LGDX vs DEW
Comparison between INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF) and WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF).
LGDX vs DEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGDX
$141M
DEW
$140M
Expense Ratio
Winner
LGDX
0.25%
DEW
0.58%
Max Drawdown
Winner
LGDX
15.79%
DEW
69.18%
Sharpe Ratio
LGDX
0.98
Winner
DEW
2.16
5Y Beta
LGDX
0.98
Winner
DEW
0.48
P/E Ratio
LGDX
28.32
Winner
DEW
21.34
Forward P/E
LGDX
20.29
Winner
DEW
15.24
5Y Dividends CAGR
LGDX
N/A
DEW
11.62%
5Y EPS CAGR
Winner
LGDX
31.21%
DEW
9.59%
Debt to Equity
LGDX
43.24%
Winner
DEW
5.99%
P/S Ratio
LGDX
4.35
Winner
DEW
1.97
P/B Ratio
LGDX
6.38
Winner
DEW
2.37
LGDX vs DEW - Holdings Comparison
LGDX and DEW have 51 common holdings. Overlap is 5.37%
LGDX's top 25 holdings weight is 53.57%. DEW's top 25 holdings weight is 28.22%.
| Rank | LGDX | DEW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.24% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.48% |
| #2 | APPLE INC (AAPL) - 5.31% | JOHNSON & JOHNSON (JNJ) - 1.93% |
| #3 | MICROSOFT CORP (MSFT) - 4.89% | CHEVRON CORP (CVX) - 1.91% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.35% | HSBC HOLDINGS PLC (n/a) - 1.51% |
| #5 | BROADCOM INC (AVGO) - 3.63% | ABBVIE INC (ABBV) - 1.42% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.48% | ALTRIA GROUP INC (MO) - 1.36% |
| #7 | AMAZON.COM INC (AMZN) - 3.03% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.92% | MERCK & CO INC (MRK) - 1.27% |
| #9 | TESLA INC (TSLA) - 1.64% | TEXAS INSTRUMENTS INC (TXN) - 1.15% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.49% | INTESA SANPAOLO (n/a) - 1.12% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.44% | NESTLE SA (n/a) - 1.09% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | THE TORONTO-DOMINION BANK (TD) - 1.04% |
| #13 | ELI LILLY AND CO (LLY) - 1.33% | SHELL PLC (n/a) - 0.98% |
| #14 | n/a (PLTR) - 1.22% | PEPSICO INC (PEP) - 0.92% |
| #15 | CITIGROUP INC (C) - 1.10% | GILEAD SCIENCES INC (GILD) - 0.87% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.10% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.10% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.08% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81% |
| #19 | AMERICAN EXPRESS CO (AXP) - 1.07% | AXA SA (n/a) - 0.80% |
| #20 | 3M CO (MMM) - 0.99% | BHP GROUP LTD (n/a) - 0.80% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.36% | AMGEN INC (AMGN) - 0.80% |
| #22 | EXPEDIA GROUP INC (EXPE) - 0.35% | AT&T INC (T) - 0.80% |
| #23 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.35% | BNP PARIBAS ACT. CAT.A (n/a) - 0.76% |
| #24 | BAKER HUGHES CO CLASS A (BKR) - 0.35% | SIMON PROPERTY GROUP INC (SPG) - 0.73% |
| #25 | NORTHROP GRUMMAN CORP (NOC) - 0.34% | CVS HEALTH CORP (CVS) - 0.70% |
| Total Holdings | 239 | 697 |
LGDX vs DEW - Historical Returns
Returns include dividend reinvestment.
