EASY vs. DEW
EASY (Liberty One Defensive Dividend Growth ETF) and DEW (WisdomTree Global High Dividend Fund) are both exchange-traded funds - EASY is a Dividend fund actively managed by Liberty One, while DEW is a Large Cap Value Equities fund tracking the WisdomTree Global High Dividend Index. EASY is actively managed, while DEW is passively managed. A 0.55 correlation means they provide meaningful diversification when combined. EASY charges 0.85%/yr vs 0.58%/yr for DEW.
Performance
EASY vs. DEW - Performance Comparison
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Returns By Period
In the year-to-date period, EASY achieves a 4.86% return, which is significantly lower than DEW's 12.63% return.
EASY
- 1D
- 1.60%
- 1M
- -0.65%
- YTD
- 4.86%
- 6M
- 4.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DEW
- 1D
- -0.30%
- 1M
- -0.37%
- YTD
- 12.63%
- 6M
- 12.02%
- 1Y
- 24.38%
- 3Y*
- 19.15%
- 5Y*
- 11.40%
- 10Y*
- 9.68%
EASY vs. DEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 4.86% | 0.55% |
DEW WisdomTree Global High Dividend Fund | 12.63% | 3.75% |
Correlation
The correlation between EASY and DEW is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.55 |
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Return for Risk
EASY vs. DEW — Risk / Return Rank
EASY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DEW
EASY vs. DEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EASY | DEW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.86 | — |
| Martin ratioReturn relative to average drawdown | — | 15.10 | — |
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Drawdowns
EASY vs. DEW - Drawdown Comparison
The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for EASY and DEW.
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Drawdown Indicators
| EASY | DEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -65.55% | +57.76% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.34% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.80% | — |
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 | -5.53% | -1.41% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -12.40% | +9.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.62% | — |
Volatility
EASY vs. DEW - Volatility Comparison
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Volatility by Period
| EASY | DEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.78% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.36% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.52% | 9.75% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.52% | 12.98% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.52% | 15.41% | -4.89% |
EASY vs. DEW - Expense Ratio Comparison
EASY has a 0.85% expense ratio, which is higher than DEW's 0.58% expense ratio.
Dividends
EASY vs. DEW - Dividend Comparison
EASY's dividend yield for the trailing twelve months is around 0.76%, less than DEW's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEW WisdomTree Global High Dividend Fund | 3.19% | 3.71% | 4.02% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% |
EASY Liberty One Defensive Dividend Growth ETF | 0.76% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EASY and DEW have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DEW is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DEW is cheaper with a 0.58% expense ratio, compared with 0.85% for EASY.
DEW has the higher dividend yield at 3.19%, compared with 0.76% for EASY.
EASY is categorized as Dividend, while DEW is Large Cap Value Equities. They also come from different issuers: Liberty One and WisdomTree. Their fees differ too: 0.85% for EASY and 0.58% for DEW.
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