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DES vs DLS

WisdomTree U.S. SmallCap Dividend Fund vs WisdomTree International SmallCap Dividend Fund

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

DLS

WisdomTree International SmallCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$1.1B

Key differences

  • DES costs 0.20% less per year.
  • DES covers north america markets; DLS covers global.
  • Over the last 3 years, DLS has delivered higher annualized returns.

Side-by-side comparison

DESDLS
Annual cost (TER)0.38%0.58%
Fund size (AUM)$2.1B$1.1B
Since20062006
Dividend yield2.30%3.49%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+25.9%
CAGR 3Y+15.3%+16.9%
CAGR 5Y+6.1%+7.3%
Sharpe 3Y0.650.91
Volatility 1Y16.62%13.47%
Max drawdown-45.65%-44.77%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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