DIM vs. DLS
Compare and contrast key facts about WisdomTree International MidCap Dividend Fund (DIM) and WisdomTree International SmallCap Dividend (DLS).
DIM and DLS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International MidCap Dividend Index. It was launched on Jun 16, 2006. DLS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International SmallCap Dividend Index. It was launched on Jun 16, 2006. Both DIM and DLS 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: DIM or DLS.
Correlation
The correlation between DIM and DLS is 0.93, 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
DIM vs. DLS - Performance Comparison
Key characteristics
DIM:
0.38
DLS:
0.34
DIM:
0.60
DLS:
0.56
DIM:
1.07
DLS:
1.07
DIM:
0.52
DLS:
0.35
DIM:
1.54
DLS:
1.36
DIM:
3.15%
DLS:
3.45%
DIM:
12.90%
DLS:
13.61%
DIM:
-61.45%
DLS:
-63.09%
DIM:
-9.37%
DLS:
-9.60%
Returns By Period
In the year-to-date period, DIM achieves a 2.37% return, which is significantly higher than DLS's 1.39% return. Over the past 10 years, DIM has underperformed DLS with an annualized return of 4.14%, while DLS has yielded a comparatively higher 4.80% annualized return.
DIM
2.37%
-2.68%
0.19%
3.99%
2.10%
4.14%
DLS
1.39%
-2.15%
-0.73%
3.56%
1.52%
4.80%
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DIM vs. DLS - Expense Ratio Comparison
Both DIM and DLS have an expense ratio of 0.58%.
Risk-Adjusted Performance
DIM vs. DLS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International MidCap Dividend Fund (DIM) and WisdomTree International SmallCap Dividend (DLS). 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
DIM vs. DLS - Dividend Comparison
DIM's dividend yield for the trailing twelve months is around 3.69%, less than DLS's 4.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIM WisdomTree International MidCap Dividend Fund | 3.69% | 4.62% | 3.96% | 3.65% | 2.53% | 3.26% | 3.28% | 2.57% | 2.94% | 2.81% | 3.46% | 3.10% |
DLS WisdomTree International SmallCap Dividend | 4.03% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% | 3.89% |
Drawdowns
DIM vs. DLS - Drawdown Comparison
The maximum DIM drawdown since its inception was -61.45%, roughly equal to the maximum DLS drawdown of -63.09%. Use the drawdown chart below to compare losses from any high point for DIM and DLS. For additional features, visit the drawdowns tool.
Volatility
DIM vs. DLS - Volatility Comparison
WisdomTree International MidCap Dividend Fund (DIM) and WisdomTree International SmallCap Dividend (DLS) have volatilities of 3.39% and 3.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.