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USMF vs DES
WisdomTree U.S. Multifactor Fund vs WisdomTree U.S. SmallCap Dividend Fund
Key differences
- USMF costs 0.10% less per year.
- DES is significantly larger than USMF — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DES has delivered higher annualized returns.
- DES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USMF | DES | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.38% |
| Fund size (AUM) | $358M | $2.1B |
| Since | 2017 | 2006 |
| Dividend yield | 1.36% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.2% | +27.9% |
| CAGR 3Y | +14.2% | +15.3% |
| CAGR 5Y | +7.8% | +6.1% |
| Sharpe 3Y | 0.85 | 0.65 |
| Volatility 1Y | 10.86% | 16.62% |
| Max drawdown | -36.24% | -45.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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