DVDN vs. DEW
Compare and contrast key facts about Kingsbarn Dividend Opportunity ETF (DVDN) and WisdomTree Global High Dividend Fund (DEW).
DVDN and DEW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DVDN is an actively managed fund by Kingsbarn. It was launched on Nov 1, 2023. DEW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global High Dividend Index. It was launched on Jun 16, 2006.
Performance
DVDN vs. DEW - Performance Comparison
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DVDN vs. DEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DVDN Kingsbarn Dividend Opportunity ETF | -9.53% | -17.23% | 2.17% | 14.96% |
DEW WisdomTree Global High Dividend Fund | 8.14% | 22.39% | 11.58% | 9.55% |
Returns By Period
In the year-to-date period, DVDN achieves a -9.53% return, which is significantly lower than DEW's 8.14% return.
DVDN
- 1D
- 2.59%
- 1M
- -4.47%
- YTD
- -9.53%
- 6M
- -15.91%
- 1Y
- -25.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DEW
- 1D
- 1.36%
- 1M
- -3.63%
- YTD
- 8.14%
- 6M
- 11.73%
- 1Y
- 22.63%
- 3Y*
- 17.01%
- 5Y*
- 11.51%
- 10Y*
- 9.23%
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DVDN vs. DEW - Expense Ratio Comparison
DVDN has a 1.72% expense ratio, which is higher than DEW's 0.58% expense ratio.
Return for Risk
DVDN vs. DEW — Risk / Return Rank
DVDN
DEW
DVDN vs. DEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kingsbarn Dividend Opportunity ETF (DVDN) and WisdomTree Global High Dividend Fund (DEW). 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.
| DVDN | DEW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.23 | 1.69 | -2.93 |
Sortino ratioReturn per unit of downside risk | -1.64 | 2.30 | -3.94 |
Omega ratioGain probability vs. loss probability | 0.80 | 1.35 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | -0.88 | 1.98 | -2.86 |
Martin ratioReturn relative to average drawdown | -1.68 | 10.56 | -12.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DVDN | DEW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.23 | 1.69 | -2.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.28 | 0.28 | -0.56 |
Correlation
The correlation between DVDN and DEW is 0.66, 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
DVDN vs. DEW - Dividend Comparison
DVDN's dividend yield for the trailing twelve months is around 19.08%, more than DEW's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVDN Kingsbarn Dividend Opportunity ETF | 19.08% | 17.27% | 14.43% | 2.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEW WisdomTree Global High Dividend Fund | 3.33% | 3.71% | 4.02% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% |
Drawdowns
DVDN vs. DEW - Drawdown Comparison
The maximum DVDN drawdown since its inception was -34.59%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for DVDN and DEW.
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Drawdown Indicators
| DVDN | DEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -65.55% | +30.96% |
Max Drawdown (1Y)Largest decline over 1 year | -28.81% | -11.80% | -17.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.77% | — |
Current DrawdownCurrent decline from peak | -31.59% | -3.63% | -27.96% |
Average DrawdownAverage peak-to-trough decline | -11.42% | -12.54% | +1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.23% | 2.21% | +13.02% |
Volatility
DVDN vs. DEW - Volatility Comparison
Kingsbarn Dividend Opportunity ETF (DVDN) has a higher volatility of 8.59% compared to WisdomTree Global High Dividend Fund (DEW) at 4.07%. This indicates that DVDN's price experiences larger fluctuations and is considered to be riskier than DEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DVDN | DEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 4.07% | +4.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.57% | 7.21% | +6.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 13.42% | +7.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.78% | 13.02% | +5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 15.55% | +3.23% |