DTD vs BSCV

Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and Invesco BulletShares 2031 Corporate Bond ETF (BSCV, ETF).

5-Year PerformanceDTD has outperformed BSCV, delivering a return of +12.1% compared to +0.1%

DTD vs BSCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DTD(ETF)	BSCV(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.28%	0.10%
Max Drawdown	60.19%	25.98%
Sharpe Ratio	1.79	0.40
5Y Beta	0.67	0.07
P/E Ratio	22.03	N/A
Forward P/E	17.32	N/A
5Y Dividends CAGR	5.15%	N/A
5Y EPS CAGR	16.94%	N/A
P/S Ratio	2.49	N/A
P/B Ratio	3.59	N/A

Net Assets

DTD

$1.60B

Winner

BSCV

$1.70B

Expense Ratio

DTD

0.28%

Winner

BSCV

0.10%

Max Drawdown

DTD

60.19%

Winner

BSCV

25.98%

Sharpe Ratio

Winner

DTD

1.79

BSCV

0.40

5Y Beta

DTD

0.67

Winner

BSCV

0.07

P/E Ratio

DTD

22.03

BSCV

N/A

Forward P/E

DTD

17.32

BSCV

N/A

5Y Dividends CAGR

DTD

5.15%

BSCV

N/A

5Y EPS CAGR

DTD

16.94%

BSCV

N/A

P/S Ratio

DTD

2.49

BSCV

N/A

P/B Ratio

DTD

3.59

BSCV

N/A

DTD vs BSCV - Holdings Comparison

DTD and BSCV have 0 common holdings. Overlap is 0.00%

DTD's top 25 holdings weight is 39.41%. BSCV's top 25 holdings weight is 17.05%.

Rank	DTD	BSCV
#1	NVIDIA CORP (NVDA) - 3.76%	AMAZON.COM, INC. 4.25% (n/a) - 1.35%
#2	APPLE INC (AAPL) - 3.00%	META PLATFORMS INC 4.55% (n/a) - 1.03%
#3	MICROSOFT CORP (MSFT) - 2.91%	SALESFORCE INC. 4.9% (n/a) - 1.01%
#4	JPMORGAN CHASE & CO (JPM) - 2.78%	ORACLE CORP. 4.95% (n/a) - 0.92%
#5	BROADCOM INC (AVGO) - 2.46%	VERIZON COMMUNICATIONS INC. 2.55% (n/a) - 0.85%
#6	EXXON MOBIL CORP (XOM) - 2.00%	ALPHABET INC. 4.1% (n/a) - 0.79%
#7	CHEVRON CORP (CVX) - 1.69%	ORANGE SA 9% (n/a) - 0.78%
#8	JOHNSON & JOHNSON (JNJ) - 1.59%	ORACLE CORP. 2.875% (n/a) - 0.78%
#9	MORGAN STANLEY (MS) - 1.37%	ALLY FINANCIAL INC. 8% (n/a) - 0.76%
#10	ALPHABET INC CLASS A (GOOGL) - 1.35%	AT&T INC 2.75% (n/a) - 0.73%
#11	ABBVIE INC (ABBV) - 1.33%	n/a (n/a) - 0.73%
#12	ALPHABET INC CLASS C (GOOG) - 1.25%	AMAZON.COM, INC. 2.1% (n/a) - 0.72%
#13	CISCO SYSTEMS INC (CSCO) - 1.24%	CISCO SYSTEMS, INC. 4.95% (n/a) - 0.69%
#14	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22%	BROADCOM INC 2.45% (n/a) - 0.67%
#15	COCA-COLA CO (KO) - 1.13%	ABBOTT LABORATORIES 4% (n/a) - 0.66%
#16	PROCTER & GAMBLE CO (PG) - 1.11%	APPLE INC. 1.65% (n/a) - 0.66%
#17	MERCK & CO INC (MRK) - 1.11%	T-MOBILE USA, INC. 3.5% (n/a) - 0.62%
#18	VERIZON COMMUNICATIONS INC (VZ) - 1.09%	WALT DISNEY COMPANY 2.65% (n/a) - 0.62%
#19	THE GOLDMAN SACHS GROUP INC (GS) - 1.06%	ABBVIE INC. 4.95% (n/a) - 0.55%
#20	UNITEDHEALTH GROUP INC (UNH) - 1.04%	CENTENE CORP. 2.5% (n/a) - 0.51%
#21	ELI LILLY AND CO (LLY) - 1.02%	ONEOK INC. 4.75% (n/a) - 0.33%
#22	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.02%	PHILLIPS 66 CO. 5.25% (n/a) - 0.33%
#23	TEXAS INSTRUMENTS INC (TXN) - 1.01%	ACCENTURE CAPITAL INC. 4.25% (n/a) - 0.32%
#24	BANK OF AMERICA CORP (BAC) - 0.94%	JOHN DEERE CAPITAL CORP. 4.4% (n/a) - 0.32%
#25	THE HOME DEPOT INC (HD) - 0.93%	JOHNSON & JOHNSON 4.9% (n/a) - 0.32%
Total Holdings	734	387

DTD vs BSCV - Historical Returns

Returns include dividend reinvestment.

