DOL vs RGEF

Comparison between WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF) and ROCKEFELLER GLOBAL EQUITY ETF (RGEF, ETF).

DOL vs RGEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DOL(ETF)	RGEF(ETF)
Net Assets	$829M	$823M
Expense Ratio	0.48%	0.55%
Max Drawdown	63.89%	16.30%
Sharpe Ratio	1.48	1.49
5Y Beta	0.63	0.91
P/E Ratio	N/A	24.12
Forward P/E	N/A	21.07
PEG Ratio	N/A	0.34
5Y Dividends CAGR	7.52%	N/A
5Y EPS CAGR	N/A	24.91%
P/S Ratio	N/A	0.02
P/B Ratio	N/A	4.68

Net Assets

Winner

DOL

$829M

RGEF

$823M

Expense Ratio

Winner

DOL

0.48%

RGEF

0.55%

Max Drawdown

DOL

63.89%

Winner

RGEF

16.30%

Sharpe Ratio

DOL

1.48

Winner

RGEF

1.49

5Y Beta

Winner

DOL

0.63

RGEF

0.91

P/E Ratio

DOL

N/A

RGEF

24.12

Forward P/E

DOL

N/A

RGEF

21.07

PEG Ratio

DOL

N/A

RGEF

0.34

5Y Dividends CAGR

DOL

7.52%

RGEF

N/A

5Y EPS CAGR

DOL

N/A

RGEF

24.91%

P/S Ratio

DOL

N/A

RGEF

0.02

P/B Ratio

DOL

N/A

RGEF

4.68

DOL vs RGEF - Holdings Comparison

DOL and RGEF have 3 common holdings. Overlap is 0.60%

DOL's top 25 holdings weight is 35.36%. RGEF's top 25 holdings weight is 60.96%.

Rank	DOL	RGEF
#1	n/a (n/a) - 4.90%	ALPHABET INC CLASS A (GOOGL) - 6.32%
#2	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.88%	ADVANCED MICRO DEVICES INC (AMD) - 4.09%
#3	HSBC HOLDINGS PLC (n/a) - 2.00%	SAMSUNG ELECTRONICS CO LTD (n/a) - 4.09%
#4	NESTLE SA (n/a) - 1.40%	MICROSOFT CORP (MSFT) - 4.00%
#5	INTESA SANPAOLO (n/a) - 1.38%	NVIDIA CORP (NVDA) - 3.92%
#6	NOVARTIS AG REGISTERED SHARES (n/a) - 1.38%	AMAZON.COM INC (AMZN) - 3.64%
#7	SHELL PLC (n/a) - 1.38%	META PLATFORMS INC CLASS A (META) - 3.02%
#8	MEDIATEK INC (n/a) - 1.37%	n/a (SHEL) - 2.42%
#9	TOYOTA MOTOR CORP (n/a) - 1.28%	APPLIED MATERIALS INC (AMAT) - 2.26%
#10	BHP GROUP LTD (n/a) - 1.26%	APPLE INC (AAPL) - 2.18%
#11	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23%	MURATA MANUFACTURING CO LTD (n/a) - 2.01%
#12	SK HYNIX INC (n/a) - 1.16%	n/a (TSM) - 1.91%
#13	BRITISH AMERICAN TOBACCO PLC (n/a) - 1.14%	GE AEROSPACE (GE) - 1.81%
#14	ASML HOLDING NV (n/a) - 1.08%	REINSURANCE GROUP OF AMERICA INC (RGA) - 1.80%
#15	EQUINOR ASA (n/a) - 1.06%	GE VERNOVA INC (GEV) - 1.79%
#16	RIO TINTO PLC ORDINARY SHARES (n/a) - 1.05%	TOTALENERGIES SE (TTE) - 1.72%
#17	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.05%	JPMORGAN CHASE & CO (JPM) - 1.60%
#18	AXA SA (n/a) - 0.99%	KINDER MORGAN INC CLASS P (KMI) - 1.60%
#19	BNP PARIBAS ACT. CAT.A (n/a) - 0.97%	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.59%
#20	BP PLC (n/a) - 0.93%	AIA GROUP LTD (n/a) - 1.57%
#21	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.92%	BROADCOM INC (AVGO) - 1.55%
#22	n/a (n/a) - 0.92%	VISA INC CLASS A (V) - 1.55%
#23	UNICREDIT SPA (n/a) - 0.90%	AERCAP HOLDINGS NV (AER) - 1.52%
#24	ENEL SPA (n/a) - 0.87%	LINDE PLC (LIN) - 1.50%
#25	ALLIANZ SE (n/a) - 0.86%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.50%
Total Holdings	299	72

DOL vs RGEF - Historical Returns

Returns include dividend reinvestment.

