DWM vs KAT
Comparison between WISDOMTREE INTERNATIONAL EQUITY FUND (DWM, ETF) and SCHARF ETF (KAT, ETF).
DWM vs KAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DWM
$681M
KAT
$677M
Expense Ratio
Winner
DWM
0.48%
KAT
0.75%
Max Drawdown
DWM
64.27%
Winner
KAT
9.25%
Sharpe Ratio
Winner
DWM
1.01
KAT
0.47
5Y Beta
DWM
0.64
Winner
KAT
0.47
P/E Ratio
DWM
N/A
KAT
21.61
Forward P/E
DWM
N/A
KAT
18.35
PEG Ratio
DWM
N/A
KAT
0.28
5Y Dividends CAGR
DWM
12.70%
KAT
N/A
5Y EPS CAGR
DWM
N/A
KAT
19.66%
Debt to Equity
DWM
N/A
KAT
31.71%
P/S Ratio
DWM
N/A
KAT
1.48
P/B Ratio
DWM
N/A
KAT
3.51
DWM vs KAT - Holdings Comparison
DWM and KAT have 1 common holdings. Overlap is 0.00%
DWM's top 25 holdings weight is 22.63%. KAT's top 25 holdings weight is 89.20%.
| Rank | DWM | KAT |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 1.72% | AMAZON.COM INC (AMZN) - 5.96% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.24% | OCCIDENTAL PETROLEUM CORP (OXY) - 5.80% |
| #3 | NESTLE SA (n/a) - 1.21% | UNION PACIFIC CORP (UNP) - 5.78% |
| #4 | INTESA SANPAOLO (n/a) - 1.16% | MICROSOFT CORP (MSFT) - 5.66% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.09% | MARKEL GROUP INC (MKL) - 4.56% |
| #6 | ASML HOLDING NV (n/a) - 1.05% | VISA INC CLASS A (V) - 4.34% |
| #7 | TOYOTA MOTOR CORP (n/a) - 1.03% | MCKESSON CORP (MCK) - 4.33% |
| #8 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.96% | META PLATFORMS INC CLASS A (META) - 3.97% |
| #9 | SHELL PLC (n/a) - 0.96% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 3.95% |
| #10 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.94% | AGILENT TECHNOLOGIES INC (A) - 3.81% |
| #11 | BHP GROUP LTD (n/a) - 0.86% | CHARLES SCHWAB CORP (SCHW) - 3.55% |
| #12 | BNP PARIBAS ACT. CAT.A (n/a) - 0.84% | CENTENE CORP (CNC) - 3.24% |
| #13 | AXA SA (n/a) - 0.83% | FRANCO-NEVADA CORP (FNV) - 3.20% |
| #14 | n/a (n/a) - 0.83% | ADOBE INC (ADBE) - 3.19% |
| #15 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.80% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 3.08% |
| #16 | UNICREDIT SPA (n/a) - 0.79% | THE WALT DISNEY CO (DIS) - 3.06% |
| #17 | ALLIANZ SE (n/a) - 0.77% | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 2.66% |
| #18 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.76% | CME GROUP INC CLASS A (CME) - 2.63% |
| #19 | IBERDROLA SA (n/a) - 0.71% | AON PLC CLASS A (AON) - 2.60% |
| #20 | ENEL SPA (n/a) - 0.70% | CHUBB LTD (CB) - 2.51% |
| #21 | BANCO SANTANDER SA (n/a) - 0.70% | MARSH (MRSH) - 2.42% |
| #22 | CAIXABANK SA (n/a) - 0.69% | ZOETIS INC CLASS A (ZTS) - 2.42% |
| #23 | ASTRAZENECA PLC (AZN) - 0.67% | STRYKER CORP (SYK) - 2.25% |
| #24 | EQUINOR ASA (n/a) - 0.66% | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.21% |
| #25 | NOVO NORDISK AS CLASS B (n/a) - 0.66% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.02% |
| Total Holdings | 1330 | 36 |
DWM vs KAT - Historical Returns
Returns include dividend reinvestment.
