DTD vs IDEQ
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
DTD vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.60B
IDEQ
$1.60B
Expense Ratio
Winner
DTD
0.28%
IDEQ
0.40%
Max Drawdown
DTD
60.19%
Winner
IDEQ
12.95%
Sharpe Ratio
Winner
DTD
1.85
IDEQ
1.48
5Y Beta
Winner
DTD
0.65
IDEQ
1.18
P/E Ratio
DTD
23.42
IDEQ
N/A
Forward P/E
DTD
18.38
IDEQ
N/A
5Y Dividends CAGR
DTD
5.10%
IDEQ
N/A
5Y EPS CAGR
DTD
18.75%
IDEQ
N/A
P/S Ratio
DTD
2.53
IDEQ
N/A
P/B Ratio
DTD
3.79
IDEQ
N/A
DTD vs IDEQ - Holdings Comparison
DTD and IDEQ have 1 common holdings. Overlap is -1.74%
DTD's top 25 holdings weight is 35.94%. IDEQ's top 25 holdings weight is 39.37%.
| Rank | DTD | IDEQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.51% | n/a (n/a) - 4.86% |
| #2 | MICROSOFT CORP (MSFT) - 3.18% | ASML HOLDING NV (n/a) - 2.85% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.78% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.77% |
| #4 | APPLE INC (AAPL) - 2.31% | BNP PARIBAS ACT. CAT.A (n/a) - 2.21% |
| #5 | BROADCOM INC (AVGO) - 1.98% | VINCI SA (n/a) - 2.04% |
| #6 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.90% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.99% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.78% | ROCHE HOLDING AG (n/a) - 1.95% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.60% | BANCO SANTANDER SA (n/a) - 1.76% |
| #9 | CHEVRON CORP (CVX) - 1.58% | SK HYNIX INC (n/a) - 1.75% |
| #10 | ABBVIE INC (ABBV) - 1.53% | GSK PLC (n/a) - 1.75% |
| #11 | MORGAN STANLEY (MS) - 1.37% | YUAN RENMINBI OFFSHORE (n/a) - 1.74% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.34% | NATWEST GROUP PLC (n/a) - 1.61% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 1.25% | LEGAL & GENERAL GROUP PLC (n/a) - 1.44% |
| #14 | MERCK & CO INC (MRK) - 1.20% | BARRICK MINING CORP (n/a) - 1.43% |
| #15 | ALPHABET INC CLASS C (GOOG) - 1.17% | n/a (n/a) - 1.34% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 1.16% | SUNCOR ENERGY INC (SU) - 1.26% |
| #17 | COCA-COLA CO (KO) - 1.16% | LOBLAW COMPANIES LTD (n/a) - 1.18% |
| #18 | PROCTER & GAMBLE CO (PG) - 1.15% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.10% |
| #19 | ELI LILLY AND CO (LLY) - 1.09% | TENCENT HOLDINGS LTD (n/a) - 1.06% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.08% | ASTRAZENECA PLC (n/a) - 0.99% |
| #21 | STARBUCKS CORP (SBUX) - 0.38% | SOFTBANK CORP (n/a) - 0.47% |
| #22 | TRANSDIGM GROUP INC (TDG) - 0.36% | n/a (n/a) - 0.47% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.36% | BHP GROUP LTD (n/a) - 0.46% |
| #24 | BLACKROCK INC (BLK) - 0.36% | n/a (n/a) - 0.45% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 0.36% | ROYAL BANK OF CANADA (RY) - 0.44% |
| Total Holdings | 778 | 224 |
DTD vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
DTD
+2.97%
Winner
IDEQ
+3.40%
3M
Winner
DTD
+7.38%
IDEQ
+4.22%
6M
Winner
DTD
+8.73%
IDEQ
+7.63%
1Y
DTD
+22.97%
Winner
IDEQ
+33.06%
5Y(CAGR)
DTD
+12.44%
IDEQ
N/A
10Y(CAGR)
DTD
+12.23%
IDEQ
N/A
Max(CAGR)
DTD
+9.85%
Winner
IDEQ
+35.55%
DTD vs IDEQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | IDEQ |
|---|---|---|
| 2026 | +14.99% | +16.90% |
| 2025 | +14.42% | +11.77% |
| 2024 | +18.30% | N/A |
| 2023 | +11.07% | N/A |
| 2022 | -4.21% | N/A |
| 2021 | +27.75% | N/A |
| 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 IDEQ Drawdown Comparison
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current IDEQ drawdown is -0.17%.
| Rank | DTD | IDEQ |
|---|---|---|
| #1 | -58.17% Oct 9, 2007 - Jul 27, 2012 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -37.28% Feb 12, 2020 - Dec 17, 2020 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -17.57% Sep 21, 2018 - Apr 4, 2019 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -12.64% May 18, 2015 - Mar 29, 2016 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -10.39% Jan 26, 2018 - Aug 27, 2018 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -9.31% Jul 13, 2007 - Oct 5, 2007 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -6.35% May 3, 2019 - Jun 20, 2019 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -6.30% Sep 19, 2014 - Oct 31, 2014 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -5.97% May 21, 2013 - Jul 11, 2013 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between DTD and IDEQ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
DTD vs IDEQ dividend yield comparison.
| Year | DTD | IDEQ |
|---|---|---|
| 2026 | 0.97% | 0.79% |
| 2025 | 1.99% | 0.60% |
| 2024 | 2.07% | 0.00% |
| 2023 | 2.43% | 0.00% |
| 2022 | 2.62% | 0.00% |
| 2021 | 2.04% | 0.00% |
| 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% |
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