DTH vs NKX

Comparison between WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND (DTH, ETF) and Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF).

5-Year PerformanceDTH has outperformed NKX, delivering a return of +14.0% compared to -0.4%

DTH vs NKX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DTH(ETF)	NKX(ETF)
Net Assets	$653M	$654M
Expense Ratio	0.58%	N/A
Max Drawdown	68.00%	48.99%
Sharpe Ratio	1.42	0.73
5Y Beta	0.52	0.13
5Y Dividends CAGR	12.37%	8.20%

Net Assets

DTH

$653M

Winner

NKX

$654M

Expense Ratio

DTH

0.58%

NKX

N/A

Max Drawdown

DTH

68.00%

Winner

NKX

48.99%

Sharpe Ratio

Winner

DTH

1.42

NKX

0.73

5Y Beta

DTH

0.52

Winner

NKX

0.13

5Y Dividends CAGR

Winner

DTH

12.37%

NKX

8.20%

DTH vs NKX - Historical Returns

Returns include dividend reinvestment.

Period	DTH	NKX
1 month	+5.21%	+0.33%
3 months	+6.34%	-1.66%
6 months	+5.40%	-1.95%
1 year	+25.37%	+10.58%
5 years(CAGR)	+13.99%	-0.40%
10 years(CAGR)	+9.44%	+1.77%
Max(CAGR)	+5.59%	+4.83%

Winner

DTH

+5.21%

NKX

+0.33%

Winner

DTH

+6.34%

NKX

-1.66%

Winner

DTH

+5.40%

NKX

-1.95%

Winner

DTH

+25.37%

NKX

+10.58%

5Y(CAGR)

Winner

DTH

+13.99%

NKX

-0.40%

10Y(CAGR)

Winner

DTH

+9.44%

NKX

+1.77%

Max(CAGR)

Winner

DTH

+5.59%

NKX

+4.83%

DTH vs NKX - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	DTH	NKX
2026	+16.75%	+2.14%
2025	+43.15%	+4.64%
2024	+2.92%	+16.57%
2023	+14.15%	-3.34%
2022	-2.27%	-18.48%
2021	+7.89%	+4.57%
2020	-7.76%	+7.61%
2019	+18.94%	+23.74%
2018	-13.62%	-13.29%
2017	+20.34%	+12.78%
2016	+6.88%	-1.75%
2015	-6.82%	+11.55%
2014	-3.85%	+28.02%
2013	+21.05%	-13.32%
2012	+12.73%	+6.03%
2011	-6.94%	+28.66%
2010	-2.95%	+2.31%
2009	+30.46%	+26.36%
2008	-43.96%	-24.06%
2007	+9.82%	+0.18%
2006	+24.46%	+14.75%
2005	N/A	+0.57%
2004	N/A	+9.14%
2003	N/A	+0.81%

DTH vs NKX Drawdown Comparison

The maximum drawdown for DTH was -64.14%, occurring on Mar 9, 2009. Recovery took 2554 trading sessions.

The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.

The current NKX drawdown is -3.70%.

Rank	DTH	NKX
#1	-64.14% Oct 31, 2007 - Dec 21, 2017	-43.86% Jan 14, 2008 - Sep 16, 2009
#2	-40.73% Jan 26, 2018 - May 7, 2021	-35.62% Nov 12, 2021 - Feb 11, 2026
#3	-23.44% Feb 9, 2022 - Jan 25, 2023	-27.52% Feb 7, 2020 - Aug 10, 2020
#4	-13.66% Jul 12, 2007 - Oct 9, 2007	-23.95% Nov 30, 2012 - Dec 10, 2014
#5	-12.23% Mar 19, 2025 - Apr 24, 2025	-19.95% Sep 8, 2016 - Jul 19, 2019
#6	-10.60% Sep 27, 2024 - Mar 5, 2025	-19.40% Aug 16, 2010 - Oct 27, 2011
#7	-9.14% Feb 27, 2026 - Jul 22, 2026	-15.06% Jun 13, 2003 - Sep 20, 2004
#8	-9.09% Jul 31, 2023 - Dec 13, 2023	-12.43% Apr 23, 2007 - Jan 14, 2008
#9	-9.04% Jun 7, 2021 - Jan 11, 2022	-9.74% Feb 11, 2026 - Mar 30, 2026
#10	-8.20% Feb 26, 2007 - Apr 2, 2007	-9.66% Oct 8, 2009 - Jun 18, 2010
#11	-8.00% Feb 1, 2023 - Apr 13, 2023	-9.63% Jun 2, 2006 - Oct 4, 2006
#12	-7.31% Apr 18, 2023 - Jul 13, 2023	-8.70% May 31, 2005 - Jan 23, 2006
#13	-6.32% May 17, 2024 - Aug 19, 2024	-7.75% Feb 15, 2012 - May 1, 2012
#14	-5.19% Dec 27, 2023 - Mar 7, 2024	-7.27% Jan 30, 2015 - Oct 8, 2015
#15	-5.02% Jul 11, 2006 - Jul 26, 2006	-6.76% Mar 14, 2005 - May 31, 2005

Correlation

Correlation between DTH and NKX is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2003 - 2026)

DTH vs NKX dividend yield comparison.

Year	DTH	NKX
2026	2.34%	4.91%
2025	3.80%	7.33%
2024	5.41%	6.14%
2023	5.63%	4.38%
2022	5.70%	5.17%
2021	4.72%	4.21%
2020	3.75%	4.05%
2019	4.27%	4.06%
2018	4.62%	5.25%
2017	3.72%	5.06%
2016	4.14%	6.18%
2015	4.38%	5.66%
2014	5.95%	5.24%
2013	3.86%	7.03%
2012	4.17%	5.64%
2011	5.23%	5.62%
2010	4.24%	6.56%
2009	3.52%	5.91%
2008	8.48%	7.35%
2007	2.92%	4.93%
2006	0.45%	4.85%
2005	0.00%	5.87%
2004	0.00%	6.27%
2003	0.00%	5.83%