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DES vs DOL

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

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

DOL

WisdomTree True Developed International Fund

WisdomTree

Annual cost

0.48%

Fund size

$792M

Key differences

  • DES costs 0.10% less per year.
  • DES covers north america markets; DOL covers global.
  • Over the last 3 years, DOL has delivered higher annualized returns.

Side-by-side comparison

DESDOL
Annual cost (TER)0.38%0.48%
Fund size (AUM)$2.1B$792M
Since20062006
Dividend yield2.30%2.55%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+28.8%
CAGR 3Y+15.3%+19.9%
CAGR 5Y+6.1%+12.3%
Sharpe 3Y0.651.09
Volatility 1Y16.62%15.04%
Max drawdown-45.65%-35.99%

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

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