USA vs DES

Comparison between Liberty All-Star Equity Fund (USA, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).

5-Year PerformanceDES has outperformed USA, delivering a return of +6.2% compared to +3.0%

USA vs DES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	DES(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.38%
Max Drawdown	82.89%	68.10%
Sharpe Ratio	-0.14	1.46
5Y Beta	0.80	0.83
P/E Ratio	N/A	21.88
Forward P/E	N/A	13.20
5Y Dividends CAGR	5.01%	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

USA

$1.90B

DES

$1.90B

Expense Ratio

USA

N/A

DES

0.38%

Max Drawdown

USA

82.89%

Winner

DES

68.10%

Sharpe Ratio

USA

-0.14

Winner

DES

1.46

5Y Beta

Winner

USA

0.80

DES

0.83

P/E Ratio

USA

N/A

DES

21.88

Forward P/E

USA

N/A

DES

13.20

5Y Dividends CAGR

USA

5.01%

Winner

DES

6.06%

5Y EPS CAGR

USA

N/A

DES

8.81%

P/S Ratio

USA

N/A

DES

1.07

P/B Ratio

USA

N/A

DES

1.66

USA vs DES - Historical Returns

Returns include dividend reinvestment.

Period	USA	DES
1 month	+3.85%	+3.81%
3 months	-1.30%	+3.26%
6 months	+2.90%	+18.98%
1 year	-0.48%	+28.33%
5 years(CAGR)	+3.04%	+6.17%
10 years(CAGR)	+12.57%	+8.38%
Max(CAGR)	+6.68%	+7.72%

Winner

USA

+3.85%

DES

+3.81%

USA

-1.30%

Winner

DES

+3.26%

USA

+2.90%

Winner

DES

+18.98%

USA

-0.48%

Winner

DES

+28.33%

5Y(CAGR)

USA

+3.04%

Winner

DES

+6.17%

10Y(CAGR)

Winner

USA

+12.57%

DES

+8.38%

Max(CAGR)

USA

+6.68%

Winner

DES

+7.72%

USA vs DES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	DES
2026	-2.13%	+15.52%
2025	-0.65%	+0.96%
2024	+22.04%	+9.71%
2023	+21.13%	+16.28%
2022	-25.15%	-11.65%
2021	+37.60%	+27.88%
2020	+11.48%	-3.69%
2019	+39.77%	+19.33%
2018	-4.91%	-13.42%
2017	+32.32%	+8.08%
2016	+8.93%	+33.60%
2015	-2.04%	-5.29%
2014	+9.24%	+8.94%
2013	+28.69%	+32.90%
2012	+18.32%	+16.16%
2011	-8.62%	-3.63%
2010	+19.75%	+24.59%
2009	+30.27%	+20.08%
2008	-43.42%	-27.07%
2007	-5.19%	-12.85%
2006	+10.28%	+16.40%
2005	-5.71%	N/A
2004	+10.37%	N/A
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs DES Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

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

The current USA drawdown is -7.40%. The current DES drawdown is -0.51%.

Rank	USA	DES
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-65.45% Jun 4, 2007 - Feb 3, 2012
#2	-50.47% May 21, 2001 - Mar 5, 2004	-45.63% Aug 21, 2018 - Jan 14, 2021
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-25.16% Nov 25, 2024 - Feb 4, 2026
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-21.70% Jan 4, 2022 - Dec 14, 2023
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-19.34% Jun 23, 2015 - Apr 26, 2016
#6	-21.83% May 14, 2015 - Dec 7, 2016	-9.64% Jan 23, 2018 - Jun 4, 2018
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-9.47% Jul 1, 2014 - Nov 5, 2014
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-9.36% Jun 8, 2021 - Nov 3, 2021
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-9.15% Apr 2, 2012 - Jul 3, 2012
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-9.09% Sep 14, 2012 - Dec 20, 2012
#11	-10.82% Jan 31, 2001 - May 1, 2001	-8.96% Jul 31, 2024 - Oct 16, 2024
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-8.17% Nov 15, 2021 - Jan 4, 2022
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-7.64% Feb 20, 2026 - Apr 9, 2026
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-7.50% Dec 27, 2023 - Mar 28, 2024
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-7.44% Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between USA and DES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

USA vs DES dividend yield comparison.

Year	USA	DES
2026	5.67%	0.41%
2025	10.67%	2.85%
2024	10.22%	2.81%
2023	9.56%	2.65%
2022	12.11%	2.89%
2021	9.67%	2.31%
2020	9.13%	2.75%
2019	9.75%	2.68%
2018	12.64%	3.65%
2017	8.89%	2.89%
2016	9.30%	2.70%
2015	9.53%	3.09%
2014	6.52%	2.68%
2013	5.86%	2.45%
2012	6.71%	4.04%
2011	8.06%	3.38%
2010	6.29%	3.57%
2009	7.16%	3.60%
2008	18.57%	6.09%
2007	12.77%	3.78%
2006	10.62%	1.82%
2005	9.54%	0.00%
2004	9.31%	0.00%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%