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RJDI vs. DEW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RJDI vs. DEW

Last updated Jun 24, 2026

RJDI (RJ Eagle GCM Dividend Select Income ETF) and DEW (WisdomTree Global High Dividend Fund) are both exchange-traded funds - RJDI is a Dividend fund actively managed by Carillon Tower Advisers, while DEW is a Large Cap Value Equities fund tracking the WisdomTree Global High Dividend Index. RJDI is actively managed, while DEW is passively managed. A 0.68 correlation means they provide meaningful diversification when combined. RJDI charges 0.63%/yr vs 0.58%/yr for DEW.

Performance

RJDI vs. DEW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RJ Eagle GCM Dividend Select Income ETF (RJDI) and WisdomTree Global High Dividend Fund (DEW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RJDI achieves a 14.18% return, which is significantly higher than DEW's 12.97% return.

RJDI

1D
-0.83%
1M
-0.31%
YTD
14.18%
6M
13.67%
1Y
—
3Y*
—
5Y*
—
10Y*
—

DEW

1D
0.43%
1M
-0.07%
YTD
12.97%
6M
12.77%
1Y
25.61%
3Y*
19.27%
5Y*
11.57%
10Y*
9.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RJDI vs. DEW - Yearly Performance Comparison

2026 (YTD)2025
RJDI
RJ Eagle GCM Dividend Select Income ETF		14.18%1.23%
DEW
WisdomTree Global High Dividend Fund		12.97%3.09%

Correlation

The correlation between RJDI and DEW is 0.68, 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 Oct 2, 2025

0.68

RJDI vs. DEW - Sectors Allocation Comparison

Sectors
RJDI
DEW

Technology

31.5%
2.5%

Industrials

12.4%
4.4%

Financial Services

10.1%
19.7%

Healthcare

9.2%
9.5%

Consumer Cyclical

8.3%
3.1%

Consumer Defensive

7.5%
8.9%

Energy

6.0%
14.7%

Real Estate

5.6%
10.8%

Communication Services

3.8%
4.1%

Utilities

3.7%
10.8%

Basic Materials

1.9%
2.8%

Technology

RJDI
31.5%
DEW
2.5%

Industrials

RJDI
12.4%
DEW
4.4%

Financial Services

RJDI
10.1%
DEW
19.7%

Healthcare

RJDI
9.2%
DEW
9.5%

Consumer Cyclical

RJDI
8.3%
DEW
3.1%

Consumer Defensive

RJDI
7.5%
DEW
8.9%

Energy

RJDI
6.0%
DEW
14.7%

Real Estate

RJDI
5.6%
DEW
10.8%

Communication Services

RJDI
3.8%
DEW
4.1%

Utilities

RJDI
3.7%
DEW
10.8%

Basic Materials

RJDI
1.9%
DEW
2.8%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RJ Eagle GCM Dividend Select Income ETF

WisdomTree Global High Dividend Fund

Often compared with RJDI:
RJDI vs. SCDLRJDI vs. RJMIRJDI vs. AMDYRJDI vs. GCOWRJDI vs. RJVIRJDI vs. VYMIRJDI vs. INCE
Often compared with DEW:
DEW vs. DTDDEW vs. IDVODEW vs. SPYDEW vs. SCHDDEW vs. ^GSPCDEW vs. NTSXDEW vs. NOBL

Return for Risk

RJDI vs. DEW — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DEW
DEW Risk / Return Rank: 8484
Overall Rank
DEW Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
DEW Sortino Ratio Rank: 8787
Sortino Ratio Rank
DEW Omega Ratio Rank: 8383
Omega Ratio Rank
DEW Calmar Ratio Rank: 8181
Calmar Ratio Rank
DEW Martin Ratio Rank: 8383
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.

RJDI vs. DEW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RJ Eagle GCM Dividend Select Income ETF (RJDI) 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.

RJDIDEWDifference
Sharpe ratioReturn per unit of total volatility

—

2.64

—

Sortino ratioReturn per unit of downside risk

—

3.68

—

Omega ratioGain probability vs. loss probability

—

1.47

—

Calmar ratioReturn relative to maximum drawdown

—

4.06

—

Martin ratioReturn relative to average drawdown

—

15.88

—

RJDI vs. DEW - Sharpe Ratio Comparison

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Drawdowns

RJDI vs. DEW - Drawdown Comparison

The maximum RJDI drawdown since its inception was -7.05%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for RJDI and DEW.

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Drawdown Indicators

RJDIDEWDifference

Max Drawdown

Largest peak-to-trough decline

-7.05%

-65.55%

+58.50%

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 Drawdown

Current decline from peak

-1.70%

-1.12%

-0.58%

Average Drawdown

Average peak-to-trough decline

-1.48%

-12.41%

+10.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.62%

—

Volatility

RJDI vs. DEW - Volatility Comparison

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Volatility by Period

RJDIDEWDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

2.77%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.35%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.75%

9.76%

+2.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.75%

12.98%

-0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.75%

15.42%

-2.67%

RJDI vs. DEW - Expense Ratio Comparison

RJDI has a 0.63% expense ratio, which is higher than DEW's 0.58% expense ratio.

Dividends

RJDI vs. DEW - Dividend Comparison

RJDI's dividend yield for the trailing twelve months is around 0.54%, less than DEW's 3.18% yield.

PositionTTM20252024202320222021202020192018201720162015
DEW
WisdomTree Global High Dividend Fund		3.18%3.71%4.02%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%
RJDI
RJ Eagle GCM Dividend Select Income ETF		0.54%0.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

RJDI and DEW have a correlation of 0.68, 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 0.63% for RJDI.

DEW has the higher dividend yield at 3.18%, compared with 0.54% for RJDI.

RJDI is categorized as Dividend, while DEW is Large Cap Value Equities. They also come from different issuers: Carillon Tower Advisers and WisdomTree. Their fees differ too: 0.63% for RJDI and 0.58% for DEW.

Portfolio Optimizer

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