TILT vs DES
Comparison between FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND (TILT, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceTILT has outperformed DES, delivering a return of +11.9% compared to +8.3%
TILT vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TILT
$2.20B
DES
$2.20B
Expense Ratio
Winner
TILT
0.25%
DES
0.38%
Max Drawdown
Winner
TILT
38.78%
DES
68.10%
Sharpe Ratio
TILT
1.59
Winner
DES
1.60
5Y Beta
TILT
0.96
Winner
DES
0.80
P/E Ratio
TILT
24.13
Winner
DES
22.86
Forward P/E
TILT
16.73
Winner
DES
13.96
5Y Dividends CAGR
Winner
TILT
7.70%
DES
6.38%
5Y EPS CAGR
Winner
TILT
22.08%
DES
6.84%
Debt to Equity
TILT
55.65%
DES
N/A
P/S Ratio
TILT
2.02
Winner
DES
1.09
P/B Ratio
TILT
3.27
Winner
DES
1.84
TILT vs DES - Holdings Comparison
TILT and DES have 287 common holdings. Overlap is 3.62%
TILT's top 25 holdings weight is 34.09%. DES's top 25 holdings weight is 19.65%.
| Rank | TILT | DES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.94% | TFS FINANCIAL CORP (TFSL) - 1.22% |
| #2 | APPLE INC (AAPL) - 4.55% | EPR PROPERTIES (EPR) - 1.10% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | KODIAK GAS SERVICES INC (KGS) - 1.05% |
| #4 | AMAZON.COM INC (AMZN) - 2.54% | SONOCO PRODUCTS CO (SON) - 0.97% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.05% | CAL-MAINE FOODS INC (CALM) - 0.96% |
| #6 | BROADCOM INC (AVGO) - 1.81% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.90% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.79% | PBF ENERGY INC CLASS A (PBF) - 0.89% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.62% | ARCHROCK INC (AROC) - 0.83% |
| #9 | TESLA INC (TSLA) - 1.43% | OUTFRONT MEDIA INC (OUT) - 0.83% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% | TRAVEL&LEISURE CO (TNL) - 0.83% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.23% | FIRST BANCORP (FBP) - 0.81% |
| #12 | ELI LILLY AND CO (LLY) - 0.97% | AVNET INC (AVT) - 0.78% |
| #13 | EXXON MOBIL CORP (XOM) - 0.71% | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.69% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.74% |
| #15 | VISA INC CLASS A (V) - 0.68% | n/a (HASI) - 0.69% |
| #16 | ABBVIE INC (ABBV) - 0.57% | AMERICOLD REALTY TRUST INC (COLD) - 0.67% |
| #17 | WALMART INC (WMT) - 0.54% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.67% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.53% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.66% |
| #19 | BANK OF AMERICA CORP (BAC) - 0.52% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #20 | THE HOME DEPOT INC (HD) - 0.47% | n/a (CRC) - 0.63% |
| #21 | ACCENTURE PLC CLASS A (ACN) - 0.23% | BATH & BODY WORKS INC (BBWI) - 0.62% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.22% | AVISTA CORP (AVA) - 0.61% |
| #23 | GILEAD SCIENCES INC (GILD) - 0.22% | POLARIS INC (PII) - 0.61% |
| #24 | CAPITAL ONE FINANCIAL CORP (COF) - 0.22% | INTERPARFUMS INC (IPAR) - 0.58% |
| #25 | BLACKROCK INC (BLK) - 0.21% | n/a (MCHB) - 0.57% |
| Total Holdings | 1819 | 517 |
TILT vs DES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TILT
+2.25%
DES
+2.10%
3M
TILT
+5.71%
Winner
DES
+6.28%
6M
Winner
TILT
+10.91%
DES
+10.14%
1Y
TILT
+25.67%
Winner
DES
+32.23%
5Y(CAGR)
Winner
TILT
+11.89%
DES
+8.28%
10Y(CAGR)
Winner
TILT
+13.84%
DES
+8.15%
Max(CAGR)
Winner
TILT
+14.70%
DES
+7.97%
TILT vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | TILT | DES |
|---|---|---|
| 2026 | +14.18% | +23.41% |
| 2025 | +16.78% | +0.96% |
| 2024 | +20.52% | +9.71% |
| 2023 | +25.13% | +16.28% |
| 2022 | -17.73% | -11.65% |
| 2021 | +29.40% | +27.88% |
| 2020 | +15.43% | -3.69% |
| 2019 | +28.62% | +19.33% |
| 2018 | -9.38% | -13.42% |
| 2017 | +17.29% | +8.08% |
| 2016 | +18.75% | +33.60% |
| 2015 | -1.72% | -5.29% |
| 2014 | +11.48% | +8.94% |
| 2013 | +32.34% | +32.90% |
| 2012 | +14.64% | +16.16% |
| 2011 | +14.01% | -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% |
TILT vs DES Drawdown Comparison
The maximum drawdown for TILT was -38.44%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current TILT drawdown is -0.62%. The current DES drawdown is -1.25%.
| Rank | TILT | DES |
|---|---|---|
| #1 | -38.44% Feb 19, 2020 - Sep 2, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -24.12% Jan 4, 2022 - Dec 14, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -21.48% Sep 20, 2018 - Jul 12, 2019 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -19.85% Dec 4, 2024 - Jul 2, 2025 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -17.59% Jun 23, 2015 - Jul 14, 2016 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -11.02% Mar 27, 2012 - Sep 6, 2012 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -10.02% Jan 26, 2018 - Aug 6, 2018 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -9.51% Oct 28, 2011 - Jan 6, 2012 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -9.05% Sep 2, 2020 - Oct 12, 2020 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -8.50% Feb 9, 2026 - Apr 15, 2026 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -8.38% Sep 2, 2014 - Nov 6, 2014 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -8.33% Sep 14, 2012 - Jan 2, 2013 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -6.95% Jul 26, 2019 - Oct 28, 2019 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -6.89% Oct 12, 2020 - Nov 5, 2020 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between TILT and DES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
TILT vs DES dividend yield comparison.
| Year | TILT | DES |
|---|---|---|
| 2026 | 0.45% | 0.98% |
| 2025 | 1.15% | 2.85% |
| 2024 | 1.23% | 2.81% |
| 2023 | 1.44% | 2.65% |
| 2022 | 1.60% | 2.89% |
| 2021 | 1.16% | 2.31% |
| 2020 | 1.49% | 2.75% |
| 2019 | 1.54% | 2.68% |
| 2018 | 1.97% | 3.65% |
| 2017 | 1.55% | 2.89% |
| 2016 | 1.60% | 2.70% |
| 2015 | 1.98% | 3.09% |
| 2014 | 1.33% | 2.68% |
| 2013 | 0.98% | 2.45% |
| 2012 | 1.11% | 4.04% |
| 2011 | 0.46% | 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% |
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