DWM vs OSCV
Comparison between WISDOMTREE INTERNATIONAL EQUITY FUND (DWM, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).
5-Year PerformanceDWM has outperformed OSCV, delivering a return of +10.5% compared to +6.5%
DWM vs OSCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DWM
$678M
OSCV
$673M
Expense Ratio
Winner
DWM
0.48%
OSCV
0.79%
Max Drawdown
DWM
64.27%
Winner
OSCV
42.84%
Sharpe Ratio
Winner
DWM
1.24
OSCV
0.94
5Y Beta
Winner
DWM
0.64
OSCV
0.73
P/E Ratio
DWM
N/A
OSCV
18.65
Forward P/E
DWM
N/A
OSCV
15.56
PEG Ratio
DWM
N/A
OSCV
0.12
5Y Dividends CAGR
DWM
8.84%
Winner
OSCV
13.45%
5Y EPS CAGR
DWM
N/A
OSCV
15.35%
DWM vs OSCV - Holdings Comparison
DWM and OSCV have 0 common holdings. Overlap is 0.00%
DWM's top 25 holdings weight is 20.19%. OSCV's top 25 holdings weight is 54.79%.
| Rank | DWM | OSCV |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 1.59% | NVENT ELECTRIC PLC (NVT) - 2.83% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.17% | THE HANOVER INSURANCE GROUP INC (THG) - 2.78% |
| #3 | NESTLE SA (n/a) - 1.14% | n/a (VNOM) - 2.75% |
| #4 | INTESA SANPAOLO (n/a) - 1.10% | HAWKINS INC (HWKN) - 2.59% |
| #5 | TOYOTA MOTOR CORP (n/a) - 1.07% | ARCOSA INC (ACA) - 2.56% |
| #6 | SHELL PLC (n/a) - 1.07% | TEXAS ROADHOUSE INC (TXRH) - 2.51% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.04% | n/a (AHR) - 2.44% |
| #8 | ASML HOLDING NV (n/a) - 1.03% | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.34% |
| #9 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.92% | A10 NETWORKS INC (ATEN) - 2.28% |
| #10 | BHP GROUP LTD (n/a) - 0.90% | PRIMERICA INC (PRI) - 2.26% |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85% | PRICESMART INC (PSMT) - 2.24% |
| #12 | n/a (n/a) - 0.83% | ENSIGN GROUP INC (ENSG) - 2.22% |
| #13 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.81% | STOCK YARDS BANCORP INC (SYBT) - 2.22% |
| #14 | AXA SA (n/a) - 0.78% | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.17% |
| #15 | BNP PARIBAS ACT. CAT.A (n/a) - 0.78% | WINTRUST FINANCIAL CORP (WTFC) - 2.15% |
| #16 | EQUINOR ASA (n/a) - 0.77% | ENCOMPASS HEALTH CORP (EHC) - 2.08% |
| #17 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.75% | FLOWSERVE CORP (FLS) - 2.04% |
| #18 | UNICREDIT SPA (n/a) - 0.71% | GERMAN AMERICAN BANCORP INC (GABC) - 1.96% |
| #19 | ALLIANZ SE (n/a) - 0.71% | CHEMED CORP (CHE) - 1.86% |
| #20 | BP PLC (n/a) - 0.69% | PATHWARD FINANCIAL INC (CASH) - 1.85% |
| #21 | AIR LIQUIDE SA (n/a) - 0.30% | KADANT INC (KAI) - 1.82% |
| #22 | MURATA MANUFACTURING CO LTD (n/a) - 0.30% | EASTGROUP PROPERTIES INC (EGP) - 1.76% |
| #23 | IMPERIAL BRANDS PLC (n/a) - 0.30% | NEW JERSEY RESOURCES CORP (NJR) - 1.75% |
| #24 | ENDESA SA (n/a) - 0.29% | HOME BANCSHARES INC (HOMB) - 1.67% |
| #25 | SOFTBANK CORP (n/a) - 0.29% | BOYD GAMING CORP (BYD) - 1.66% |