1M
DWM
+4.81%
Winner
KAT
+6.12%
3M
DWM
+5.16%
Winner
KAT
+7.47%
6M
DWM
+3.34%
Winner
KAT
+3.85%
1Y
Winner
DWM
+20.43%
KAT
+8.88%
5Y(CAGR)
DWM
+11.10%
KAT
N/A
10Y(CAGR)
DWM
+8.87%
KAT
N/A
Max(CAGR)
DWM
+5.89%
Winner
KAT
+8.88%
DWM vs KAT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DWM | KAT |
|---|---|---|
| 2026 | +13.21% | +7.84% |
| 2025 | +35.07% | +0.98% |
| 2024 | +5.13% | N/A |
| 2023 | +15.88% | N/A |
| 2022 | -9.48% | N/A |
| 2021 | +10.16% | N/A |
| 2020 | -3.06% | N/A |
| 2019 | +18.95% | N/A |
| 2018 | -14.21% | N/A |
| 2017 | +23.46% | N/A |
| 2016 | +4.57% | N/A |
| 2015 | -2.76% | N/A |
| 2014 | -2.92% | N/A |
| 2013 | +19.68% | N/A |
| 2012 | +14.58% | N/A |
| 2011 | -10.59% | N/A |
| 2010 | +2.37% | N/A |
| 2009 | +24.72% | N/A |
| 2008 | -41.62% | N/A |
| 2007 | +13.30% | N/A |
| 2006 | +23.89% | N/A |
DWM vs KAT Drawdown Comparison
The maximum drawdown for DWM was -62.06%, occurring on Mar 9, 2009. Recovery took 1659 trading sessions.
The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. Recovery took 111 trading sessions.
| Rank | DWM | KAT |
|---|---|---|
| #1 | -62.06% Oct 31, 2007 - Jun 6, 2014 | -9.25% Mar 2, 2026 - Aug 6, 2026 |
| #2 | -37.81% Jan 26, 2018 - Apr 5, 2021 | -7.55% Oct 6, 2025 - Feb 24, 2026 |
| #3 | -25.67% Jan 12, 2022 - Jul 31, 2023 | -1.54% Sep 11, 2025 - Sep 22, 2025 |
| #4 | -23.37% Jul 3, 2014 - May 5, 2017 | -1.46% Aug 13, 2026 - Aug 21, 2026 |
| #5 | -13.52% Jul 12, 2007 - Oct 1, 2007 | -1.08% Sep 22, 2025 - Sep 30, 2025 |
| #6 | -12.69% Mar 19, 2025 - Apr 24, 2025 | -0.84% Aug 27, 2025 - Sep 9, 2025 |
| #7 | -10.93% Feb 25, 2026 - Jul 6, 2026 | -0.37% Oct 1, 2025 - Oct 3, 2025 |
| #8 | -9.61% Jul 31, 2023 - Dec 13, 2023 | -0.23% Aug 11, 2026 - Aug 13, 2026 |
| #9 | -9.57% Sep 26, 2024 - Mar 5, 2025 | -0.02% Aug 25, 2025 - Aug 27, 2025 |
| #10 | -7.80% Feb 26, 2007 - Apr 3, 2007 | N/A |
| #11 | -7.58% Sep 3, 2021 - Jan 12, 2022 | N/A |
| #12 | -6.63% Jul 12, 2024 - Aug 19, 2024 | N/A |
| #13 | -6.37% Jul 3, 2006 - Jul 28, 2006 | N/A |
| #14 | -4.76% Nov 12, 2025 - Dec 10, 2025 | N/A |
| #15 | -4.47% Mar 27, 2024 - May 7, 2024 | N/A |
Correlation
Correlation between DWM and KAT is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2006 - 2026)
DWM vs KAT dividend yield comparison.
| Year | DWM | KAT |
|---|---|---|
| 2026 | 1.61% | 0.08% |
| 2025 | 3.06% | 0.00% |
| 2024 | 3.86% | 0.00% |
| 2023 | 4.15% | 0.00% |
| 2022 | 4.36% | 0.00% |
| 2021 | 3.64% | 0.00% |
| 2020 | 2.74% | 0.00% |
| 2019 | 3.46% | 0.00% |
| 2018 | 3.86% | 0.00% |
| 2017 | 2.99% | 0.00% |
| 2016 | 3.43% | 0.00% |
| 2015 | 3.55% | 0.00% |
| 2014 | 4.71% | 0.00% |
| 2013 | 3.29% | 0.00% |
| 2012 | 3.52% | 0.00% |
| 2011 | 4.58% | 0.00% |
| 2010 | 3.23% | 0.00% |
| 2009 | 4.48% | 0.00% |
| 2008 | 4.56% | 0.00% |
| 2007 | 1.32% | 0.00% |
| 2006 | 0.38% | 0.00% |
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