IWL vs DES
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceIWL has outperformed DES, delivering a return of +13.5% compared to +8.6%
IWL vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$2.20B
DES
$2.20B
Expense Ratio
Winner
IWL
0.15%
DES
0.38%
Max Drawdown
Winner
IWL
32.71%
DES
68.10%
Sharpe Ratio
IWL
1.19
Winner
DES
1.46
5Y Beta
IWL
0.99
Winner
DES
0.81
P/E Ratio
IWL
29.34
Winner
DES
22.98
Forward P/E
IWL
21.61
Winner
DES
13.76
PEG Ratio
IWL
0.41
DES
N/A
5Y Dividends CAGR
IWL
5.56%
Winner
DES
10.11%
5Y EPS CAGR
Winner
IWL
27.64%
DES
7.06%
Debt to Equity
IWL
8.87%
DES
N/A
P/S Ratio
IWL
4.52
Winner
DES
1.09
P/B Ratio
IWL
6.35
Winner
DES
1.83
IWL vs DES - Holdings Comparison
IWL and DES have 0 common holdings. Overlap is 0.00%
IWL's top 25 holdings weight is 59.29%. DES's top 25 holdings weight is 19.58%.
| Rank | IWL | DES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.84% | TFS FINANCIAL CORP (TFSL) - 1.20% |
| #2 | APPLE INC (AAPL) - 8.14% | KODIAK GAS SERVICES INC (KGS) - 1.10% |
| #3 | MICROSOFT CORP (MSFT) - 5.11% | EPR PROPERTIES (EPR) - 1.07% |
| #4 | AMAZON.COM INC (AMZN) - 4.29% | SONOCO PRODUCTS CO (SON) - 0.94% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.75% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.92% |
| #6 | BROADCOM INC (AVGO) - 3.24% | CAL-MAINE FOODS INC (CALM) - 0.92% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.04% | OUTFRONT MEDIA INC (OUT) - 0.88% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.60% | PBF ENERGY INC CLASS A (PBF) - 0.86% |
| #9 | TESLA INC (TSLA) - 2.07% | ARCHROCK INC (AROC) - 0.85% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.98% | TRAVEL&LEISURE CO (TNL) - 0.81% |
| #11 | ELI LILLY AND CO (LLY) - 1.65% | FIRST BANCORP (FBP) - 0.78% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.78% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.64% | AVNET INC (AVT) - 0.76% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | PATTERSON-UTI ENERGY INC (PTEN) - 0.73% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.09% | n/a (HASI) - 0.71% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.08% | AMERICOLD REALTY TRUST INC (COLD) - 0.71% |
| #17 | VISA INC CLASS A (V) - 1.05% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.68% |
| #18 | WALMART INC (WMT) - 0.89% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #19 | INTEL CORP (INTC) - 0.85% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.63% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.84% | BATH & BODY WORKS INC (BBWI) - 0.63% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.83% | n/a (CRC) - 0.62% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.78% | AVISTA CORP (AVA) - 0.61% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.77% | n/a (MCHB) - 0.59% |
| #24 | ABBVIE INC (ABBV) - 0.77% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.58% |
| #25 | CATERPILLAR INC (CAT) - 0.76% | INTERPARFUMS INC (IPAR) - 0.57% |
| Total Holdings | 204 | 516 |
IWL vs DES - Historical Returns
Returns include dividend reinvestment.
1M
IWL
+0.64%
Winner
DES
+4.38%
3M
IWL
+6.46%
Winner
DES
+7.84%
6M
IWL
+9.30%
Winner
DES
+14.35%
1Y
IWL
+19.89%
Winner
DES
+29.78%
5Y(CAGR)
Winner
IWL
+13.47%
DES
+8.57%
10Y(CAGR)
Winner
IWL
+15.91%
DES
+8.20%
Max(CAGR)
Winner
IWL
+14.67%
DES
+7.98%
IWL vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IWL | DES |
|---|---|---|
| 2026 | +9.00% | +23.13% |
| 2025 | +19.23% | +0.96% |
| 2024 | +27.94% | +9.71% |
| 2023 | +30.35% | +16.28% |
| 2022 | -20.56% | -11.65% |
| 2021 | +29.44% | +27.88% |
| 2020 | +20.82% | -3.69% |
| 2019 | +31.47% | +19.33% |
| 2018 | -3.75% | -13.42% |
| 2017 | +22.10% | +8.08% |
| 2016 | +12.98% | +33.60% |
| 2015 | +2.73% | -5.29% |
| 2014 | +15.28% | +8.94% |
| 2013 | +28.75% | +32.90% |
| 2012 | +15.54% | +16.16% |
| 2011 | +1.51% | -3.63% |
| 2010 | +10.16% | +24.59% |
| 2009 | +6.19% | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
IWL vs DES Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current IWL drawdown is -1.74%. The current DES drawdown is -0.73%.
| Rank | IWL | DES |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between IWL and DES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
IWL vs DES dividend yield comparison.
| Year | IWL | DES |
|---|---|---|
| 2026 | 0.40% | 0.87% |
| 2025 | 0.90% | 2.85% |
| 2024 | 1.04% | 2.81% |
| 2023 | 1.30% | 2.65% |
| 2022 | 1.54% | 2.89% |
| 2021 | 1.12% | 2.31% |
| 2020 | 1.30% | 2.75% |
| 2019 | 1.96% | 2.68% |
| 2018 | 1.93% | 3.65% |
| 2017 | 1.69% | 2.89% |
| 2016 | 1.96% | 2.70% |
| 2015 | 2.14% | 3.09% |
| 2014 | 1.68% | 2.68% |
| 2013 | 1.82% | 2.45% |
| 2012 | 3.65% | 4.04% |
| 2011 | 1.91% | 3.38% |
| 2010 | 1.64% | 3.57% |
| 2009 | 0.59% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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