DWM vs. IDV
Compare and contrast key facts about WisdomTree International Equity Fund (DWM) and iShares International Select Dividend ETF (IDV).
DWM and IDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DWM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Equity Index. It was launched on Jun 16, 2006. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. Both DWM and IDV 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: DWM or IDV.
Correlation
The correlation between DWM and IDV 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
DWM vs. IDV - Performance Comparison
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Key characteristics
DWM:
0.84
IDV:
1.20
DWM:
1.30
IDV:
1.75
DWM:
1.18
IDV:
1.24
DWM:
1.12
IDV:
1.72
DWM:
3.38
IDV:
4.50
DWM:
4.20%
IDV:
4.53%
DWM:
16.54%
IDV:
16.02%
DWM:
-62.10%
IDV:
-70.14%
DWM:
-0.30%
IDV:
-0.12%
Returns By Period
In the year-to-date period, DWM achieves a 16.45% return, which is significantly lower than IDV's 20.51% return. Both investments have delivered pretty close results over the past 10 years, with DWM having a 4.79% annualized return and IDV not far ahead at 4.99%.
DWM
16.45%
8.36%
14.62%
13.79%
12.94%
4.79%
IDV
20.51%
9.19%
20.18%
19.17%
14.32%
4.99%
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DWM vs. IDV - Expense Ratio Comparison
DWM has a 0.48% expense ratio, which is lower than IDV's 0.49% expense ratio.
Risk-Adjusted Performance
DWM vs. IDV — Risk-Adjusted Performance Rank
DWM
IDV
DWM vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Equity Fund (DWM) and iShares International Select Dividend ETF (IDV). 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
DWM vs. IDV - Dividend Comparison
DWM's dividend yield for the trailing twelve months is around 3.17%, less than IDV's 5.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DWM WisdomTree International Equity Fund | 3.17% | 3.86% | 4.15% | 4.36% | 3.64% | 2.74% | 3.46% | 3.86% | 2.99% | 3.43% | 3.55% | 4.71% |
IDV iShares International Select Dividend ETF | 5.24% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% |
Drawdowns
DWM vs. IDV - Drawdown Comparison
The maximum DWM drawdown since its inception was -62.10%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for DWM and IDV. For additional features, visit the drawdowns tool.
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Volatility
DWM vs. IDV - Volatility Comparison
The current volatility for WisdomTree International Equity Fund (DWM) is 2.85%, while iShares International Select Dividend ETF (IDV) has a volatility of 3.10%. This indicates that DWM experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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