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USMF vs DTH

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

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

DTH

WisdomTree International High Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$685M

Key differences

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

Side-by-side comparison

USMFDTH
Annual cost (TER)0.28%0.58%
Fund size (AUM)$358M$685M
Since20172006
Dividend yield1.36%3.41%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+29.2%
CAGR 3Y+14.2%+19.9%
CAGR 5Y+7.8%+11.9%
Sharpe 3Y0.851.12
Volatility 1Y10.86%12.69%
Max drawdown-36.24%-40.75%

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

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