DES vs. IWN
Compare and contrast key facts about WisdomTree U.S. SmallCap Dividend Fund (DES) and iShares Russell 2000 Value ETF (IWN).
DES and IWN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree SmallCap Dividend (TR). It was launched on Jun 16, 2006. IWN is a passively managed fund by iShares that tracks the performance of the Russell 2000 Value Index. It was launched on Jul 24, 2000. Both DES and IWN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DES vs. IWN - Performance Comparison
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DES vs. IWN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 7.74% | 0.25% | 9.93% | 16.50% | -10.96% | 26.51% | -4.26% | 20.26% | -12.85% | 8.64% |
IWN iShares Russell 2000 Value ETF | 4.91% | 12.40% | 7.63% | 14.56% | -14.77% | 27.96% | 4.66% | 22.01% | -13.01% | 7.69% |
Returns By Period
In the year-to-date period, DES achieves a 7.74% return, which is significantly higher than IWN's 4.91% return. Over the past 10 years, DES has underperformed IWN with an annualized return of 7.69%, while IWN has yielded a comparatively higher 9.40% annualized return.
DES
- 1D
- 1.53%
- 1M
- -2.75%
- YTD
- 7.74%
- 6M
- 7.99%
- 1Y
- 15.59%
- 3Y*
- 11.06%
- 5Y*
- 5.64%
- 10Y*
- 7.69%
IWN
- 1D
- 2.58%
- 1M
- -3.76%
- YTD
- 4.91%
- 6M
- 8.14%
- 1Y
- 27.81%
- 3Y*
- 13.54%
- 5Y*
- 5.25%
- 10Y*
- 9.40%
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DES vs. IWN - Expense Ratio Comparison
DES has a 0.38% expense ratio, which is higher than IWN's 0.24% expense ratio.
Return for Risk
DES vs. IWN — Risk / Return Rank
DES
IWN
DES vs. IWN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Dividend Fund (DES) and iShares Russell 2000 Value ETF (IWN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DES | IWN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.28 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.86 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.00 | -0.83 |
Martin ratioReturn relative to average drawdown | 4.15 | 7.95 | -3.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DES | IWN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.28 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.25 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.40 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.37 | -0.07 |
Correlation
The correlation between DES and IWN is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DES vs. IWN - Dividend Comparison
DES's dividend yield for the trailing twelve months is around 2.54%, more than IWN's 1.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 2.54% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
IWN iShares Russell 2000 Value ETF | 1.63% | 1.70% | 1.80% | 2.04% | 2.12% | 1.48% | 1.60% | 1.92% | 1.99% | 1.78% | 1.74% | 2.15% |
Drawdowns
DES vs. IWN - Drawdown Comparison
The maximum DES drawdown since its inception was -65.48%, which is greater than IWN's maximum drawdown of -61.55%. Use the drawdown chart below to compare losses from any high point for DES and IWN.
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Drawdown Indicators
| DES | IWN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.48% | -61.55% | -3.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -13.80% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.16% | -26.70% | +1.54% |
Max Drawdown (10Y)Largest decline over 10 years | -45.65% | -46.08% | +0.43% |
Current DrawdownCurrent decline from peak | -4.41% | -5.39% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -9.76% | -10.22% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.47% | +0.32% |
Volatility
DES vs. IWN - Volatility Comparison
The current volatility for WisdomTree U.S. SmallCap Dividend Fund (DES) is 4.88%, while iShares Russell 2000 Value ETF (IWN) has a volatility of 6.25%. This indicates that DES experiences smaller price fluctuations and is considered to be less risky than IWN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DES | IWN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 6.25% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 12.98% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.50% | 21.78% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 21.54% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.98% | 23.37% | -1.39% |