DOL vs IUS
Comparison between WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).
5-Year PerformanceIUS has outperformed DOL, delivering a return of +13.2% compared to +11.4%
DOL vs IUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DOL
$792M
IUS
$785M
Expense Ratio
DOL
0.48%
Winner
IUS
0.19%
Max Drawdown
DOL
63.89%
Winner
IUS
35.17%
Sharpe Ratio
DOL
1.31
Winner
IUS
2.32
5Y Beta
Winner
DOL
0.62
IUS
0.78
P/E Ratio
DOL
N/A
IUS
28.81
Forward P/E
DOL
N/A
IUS
18.31
5Y Dividends CAGR
DOL
7.52%
Winner
IUS
8.99%
5Y EPS CAGR
DOL
N/A
IUS
18.91%
Debt to Equity
DOL
N/A
IUS
30.57%
P/S Ratio
DOL
N/A
IUS
1.54
P/B Ratio
DOL
N/A
IUS
3.77
DOL vs IUS - Holdings Comparison
DOL and IUS have 1 common holdings. Overlap is 0.00%
DOL's top 25 holdings weight is 34.65%. IUS's top 25 holdings weight is 42.61%.
| Rank | DOL | IUS |
|---|---|---|
| #1 | n/a (n/a) - 4.71% | ALPHABET INC CLASS A (GOOGL) - 7.51% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.27% | APPLE INC (AAPL) - 4.83% |
| #3 | HSBC HOLDINGS PLC (n/a) - 1.98% | EXXON MOBIL CORP (XOM) - 2.62% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.46% | AMAZON.COM INC (AMZN) - 2.52% |
| #5 | NESTLE SA (n/a) - 1.44% | INTEL CORP (INTC) - 2.30% |
| #6 | INTESA SANPAOLO (n/a) - 1.38% | MICROSOFT CORP (MSFT) - 2.26% |
| #7 | SHELL PLC (n/a) - 1.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.02% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.38% | NVIDIA CORP (NVDA) - 1.94% |
| #9 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.32% | META PLATFORMS INC CLASS A (META) - 1.86% |
| #10 | MEDIATEK INC (n/a) - 1.30% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #11 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.24% | CHEVRON CORP (CVX) - 1.63% |
| #12 | BHP GROUP LTD (n/a) - 1.21% | UNITEDHEALTH GROUP INC (UNH) - 1.36% |
| #13 | EQUINOR ASA (n/a) - 1.07% | BROADCOM INC (AVGO) - 1.21% |
| #14 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.05% | GENERAL MOTORS CO (GM) - 1.11% |
| #15 | ASML HOLDING NV (n/a) - 1.04% | CVS HEALTH CORP (CVS) - 1.11% |
| #16 | SK HYNIX INC (n/a) - 1.02% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #17 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.01% | CATERPILLAR INC (CAT) - 1.01% |
| #18 | AXA SA (n/a) - 1.01% | WALMART INC (WMT) - 0.97% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.95% | VERIZON COMMUNICATIONS INC (VZ) - 0.93% |
| #20 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.92% | CISCO SYSTEMS INC (CSCO) - 0.88% |
| #21 | BP PLC (n/a) - 0.92% | NEWMONT CORP (NEM) - 0.34% |
| #22 | n/a (n/a) - 0.90% | LOCKHEED MARTIN CORP (LMT) - 0.33% |
| #23 | ALLIANZ SE (n/a) - 0.90% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.33% |
| #24 | ENEL SPA (n/a) - 0.90% | GE AEROSPACE (GE) - 0.33% |
| #25 | UNICREDIT SPA (n/a) - 0.89% | TEXAS INSTRUMENTS INC (TXN) - 0.33% |
| Total Holdings | 300 | 506 |
DOL vs IUS - Historical Returns
Returns include dividend reinvestment.
