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ISIN
US97717W7781
CUSIP
97717W778
Inception Date
Jun 16, 2006
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
WisdomTree International MidCap Dividend Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$165M

Share Price Chart


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Performance

DIM Performance Chart

WisdomTree International MidCap Dividend Fund (DIM) is up 7.8% since the beginning of the year. DIM is currently trading at $87 per share. Investors who bought $1,000 worth of DIM shares 5 years ago would now be looking at an investment worth $1,499.


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S&P 500 Index

Returns By Period

WisdomTree International MidCap Dividend Fund (DIM) has returned 7.79% so far this year and 20.07% over the past 12 months. Over the last ten years, DIM has returned 7.98% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


WisdomTree International MidCap Dividend Fund

1D
0.21%
1M
0.16%
YTD
7.79%
6M
10.77%
1Y
20.07%
3Y*
18.23%
5Y*
8.43%
10Y*
7.98%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DIM Monthly Returns History

Based on dividend-adjusted daily data since Jun 16, 2006, DIM's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +13.1%, while the worst month was Oct 2008 at -24.2%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DIM closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +14.8%, while the worst single day was Mar 16, 2020 at -11.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.76%5.77%-7.13%4.91%0.83%-0.96%7.79%
20253.61%2.97%2.42%5.95%5.16%4.15%-1.33%3.84%0.81%-0.45%2.87%2.32%37.25%
2024-1.85%1.90%3.69%-3.14%4.80%-3.36%4.68%3.25%1.87%-4.92%0.34%-3.15%3.51%
20238.00%-2.45%0.80%2.73%-4.93%3.40%4.39%-2.94%-3.21%-3.37%7.45%5.32%15.00%
2022-2.04%-2.49%0.17%-5.79%2.74%-8.91%3.24%-5.17%-12.06%5.15%12.65%-0.16%-14.09%
20210.02%2.42%3.14%1.53%2.98%-1.75%1.32%1.32%-2.74%1.73%-5.04%4.65%9.55%

Benchmark Metrics

WisdomTree International MidCap Dividend Fund has an annualized alpha of -1.68%, beta of 0.91, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since June 19, 2006.

  • This ETF participated in 102.21% of S&P 500 Index downside but only 88.36% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.91 and R2 of 0.72, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.68%
Beta
0.91
0.72
Upside Capture
88.36%
Downside Capture
102.21%

Expense Ratio

DIM has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

DIM ranks 42 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.


DIM Risk / Return Rank: 4242
Overall Rank
DIM Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
DIM Sortino Ratio Rank: 4242
Sortino Ratio Rank
DIM Omega Ratio Rank: 4242
Omega Ratio Rank
DIM Calmar Ratio Rank: 3838
Calmar Ratio Rank
DIM Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree International MidCap Dividend Fund (DIM) and compare them to S&P 500 Index.


DIMBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.55

2.39

-0.84

Sortino ratio

Return per unit of downside risk

2.18

3.25

-1.08

Omega ratio

Gain probability vs. loss probability

1.28

1.43

-0.16

Calmar ratio

Return relative to maximum drawdown

1.91

3.11

-1.20

Martin ratio

Return relative to average drawdown

7.25

14.38

-7.13

Dividends

Dividend History

WisdomTree International MidCap Dividend Fund provided a 2.83% dividend yield over the last twelve months, with an annual payout of $2.45 per share.


2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.45$2.58$2.18$2.81$2.19$2.46$1.61$2.14$1.86$1.77$1.63$1.56

Dividend yield

2.83%3.20%3.58%4.62%3.96%3.65%2.53%3.26%3.28%2.57%2.94%2.81%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.06$0.00$0.00$0.00$0.06
2025$0.00$0.00$0.19$0.00$0.00$1.47$0.00$0.00$0.50$0.00$0.00$0.43$2.58
2024$0.00$0.00$0.11$0.00$0.00$1.14$0.00$0.00$0.37$0.00$0.00$0.57$2.18
2023$0.00$0.00$0.44$0.00$0.00$1.42$0.00$0.00$0.33$0.00$0.00$0.63$2.81
2022$0.00$0.00$0.10$0.00$0.00$1.28$0.00$0.00$0.30$0.00$0.00$0.52$2.19
2021$0.00$0.00$0.07$0.00$0.00$1.11$0.00$0.00$0.85$0.00$0.00$0.43$2.46

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree International MidCap 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 International MidCap Dividend Fund was 61.45%, occurring on Mar 9, 2009. Recovery took 1163 trading sessions.

The current WisdomTree International MidCap Dividend Fund drawdown is 2.84%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-61.45%Mar 2009
1y 4mo4y 7mo
5y 11moNov 2007 - Oct 2013
COVID crash2020
-40.89%Mar 2020
2y 1mo11mo 24d
3y 1moJan 2018 - Mar 2021
Bear market2022
-30.71%Oct 2022
1y 1mo1y 7mo
2y 8moSep 2021 - May 2024
2016 bear market2016
-20.57%Feb 2016
8mo 29d1y 1mo
1y 10moMay 2015 - Mar 2017
2007 correction2007
-14.20%Aug 2007
1mo 4d2mo 14d
3mo 18dJul 2007 - Oct 2007

Drawdown Indicators


DIMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.45%

-56.78%

-4.67%

Max Drawdown (1Y)

Largest decline over 1 year

-10.56%

-9.10%

-1.46%

Max Drawdown (3Y)

Largest decline over 3 years

-12.13%

-18.90%

+6.77%

Max Drawdown (5Y)

Largest decline over 5 years

-30.71%

-25.43%

-5.28%

Max Drawdown (10Y)

Largest decline over 10 years

-40.89%

-33.92%

-6.97%

Current Drawdown

Current decline from peak

-2.84%

0.00%

-2.84%

Average Drawdown

Average peak-to-trough decline

-12.63%

-10.72%

-1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.77%

1.97%

+0.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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