SMCP vs. DES

Last updated Jun 3, 2026

SMCP (AlphaMark Actively Managed Small Cap ETF) and DES (WisdomTree U.S. SmallCap Dividend Fund) are both Small Cap Blend Equities funds - SMCP tracks the Actively Managed while DES tracks the WisdomTree SmallCap Dividend (TR). Both are passively managed. At a 0.20 correlation, their price movements are largely independent. SMCP charges 0.90%/yr vs 0.38%/yr for DES.

Performance

SMCP vs. DES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AlphaMark Actively Managed Small Cap ETF (SMCP) and WisdomTree U.S. SmallCap Dividend Fund (DES). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SMCP

• 1D: 1.02%
• 1M: -25.77%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DES

• 1D: 0.99%
• 1M: 0.53%
• YTD: 16.63%
• 6M: 17.07%
• 1Y: 28.87%
• 3Y*: 14.65%
• 5Y*: 6.21%
• 10Y*: 8.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SMCP vs. DES - Yearly Performance Comparison

	2026 (YTD)
SMCP AlphaMark Actively Managed Small Cap ETF	-25.77%
DES WisdomTree U.S. SmallCap Dividend Fund	3.59%

Correlation

The correlation between SMCP and DES is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 9, 2026	0.20

SMCP vs. DES - Sectors Allocation Comparison

Sectors	SMCP	DES
Financial Services	98.8%	23.7%
Industrials	13.1%	13.3%
Technology	11.1%	5.5%
Healthcare	11.0%	1.7%
Consumer Defensive	8.1%	4.3%
Basic Materials	7.9%	6.0%
Energy	7.6%	10.7%
Consumer Cyclical	7.3%	14.8%
Communication Services	4.0%	2.8%
Real Estate	3.1%	9.6%
Utilities	3.0%	4.6%

Return for Risk

SMCP vs. DES — Risk / Return Rank

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

DES

DES Risk / Return Rank: 57
DES Sharpe Ratio Rank: 51
DES Sortino Ratio Rank: 54
DES Omega Ratio Rank: 49
DES Calmar Ratio Rank: 72
DES Martin Ratio Rank: 59

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.

SMCP vs. DES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AlphaMark Actively Managed Small Cap ETF (SMCP) 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.

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

Sharpe Ratios by Period

	SMCP	DES	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.77	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.32	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.37	—
Sharpe Ratio (All Time) Calculated using the full available price history	-1.43	0.32	-1.75

Drawdowns

SMCP vs. DES - Drawdown Comparison

The maximum SMCP drawdown since its inception was -27.86%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for SMCP and DES.

Drawdown Indicators

	SMCP	DES	Difference
Max Drawdown Largest peak-to-trough decline	-27.86%	-65.48%	+37.62%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.64%	—
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 Drawdown Current decline from peak	-25.77%	-0.28%	-25.49%
Average Drawdown Average peak-to-trough decline	-5.07%	-9.68%	+4.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.68%	—

Volatility

Volatility by Period

	SMCP	DES	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.94%	—
Volatility (1Y) Calculated over the trailing 1-year period	43.91%	16.42%	+27.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.91%	19.56%	+24.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.91%	21.97%	+21.94%

SMCP vs. DES - Expense Ratio Comparison

SMCP has a 0.90% expense ratio, which is higher than DES's 0.38% expense ratio.

Dividends

SMCP vs. DES - Dividend Comparison

SMCP has not paid dividends to shareholders, while DES's dividend yield for the trailing twelve months is around 2.37%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DES WisdomTree U.S. SmallCap Dividend Fund	2.37%	2.85%	2.81%	2.65%	2.89%	2.31%	2.75%	2.68%	3.65%	2.89%	2.70%	3.09%
SMCP AlphaMark Actively Managed Small Cap ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SMCP and DES in my portfolio?

SMCP and DES have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SMCP or DES?

On fees, DES is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SMCP or DES?

DES is cheaper with a 0.38% expense ratio, compared with 0.90% for SMCP.

Which ETF pays a higher dividend yield, SMCP or DES?

DES has the higher dividend yield at 2.37%, compared with 0.00% for SMCP.

What is the main difference between SMCP and DES?

SMCP tracks Actively Managed, while DES tracks WisdomTree SmallCap Dividend (TR). They also come from different issuers: AlphaMark Advisors and WisdomTree. Their fees differ too: 0.90% for SMCP and 0.38% for DES.