WisdomTree International Equity Fund (DWM)
DWM is a passive ETF by WisdomTree tracking the investment results of the WisdomTree International Equity Index. DWM launched on Jun 16, 2006 and has a 0.48% expense ratio.
ETF Info
ISIN | US97717W7039 |
---|---|
CUSIP | 97717W703 |
Issuer | WisdomTree |
Inception Date | Jun 16, 2006 |
Region | Developed Markets (Broad) |
Category | Foreign Large Cap Equities |
Leveraged | 1x |
Index Tracked | WisdomTree International Equity Index |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
DWM features an expense ratio of 0.48%, falling within the medium range.
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: DWM vs. BROIX, DWM vs. NSRIX, DWM vs. VFQY, DWM vs. VWOB, DWM vs. IDV, DWM vs. VXUS, DWM vs. SCHD, DWM vs. SCHF, DWM vs. DOL, DWM vs. IGRO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree International Equity 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 International Equity Fund had a return of 5.26% year-to-date (YTD) and 12.51% in the last 12 months. Over the past 10 years, WisdomTree International Equity Fund had an annualized return of 4.13%, while the S&P 500 had an annualized return of 11.39%, indicating that WisdomTree International Equity Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.26% | 25.48% |
1 month | -5.38% | 2.14% |
6 months | -2.65% | 12.76% |
1 year | 12.51% | 33.14% |
5 years (annualized) | 4.57% | 13.96% |
10 years (annualized) | 4.13% | 11.39% |
Monthly Returns
The table below presents the monthly returns of DWM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.95% | 2.25% | 3.66% | -2.28% | 4.87% | -2.54% | 3.41% | 3.35% | 0.77% | -4.32% | 5.26% | ||
2023 | 7.82% | -2.80% | 1.83% | 3.30% | -5.51% | 5.19% | 3.52% | -3.57% | -2.53% | -2.65% | 7.10% | 4.94% | 16.63% |
2022 | -0.52% | -2.62% | 1.25% | -5.55% | 2.25% | -8.66% | 3.35% | -5.24% | -8.97% | 5.06% | 13.35% | -0.96% | -9.04% |
2021 | -0.55% | 1.67% | 3.29% | 2.22% | 3.79% | -1.02% | 1.17% | 0.49% | -3.66% | 2.00% | -3.95% | 5.23% | 10.76% |
2020 | -3.76% | -7.99% | -16.15% | 5.75% | 4.12% | 2.91% | 1.17% | 4.67% | -2.19% | -3.92% | 11.26% | 4.84% | -2.33% |
2019 | 6.16% | 2.28% | 0.64% | 2.23% | -4.95% | 5.52% | -2.65% | -2.66% | 3.50% | 3.23% | 1.09% | 3.74% | 18.98% |
2018 | 4.92% | -5.40% | -0.60% | 2.24% | -2.73% | -1.50% | 2.88% | -2.64% | 1.11% | -7.30% | 0.57% | -5.24% | -13.53% |
2017 | 3.32% | 0.79% | 3.37% | 2.29% | 3.54% | 0.10% | 2.95% | -0.19% | 2.69% | 0.94% | 0.86% | 1.20% | 24.08% |
2016 | -4.70% | -2.95% | 6.76% | 2.23% | -0.60% | -2.04% | 3.82% | 0.75% | 1.06% | -1.98% | -2.04% | 3.36% | 3.13% |
2015 | 1.24% | 5.25% | -1.59% | 4.07% | -0.76% | -3.06% | 1.23% | -7.43% | -4.44% | 6.74% | -1.07% | -2.19% | -2.90% |
2014 | -5.44% | 7.16% | 0.34% | 1.88% | 1.58% | 0.65% | -1.96% | 0.35% | -4.59% | -0.53% | -0.05% | -3.82% | -4.93% |
2013 | 4.11% | -1.53% | 1.29% | 5.08% | -4.45% | -2.67% | 5.98% | -1.31% | 8.12% | 3.44% | 0.47% | 1.98% | 21.61% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DWM is 41, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree International Equity Fund (DWM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree International Equity Fund provided a 3.77% dividend yield over the last twelve months, with an annual payout of $2.03 per share. The fund has been increasing its distributions for 3 consecutive years.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.03 | $2.18 | $2.05 | $1.97 | $1.39 | $1.85 | $1.80 | $1.67 | $1.59 | $1.65 | $2.34 | $1.80 |
Dividend yield | 3.77% | 4.15% | 4.36% | 3.64% | 2.75% | 3.46% | 3.86% | 2.99% | 3.43% | 3.55% | 4.71% | 3.30% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree International Equity 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 | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.64 | |
2023 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.39 | $2.18 |
2022 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.31 | $2.05 |
2021 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.43 | $1.97 |
2020 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.33 | $1.39 |
2019 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.35 | $1.85 |
2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.33 | $1.80 |
2017 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $1.67 |
2016 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.32 | $1.59 |
2015 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $1.65 |
2014 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.39 | $2.34 |
2013 | $0.19 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.33 | $1.80 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree International Equity 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 Equity Fund was 62.10%, occurring on Mar 9, 2009. Recovery took 1330 trading sessions.
The current WisdomTree International Equity Fund drawdown is 7.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-62.1% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1330 | Jun 19, 2014 | 1669 |
-37.82% | Jan 29, 2018 | 541 | Mar 23, 2020 | 260 | Apr 5, 2021 | 801 |
-25.64% | Jan 13, 2022 | 177 | Sep 27, 2022 | 209 | Jul 28, 2023 | 386 |
-23.34% | Jul 7, 2014 | 405 | Feb 11, 2016 | 310 | May 5, 2017 | 715 |
-13.52% | Jul 13, 2007 | 25 | Aug 16, 2007 | 31 | Oct 1, 2007 | 56 |
Volatility
Volatility Chart
The current WisdomTree International Equity Fund volatility is 4.24%, 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.