DTD vs VTC

Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and VANGUARD TOTAL CORPORATE BOND ETF ETF SHARES (VTC, ETF).

5-Year PerformanceDTD has outperformed VTC, delivering a return of +11.7% compared to +0.4%

DTD vs VTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DTD(ETF)	VTC(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.28%	0.03%
Max Drawdown	60.19%	25.64%
Sharpe Ratio	1.79	0.31
5Y Beta	0.67	0.11
P/E Ratio	22.20	N/A
Forward P/E	17.47	N/A
5Y Dividends CAGR	5.15%	10.40%
5Y EPS CAGR	17.17%	N/A
P/S Ratio	2.48	N/A
P/B Ratio	3.55	N/A

Net Assets

DTD

$1.60B

Winner

VTC

$1.70B

Expense Ratio

DTD

0.28%

Winner

VTC

0.03%

Max Drawdown

DTD

60.19%

Winner

VTC

25.64%

Sharpe Ratio

Winner

DTD

1.79

VTC

0.31

5Y Beta

DTD

0.67

Winner

VTC

0.11

P/E Ratio

DTD

22.20

VTC

N/A

Forward P/E

DTD

17.47

VTC

N/A

5Y Dividends CAGR

DTD

5.15%

Winner

VTC

10.40%

5Y EPS CAGR

DTD

17.17%

VTC

N/A

P/S Ratio

DTD

2.48

VTC

N/A

P/B Ratio

DTD

3.55

VTC

N/A

DTD vs VTC - Historical Returns

Returns include dividend reinvestment.

Period	DTD	VTC
1 month	+1.82%	-0.03%
3 months	+4.68%	-0.65%
6 months	+9.84%	+0.23%
1 year	+22.24%	+5.24%
5 years(CAGR)	+11.67%	+0.44%
10 years(CAGR)	+12.10%	+2.38%
Max(CAGR)	+9.64%	+2.38%

Winner

DTD

+1.82%

VTC

-0.03%

Winner

DTD

+4.68%

VTC

-0.65%

Winner

DTD

+9.84%

VTC

+0.23%

Winner

DTD

+22.24%

VTC

+5.24%

5Y(CAGR)

Winner

DTD

+11.67%

VTC

+0.44%

10Y(CAGR)

Winner

DTD

+12.10%

VTC

+2.38%

Max(CAGR)

Winner

DTD

+9.64%

VTC

+2.38%

DTD vs VTC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DTD	VTC
2026	+8.98%	+0.29%
2025	+14.42%	+7.57%
2024	+18.30%	+2.70%
2023	+11.07%	+7.99%
2022	-4.21%	-14.99%
2021	+27.75%	-1.04%
2020	+2.16%	+9.19%
2019	+28.19%	+14.39%
2018	-6.73%	-2.12%
2017	+16.55%	+0.84%
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 VTC Drawdown Comparison

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

The maximum drawdown for VTC was -22.06%, occurring on Oct 20, 2022. Recovery took 1103 trading sessions.

The current DTD drawdown is -1.03%. The current VTC drawdown is -1.34%.

Rank	DTD	VTC
#1	-58.17% Oct 9, 2007 - Jul 27, 2012	-22.06% Sep 22, 2021 - Feb 13, 2026
#2	-37.28% Feb 12, 2020 - Dec 17, 2020	-19.67% Mar 6, 2020 - Jun 30, 2020
#3	-17.57% Sep 21, 2018 - Apr 4, 2019	-5.67% Dec 31, 2020 - Jul 28, 2021
#4	-16.15% Apr 20, 2022 - Jul 19, 2023	-4.26% Dec 15, 2017 - Feb 8, 2019
#5	-14.41% Nov 29, 2024 - Jun 30, 2025	-2.88% Feb 27, 2026 - Mar 27, 2026
#6	-12.64% May 18, 2015 - Mar 29, 2016	-2.77% Aug 28, 2019 - Nov 26, 2019
#7	-10.39% Jan 26, 2018 - Aug 27, 2018	-2.70% Aug 6, 2020 - Nov 30, 2020
#8	-9.84% Jul 26, 2023 - Dec 13, 2023	-1.59% Aug 4, 2021 - Sep 22, 2021
#9	-9.31% Jul 13, 2007 - Oct 5, 2007	-1.22% Jul 3, 2019 - Aug 1, 2019
#10	-7.09% Oct 18, 2012 - Jan 2, 2013	-0.98% Nov 30, 2020 - Dec 28, 2020
#11	-6.35% May 3, 2019 - Jun 20, 2019	-0.66% Nov 27, 2019 - Dec 3, 2019
#12	-6.31% Jan 4, 2022 - Mar 29, 2022	-0.58% Jan 3, 2020 - Jan 10, 2020
#13	-6.30% Sep 19, 2014 - Oct 31, 2014	-0.57% Feb 24, 2020 - Feb 28, 2020
#14	-6.30% Feb 11, 2026 - Apr 17, 2026	-0.54% Apr 26, 2019 - May 15, 2019
#15	-5.97% May 21, 2013 - Jul 11, 2013	-0.50% Mar 28, 2019 - Apr 10, 2019

Correlation

Correlation between DTD and VTC is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2006 - 2026)

DTD vs VTC dividend yield comparison.

Year	DTD	VTC
2026	0.67%	2.06%
2025	1.99%	4.76%
2024	2.07%	4.50%
2023	2.43%	3.80%
2022	2.62%	3.13%
2021	2.04%	2.36%
2020	2.73%	2.69%
2019	2.50%	3.34%
2018	2.93%	3.53%
2017	2.36%	0.55%
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%