(DIM) WisdomTree - Performance 17.2% in 12m
Compare DIM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.68%
#5 in Group
Rel. Strength
73.50%
#2109 in Universe
Total Return 12m
17.16%
#2 in Group
Total Return 5y
71.73%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: DIM (17.2%) vs SPY (9.7%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Small/Mid Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AVDV NYSE ARCA Avantis International |
9.39% | 15.6% | 107% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
8.72% | 11% | 83% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
9.54% | 21.5% | 105% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
9.32% | 2.88% | 104% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
9.13% | 13.7% | 32.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
8.51% | 12.7% | 68.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
9.04% | 11.2% | 63.3% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
9.02% | 11.8% | 59.7% | - | - | - | - | - |
Performance Comparison: DIM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DIM
| Total Return (including Dividends) | DIM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 9.78% | 5.69% | 5.69% |
| 3 Months | 12.01% | -6.49% | -6.49% |
| 12 Months | 17.16% | 9.72% | 9.72% |
| 5 Years | 71.73% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | DIM | SPY | S&P 500 |
| 1 Month | 98.8% | 89.4% | 89.4% |
| 3 Months | 64.8% | -72% | -72% |
| 12 Months | 60.8% | 49.3% | 49.3% |
| 5 Years | 57.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #2 | 3.87% | 3.87% |
| 3 Month | #6 | 19.8% | 19.8% |
| 12 Month | #6 | 6.79% | 6.79% |
| 5 Years | #9 | -17.2% | -17.2% |
FAQs
Does DIM WisdomTree outperforms the market?
Yes,
over the last 12 months DIM made 17.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.72%.
Over the last 3 months DIM made 12.01%, while SPY made -6.49%.
Over the last 3 months DIM made 12.01%, while SPY made -6.49%.
Performance Comparison DIM vs Indeces and Sectors
DIM vs. Indices DIM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.65% | 4.09% | 19.9% | 7.44% |
| US NASDAQ 100 | QQQ | 0.38% | 2.39% | 19.5% | 6.36% |
| US Dow Jones Industrial 30 | DIA | 0.76% | 7.11% | 20.9% | 10.9% |
| German DAX 40 | DAX | 0.20% | -5.28% | -5.69% | -7.66% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.42% | 6.90% | 20.7% | 10.9% |
| Hongkong Hang Seng | HSI | -2.23% | -5.12% | 10.4% | 8.94% |
| India NIFTY 50 | INDA | 4.35% | 6.57% | 18.0% | 15.1% |
| Brasil Bovespa | EWZ | -2.38% | -1.84% | 10.7% | 23.4% |
DIM vs. Sectors DIM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.28% | 3.30% | 13.7% | -3.22% |
| Consumer Discretionary | XLY | -0.77% | 3.09% | 22.1% | 2.35% |
| Consumer Staples | XLP | 1.51% | 9.08% | 13.0% | 9.91% |
| Energy | XLE | -1.60% | 5.29% | 25.9% | 26.2% |
| Financial | XLF | -0.05% | 2.94% | 14.0% | -4.39% |
| Health Care | XLV | 4.75% | 12.8% | 25.1% | 23.2% |
| Industrial | XLI | -0.28% | 1.47% | 18.9% | 6.79% |
| Materials | XLB | 0.49% | 4.74% | 23.9% | 23.2% |
| Real Estate | XLRE | 1.44% | 2.87% | 17.5% | 3.59% |
| Technology | XLK | -0.19% | 0.07% | 22.2% | 11.1% |
| Utilities | XLU | -0.07% | 4.64% | 12.1% | 1.13% |
| Aerospace & Defense | XAR | 0.47% | 0.61% | 10.6% | -8.80% |
| Biotech | XBI | 8.37% | 7.01% | 41.0% | 32.0% |
| Homebuilder | XHB | 1.01% | 4.17% | 33.5% | 26.0% |
| Retail | XRT | 0.59% | 3.64% | 26.2% | 23.4% |