DNL vs. SUSA
Compare and contrast key facts about WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) and iShares MSCI USA ESG Select ETF (SUSA).
DNL and SUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DNL is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global ex-U.S. Quality Dividend Growth Index. It was launched on Jun 16, 2006. SUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA ESG Select Index. It was launched on Jan 24, 2005. Both DNL and SUSA 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: DNL or SUSA.
Correlation
The correlation between DNL and SUSA is 0.74, 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
DNL vs. SUSA - Performance Comparison
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Key characteristics
DNL:
-0.05
SUSA:
0.71
DNL:
0.14
SUSA:
1.19
DNL:
1.02
SUSA:
1.17
DNL:
0.01
SUSA:
0.76
DNL:
0.02
SUSA:
2.92
DNL:
7.46%
SUSA:
5.05%
DNL:
18.52%
SUSA:
19.17%
DNL:
-44.54%
SUSA:
-53.93%
DNL:
-4.09%
SUSA:
-2.27%
Returns By Period
In the year-to-date period, DNL achieves a 7.70% return, which is significantly higher than SUSA's 1.81% return. Over the past 10 years, DNL has underperformed SUSA with an annualized return of 6.12%, while SUSA has yielded a comparatively higher 12.47% annualized return.
DNL
7.70%
10.18%
7.94%
-1.22%
8.06%
6.12%
SUSA
1.81%
13.63%
1.80%
13.35%
15.90%
12.47%
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DNL vs. SUSA - Expense Ratio Comparison
DNL has a 0.58% expense ratio, which is higher than SUSA's 0.25% expense ratio.
Risk-Adjusted Performance
DNL vs. SUSA — Risk-Adjusted Performance Rank
DNL
SUSA
DNL vs. SUSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) and iShares MSCI USA ESG Select ETF (SUSA). 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.
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Dividends
DNL vs. SUSA - Dividend Comparison
DNL's dividend yield for the trailing twelve months is around 2.01%, more than SUSA's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund | 2.01% | 2.30% | 1.81% | 4.82% | 1.37% | 1.76% | 1.93% | 2.55% | 1.86% | 2.51% | 1.98% | 2.37% |
SUSA iShares MSCI USA ESG Select ETF | 1.10% | 1.15% | 1.32% | 1.52% | 0.98% | 1.17% | 1.52% | 1.72% | 1.40% | 1.56% | 1.42% | 1.21% |
Drawdowns
DNL vs. SUSA - Drawdown Comparison
The maximum DNL drawdown since its inception was -44.54%, smaller than the maximum SUSA drawdown of -53.93%. Use the drawdown chart below to compare losses from any high point for DNL and SUSA. For additional features, visit the drawdowns tool.
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Volatility
DNL vs. SUSA - Volatility Comparison
The current volatility for WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) is 4.07%, while iShares MSCI USA ESG Select ETF (SUSA) has a volatility of 5.59%. This indicates that DNL experiences smaller price fluctuations and is considered to be less risky than SUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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