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DTD vs VPLS

Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and VANGUARD CORE-PLUS BOND ETF ETF SHARES (VPLS, ETF).

DTD vs VPLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DTD
$1.60B
Winner
VPLS
$1.70B
Expense Ratio
DTD
0.28%
Winner
VPLS
0.20%
Max Drawdown
DTD
60.19%
Winner
VPLS
5.62%
Sharpe Ratio
Winner
DTD
1.54
VPLS
-0.02
5Y Beta
DTD
0.66
Winner
VPLS
0.06
P/E Ratio
DTD
24.64
VPLS
N/A
Forward P/E
DTD
18.43
VPLS
N/A
5Y Dividends CAGR
DTD
8.11%
VPLS
N/A
5Y EPS CAGR
DTD
18.31%
VPLS
N/A
P/S Ratio
DTD
2.59
VPLS
N/A
P/B Ratio
DTD
3.77
VPLS
N/A

DTD vs VPLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DTD
+2.72%
VPLS
-1.34%
3M
Winner
DTD
+5.92%
VPLS
-0.95%
6M
Winner
DTD
+10.47%
VPLS
-0.38%
1Y
Winner
DTD
+19.10%
VPLS
+3.81%
5Y(CAGR)
DTD
+12.11%
VPLS
N/A
10Y(CAGR)
DTD
+11.98%
VPLS
N/A
Max(CAGR)
Winner
DTD
+9.74%
VPLS
+5.06%

DTD vs VPLS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearDTDVPLS
2026+12.41%-0.03%
2025+14.42%+7.85%
2024+18.30%+3.25%
2023+11.07%+2.82%
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 VPLS Drawdown Comparison

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

The maximum drawdown for VPLS was -4.17%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

The current DTD drawdown is -0.03%. The current VPLS drawdown is -1.88%.

RankDTDVPLS
#1-58.17%
Oct 9, 2007 - Jul 27, 2012
-4.17%
Sep 16, 2024 - Apr 3, 2025
#2-37.28%
Feb 12, 2020 - Dec 17, 2020
-2.98%
Dec 27, 2023 - Jun 13, 2024
#3-17.57%
Sep 21, 2018 - Apr 4, 2019
-2.72%
Feb 27, 2026 - Mar 27, 2026
#4-16.15%
Apr 20, 2022 - Jul 19, 2023
-2.71%
Apr 3, 2025 - Jun 24, 2025
#5-14.41%
Nov 29, 2024 - Jun 30, 2025
-1.19%
Jun 25, 2024 - Jul 5, 2024
#6-12.64%
May 18, 2015 - Mar 29, 2016
-1.02%
Jun 30, 2025 - Jul 29, 2025
#7-10.39%
Jan 26, 2018 - Aug 27, 2018
-0.98%
Oct 28, 2025 - Nov 26, 2025
#8-9.84%
Jul 26, 2023 - Dec 13, 2023
-0.91%
Aug 2, 2024 - Aug 14, 2024
#9-9.31%
Jul 13, 2007 - Oct 5, 2007
-0.72%
Nov 26, 2025 - Jan 9, 2026
#10-7.09%
Oct 18, 2012 - Jan 2, 2013
-0.71%
Jul 17, 2024 - Jul 30, 2024
#11-6.35%
May 3, 2019 - Jun 20, 2019
-0.69%
Jan 14, 2026 - Feb 5, 2026
#12-6.31%
Jan 4, 2022 - Mar 29, 2022
-0.61%
Sep 16, 2025 - Oct 13, 2025
#13-6.30%
Sep 19, 2014 - Oct 31, 2014
-0.48%
Aug 26, 2024 - Sep 4, 2024
#14-6.30%
Feb 11, 2026 - Apr 17, 2026
-0.45%
Dec 14, 2023 - Dec 20, 2023
#15-5.97%
May 21, 2013 - Jul 11, 2013
-0.44%
Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between DTD and VPLS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2006 - 2026)

DTD vs VPLS dividend yield comparison.

YearDTDVPLS
20260.87%2.24%
20251.99%4.78%
20242.07%4.52%
20232.43%0.18%
20222.62%0.00%
20212.04%0.00%
20202.73%0.00%
20192.50%0.00%
20182.93%0.00%
20172.36%0.00%
20162.66%0.00%
20152.81%0.00%
20142.42%0.00%
20132.38%0.00%
20123.07%0.00%
20112.81%0.00%
20102.87%0.00%
20092.76%0.00%
20084.60%0.00%
20072.77%0.00%
20061.04%0.00%

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