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DWMF vs USMF

WisdomTree International Multifactor Fund vs WisdomTree U.S. Multifactor Fund

DWMF

WisdomTree International Multifactor Fund

WisdomTree

Annual cost

0.38%

Fund size

$37M

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

Key differences

  • USMF costs 0.10% less per year.
  • USMF is significantly larger than DWMF — larger funds tend to be more liquid and less likely to close.
  • DWMF covers global markets; USMF covers north america.
  • DWMF follows a active selection strategy; USMF uses index tracking.
  • Over the last 3 years, USMF has delivered higher annualized returns.

Side-by-side comparison

DWMFUSMF
Annual cost (TER)0.38%0.28%
Fund size (AUM)$37M$358M
Since20182017
Dividend yield2.86%1.36%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.5%+6.2%
CAGR 3Y+13.1%+14.2%
CAGR 5Y+9.0%+7.8%
Sharpe 3Y0.860.85
Volatility 1Y11.07%10.86%
Max drawdown-29.72%-36.24%

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

Similar to DWMF and USMF