MEDPACE HOLDINGS INC (MEDP) - 2.50% |
| #14 | CANADIAN NATIONAL RAILWAY CO (n/a) - 1.51% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49% |
| #15 | GLENCORE PLC (n/a) - 1.49% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46% |
| #16 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 1.40% | ENTEGRIS INC (ENTG) - 2.35% |
| #17 | UNIVERSAL MUSIC GROUP NV (n/a) - 1.30% | UFP TECHNOLOGIES INC (UFPT) - 2.30% |
| #18 | NIPPON STEEL CORP (n/a) - 1.21% | PJT PARTNERS INC CLASS A (PJT) - 2.25% |
| #19 | RHEINMETALL AG (n/a) - 1.06% | DUTCH BROS INC CLASS A (BROS) - 2.25% |
| #20 | CSL LTD (n/a) - 1.05% | UMB FINANCIAL CORP (UMBF) - 2.10% |
| #21 | SANDVIK AB (n/a) - 1.02% | STERIS PLC (STE) - 2.03% |
| #22 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.88% | MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02% |
| #23 | n/a (n/a) - 0.85% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01% |
| #24 | RESTAURANT BRANDS INTERNATIONAL INC (QSR) - 0.84% | BOOT BARN HOLDINGS INC (BOOT) - 2.01% |
| #25 | ADMIRAL GROUP PLC (n/a) - 0.72% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96% |
| Total Holdings | 296 | 49 |
DNL vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DNL
-1.13%
CSMD
-3.14%
3M
Winner
DNL
+3.77%
CSMD
+3.35%
6M
Winner
DNL
+3.30%
CSMD
-0.66%
1Y
Winner
DNL
+10.83%
CSMD
+7.76%
5Y(CAGR)
DNL
+3.62%
CSMD
N/A
10Y(CAGR)
DNL
+8.67%
CSMD
N/A
Max(CAGR)
DNL
+5.38%
Winner
CSMD
+11.28%
DNL vs CSMD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DNL | CSMD |
|---|---|---|
| 2026 | +6.82% | +5.95% |
| 2025 | +17.01% | +6.34% |
| 2024 | +0.89% | +14.07% |
| 2023 | +15.87% | +6.44% |
| 2022 | -22.43% | N/A |
| 2021 | +14.86% | N/A |
| 2020 | +17.43% | N/A |
| 2019 | +36.77% | N/A |
| 2018 | -14.91% | N/A |
| 2017 | +30.54% | N/A |
| 2016 | +7.70% | N/A |
| 2015 | -5.73% | N/A |
| 2014 | +1.81% | N/A |
| 2013 | -2.93% | N/A |
| 2012 | +14.82% | N/A |
| 2011 | -12.93% | N/A |
| 2010 | +11.36% | N/A |
| 2009 | +11.80% | N/A |
| 2008 | -12.77% | N/A |
| 2007 | -7.77% | N/A |
| 2006 | +16.08% | N/A |
DNL vs CSMD Drawdown Comparison
The maximum drawdown for DNL was -44.52%, occurring on Mar 9, 2009. Recovery took 1013 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current DNL drawdown is -3.98%. The current CSMD drawdown is -6.62%.
| Rank | DNL | CSMD |
|---|---|---|
| #1 | -44.52% Mar 23, 2007 - Mar 30, 2011 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -34.88% Jan 4, 2022 - Jul 10, 2024 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -32.18% Jan 17, 2020 - Aug 12, 2020 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -30.09% Apr 29, 2011 - Jul 3, 2014 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -25.01% May 15, 2015 - May 5, 2017 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -22.35% Jan 26, 2018 - Oct 28, 2019 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #7 | -20.15% Jul 12, 2024 - Jun 27, 2025 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #8 | -12.42% Feb 25, 2026 - Apr 17, 2026 | -6.62% Jun 30, 2026 - Jul 23, 2026 |
| #9 | -11.75% Jul 7, 2014 - Apr 24, 2015 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -8.39% Sep 3, 2021 - Jan 4, 2022 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #11 | -7.04% Feb 16, 2021 - Apr 16, 2021 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #12 | -6.75% Oct 12, 2020 - Nov 5, 2020 | -4.26% Jun 4, 2026 - Jun 15, 2026 |
| #13 | -6.53% Oct 27, 2025 - Jan 2, 2026 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #14 | -6.20% Jul 11, 2006 - Aug 10, 2006 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
| #15 | -6.19% Jul 23, 2025 - Sep 16, 2025 | -2.02% Mar 7, 2024 - Mar 20, 2024 |
Correlation
Correlation between DNL and CSMD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
DNL vs CSMD dividend yield comparison.
| Year | DNL | CSMD |
|---|---|---|
| 2026 | 0.43% | 0.00% |
| 2025 | 2.06% | 0.00% |
| 2024 | 2.30% | 0.40% |
| 2023 | 1.81% | 0.02% |
| 2022 | 4.82% | 0.00% |
| 2021 | 1.38% | 0.00% |
| 2020 | 1.76% | 0.00% |
| 2019 | 1.93% | 0.00% |
| 2018 | 2.55% | 0.00% |
| 2017 | 1.86% | 0.00% |
| 2016 | 2.51% | 0.00% |
| 2015 | 1.98% | 0.00% |
| 2014 | 2.37% | 0.00% |
| 2013 | 2.30% | 0.00% |
| 2012 | 2.71% | 0.00% |
| 2011 | 3.19% | 0.00% |
| 2010 | 2.59% | 0.00% |
| 2009 | 2.81% | 0.00% |
| 2008 | 2.34% | 0.00% |
| 2007 | 1.88% | 0.00% |
| 2006 | 0.59% | 0.00% |
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