DES vs. VXUS
Compare and contrast key facts about WisdomTree U.S. SmallCap Dividend Fund (DES) and Vanguard Total International Stock ETF (VXUS).
DES and VXUS 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. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011. Both DES and VXUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DES or VXUS.
Key characteristics
| DES | VXUS | |
|---|---|---|
| YTD Return | -2.20% | 2.76% |
| 1Y Return | 16.53% | 9.49% |
| 3Y Return (Ann) | 2.00% | 0.14% |
| 5Y Return (Ann) | 5.08% | 5.36% |
| 10Y Return (Ann) | 6.48% | 4.22% |
| Sharpe Ratio | 0.97 | 0.88 |
| Daily Std Dev | 19.22% | 12.43% |
| Max Drawdown | -65.49% | -35.97% |
| Current Drawdown | -4.13% | -3.20% |
Correlation
The correlation between DES and VXUS is 0.71, 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.
Performance
DES vs. VXUS - Performance Comparison
In the year-to-date period, DES achieves a -2.20% return, which is significantly lower than VXUS's 2.76% return. Over the past 10 years, DES has outperformed VXUS with an annualized return of 6.48%, while VXUS has yielded a comparatively lower 4.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DES vs. VXUS - Expense Ratio Comparison
DES has a 0.38% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
DES vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Dividend Fund (DES) and Vanguard Total International Stock ETF (VXUS). 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.
Dividends
DES vs. VXUS - Dividend Comparison
DES's dividend yield for the trailing twelve months is around 2.84%, less than VXUS's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 2.84% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 2.94% | 2.68% | 2.45% |
VXUS Vanguard Total International Stock ETF | 3.34% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% | 3.40% | 2.70% |
Drawdowns
DES vs. VXUS - Drawdown Comparison
The maximum DES drawdown since its inception was -65.49%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for DES and VXUS. For additional features, visit the drawdowns tool.
Volatility
DES vs. VXUS - Volatility Comparison
WisdomTree U.S. SmallCap Dividend Fund (DES) has a higher volatility of 4.96% compared to Vanguard Total International Stock ETF (VXUS) at 3.33%. This indicates that DES's price experiences larger fluctuations and is considered to be riskier than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.