DLS vs. VSS
Compare and contrast key facts about WisdomTree International SmallCap Dividend (DLS) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS).
DLS and VSS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VSS is a passively managed fund by Vanguard that tracks the performance of the FTSE Global Small Cap ex US Index. It was launched on Apr 2, 2009. Both DLS and VSS 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: DLS or VSS.
Correlation
The correlation between DLS and VSS is 0.94, 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
DLS vs. VSS - Performance Comparison
Key characteristics
DLS:
0.34
VSS:
0.37
DLS:
0.56
VSS:
0.58
DLS:
1.07
VSS:
1.07
DLS:
0.35
VSS:
0.29
DLS:
1.36
VSS:
1.60
DLS:
3.45%
VSS:
3.01%
DLS:
13.61%
VSS:
13.14%
DLS:
-63.09%
VSS:
-43.51%
DLS:
-9.60%
VSS:
-10.69%
Returns By Period
In the year-to-date period, DLS achieves a 1.39% return, which is significantly lower than VSS's 1.90% return. Both investments have delivered pretty close results over the past 10 years, with DLS having a 4.80% annualized return and VSS not far behind at 4.63%.
DLS
1.39%
-2.15%
-0.73%
3.56%
1.52%
4.80%
VSS
1.90%
-1.45%
-1.41%
3.79%
3.56%
4.63%
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DLS vs. VSS - Expense Ratio Comparison
DLS has a 0.58% expense ratio, which is higher than VSS's 0.07% expense ratio.
Risk-Adjusted Performance
DLS vs. VSS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International SmallCap Dividend (DLS) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS). 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
DLS vs. VSS - Dividend Comparison
DLS's dividend yield for the trailing twelve months is around 4.03%, more than VSS's 1.21% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard FTSE All-World ex-US Small-Cap ETF | 1.21% | 3.14% | 2.30% | 2.74% | 1.90% | 3.25% | 2.80% | 2.83% | 2.93% | 2.66% | 2.67% | 2.71% |
Drawdowns
DLS vs. VSS - Drawdown Comparison
The maximum DLS drawdown since its inception was -63.09%, which is greater than VSS's maximum drawdown of -43.51%. Use the drawdown chart below to compare losses from any high point for DLS and VSS. For additional features, visit the drawdowns tool.
Volatility
DLS vs. VSS - Volatility Comparison
The current volatility for WisdomTree International SmallCap Dividend (DLS) is 3.29%, while Vanguard FTSE All-World ex-US Small-Cap ETF (VSS) has a volatility of 3.65%. This indicates that DLS experiences smaller price fluctuations and is considered to be less risky than VSS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.