SMDV vs DWM
Comparison between PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF) and WISDOMTREE INTERNATIONAL EQUITY FUND (DWM, ETF).
5-Year PerformanceDWM has outperformed SMDV, delivering a return of +9.3% compared to +4.2%
SMDV vs DWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMDV
$661M
Winner
DWM
$663M
Expense Ratio
Winner
SMDV
0.40%
DWM
0.48%
Max Drawdown
Winner
SMDV
34.45%
DWM
64.27%
Sharpe Ratio
SMDV
0.83
Winner
DWM
1.02
5Y Beta
SMDV
0.68
Winner
DWM
0.64
P/E Ratio
SMDV
20.65
DWM
N/A
Forward P/E
SMDV
15.71
DWM
N/A
5Y Dividends CAGR
SMDV
7.95%
Winner
DWM
8.84%
5Y EPS CAGR
SMDV
5.90%
DWM
N/A
Debt to Equity
SMDV
60.28%
DWM
N/A
P/S Ratio
SMDV
1.36
DWM
N/A
P/B Ratio
SMDV
1.68
DWM
N/A
SMDV vs DWM - Holdings Comparison
SMDV and DWM have 1 common holdings. Overlap is 0.00%
SMDV's top 25 holdings weight is 28.66%. DWM's top 25 holdings weight is 21.92%.
| Rank | SMDV | DWM |
|---|---|---|
| #1 | POWER INTEGRATIONS INC (POWI) - 1.73% | HSBC HOLDINGS PLC (n/a) - 1.65% |
| #2 | MATERION CORP (MTRN) - 1.46% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.17% |
| #3 | INSPERITY INC (NSP) - 1.35% | NESTLE SA (n/a) - 1.14% |
| #4 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.22% | TOYOTA MOTOR CORP (n/a) - 1.12% |
| #5 | ENPRO INC (NPO) - 1.22% | INTESA SANPAOLO (n/a) - 1.09% |
| #6 | POLARIS INC (PII) - 1.20% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.07% |
| #7 | GORMAN-RUPP CO (GRC) - 1.18% | SHELL PLC (n/a) - 1.05% |
| #8 | MATSON INC (MATX) - 1.14% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.97% |
| #9 | FINANCIAL INSTITUTIONS INC (FISI) - 1.11% | ASML HOLDING NV (n/a) - 0.93% |
| #10 | TOMPKINS FINANCIAL CORP (TMP) - 1.10% | BHP GROUP LTD (n/a) - 0.90% |
| #11 | n/a (HASI) - 1.09% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.86% |
| #12 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.08% | EQUINOR ASA (n/a) - 0.79% |
| #13 | INNOSPEC INC (IOSP) - 1.08% | AXA SA (n/a) - 0.78% |
| #14 | COMMUNITY TRUST BANCORP INC (CTBI) - 1.07% | BNP PARIBAS ACT. CAT.A (n/a) - 0.76% |
| #15 | QUAKER HOUGHTON (KWR) - 1.07% | n/a (n/a) - 0.76% |
| #16 | CHOICEONE FINANCIAL SERVICES INC (COFS) - 1.07% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.76% |
| #17 | ASSOCIATED BANC-CORP (ASB) - 1.07% | ALLIANZ SE (n/a) - 0.72% |
| #18 | GRIFFON CORP (GFF) - 1.06% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.71% |
| #19 | NBT BANCORP INC (NBTB) - 1.06% | UNICREDIT SPA (n/a) - 0.71% |
| #20 | ANDERSONS INC (ANDE) - 1.06% | ENEL SPA (n/a) - 0.69% |
| #21 | n/a (AGM) - 1.05% | BP PLC (n/a) - 0.67% |
| #22 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.05% | IBERDROLA SA (n/a) - 0.67% |
| #23 | STEPAN CO (SCL) - 1.05% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.67% |
| #24 | S&T BANCORP INC (STBA) - 1.05% | CAIXABANK SA (n/a) - 0.64% |
| #25 | FIRST BUSEY CORP (BUSE) - 1.04% | ASTRAZENECA PLC (AZN) - 0.64% |
| Total Holdings | 103 | 1290 |
SMDV vs DWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMDV
-0.03%
DWM
-0.40%
3M
Winner
SMDV
+3.21%
DWM
+2.05%
6M
Winner
SMDV
+10.43%
DWM
+8.39%
1Y
SMDV
+16.86%
Winner
DWM
+18.77%
5Y(CAGR)
SMDV
+4.24%
Winner
DWM
+9.28%
10Y(CAGR)
SMDV
+7.17%
Winner
DWM
+8.26%
Max(CAGR)
Winner
SMDV
+7.80%
DWM
+5.56%
SMDV vs DWM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SMDV | DWM |
|---|---|---|
| 2026 | +10.44% | +4.97% |
| 2025 | +1.71% | +35.07% |
| 2024 | +7.13% | +5.13% |
| 2023 | +8.64% | +15.88% |
| 2022 | -6.23% | -9.48% |
| 2021 | +20.72% | +10.16% |
| 2020 | -4.26% | -3.06% |
| 2019 | +18.00% | +18.95% |
| 2018 | -0.91% | -14.21% |
| 2017 | +5.11% | +23.46% |
| 2016 | +38.82% | +4.57% |
| 2015 | +2.43% | -2.76% |
| 2014 | N/A | -2.92% |
| 2013 | N/A | +19.68% |
| 2012 | N/A | +14.58% |
| 2011 | N/A | -10.59% |
| 2010 | N/A | +2.37% |
| 2009 | N/A | +24.72% |
| 2008 | N/A | -41.62% |
| 2007 | N/A | +13.30% |
| 2006 | N/A | +23.89% |
SMDV vs DWM Drawdown Comparison
The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.
