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HDEF vs DES

Comparison between XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).

5-Year PerformanceHDEF has outperformed DES, delivering a return of +10.9% compared to +8.2%

HDEF vs DES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HDEF
$2.20B
DES
$2.20B
Expense Ratio
Winner
HDEF
0.09%
DES
0.38%
Max Drawdown
Winner
HDEF
38.17%
DES
68.10%
Sharpe Ratio
HDEF
1.11
Winner
DES
1.25
5Y Beta
Winner
HDEF
0.41
DES
0.81
P/E Ratio
HDEF
N/A
DES
20.64
Forward P/E
HDEF
N/A
DES
13.79
5Y Dividends CAGR
Winner
HDEF
12.60%
DES
10.11%
5Y EPS CAGR
HDEF
N/A
DES
7.88%
Debt to Equity
HDEF
N/A
DES
81.79%
P/S Ratio
HDEF
N/A
DES
1.03
P/B Ratio
HDEF
N/A
DES
1.80

HDEF vs DES - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HDEF
+2.39%
DES
+1.90%
3M
HDEF
+0.54%
Winner
DES
+7.29%
6M
HDEF
+7.61%
Winner
DES
+15.24%
1Y
HDEF
+17.52%
Winner
DES
+25.08%
5Y(CAGR)
Winner
HDEF
+10.92%
DES
+8.21%
10Y(CAGR)
Winner
HDEF
+8.69%
DES
+8.00%
Max(CAGR)
HDEF
+7.78%
Winner
DES
+7.89%

HDEF vs DES - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearHDEFDES
2026+7.81%+20.93%
2025+33.36%+0.96%
2024+3.36%+9.71%
2023+17.51%+16.28%
2022-3.03%-11.65%
2021+6.01%+27.88%
2020-2.76%-3.69%
2019+25.44%+19.33%
2018-13.77%-13.42%
2017+9.90%+8.08%
2016+13.43%+33.60%
2015-4.66%-5.29%
2014N/A+8.94%
2013N/A+32.90%
2012N/A+16.16%
2011N/A-3.63%
2010N/A+24.59%
2009N/A+20.08%
2008N/A-27.07%
2007N/A-12.85%
2006N/A+16.40%

HDEF vs DES Drawdown Comparison

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The current HDEF drawdown is -1.59%. The current DES drawdown is -1.30%.

RankHDEFDES
#1-36.42%
Jan 2, 2020 - Jan 6, 2021
-65.45%
Jun 4, 2007 - Feb 3, 2012
#2-23.69%
Feb 9, 2022 - Apr 6, 2023
-45.63%
Aug 21, 2018 - Jan 14, 2021
#3-17.55%
Jan 22, 2018 - Oct 24, 2019
-25.16%
Nov 25, 2024 - Feb 4, 2026
#4-14.95%
Aug 18, 2015 - Aug 10, 2016
-21.70%
Jan 4, 2022 - Dec 14, 2023
#5-11.15%
Sep 26, 2024 - Mar 5, 2025
-19.34%
Jun 23, 2015 - Apr 26, 2016
#6-10.60%
Mar 18, 2025 - Apr 22, 2025
-9.64%
Jan 23, 2018 - Jun 4, 2018
#7-9.31%
Jun 15, 2021 - Jan 12, 2022
-9.47%
Jul 1, 2014 - Nov 5, 2014
#8-8.79%
Jul 26, 2023 - Dec 13, 2023
-9.36%
Jun 8, 2021 - Nov 3, 2021
#9-8.02%
Feb 27, 2026 - Mar 20, 2026
-9.15%
Apr 2, 2012 - Jul 3, 2012
#10-6.39%
May 8, 2023 - Jun 15, 2023
-9.09%
Sep 14, 2012 - Dec 20, 2012
#11-5.63%
Dec 9, 2016 - Jan 10, 2017
-8.96%
Jul 31, 2024 - Oct 16, 2024
#12-5.46%
Dec 27, 2023 - Mar 20, 2024
-8.17%
Nov 15, 2021 - Jan 4, 2022
#13-4.72%
Jan 8, 2021 - Mar 16, 2021
-7.64%
Feb 20, 2026 - Apr 9, 2026
#14-4.35%
Nov 2, 2017 - Jan 9, 2018
-7.50%
Dec 27, 2023 - Mar 28, 2024
#15-4.24%
May 17, 2024 - Jul 12, 2024
-7.44%
Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between HDEF and DES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2006 - 2026)

HDEF vs DES dividend yield comparison.

YearHDEFDES
20262.63%0.89%
20253.88%2.85%
20244.53%2.81%
20234.38%2.65%
20225.41%2.89%
20214.76%2.31%
20203.93%2.75%
20194.20%2.68%
20183.55%3.65%
20173.38%2.89%
20169.52%2.70%
20151.87%3.09%
20140.00%2.68%
20130.00%2.45%
20120.00%4.04%
20110.00%3.38%
20100.00%3.57%
20090.00%3.60%
20080.00%6.09%
20070.00%3.78%
20060.00%1.82%

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