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WisdomTree Global High Dividend Fund (DEW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717W8771

CUSIP

97717W877

Issuer

WisdomTree

Inception Date

Jun 16, 2006

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

WisdomTree Global High Dividend Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
DEW vs. DTD DEW vs. IDVO DEW vs. NOBL DEW vs. ^GSPC DEW vs. VOO DEW vs. SCHD DEW vs. NTSX DEW vs. SPY DEW vs. PEY DEW vs. VIG
Popular comparisons:
DEW vs. DTD DEW vs. IDVO DEW vs. NOBL DEW vs. ^GSPC DEW vs. VOO DEW vs. SCHD DEW vs. NTSX DEW vs. SPY DEW vs. PEY DEW vs. VIG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree Global High 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.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
8.66%
11.50%
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)

Returns By Period

WisdomTree Global High Dividend Fund had a return of 15.15% year-to-date (YTD) and 23.12% in the last 12 months. Over the past 10 years, WisdomTree Global High Dividend Fund had an annualized return of 5.72%, while the S&P 500 had an annualized return of 11.13%, indicating that WisdomTree Global High Dividend Fund did not perform as well as the benchmark.


DEW

YTD

15.15%

1M

-0.47%

6M

8.66%

1Y

23.12%

5Y (annualized)

7.27%

10Y (annualized)

5.72%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of DEW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.59%1.68%4.81%-2.99%4.00%-1.07%5.38%3.65%1.33%-1.30%15.15%
20235.08%-3.22%-0.84%1.70%-5.46%5.04%3.91%-2.81%-2.26%-3.34%6.85%5.37%9.39%
20221.16%-1.33%2.92%-4.31%2.53%-7.08%2.11%-3.19%-8.39%7.08%9.54%-2.22%-2.73%
2021-0.61%4.43%6.09%2.21%3.63%-1.89%0.25%1.64%-3.60%3.18%-3.15%7.99%21.29%
2020-4.08%-8.98%-18.34%9.10%2.67%1.49%1.34%2.94%-4.07%-2.96%13.23%4.01%-7.32%
20197.73%1.93%1.33%1.68%-5.36%5.68%-0.92%-2.23%3.59%1.77%1.26%2.94%20.45%
20183.57%-5.45%-1.54%0.86%-0.70%-0.35%2.90%-0.93%0.64%-4.49%2.03%-7.03%-10.58%
20171.06%2.05%0.91%0.09%1.05%0.61%2.52%-0.30%2.70%-0.51%2.25%2.02%15.38%
2016-4.05%0.30%8.39%1.52%-0.30%2.03%2.79%-0.62%1.55%-2.46%1.72%3.15%14.36%
2015-0.59%4.83%-2.70%5.16%-1.86%-3.72%-0.46%-6.73%-4.05%7.43%-1.44%-1.81%-6.70%
2014-6.17%5.32%1.71%2.35%1.37%1.72%-1.57%1.25%-4.89%-0.02%-0.56%-3.78%-3.81%
20133.46%-1.18%1.27%3.13%-3.16%-3.79%5.15%-2.04%6.79%4.30%-0.66%1.51%15.07%

Expense Ratio

DEW features an expense ratio of 0.58%, falling within the medium range.


Expense ratio chart for DEW: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of DEW is 76, placing it in the top 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of DEW is 7676
Combined Rank
The Sharpe Ratio Rank of DEW is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of DEW is 7272
Sortino Ratio Rank
The Omega Ratio Rank of DEW is 7171
Omega Ratio Rank
The Calmar Ratio Rank of DEW is 8989
Calmar Ratio Rank
The Martin Ratio Rank of DEW is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree Global High Dividend Fund (DEW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DEW, currently valued at 2.24, compared to the broader market0.002.004.002.242.46
The chart of Sortino ratio for DEW, currently valued at 3.06, compared to the broader market-2.000.002.004.006.008.0010.0012.003.063.31
The chart of Omega ratio for DEW, currently valued at 1.40, compared to the broader market0.501.001.502.002.503.001.401.46
The chart of Calmar ratio for DEW, currently valued at 4.36, compared to the broader market0.005.0010.0015.004.363.55
The chart of Martin ratio for DEW, currently valued at 13.33, compared to the broader market0.0020.0040.0060.0080.00100.0013.3315.76
DEW
^GSPC

The current WisdomTree Global High Dividend Fund Sharpe ratio is 2.24. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree Global High Dividend Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.24
2.46
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree Global High Dividend Fund provided a 3.95% dividend yield over the last twelve months, with an annual payout of $2.15 per share. The fund has been increasing its distributions for 3 consecutive years.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.15$2.22$1.79$1.77$1.76$1.81$1.74$1.54$1.49$1.70$2.20$1.75

Dividend yield

3.95%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%5.00%3.65%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.33$0.00$0.00$0.75$0.00$0.00$0.55$0.00$0.00$1.62
2023$0.00$0.00$0.38$0.00$0.00$0.72$0.00$0.00$0.60$0.00$0.00$0.53$2.22
2022$0.00$0.00$0.30$0.00$0.00$0.58$0.00$0.00$0.53$0.00$0.00$0.38$1.79
2021$0.00$0.00$0.25$0.00$0.00$0.49$0.00$0.00$0.55$0.00$0.00$0.49$1.77
2020$0.00$0.00$0.32$0.00$0.00$0.39$0.00$0.00$0.60$0.00$0.00$0.46$1.76
2019$0.00$0.00$0.36$0.00$0.00$0.52$0.00$0.00$0.51$0.00$0.00$0.42$1.81
2018$0.00$0.00$0.24$0.00$0.00$0.61$0.00$0.00$0.49$0.00$0.00$0.40$1.74
2017$0.00$0.00$0.28$0.00$0.00$0.50$0.00$0.00$0.38$0.00$0.00$0.38$1.54
2016$0.00$0.00$0.25$0.00$0.00$0.47$0.00$0.00$0.43$0.00$0.00$0.35$1.49
2015$0.00$0.00$0.23$0.00$0.00$0.63$0.00$0.00$0.51$0.00$0.00$0.33$1.70
2014$0.00$0.00$0.59$0.00$0.00$0.73$0.00$0.00$0.47$0.00$0.00$0.41$2.20
2013$0.25$0.00$0.00$0.79$0.00$0.00$0.38$0.00$0.00$0.33$1.75

Drawdowns

Drawdowns Chart

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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.54%
-1.40%
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Global High 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 Global High Dividend Fund was 65.55%, occurring on Mar 9, 2009. Recovery took 2040 trading sessions.

The current WisdomTree Global High Dividend Fund drawdown is 1.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.55%Nov 1, 2007337Mar 9, 20092040Apr 25, 20172377
-38.77%Jan 21, 202044Mar 23, 2020245Mar 12, 2021289
-18.86%Apr 21, 2022121Oct 12, 2022295Dec 14, 2023416
-18.14%Jan 29, 2018229Dec 24, 2018217Nov 4, 2019446
-12.86%Jul 16, 200724Aug 16, 200751Oct 29, 200775

Volatility

Volatility Chart

The current WisdomTree Global High Dividend Fund volatility is 2.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
2.44%
4.07%
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)