DTD vs BDVL
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
DTD vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
DTD
0.28%
BDVL
0.40%
Max Drawdown
DTD
60.19%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
DTD
1.61
BDVL
0.82
5Y Beta
DTD
0.65
Winner
BDVL
0.60
P/E Ratio
DTD
22.57
BDVL
N/A
Forward P/E
DTD
18.19
BDVL
N/A
5Y Dividends CAGR
DTD
5.10%
BDVL
N/A
5Y EPS CAGR
DTD
18.59%
BDVL
N/A
P/S Ratio
DTD
2.66
BDVL
N/A
P/B Ratio
DTD
3.80
BDVL
N/A
DTD vs BDVL - Holdings Comparison
DTD and BDVL have 100 common holdings. Overlap is 1.74%
DTD's top 25 holdings weight is 36.31%. BDVL's top 25 holdings weight is 43.69%.
| Rank | DTD | BDVL |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 3.85% | JPY/USD PURCHASED (n/a) - 4.99% |
| #2 | NVIDIA CORP (NVDA) - 3.52% | EUR/USD PURCHASED (n/a) - 4.76% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.76% | INR/USD PURCHASED (n/a) - 4.23% |
| #4 | APPLE INC (AAPL) - 2.17% | HKD/USD PURCHASED (n/a) - 2.88% |
| #5 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.00% | USD CASH (n/a) - 2.68% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.83% | ISHARES MSCI INDIA ETF (INDA) - 2.51% |
| #7 | BROADCOM INC (AVGO) - 1.79% | ASML HOLDING NV (n/a) - 1.79% |
| #8 | CHEVRON CORP (CVX) - 1.65% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #9 | ABBVIE INC (ABBV) - 1.56% | HOWMET AEROSPACE INC (HWM) - 1.36% |
| #10 | MERCK & CO INC (MRK) - 1.38% | AMAZON.COM INC (AMZN) - 1.33% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.38% | CAD/USD PURCHASED (n/a) - 1.32% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.30% | REPUBLIC SERVICES INC (RSG) - 1.28% |
| #13 | MORGAN STANLEY (MS) - 1.27% | ALPHABET INC CLASS C (GOOG) - 1.24% |
| #14 | COCA-COLA CO (KO) - 1.26% | n/a (n/a) - 1.19% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.22% | CISCO SYSTEMS INC (CSCO) - 1.12% |
| #16 | ELI LILLY AND CO (LLY) - 1.15% | THE TRAVELERS COMPANIES INC (TRV) - 1.10% |
| #17 | ALPHABET INC CLASS C (GOOG) - 1.14% | SOUTHERN CO (SO) - 1.09% |
| #18 | AMGEN INC (AMGN) - 1.08% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.09% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 1.08% | JOHNSON & JOHNSON (JNJ) - 1.05% |
| #20 | PROCTER & GAMBLE CO (PG) - 1.08% | MICROSOFT CORP (MSFT) - 1.04% |
| #21 | BLACKROCK INC (BLK) - 0.38% | GBP/USD PURCHASED (n/a) - 1.03% |
| #22 | TARGET CORP (TGT) - 0.37% | AIRBUS SE (n/a) - 0.99% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.37% | KRW/USD PURCHASED (n/a) - 0.86% |
| #24 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.36% | SEK/USD PURCHASED (n/a) - 0.72% |
| #25 | BLACKSTONE INC (BX) - 0.36% | AUD/USD PURCHASED (n/a) - 0.65% |
| Total Holdings | 739 | 531 |
DTD vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
DTD
+2.63%
Winner
BDVL
+3.32%
3M
Winner
DTD
+5.57%
BDVL
+2.89%
6M
Winner
DTD
+8.76%
BDVL
+4.18%
1Y
Winner
DTD
+20.43%
BDVL
+10.91%
5Y(CAGR)
DTD
+12.33%
BDVL
N/A
10Y(CAGR)
DTD
+13.85%
BDVL
N/A
Max(CAGR)
Winner
DTD
+12.21%
BDVL
+11.62%
DTD vs BDVL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | BDVL |
|---|---|---|
| 2026 | +15.37% | +8.87% |
| 2025 | +14.42% | +1.98% |
| 2024 | +18.30% | N/A |
| 2023 | +11.07% | N/A |
| 2022 | -4.21% | N/A |
| 2021 | +30.16% | N/A |
| 2020 | +5.35% | N/A |
| 2019 | +31.71% | N/A |
| 2018 | -4.15% | N/A |
| 2017 | +19.54% | N/A |
| 2016 | +21.58% | N/A |
| 2015 | +1.37% | N/A |
| 2014 | +18.13% | N/A |
| 2013 | +28.24% | N/A |
| 2012 | +15.45% | N/A |
| 2011 | +10.78% | N/A |
| 2010 | +18.41% | N/A |
| 2009 | +20.41% | N/A |
| 2008 | -31.52% | N/A |
| 2007 | +3.85% | N/A |
| 2006 | +16.73% | N/A |
DTD vs BDVL Drawdown Comparison
The maximum drawdown for DTD was -56.26%, occurring on Mar 9, 2009. Recovery took 880 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current DTD drawdown is -0.60%. The current BDVL drawdown is -0.82%.
| Rank | DTD | BDVL |
|---|---|---|
| #1 | -56.26% Oct 9, 2007 - Apr 6, 2011 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -37.10% Feb 12, 2020 - Nov 24, 2020 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -16.64% Sep 21, 2018 - Mar 18, 2019 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -15.58% Jul 7, 2011 - Dec 23, 2011 | -1.79% Jul 10, 2026 - Jul 31, 2026 |
| #6 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -1.60% Aug 13, 2026 - Aug 20, 2026 |
| #7 | -12.01% May 22, 2015 - Nov 3, 2015 | -1.55% Jun 15, 2026 - Jul 6, 2026 |
| #8 | -10.49% Nov 3, 2015 - Mar 11, 2016 | -1.51% May 6, 2026 - May 26, 2026 |
| #9 | -9.94% Jan 26, 2018 - Aug 6, 2018 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #10 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #11 | -9.31% Jul 13, 2007 - Oct 1, 2007 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -7.55% Apr 2, 2012 - Jul 3, 2012 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #14 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -0.72% Jul 6, 2026 - Jul 10, 2026 |
| #15 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
Correlation
Correlation between DTD and BDVL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
DTD vs BDVL dividend yield comparison.
| Year | DTD | BDVL |
|---|---|---|
| 2026 | 0.96% | 0.84% |
| 2025 | 1.99% | 2.79% |
| 2024 | 2.07% | 0.00% |
| 2023 | 2.43% | 0.00% |
| 2022 | 2.62% | 0.00% |
| 2021 | 3.74% | 0.00% |
| 2020 | 5.46% | 0.00% |
| 2019 | 5.00% | 0.00% |
| 2018 | 5.87% | 0.00% |
| 2017 | 4.73% | 0.00% |
| 2016 | 5.31% | 0.00% |
| 2015 | 5.62% | 0.00% |
| 2014 | 4.83% | 0.00% |
| 2013 | 4.77% | 0.00% |
| 2012 | 6.14% | 0.00% |
| 2011 | 5.63% | 0.00% |
| 2010 | 5.74% | 0.00% |
| 2009 | 5.52% | 0.00% |
| 2008 | 9.20% | 0.00% |
| 2007 | 5.53% | 0.00% |
| 2006 | 2.09% | 0.00% |
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