WisdomTree Global High Dividend Fund (DEW)
DEW is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Global High Dividend Index. DEW launched on Jun 16, 2006 and has a 0.58% expense ratio.
ETF Info
ISIN | US97717W8771 |
---|---|
CUSIP | 97717W877 |
Issuer | WisdomTree |
Inception Date | Jun 16, 2006 |
Region | Developed Markets (Broad) |
Category | Large Cap Value Equities, Dividend |
Index Tracked | WisdomTree Global High Dividend Index |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The WisdomTree Global High Dividend Fund has a high expense ratio of 0.58%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Popular comparisons: DEW vs. DTD, DEW vs. NOBL, DEW vs. SCHD, DEW vs. VOO, DEW vs. ^GSPC, DEW vs. IDVO, DEW vs. SPY, DEW vs. NTSX, DEW vs. PEY
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.
Returns By Period
WisdomTree Global High Dividend Fund had a return of 4.37% year-to-date (YTD) and 15.77% in the last 12 months. Over the past 10 years, WisdomTree Global High Dividend Fund had an annualized return of 4.78%, while the S&P 500 had an annualized return of 10.96%, indicating that WisdomTree Global High Dividend Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 4.37% | 10.04% |
1 month | 4.61% | 3.53% |
6 months | 13.91% | 22.79% |
1 year | 15.77% | 32.16% |
5 years (annualized) | 6.23% | 13.15% |
10 years (annualized) | 4.78% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.59% | 1.68% | ||||||||||
2023 | -2.81% | -2.26% | -3.34% | 6.85% | 5.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for WisdomTree Global High Dividend Fund (DEW) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
WisdomTree Global High Dividend Fund | 1.45 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
WisdomTree Global High Dividend Fund granted a 4.28% dividend yield in the last twelve months. The annual payout for that period amounted to $2.17 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.17 | $2.22 | $1.79 | $1.77 | $1.76 | $1.81 | $1.74 | $1.54 | $1.49 | $1.70 | $2.20 | $1.75 |
Dividend yield | 4.28% | 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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
2013 | $0.25 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.33 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 0.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-65.55% | Nov 1, 2007 | 337 | Mar 9, 2009 | 2040 | Apr 25, 2017 | 2377 |
-38.77% | Jan 21, 2020 | 44 | Mar 23, 2020 | 245 | Mar 12, 2021 | 289 |
-18.86% | Apr 21, 2022 | 121 | Oct 12, 2022 | 295 | Dec 14, 2023 | 416 |
-18.14% | Jan 29, 2018 | 229 | Dec 24, 2018 | 217 | Nov 4, 2019 | 446 |
-12.86% | Jul 16, 2007 | 24 | Aug 16, 2007 | 51 | Oct 29, 2007 | 75 |
Volatility
Volatility Chart
The current WisdomTree Global High Dividend Fund volatility is 2.69%, 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.