Period	DTD	BSCV
1 month	+2.97%	+0.86%
3 months	+8.11%	+0.68%
6 months	+10.90%	+0.84%
1 year	+22.71%	+5.26%
5 years(CAGR)	+12.10%	+0.05%
10 years(CAGR)	+12.37%	N/A
Max(CAGR)	+9.71%	+0.05%

Winner

DTD

+2.97%

BSCV

+0.86%

Winner

DTD

+8.11%

BSCV

+0.68%

Winner

DTD

+10.90%

BSCV

+0.84%

Winner

DTD

+22.71%

BSCV

+5.26%

5Y(CAGR)

Winner

DTD

+12.10%

BSCV

+0.05%

10Y(CAGR)

DTD

+12.37%

BSCV

N/A

Max(CAGR)

Winner

DTD

+9.71%

BSCV

+0.05%

DTD vs BSCV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DTD	BSCV
2026	+10.64%	+0.37%
2025	+14.42%	+8.91%
2024	+18.30%	+3.28%
2023	+11.07%	+8.41%
2022	-4.21%	-16.20%
2021	+27.75%	-1.62%
2020	+2.16%	N/A
2019	+28.19%	N/A
2018	-6.73%	N/A
2017	+16.55%	N/A
2016	+18.19%	N/A
2015	-1.38%	N/A
2014	+15.16%	N/A
2013	+24.96%	N/A
2012	+11.95%	N/A
2011	+7.63%	N/A
2010	+14.84%	N/A
2009	+16.64%	N/A
2008	-33.95%	N/A
2007	+1.13%	N/A
2006	+15.50%	N/A

DTD vs BSCV Drawdown Comparison

The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.

The maximum drawdown for BSCV was -23.27%, occurring on Oct 20, 2022. Recovery took 1071 trading sessions.

The current BSCV drawdown is -0.95%.

Rank	DTD	BSCV
#1	-58.17% Oct 9, 2007 - Jul 27, 2012	-23.27% Sep 22, 2021 - Dec 29, 2025
#2	-37.28% Feb 12, 2020 - Dec 17, 2020	-2.47% Feb 27, 2026 - Mar 27, 2026
#3	-17.57% Sep 21, 2018 - Apr 4, 2019	-0.46% Jan 14, 2026 - Jan 30, 2026
#4	-16.15% Apr 20, 2022 - Jul 19, 2023	-0.32% Sep 16, 2021 - Sep 20, 2021
#5	-14.41% Nov 29, 2024 - Jun 30, 2025	-0.27% Dec 29, 2025 - Jan 14, 2026
#6	-12.64% May 18, 2015 - Mar 29, 2016	-0.18% Jan 30, 2026 - Feb 5, 2026
#7	-10.39% Jan 26, 2018 - Aug 27, 2018	-0.18% Feb 23, 2026 - Feb 27, 2026
#8	-9.84% Jul 26, 2023 - Dec 13, 2023	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-9.31% Jul 13, 2007 - Oct 5, 2007	-0.06% Feb 13, 2026 - Feb 23, 2026
#10	-7.09% Oct 18, 2012 - Jan 2, 2013	-0.05% Sep 20, 2021 - Sep 22, 2021
#11	-6.35% May 3, 2019 - Jun 20, 2019	N/A
#12	-6.31% Jan 4, 2022 - Mar 29, 2022	N/A
#13	-6.30% Sep 19, 2014 - Oct 31, 2014	N/A
#14	-6.30% Feb 11, 2026 - Apr 17, 2026	N/A
#15	-5.97% May 21, 2013 - Jul 11, 2013	N/A

Correlation

Correlation between DTD and BSCV is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2006 - 2026)

DTD vs BSCV dividend yield comparison.

Year	DTD	BSCV
2026	0.66%	1.92%
2025	1.99%	4.65%
2024	2.07%	4.87%
2023	2.43%	4.47%
2022	2.62%	3.43%
2021	2.04%	0.57%
2020	2.73%	0.00%
2019	2.50%	0.00%
2018	2.93%	0.00%
2017	2.36%	0.00%
2016	2.66%	0.00%
2015	2.81%	0.00%
2014	2.42%	0.00%
2013	2.38%	0.00%
2012	3.07%	0.00%
2011	2.81%	0.00%
2010	2.87%	0.00%
2009	2.76%	0.00%
2008	4.60%	0.00%
2007	2.77%	0.00%
2006	1.04%	0.00%