1M
LGDX
+1.07%
Winner
DEW
+4.38%
3M
LGDX
+5.86%
Winner
DEW
+6.99%
6M
LGDX
+10.06%
Winner
DEW
+13.48%
1Y
LGDX
+16.85%
Winner
DEW
+27.03%
5Y(CAGR)
LGDX
N/A
DEW
+12.65%
10Y(CAGR)
LGDX
N/A
DEW
+9.47%
Max(CAGR)
Winner
LGDX
+16.92%
DEW
+6.06%
LGDX vs DEW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LGDX | DEW |
|---|---|---|
| 2026 | +9.30% | +16.64% |
| 2025 | +13.95% | +22.72% |
| 2024 | N/A | +11.03% |
| 2023 | N/A | +9.44% |
| 2022 | N/A | -2.88% |
| 2021 | N/A | +21.76% |
| 2020 | N/A | -8.08% |
| 2019 | N/A | +20.29% |
| 2018 | N/A | -10.86% |
| 2017 | N/A | +14.93% |
| 2016 | N/A | +16.26% |
| 2015 | N/A | -6.31% |
| 2014 | N/A | -1.31% |
| 2013 | N/A | +13.04% |
| 2012 | N/A | +12.42% |
| 2011 | N/A | -3.29% |
| 2010 | N/A | +4.00% |
| 2009 | N/A | +30.14% |
| 2008 | N/A | -43.28% |
| 2007 | N/A | +7.57% |
| 2006 | N/A | +23.20% |
LGDX vs DEW Drawdown Comparison
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.
The current LGDX drawdown is -1.23%. The current DEW drawdown is -0.01%.
| Rank | LGDX | DEW |
|---|---|---|
| #1 | -15.79% Feb 28, 2025 - May 13, 2025 | -65.49% Oct 31, 2007 - Jul 3, 2014 |
| #2 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -38.77% Jan 17, 2020 - Mar 12, 2021 |
| #3 | -5.93% Oct 28, 2025 - Dec 23, 2025 | -24.49% Jul 3, 2014 - Apr 25, 2017 |
| #4 | -4.39% Jun 1, 2026 - Jun 10, 2026 | -18.86% Apr 20, 2022 - Dec 14, 2023 |
| #5 | -3.11% Jan 12, 2026 - Jan 27, 2026 | -18.09% Jan 26, 2018 - Nov 4, 2019 |
| #6 | -3.04% May 19, 2025 - Jun 6, 2025 | -12.86% Jul 13, 2007 - Oct 29, 2007 |
| #7 | -2.74% Oct 8, 2025 - Oct 21, 2025 | -11.80% Apr 2, 2025 - May 15, 2025 |
| #8 | -2.46% Jul 25, 2025 - Aug 12, 2025 | -8.18% Feb 26, 2007 - Apr 2, 2007 |
| #9 | -1.98% May 14, 2026 - May 26, 2026 | -6.47% Nov 29, 2024 - Feb 13, 2025 |
| #10 | -1.49% Sep 22, 2025 - Oct 3, 2025 | -6.34% Feb 27, 2026 - May 20, 2026 |
| #11 | -1.48% Aug 28, 2025 - Sep 9, 2025 | -6.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -1.47% Dec 24, 2025 - Jan 12, 2026 | -5.98% Jul 7, 2006 - Jul 27, 2006 |
| #13 | -1.43% Aug 18, 2025 - Aug 22, 2025 | -5.61% Jun 4, 2021 - Dec 15, 2021 |
| #14 | -1.03% Jun 12, 2025 - Jun 16, 2025 | -5.21% Mar 28, 2024 - May 9, 2024 |
| #15 | -1.02% Apr 27, 2026 - Apr 30, 2026 | -4.19% Jul 30, 2024 - Aug 16, 2024 |
Correlation
Correlation between LGDX and DEW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2006 - 2026)
LGDX vs DEW dividend yield comparison.
| Year | LGDX | DEW |
|---|---|---|
| 2026 | 0.00% | 1.64% |
| 2025 | 0.52% | 3.71% |
| 2024 | 0.00% | 4.02% |
| 2023 | 0.00% | 4.55% |
| 2022 | 0.00% | 3.82% |
| 2021 | 0.00% | 3.54% |
| 2020 | 0.00% | 4.10% |
| 2019 | 0.00% | 3.74% |
| 2018 | 0.00% | 4.17% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 3.42% |
| 2015 | 0.00% | 4.32% |
| 2014 | 0.00% | 5.00% |
| 2013 | 0.00% | 3.65% |
| 2012 | 0.00% | 3.82% |
| 2011 | 0.00% | 4.73% |
| 2010 | 0.00% | 3.45% |
| 2009 | 0.00% | 4.89% |
| 2008 | 0.00% | 7.97% |
| 2007 | 0.00% | 3.14% |
| 2006 | 0.00% | 0.52% |
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