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DWM vs. JIVE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DWM vs. JIVE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Equity Fund (DWM) and Jpmorgan International Value ETF (JIVE). The values are adjusted to include any dividend payments, if applicable.

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DWM vs. JIVE - Yearly Performance Comparison


2026 (YTD)202520242023
DWM
WisdomTree International Equity Fund
1.89%34.83%4.15%5.95%
JIVE
Jpmorgan International Value ETF
6.68%49.80%11.22%5.38%

Returns By Period

In the year-to-date period, DWM achieves a 1.89% return, which is significantly lower than JIVE's 6.68% return.


DWM

1D
2.87%
1M
-7.57%
YTD
1.89%
6M
6.51%
1Y
23.99%
3Y*
16.07%
5Y*
9.79%
10Y*
8.25%

JIVE

1D
2.99%
1M
-6.76%
YTD
6.68%
6M
16.90%
1Y
42.49%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DWM vs. JIVE - Expense Ratio Comparison

DWM has a 0.48% expense ratio, which is lower than JIVE's 0.55% expense ratio.


Return for Risk

DWM vs. JIVE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DWM
DWM Risk / Return Rank: 8080
Overall Rank
DWM Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DWM Sortino Ratio Rank: 8181
Sortino Ratio Rank
DWM Omega Ratio Rank: 8080
Omega Ratio Rank
DWM Calmar Ratio Rank: 8080
Calmar Ratio Rank
DWM Martin Ratio Rank: 7878
Martin Ratio Rank

JIVE
JIVE Risk / Return Rank: 9595
Overall Rank
JIVE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
JIVE Sortino Ratio Rank: 9696
Sortino Ratio Rank
JIVE Omega Ratio Rank: 9696
Omega Ratio Rank
JIVE Calmar Ratio Rank: 9393
Calmar Ratio Rank
JIVE Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DWM vs. JIVE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Equity Fund (DWM) and Jpmorgan International Value ETF (JIVE). 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.


DWMJIVEDifference

Sharpe ratio

Return per unit of total volatility

1.46

2.52

-1.06

Sortino ratio

Return per unit of downside risk

2.06

3.20

-1.14

Omega ratio

Gain probability vs. loss probability

1.30

1.50

-0.20

Calmar ratio

Return relative to maximum drawdown

2.15

3.50

-1.35

Martin ratio

Return relative to average drawdown

8.33

14.57

-6.24

DWM vs. JIVE - Sharpe Ratio Comparison

The current DWM Sharpe Ratio is 1.46, which is lower than the JIVE Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of DWM and JIVE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DWMJIVEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

2.52

-1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

1.90

-1.64

Correlation

The correlation between DWM and JIVE 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.


Dividends

DWM vs. JIVE - Dividend Comparison

DWM's dividend yield for the trailing twelve months is around 2.91%, more than JIVE's 2.70% yield.


TTM20252024202320222021202020192018201720162015
DWM
WisdomTree International Equity Fund
2.91%3.06%3.86%4.15%4.36%3.64%2.74%3.46%3.86%2.99%3.43%3.55%
JIVE
Jpmorgan International Value ETF
2.70%2.88%2.48%0.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DWM vs. JIVE - Drawdown Comparison

The maximum DWM drawdown since its inception was -62.10%, which is greater than JIVE's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for DWM and JIVE.


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Drawdown Indicators


DWMJIVEDifference

Max Drawdown

Largest peak-to-trough decline

-62.10%

-13.79%

-48.31%

Max Drawdown (1Y)

Largest decline over 1 year

-10.93%

-11.96%

+1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-25.64%

Max Drawdown (10Y)

Largest decline over 10 years

-37.82%

Current Drawdown

Current decline from peak

-7.80%

-7.13%

-0.67%

Average Drawdown

Average peak-to-trough decline

-13.59%

-1.95%

-11.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.87%

-0.05%

Volatility

DWM vs. JIVE - Volatility Comparison

The current volatility for WisdomTree International Equity Fund (DWM) is 7.14%, while Jpmorgan International Value ETF (JIVE) has a volatility of 7.78%. This indicates that DWM experiences smaller price fluctuations and is considered to be less risky than JIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DWMJIVEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.14%

7.78%

-0.64%

Volatility (6M)

Calculated over the trailing 6-month period

10.31%

11.07%

-0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

16.48%

16.93%

-0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.08%

14.85%

+0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.52%

14.85%

+1.67%