FDIV vs. DES
FDIV (MarketDesk Focused U.S. Dividend ETF) and DES (WisdomTree U.S. SmallCap Dividend Fund) are both exchange-traded funds - FDIV is a Dividend fund actively managed by MarketDesk, while DES is a Small Cap Blend Equities fund tracking the WisdomTree SmallCap Dividend (TR). FDIV is actively managed, while DES is passively managed. Over the past 10 years, FDIV returned -2.03%/yr vs 8.23%/yr for DES. A 0.56 correlation means they provide meaningful diversification when combined. FDIV charges 0.35%/yr vs 0.38%/yr for DES.
Performance
FDIV vs. DES - Performance Comparison
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Returns By Period
In the year-to-date period, FDIV achieves a 4.68% return, which is significantly lower than DES's 24.63% return. Over the past 10 years, FDIV has underperformed DES with an annualized return of -2.03%, while DES has yielded a comparatively higher 8.23% annualized return.
FDIV
- 1D
- 1.56%
- 1M
- 0.12%
- 6M
- 1.26%
- YTD
- 4.68%
- 1Y
- 9.64%
- 3Y*
- -11.05%
- 5Y*
- -7.78%
- 10Y*
- -2.03%
DES
- 1D
- 1.85%
- 1M
- 4.99%
- 6M
- 16.48%
- YTD
- 24.63%
- 1Y
- 30.86%
- 3Y*
- 15.04%
- 5Y*
- 9.02%
- 10Y*
- 8.23%
FDIV vs. DES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDIV MarketDesk Focused U.S. Dividend ETF | 4.68% | 2.95% | -37.35% | 6.78% | -9.97% | 10.20% | -2.84% | 15.78% | -5.04% | 6.19% |
DES WisdomTree U.S. SmallCap Dividend Fund | 24.63% | 0.25% | 9.93% | 16.50% | -10.96% | 26.51% | -4.26% | 20.26% | -12.85% | 8.64% |
Correlation
The correlation between FDIV and DES is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2014 | 0.56 |
The correlation between FDIV and DES shifts across timeframes, from 0.56 (all time) to 0.72 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
FDIV vs. DES — Risk / Return Rank
FDIV
DES
FDIV vs. DES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MarketDesk Focused U.S. Dividend ETF (FDIV) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.
| FDIV | DES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 4.06 | -2.85 |
| Martin ratioReturn relative to average drawdown | 3.13 | 11.65 | -8.52 |
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Drawdowns
FDIV vs. DES - Drawdown Comparison
The maximum FDIV drawdown since its inception was -47.90%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for FDIV and DES.
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Drawdown Indicators
| FDIV | DES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.90% | -65.48% | +17.58% |
Max Drawdown (1Y)Largest decline over 1 year | -8.01% | -7.64% | -0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -45.64% | -25.16% | -20.48% |
Max Drawdown (5Y)Largest decline over 5 years | -47.90% | -25.16% | -22.74% |
Max Drawdown (10Y)Largest decline over 10 years | -47.90% | -45.65% | -2.25% |
Current DrawdownCurrent decline from peak | -35.62% | 0.00% | -35.62% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -9.63% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.66% | +0.43% |
Volatility
FDIV vs. DES - Volatility Comparison
MarketDesk Focused U.S. Dividend ETF (FDIV) and WisdomTree U.S. SmallCap Dividend Fund (DES) have volatilities of 3.73% and 3.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDIV | DES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 3.69% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 11.05% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 16.02% | -3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 19.46% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 21.91% | -4.54% |
FDIV vs. DES - Expense Ratio Comparison
FDIV has a 0.35% expense ratio, which is lower than DES's 0.38% expense ratio.
Dividends
FDIV vs. DES - Dividend Comparison
FDIV's dividend yield for the trailing twelve months is around 2.36%, more than DES's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 2.22% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
FDIV MarketDesk Focused U.S. Dividend ETF | 2.36% | 2.95% | 4.12% | 4.63% | 3.81% | 3.79% | 4.17% | 3.93% | 5.13% | 3.81% | 3.84% | 4.13% |
Frequently Asked Questions
FDIV and DES have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDIV has higher volatility (3.73%) compared to DES (3.69%). In terms of maximum drawdown, FDIV dropped -47.90% vs DES's -65.48%.
On 10-year performance, DES leads with 8.23% vs -2.03% for FDIV. On fees, FDIV is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, DES has performed better with a 8.23% return vs -2.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FDIV is cheaper with a 0.35% expense ratio, compared with 0.38% for DES.
FDIV has the higher dividend yield at 2.36%, compared with 2.22% for DES.
FDIV is categorized as Dividend, while DES is Small Cap Blend Equities. They also come from different issuers: MarketDesk and WisdomTree. Their fees differ too: 0.35% for FDIV and 0.38% for DES.
DES currently has the higher Sharpe Ratio (1.94 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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