WisdomTree U.S. SmallCap Dividend Fund (DES)

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The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. SmallCap Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WisdomTree U.S. SmallCap Dividend Fund (DES) has returned 7.74% so far this year and 15.59% over the past 12 months. Over the last ten years, DES has returned 7.69% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 16, 2006, DES's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, your investment would double in approximately 7.5 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +24.5%, while the worst month was Mar 2020 at -25.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, DES closed higher 52% of trading days. The best single day was Mar 23, 2009 with a return of +10.6%, while the worst single day was Dec 1, 2008 at -14.8%.

WisdomTree U.S. SmallCap Dividend Fund has an annualized alpha of -0.84%, beta of 1.07, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since June 19, 2006.

• This ETF participated in 109.33% of S&P 500 Index downside but only 103.88% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.07 and R² of 0.73, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DES has an expense ratio of 0.38%, placing it in the medium range.

DES ranks 41 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for WisdomTree U.S. SmallCap Dividend Fund (DES) and compare them to a chosen benchmark (S&P 500 Index).

WisdomTree U.S. SmallCap Dividend Fund provided a 2.54% dividend yield over the last twelve months, with an annual payout of $0.91 per share.

The table displays the monthly dividend distributions for WisdomTree U.S. SmallCap Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the WisdomTree U.S. SmallCap Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree U.S. SmallCap Dividend Fund was 65.48%, occurring on Mar 9, 2009. Recovery took 734 trading sessions.

The current WisdomTree U.S. SmallCap Dividend Fund drawdown is 4.41%.

The chart below shows the rolling one-month volatility.