Period	DOL	RGEF
1 month	+2.36%	+0.81%
3 months	+10.81%	+12.14%
6 months	+17.24%	+13.31%
1 year	+28.12%	+26.80%
5 years(CAGR)	+12.10%	N/A
10 years(CAGR)	+10.06%	N/A
Max(CAGR)	+5.82%	+22.31%

Winner

DOL

+2.36%

RGEF

+0.81%

DOL

+10.81%

Winner

RGEF

+12.14%

Winner

DOL

+17.24%

RGEF

+13.31%

Winner

DOL

+28.12%

RGEF

+26.80%

5Y(CAGR)

DOL

+12.10%

RGEF

N/A

10Y(CAGR)

DOL

+10.06%

RGEF

N/A

Max(CAGR)

DOL

+5.82%

Winner

RGEF

+22.31%

DOL vs RGEF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DOL	RGEF
2026	+13.00%	+11.10%
2025	+37.90%	+25.16%
2024	+4.93%	-1.24%
2023	+16.05%	N/A
2022	-7.26%	N/A
2021	+10.74%	N/A
2020	-4.00%	N/A
2019	+19.44%	N/A
2018	-13.40%	N/A
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 RGEF Drawdown Comparison

The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.

The maximum drawdown for RGEF was -16.00%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The current DOL drawdown is -0.20%. The current RGEF drawdown is -2.19%.

Rank	DOL	RGEF
#1	-60.78% Oct 31, 2007 - Sep 7, 2017	-16.00% Feb 19, 2025 - May 16, 2025
#2	-35.97% Jan 26, 2018 - Apr 15, 2021	-9.95% Feb 25, 2026 - Apr 14, 2026
#3	-24.60% Jan 12, 2022 - Jun 15, 2023	-5.01% Jun 2, 2026 - Jun 10, 2026
#4	-12.48% Jul 12, 2007 - Sep 27, 2007	-4.81% Nov 12, 2025 - Dec 11, 2025
#5	-12.43% Mar 18, 2025 - Apr 24, 2025	-3.80% Jan 27, 2026 - Feb 25, 2026
#6	-11.33% Feb 25, 2026 - May 6, 2026	-3.70% Dec 6, 2024 - Jan 21, 2025
#7	-9.62% Sep 26, 2024 - Feb 25, 2025	-3.44% Oct 6, 2025 - Oct 24, 2025
#8	-8.80% Jul 28, 2023 - Dec 13, 2023	-2.87% Nov 7, 2024 - Dec 3, 2024
#9	-8.04% Feb 26, 2007 - Apr 3, 2007	-2.46% Jul 25, 2025 - Aug 8, 2025
#10	-6.86% Aug 13, 2021 - Jan 4, 2022	-2.41% Dec 11, 2025 - Dec 23, 2025
#11	-6.73% Jul 12, 2024 - Aug 19, 2024	-2.27% Oct 28, 2025 - Nov 12, 2025
#12	-4.93% Jul 10, 2006 - Jul 28, 2006	-1.92% May 14, 2026 - May 26, 2026
#13	-4.91% Nov 12, 2025 - Dec 10, 2025	-1.91% Jun 12, 2025 - Jun 24, 2025
#14	-4.88% Aug 22, 2006 - Oct 16, 2006	-1.84% Oct 29, 2024 - Nov 6, 2024
#15	-4.47% Jun 15, 2021 - Aug 13, 2021	-1.80% Jan 16, 2026 - Jan 23, 2026

Correlation

Correlation between DOL and RGEF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

DOL vs RGEF dividend yield comparison.

Year	DOL	RGEF
2026	0.27%	0.33%
2025	2.83%	0.92%
2024	3.78%	0.29%
2023	4.02%	0.00%
2022	4.47%	0.00%
2021	3.58%	0.00%
2020	2.82%	0.00%
2019	3.50%	0.00%
2018	4.03%	0.00%
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%