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USMF vs DWM

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

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

Key differences

  • USMF costs 0.20% less per year.
  • USMF covers north america markets; DWM covers global.
  • Over the last 3 years, DWM has delivered higher annualized returns.
  • DWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USMFDWM
Annual cost (TER)0.28%0.48%
Fund size (AUM)$358M$663M
Since20172006
Dividend yield1.36%2.78%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+22.3%
CAGR 3Y+14.2%+17.6%
CAGR 5Y+7.8%+10.2%
Sharpe 3Y0.850.95
Volatility 1Y10.86%14.24%
Max drawdown-36.24%-37.82%

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

Similar to USMF and DWM