1M
DOL
+0.12%
Winner
IUS
+2.16%
3M
DOL
+5.33%
Winner
IUS
+8.96%
6M
Winner
DOL
+14.19%
IUS
+13.74%
1Y
DOL
+25.00%
Winner
IUS
+31.79%
5Y(CAGR)
DOL
+11.40%
Winner
IUS
+13.22%
10Y(CAGR)
DOL
+9.16%
IUS
N/A
Max(CAGR)
DOL
+5.64%
Winner
IUS
+15.05%
DOL vs IUS - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DOL | IUS |
|---|---|---|
| 2026 | +9.13% | +13.17% |
| 2025 | +37.90% | +17.23% |
| 2024 | +4.93% | +16.56% |
| 2023 | +16.05% | +21.21% |
| 2022 | -7.26% | -8.85% |
| 2021 | +10.74% | +33.59% |
| 2020 | -4.00% | +14.43% |
| 2019 | +19.44% | +29.34% |
| 2018 | -13.40% | -12.48% |
| 2017 | +21.57% | N/A |
| 2016 | +4.43% | N/A |
| 2015 | -4.18% | N/A |
| 2014 | -3.87% | N/A |
| 2013 | +18.19% | N/A |
| 2012 | +13.34% | N/A |
| 2011 | -9.00% | N/A |
| 2010 | -0.84% | N/A |
| 2009 | +22.52% | N/A |
| 2008 | -39.88% | N/A |
| 2007 | +13.30% | N/A |
| 2006 | +22.10% | N/A |
DOL vs IUS Drawdown Comparison
The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current DOL drawdown is -3.62%. The current IUS drawdown is -2.12%.
| Rank | DOL | IUS |
|---|---|---|
| #1 | -60.78% Oct 31, 2007 - Sep 7, 2017 | -34.66% Feb 12, 2020 - Sep 2, 2020 |
| #2 | -35.97% Jan 26, 2018 - Apr 15, 2021 | -18.73% Mar 29, 2022 - Jun 30, 2023 |
| #3 | -24.60% Jan 12, 2022 - Jun 15, 2023 | -15.62% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -12.48% Jul 12, 2007 - Sep 27, 2007 | -14.49% Oct 2, 2018 - May 1, 2019 |
| #5 | -12.43% Mar 18, 2025 - Apr 24, 2025 | -9.03% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -11.33% Feb 25, 2026 - May 6, 2026 | -8.08% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -9.62% Sep 26, 2024 - Feb 25, 2025 | -7.80% Jan 4, 2022 - Mar 28, 2022 |
| #8 | -8.80% Jul 28, 2023 - Dec 13, 2023 | -7.05% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -8.04% Feb 26, 2007 - Apr 3, 2007 | -6.91% May 1, 2019 - Jun 21, 2019 |
| #10 | -6.86% Aug 13, 2021 - Jan 4, 2022 | -6.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -6.73% Jul 12, 2024 - Aug 19, 2024 | -6.15% Feb 11, 2026 - Apr 14, 2026 |
| #12 | -4.93% Jul 10, 2006 - Jul 28, 2006 | -4.97% Mar 28, 2024 - Jun 17, 2024 |
| #13 | -4.91% Nov 12, 2025 - Dec 10, 2025 | -4.60% Sep 12, 2019 - Oct 25, 2019 |
| #14 | -4.88% Aug 22, 2006 - Oct 16, 2006 | -4.52% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -4.47% Jun 15, 2021 - Aug 13, 2021 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between DOL and IUS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
DOL vs IUS dividend yield comparison.
| Year | DOL | IUS |
|---|---|---|
| 2026 | 0.28% | 0.33% |
| 2025 | 2.83% | 1.48% |
| 2024 | 3.78% | 1.52% |
| 2023 | 4.02% | 1.72% |
| 2022 | 4.47% | 1.78% |
| 2021 | 3.58% | 1.46% |
| 2020 | 2.82% | 1.74% |
| 2019 | 3.50% | 1.77% |
| 2018 | 4.03% | 0.73% |
| 2017 | 3.17% | 0.00% |
| 2016 | 3.58% | 0.00% |
| 2015 | 3.66% | 0.00% |
| 2014 | 5.02% | 0.00% |
| 2013 | 3.20% | 0.00% |
| 2012 | 3.43% | 0.00% |
| 2011 | 4.72% | 0.00% |
| 2010 | 3.47% | 0.00% |
| 2009 | 3.24% | 0.00% |
| 2008 | 6.11% | 0.00% |
| 2007 | 2.02% | 0.00% |
| 2006 | 0.49% | 0.00% |
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