EQTY vs DDWM
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (DDWM, ETF).
EQTY vs DDWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.20B
Winner
DDWM
$1.30B
Expense Ratio
EQTY
0.99%
Winner
DDWM
0.40%
Max Drawdown
Winner
EQTY
17.28%
DDWM
37.15%
Sharpe Ratio
EQTY
1.14
Winner
DDWM
1.47
5Y Beta
EQTY
0.86
Winner
DDWM
0.62
P/E Ratio
EQTY
28.73
DDWM
N/A
Forward P/E
EQTY
20.30
DDWM
N/A
PEG Ratio
EQTY
0.98
DDWM
N/A
5Y Dividends CAGR
EQTY
N/A
DDWM
3.98%
5Y EPS CAGR
EQTY
13.82%
DDWM
N/A
Debt to Equity
EQTY
51.13%
DDWM
N/A
P/S Ratio
EQTY
2.57
DDWM
N/A
P/B Ratio
EQTY
3.60
DDWM
N/A
EQTY vs DDWM - Holdings Comparison
EQTY and DDWM have 2 common holdings. Overlap is 0.05%
EQTY's top 25 holdings weight is 80.98%. DDWM's top 25 holdings weight is 21.97%.
| Rank | EQTY | DDWM |
|---|---|---|
| #1 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.70% | HSBC HOLDINGS PLC (n/a) - 1.63% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.59% | TOYOTA MOTOR CORP (n/a) - 1.26% |
| #3 | AON PLC CLASS A (AON) - 4.06% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.19% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.01% | NESTLE SA (n/a) - 1.14% |
| #5 | MICROSOFT CORP (MSFT) - 3.94% | INTESA SANPAOLO (n/a) - 1.12% |
| #6 | CHARLES SCHWAB CORP (SCHW) - 3.92% | SHELL PLC (n/a) - 1.08% |
| #7 | VISA INC CLASS A (V) - 3.75% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.03% |
| #8 | MOTOROLA SOLUTIONS INC (MSI) - 3.71% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.87% |
| #9 | BECTON DICKINSON & CO (BDX) - 3.66% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.86% |
| #10 | WATERS CORP (WAT) - 3.50% | AXA SA (n/a) - 0.85% |
| #11 | AMAZON.COM INC (AMZN) - 3.38% | BHP GROUP LTD (n/a) - 0.84% |
| #12 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.31% | ASML HOLDING NV (n/a) - 0.83% |
| #13 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.31% | n/a (n/a) - 0.79% |
| #14 | PACCAR INC (PCAR) - 3.01% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.79% |
| #15 | ALCON INC (ALC) - 3.00% | BNP PARIBAS ACT. CAT.A (n/a) - 0.78% |
| #16 | JACOBS SOLUTIONS INC (J) - 2.92% | EQUINOR ASA (n/a) - 0.76% |
| #17 | META PLATFORMS INC CLASS A (META) - 2.91% | BP PLC (n/a) - 0.73% |
| #18 | SALESFORCE INC (CRM) - 2.83% | ALLIANZ SE (n/a) - 0.71% |
| #19 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.67% | ASTRAZENECA PLC (AZN) - 0.69% |
| #20 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.52% | ENEL SPA (n/a) - 0.69% |
| #21 | COPART INC (CPRT) - 2.45% | UNICREDIT SPA (n/a) - 0.69% |
| #22 | THE COOPER COMPANIES INC (COO) - 2.37% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% |
| #23 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.24% | ENGIE SA (n/a) - 0.66% |
| #24 | LOWE'S COMPANIES INC (LOW) - 2.15% | IBERDROLA SA (n/a) - 0.65% |
| #25 | APPLIED MATERIALS INC (AMAT) - 2.07% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.65% |
| Total Holdings | 38 | 1391 |
EQTY vs DDWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQTY
+3.27%
DDWM
+0.39%
3M
Winner
EQTY
-0.28%
DDWM
-0.77%
6M
EQTY
+7.17%
Winner
DDWM
+10.70%
1Y
EQTY
+18.77%
Winner
DDWM
+23.90%
5Y(CAGR)
EQTY
N/A
DDWM
+12.53%
10Y(CAGR)
EQTY
N/A
DDWM
+10.56%
Max(CAGR)
Winner
EQTY
+16.68%
DDWM
+10.72%
EQTY vs DDWM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | DDWM |
|---|---|---|
| 2026 | +1.69% | +5.36% |
| 2025 | +13.71% | +30.05% |
| 2024 | +20.68% | +11.42% |
| 2023 | +26.48% | +14.49% |
| 2022 | -3.83% | -1.80% |
| 2021 | N/A | +14.46% |
| 2020 | N/A | -5.50% |
| 2019 | N/A | +20.54% |
| 2018 | N/A | -12.07% |
| 2017 | N/A | +17.12% |
| 2016 | N/A | +16.30% |
EQTY vs DDWM Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for DDWM was -35.00%, occurring on Mar 16, 2020. Recovery took 292 trading sessions.
The current EQTY drawdown is -2.51%. The current DDWM drawdown is -2.99%.
| Rank | EQTY | DDWM |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -35.00% Jan 17, 2020 - Mar 17, 2021 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -17.39% Jan 23, 2018 - Nov 4, 2019 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -14.82% Feb 9, 2022 - Jan 11, 2023 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -12.34% Mar 19, 2025 - Apr 24, 2025 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -10.56% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -10.00% Apr 19, 2016 - Aug 8, 2016 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -7.55% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -7.13% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -6.46% Feb 1, 2023 - Apr 12, 2023 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -5.86% Feb 4, 2016 - Feb 17, 2016 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -5.81% Sep 26, 2024 - Jan 30, 2025 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -5.40% Sep 7, 2021 - Dec 27, 2021 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -4.68% May 8, 2023 - Jun 14, 2023 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -4.35% Oct 5, 2016 - Dec 6, 2016 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -4.13% Nov 12, 2025 - Dec 15, 2025 |
Correlation
Correlation between EQTY and DDWM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
EQTY vs DDWM dividend yield comparison.
| Year | EQTY | DDWM |
|---|---|---|
| 2026 | 0.00% | 0.25% |
| 2025 | 0.02% | 2.47% |
| 2024 | 0.33% | 3.57% |
| 2023 | 0.26% | 4.46% |
| 2022 | 0.08% | 4.28% |
| 2021 | 0.00% | 3.73% |
| 2020 | 0.00% | 3.52% |
| 2019 | 0.00% | 3.63% |
| 2018 | 0.00% | 4.40% |
| 2017 | 0.00% | 2.65% |
| 2016 | 0.00% | 4.00% |
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