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DTD vs DES

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

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$1.6B

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

Key differences

  • DTD costs 0.10% less per year.
  • Over the last 3 years, DTD has delivered higher annualized returns.

Side-by-side comparison

DTDDES
Annual cost (TER)0.28%0.38%
Fund size (AUM)$1.6B$2.1B
Since20062006
Dividend yield1.86%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.1%+27.9%
CAGR 3Y+18.3%+15.3%
CAGR 5Y+11.8%+6.1%
Sharpe 3Y1.180.65
Volatility 1Y9.38%16.62%
Max drawdown-37.29%-45.65%

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

Similar to DTD and DES