SEIS vs. DES
SEIS (SEI Select Small Cap ETF) and DES (WisdomTree U.S. SmallCap Dividend Fund) are both Small Cap Blend Equities funds. SEIS is actively managed, while DES is passively managed. Over the past year, SEIS returned 31.11% vs 28.95% for DES. Their correlation of 0.85 suggests significant overlap in exposure. SEIS charges 0.55%/yr vs 0.38%/yr for DES.
Performance
SEIS vs. DES - Performance Comparison
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Returns By Period
In the year-to-date period, SEIS achieves a 17.00% return, which is significantly lower than DES's 19.31% return.
SEIS
- 1D
- -1.11%
- 1M
- 3.90%
- YTD
- 17.00%
- 6M
- 14.13%
- 1Y
- 31.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DES
- 1D
- 0.66%
- 1M
- 3.24%
- YTD
- 19.31%
- 6M
- 18.13%
- 1Y
- 28.95%
- 3Y*
- 15.80%
- 5Y*
- 7.19%
- 10Y*
- 8.55%
SEIS vs. DES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SEIS SEI Select Small Cap ETF | 17.00% | 9.81% | 1.42% |
DES WisdomTree U.S. SmallCap Dividend Fund | 19.31% | 0.25% | 2.20% |
Correlation
The correlation between SEIS and DES is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 10, 2024 | 0.85 |
The correlation between SEIS and DES has been stable across timeframes, ranging from 0.83 to 0.85 - a consistent structural relationship.
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Return for Risk
SEIS vs. DES — Risk / Return Rank
SEIS
DES
SEIS vs. DES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Select Small Cap ETF (SEIS) 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.
| SEIS | DES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.31 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 3.80 | -1.01 |
| Martin ratioReturn relative to average drawdown | 9.25 | 10.90 | -1.65 |
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Drawdowns
SEIS vs. DES - Drawdown Comparison
The maximum SEIS drawdown since its inception was -26.08%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for SEIS and DES.
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Drawdown Indicators
| SEIS | DES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.08% | -65.48% | +39.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -7.64% | -3.54% |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.16% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.16% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.65% | — |
Current DrawdownCurrent decline from peak | -1.11% | -0.97% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -9.66% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.66% | +0.71% |
Volatility
SEIS vs. DES - Volatility Comparison
SEI Select Small Cap ETF (SEIS) has a higher volatility of 5.87% compared to WisdomTree U.S. SmallCap Dividend Fund (DES) at 3.95%. This indicates that SEIS's price experiences larger fluctuations and is considered to be riskier than DES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIS | DES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 3.95% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 14.31% | 11.12% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.41% | 16.45% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 19.52% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.12% | 21.96% | +0.16% |
SEIS vs. DES - Expense Ratio Comparison
SEIS has a 0.55% expense ratio, which is higher than DES's 0.38% expense ratio.
Dividends
SEIS vs. DES - Dividend Comparison
SEIS's dividend yield for the trailing twelve months is around 0.36%, less than DES's 2.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 2.31% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
SEIS SEI Select Small Cap ETF | 0.36% | 0.59% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SEIS and DES have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEIS has higher volatility (5.87%) compared to DES (3.95%). In terms of maximum drawdown, SEIS dropped -26.08% vs DES's -65.48%.
On 1-year performance, SEIS leads with 31.11% vs 28.95% for DES. On fees, DES is cheaper at 0.38% per year. On volatility, DES has been the lower-risk option at 3.95%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SEIS has performed better with a 31.11% return vs 28.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DES is cheaper with a 0.38% expense ratio, compared with 0.55% for SEIS.
DES has the higher dividend yield at 2.31%, compared with 0.36% for SEIS.
They also come from different issuers: SEI and WisdomTree. Their fees differ too: 0.55% for SEIS and 0.38% for DES.
DES currently has the higher Sharpe Ratio (1.77 vs 1.61), 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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