TAGG vs DES

Comparison between T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).

5-Year PerformanceDES has outperformed TAGG, delivering a return of +6.2% compared to +0.3%

TAGG vs DES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAGG(ETF)	DES(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.08%	0.38%
Max Drawdown	21.31%	68.10%
Sharpe Ratio	0.35	1.46
5Y Beta	0.02	0.83
P/E Ratio	N/A	21.88
Forward P/E	N/A	13.20
5Y Dividends CAGR	N/A	6.06%
5Y EPS CAGR	N/A	8.81%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	1.66

Net Assets

TAGG

$1.90B

DES

$1.90B

Expense Ratio

Winner

TAGG

0.08%

DES

0.38%

Max Drawdown

Winner

TAGG

21.31%

DES

68.10%

Sharpe Ratio

TAGG

0.35

Winner

DES

1.46

5Y Beta

Winner

TAGG

0.02

DES

0.83

P/E Ratio

TAGG

N/A

DES

21.88

Forward P/E

TAGG

N/A

DES

13.20

5Y Dividends CAGR

TAGG

N/A

DES

6.06%

5Y EPS CAGR

TAGG

N/A

DES

8.81%

P/S Ratio

TAGG

N/A

DES

1.07

P/B Ratio

TAGG

N/A

DES

1.66

TAGG vs DES - Historical Returns

Returns include dividend reinvestment.

Period	TAGG	DES
1 month	+0.07%	+3.81%
3 months	+0.01%	+3.26%
6 months	+0.93%	+18.98%
1 year	+5.24%	+28.33%
5 years(CAGR)	+0.31%	+6.17%
10 years(CAGR)	N/A	+8.38%
Max(CAGR)	+0.31%	+7.72%

TAGG

+0.07%

Winner

DES

+3.81%

TAGG

+0.01%

Winner

DES

+3.26%

TAGG

+0.93%

Winner

DES

+18.98%

TAGG

+5.24%

Winner

DES

+28.33%

5Y(CAGR)

TAGG

+0.31%

Winner

DES

+6.17%

10Y(CAGR)

TAGG

N/A

DES

+8.38%

Max(CAGR)

TAGG

+0.31%

Winner

DES

+7.72%

TAGG vs DES - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TAGG	DES
2026	+0.48%	+15.52%
2025	+7.35%	+0.96%
2024	+2.10%	+9.71%
2023	+5.30%	+16.28%
2022	-12.04%	-11.65%
2021	+0.01%	+27.88%
2020	N/A	-3.69%
2019	N/A	+19.33%
2018	N/A	-13.42%
2017	N/A	+8.08%
2016	N/A	+33.60%
2015	N/A	-5.29%
2014	N/A	+8.94%
2013	N/A	+32.90%
2012	N/A	+16.16%
2011	N/A	-3.63%
2010	N/A	+24.59%
2009	N/A	+20.08%
2008	N/A	-27.07%
2007	N/A	-12.85%
2006	N/A	+16.40%

TAGG vs DES Drawdown Comparison

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

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

The current TAGG drawdown is -1.72%. The current DES drawdown is -0.51%.

Rank	TAGG	DES
#1	-17.27% Nov 9, 2021 - Oct 16, 2025	-65.45% Jun 4, 2007 - Feb 3, 2012
#2	-2.85% Feb 27, 2026 - Mar 27, 2026	-45.63% Aug 21, 2018 - Jan 14, 2021
#3	-1.08% Oct 27, 2025 - Nov 26, 2025	-25.16% Nov 25, 2024 - Feb 4, 2026
#4	-1.01% Oct 1, 2021 - Nov 5, 2021	-21.70% Jan 4, 2022 - Dec 14, 2023
#5	-0.88% Nov 26, 2025 - Jan 14, 2026	-19.34% Jun 23, 2015 - Apr 26, 2016
#6	-0.62% Jan 14, 2026 - Feb 5, 2026	-9.64% Jan 23, 2018 - Jun 4, 2018
#7	-0.21% Nov 5, 2021 - Nov 9, 2021	-9.47% Jul 1, 2014 - Nov 5, 2014
#8	-0.19% Oct 22, 2025 - Oct 27, 2025	-9.36% Jun 8, 2021 - Nov 3, 2021
#9	-0.17% Feb 10, 2026 - Feb 12, 2026	-9.15% Apr 2, 2012 - Jul 3, 2012
#10	-0.15% Feb 17, 2026 - Feb 23, 2026	-9.09% Sep 14, 2012 - Dec 20, 2012
#11	-0.14% Feb 6, 2026 - Feb 10, 2026	-8.96% Jul 31, 2024 - Oct 16, 2024
#12	-0.07% Feb 23, 2026 - Feb 26, 2026	-8.17% Nov 15, 2021 - Jan 4, 2022
#13	-0.07% Oct 16, 2025 - Oct 20, 2025	-7.64% Feb 20, 2026 - Apr 9, 2026
#14	N/A	-7.50% Dec 27, 2023 - Mar 28, 2024
#15	N/A	-7.44% Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between TAGG and DES is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2006 - 2026)

TAGG vs DES dividend yield comparison.

Year	TAGG	DES
2026	1.47%	0.41%
2025	4.36%	2.85%
2024	4.36%	2.81%
2023	3.48%	2.65%
2022	3.67%	2.89%
2021	0.33%	2.31%
2020	0.00%	2.75%
2019	0.00%	2.68%
2018	0.00%	3.65%
2017	0.00%	2.89%
2016	0.00%	2.70%
2015	0.00%	3.09%
2014	0.00%	2.68%
2013	0.00%	2.45%
2012	0.00%	4.04%
2011	0.00%	3.38%
2010	0.00%	3.57%
2009	0.00%	3.60%
2008	0.00%	6.09%
2007	0.00%	3.78%
2006	0.00%	1.82%