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USMF vs DEW

WisdomTree U.S. Multifactor Fund vs WisdomTree Global High Dividend Fund

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

DEW

WisdomTree Global High Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$141M

Key differences

  • USMF costs 0.30% less per year.
  • USMF covers north america markets; DEW covers global.
  • Over the last 3 years, DEW has delivered higher annualized returns.
  • DEW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USMFDEW
Annual cost (TER)0.28%0.58%
Fund size (AUM)$358M$141M
Since20172006
Dividend yield1.36%3.21%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+28.2%
CAGR 3Y+14.2%+19.3%
CAGR 5Y+7.8%+11.4%
Sharpe 3Y0.851.27
Volatility 1Y10.86%9.62%
Max drawdown-36.24%-38.77%

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

Similar to USMF and DEW