The maximum drawdown for DWM was -62.06%, occurring on Mar 9, 2009. Recovery took 1659 trading sessions.
The current SMDV drawdown is -1.08%. The current DWM drawdown is -4.18%.
| Rank | SMDV | DWM |
|---|---|---|
| #1 | -34.12% Jan 16, 2020 - Jan 14, 2021 | -62.06% Oct 31, 2007 - Jun 6, 2014 |
| #2 | -21.23% Nov 25, 2024 - Feb 6, 2026 | -37.81% Jan 26, 2018 - Apr 5, 2021 |
| #3 | -18.49% Feb 3, 2023 - Dec 19, 2023 | -25.67% Jan 12, 2022 - Jul 31, 2023 |
| #4 | -16.64% Jan 4, 2022 - Feb 2, 2023 | -23.37% Jul 3, 2014 - May 5, 2017 |
| #5 | -13.52% Sep 21, 2018 - Feb 19, 2019 | -13.52% Jul 12, 2007 - Oct 1, 2007 |
| #6 | -11.18% Mar 12, 2021 - Nov 5, 2021 | -12.69% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -10.59% Nov 29, 2017 - Jun 15, 2018 | -10.93% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -9.96% Dec 26, 2023 - Jul 15, 2024 | -9.61% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -9.79% Feb 13, 2026 - Mar 20, 2026 | -9.57% Sep 26, 2024 - Mar 5, 2025 |
| #10 | -8.76% Nov 27, 2015 - Mar 3, 2016 | -7.80% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -8.60% Jun 23, 2015 - Oct 28, 2015 | -7.58% Sep 3, 2021 - Jan 12, 2022 |
| #12 | -8.59% Jul 26, 2024 - Nov 6, 2024 | -6.63% Jul 12, 2024 - Aug 19, 2024 |
| #13 | -7.65% Nov 11, 2021 - Jan 4, 2022 | -6.37% Jul 3, 2006 - Jul 28, 2006 |
| #14 | -6.58% Jul 30, 2019 - Sep 11, 2019 | -4.76% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -5.84% Apr 26, 2017 - Jun 13, 2017 | -4.47% Mar 27, 2024 - May 7, 2024 |
Correlation
Correlation between SMDV and DWM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2006 - 2026)
SMDV vs DWM dividend yield comparison.
| Year | SMDV | DWM |
|---|---|---|
| 2026 | 0.49% | 0.23% |
| 2025 | 2.67% | 3.06% |
| 2024 | 2.68% | 3.86% |
| 2023 | 2.69% | 4.15% |
| 2022 | 2.51% | 4.36% |
| 2021 | 2.02% | 3.64% |
| 2020 | 2.13% | 2.74% |
| 2019 | 2.03% | 3.46% |
| 2018 | 1.97% | 3.86% |
| 2017 | 1.84% | 2.99% |
| 2016 | 1.35% | 3.43% |
| 2015 | 1.81% | 3.55% |
| 2014 | 0.00% | 4.71% |
| 2013 | 0.00% | 3.29% |
| 2012 | 0.00% | 3.52% |
| 2011 | 0.00% | 4.58% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 4.48% |
| 2008 | 0.00% | 4.56% |
| 2007 | 0.00% | 1.32% |
| 2006 | 0.00% | 0.38% |
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