| Total Holdings | 1383 | 65 |
DWM vs OSCV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DWM
+1.60%
OSCV
+1.43%
3M
Winner
DWM
+7.23%
OSCV
+5.88%
6M
Winner
DWM
+10.26%
OSCV
+9.04%
1Y
Winner
DWM
+22.64%
OSCV
+16.43%
5Y(CAGR)
Winner
DWM
+10.50%
OSCV
+6.49%
10Y(CAGR)
DWM
+9.00%
OSCV
N/A
Max(CAGR)
DWM
+5.70%
Winner
OSCV
+7.79%
DWM vs OSCV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DWM | OSCV |
|---|---|---|
| 2026 | +7.93% | +10.37% |
| 2025 | +35.07% | +2.15% |
| 2024 | +5.13% | +11.56% |
| 2023 | +15.88% | +10.47% |
| 2022 | -9.48% | -12.09% |
| 2021 | +10.16% | +29.75% |
| 2020 | -3.06% | +5.14% |
| 2019 | +18.95% | +28.01% |
| 2018 | -14.21% | -13.52% |
| 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 OSCV Drawdown Comparison
The maximum drawdown for DWM was -62.06%, occurring on Mar 9, 2009. Recovery took 1659 trading sessions.
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The current DWM drawdown is -1.48%. The current OSCV drawdown is -1.10%.
| Rank | DWM | OSCV |
|---|---|---|
| #1 | -62.06% Oct 31, 2007 - Jun 6, 2014 | -42.42% Jan 16, 2020 - Dec 8, 2020 |
| #2 | -37.81% Jan 26, 2018 - Apr 5, 2021 | -22.92% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -25.67% Jan 12, 2022 - Jul 31, 2023 | -21.21% Jan 4, 2022 - Mar 4, 2024 |
| #4 | -23.37% Jul 3, 2014 - May 5, 2017 | -20.17% Aug 29, 2018 - Sep 11, 2019 |
| #5 | -13.52% Jul 12, 2007 - Oct 1, 2007 | -7.87% Nov 9, 2021 - Jan 4, 2022 |
| #6 | -12.69% Mar 19, 2025 - Apr 24, 2025 | -7.55% Feb 20, 2026 - Apr 17, 2026 |
| #7 | -10.93% Feb 25, 2026 - Mar 20, 2026 | -7.21% Jun 8, 2021 - Oct 13, 2021 |
| #8 | -9.61% Jul 31, 2023 - Dec 13, 2023 | -6.74% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -9.57% Sep 26, 2024 - Mar 5, 2025 | -6.59% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -7.80% Feb 26, 2007 - Apr 3, 2007 | -6.24% Mar 15, 2021 - Apr 16, 2021 |
| #11 | -7.58% Sep 3, 2021 - Jan 12, 2022 | -5.41% Jan 20, 2021 - Feb 8, 2021 |
| #12 | -6.63% Jul 12, 2024 - Aug 19, 2024 | -5.09% May 7, 2021 - Jun 8, 2021 |
| #13 | -6.37% Jul 3, 2006 - Jul 28, 2006 | -3.85% Feb 24, 2021 - Mar 9, 2021 |
| #14 | -4.76% Nov 12, 2025 - Dec 10, 2025 | -3.46% Apr 27, 2026 - May 19, 2026 |
| #15 | -4.47% Mar 27, 2024 - May 7, 2024 | -3.22% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between DWM and OSCV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2006 - 2026)
DWM vs OSCV dividend yield comparison.
| Year | DWM | OSCV |
|---|---|---|
| 2026 | 0.22% | 0.14% |
| 2025 | 3.06% | 1.23% |
| 2024 | 3.86% | 1.29% |
| 2023 | 4.15% | 1.55% |
| 2022 | 4.36% | 1.12% |
| 2021 | 3.64% | 1.06% |
| 2020 | 2.74% | 1.11% |
| 2019 | 3.46% | 1.75% |
| 2018 | 3.86% | 0.25% |
| 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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