DES vs. VPC
Compare and contrast key facts about WisdomTree U.S. SmallCap Dividend Fund (DES) and Virtus Private Credit Strategy ETF (VPC).
DES and VPC 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. VPC is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx Private Credit Index. It was launched on Feb 7, 2019. Both DES and VPC 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. VPC - Performance Comparison
Loading graphics...
DES vs. VPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 8.16% | 0.25% | 9.93% | 16.50% | -10.96% | 26.51% | -4.26% | 8.13% |
VPC Virtus Private Credit Strategy ETF | -12.24% | -6.75% | 10.52% | 22.20% | -11.70% | 34.18% | -9.50% | 9.32% |
Returns By Period
In the year-to-date period, DES achieves a 8.16% return, which is significantly higher than VPC's -12.24% return.
DES
- 1D
- 0.39%
- 1M
- -2.82%
- YTD
- 8.16%
- 6M
- 8.34%
- 1Y
- 15.75%
- 3Y*
- 11.21%
- 5Y*
- 5.72%
- 10Y*
- 7.73%
VPC
- 1D
- -0.66%
- 1M
- -1.82%
- YTD
- -12.24%
- 6M
- -12.72%
- 1Y
- -17.70%
- 3Y*
- 1.97%
- 5Y*
- 2.06%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DES vs. VPC - Expense Ratio Comparison
DES has a 0.38% expense ratio, which is lower than VPC's 5.53% expense ratio.
Return for Risk
DES vs. VPC — Risk / Return Rank
DES
VPC
DES vs. VPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Dividend Fund (DES) and Virtus Private Credit Strategy ETF (VPC). 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 | VPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | -1.07 | +1.84 |
Sortino ratioReturn per unit of downside risk | 1.22 | -1.41 | +2.64 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.82 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | -0.75 | +1.94 |
Martin ratioReturn relative to average drawdown | 4.22 | -1.77 | +5.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DES | VPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | -1.07 | +1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.15 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.18 | +0.12 |
Correlation
The correlation between DES and VPC is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DES vs. VPC - Dividend Comparison
DES's dividend yield for the trailing twelve months is around 2.53%, less than VPC's 17.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 2.53% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
VPC Virtus Private Credit Strategy ETF | 17.89% | 14.33% | 11.26% | 11.71% | 10.74% | 6.31% | 10.06% | 8.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DES vs. VPC - Drawdown Comparison
The maximum DES drawdown since its inception was -65.48%, which is greater than VPC's maximum drawdown of -53.45%. Use the drawdown chart below to compare losses from any high point for DES and VPC.
Loading graphics...
Drawdown Indicators
| DES | VPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.48% | -53.45% | -12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -22.76% | +9.32% |
Max Drawdown (5Y)Largest decline over 5 years | -25.16% | -24.86% | -0.30% |
Max Drawdown (10Y)Largest decline over 10 years | -45.65% | — | — |
Current DrawdownCurrent decline from peak | -4.03% | -22.27% | +18.24% |
Average DrawdownAverage peak-to-trough decline | -9.76% | -7.42% | -2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 9.67% | -5.87% |
Volatility
DES vs. VPC - Volatility Comparison
The current volatility for WisdomTree U.S. SmallCap Dividend Fund (DES) is 4.89%, while Virtus Private Credit Strategy ETF (VPC) has a volatility of 5.54%. This indicates that DES experiences smaller price fluctuations and is considered to be less risky than VPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DES | VPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 5.54% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 10.47% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.51% | 16.61% | +3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 13.39% | +6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 20.68% | +1.29% |