DES vs. IYR ETF Comparison

Comparison of SmallCap Dividend Fund (DES) to iShares U.S. Real Estate ETF (IYR)
DES

SmallCap Dividend Fund

DES Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$37.26

Average Daily Volume

99,959

Number of Holdings *

567

* may have additional holdings in another (foreign) market
IYR

iShares U.S. Real Estate ETF

IYR Description The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$100.36

Average Daily Volume

5,386,246

Number of Holdings *

64

* may have additional holdings in another (foreign) market
Performance
Period DES IYR
30 Days 9.25% -0.55%
60 Days 8.82% -2.05%
90 Days 9.76% 1.93%
12 Months 32.41% 25.16%
3 Overlapping Holdings
Symbol Grade Weight in DES Weight in IYR Overlap
CUZ B 0.36% 0.35% 0.35%
PCH D 0.13% 0.23% 0.13%
SBRA C 0.61% 0.32% 0.32%
DES Overweight 564 Positions Relative to IYR
Symbol Grade Weight
OGN D 1.03%
TFSL A 0.87%
EPR D 0.73%
ALE A 0.72%
CNS B 0.71%
KNTK B 0.71%
AROC B 0.71%
CCOI B 0.66%
FIBK A 0.65%
TPG A 0.64%
NSA D 0.64%
BNL D 0.61%
TNL A 0.61%
VCTR B 0.6%
MC C 0.6%
KTB B 0.59%
BKH A 0.59%
EPRT B 0.58%
SLG B 0.58%
JWN C 0.57%
OGS A 0.56%
SMG D 0.55%
NOG A 0.53%
CRS A 0.51%
CATY B 0.51%
KSS F 0.51%
SR A 0.51%
NHI D 0.51%
ASB B 0.5%
NWE B 0.5%
FBP B 0.5%
CVI F 0.48%
FHB A 0.46%
AVNT B 0.46%
FFBC A 0.46%
CRC B 0.45%
AVA A 0.45%
MGEE C 0.44%
PNM F 0.44%
HRI B 0.44%
VIRT B 0.42%
TDS B 0.42%
VAC B 0.42%
IBOC A 0.42%
BKE B 0.41%
TRN C 0.41%
IDCC A 0.4%
RUSHA C 0.39%
SLVM B 0.39%
CRI D 0.38%
PATK D 0.38%
SEM B 0.37%
TGNA B 0.37%
SFNC B 0.37%
FULT A 0.37%
LEG F 0.36%
PINC B 0.36%
PPBI B 0.36%
OTTR C 0.35%
UCB A 0.35%
CBU B 0.35%
HWC B 0.35%
SHOO D 0.35%
LCII C 0.35%
PHIN A 0.35%
POWL C 0.35%
SLM A 0.35%
AUB B 0.34%
PFS B 0.34%
BOH B 0.34%
KRO D 0.34%
HP B 0.33%
IIPR D 0.33%
WWW B 0.33%
NWBI B 0.33%
CVBF A 0.33%
SXT B 0.32%
CDP C 0.32%
AWR B 0.32%
EBC B 0.32%
UVV B 0.31%
MWA B 0.3%
GFF A 0.3%
STEP B 0.3%
CAKE C 0.3%
AGX B 0.3%
MCY A 0.3%
KLG C 0.3%
AMSF B 0.3%
ENR B 0.3%
UMBF B 0.29%
NHC C 0.29%
HNI B 0.29%
MATX C 0.29%
INDB B 0.29%
BRC D 0.29%
WDFC B 0.28%
KMPR B 0.28%
SPB C 0.28%
WSBC A 0.28%
FRME B 0.28%
WHD B 0.28%
UPBD B 0.28%
XRX F 0.28%
JJSF B 0.28%
PBI B 0.27%
PRK B 0.27%
KMT B 0.27%
ABM B 0.27%
BANF B 0.27%
BKU A 0.27%
KALU C 0.26%
CSWI A 0.26%
GBX A 0.26%
GEF A 0.26%
PRDO B 0.26%
NWN A 0.26%
DLX B 0.25%
PTVE B 0.25%
PDCO D 0.25%
APOG B 0.25%
BCO D 0.25%
BANR B 0.24%
VRTS B 0.24%
PIPR B 0.24%
GRNT B 0.24%
SFBS B 0.24%
SASR B 0.24%
WOR F 0.24%
RRR D 0.24%
WD D 0.24%
AESI B 0.23%
USLM A 0.23%
STRA C 0.23%
HTLF B 0.23%
GVA A 0.23%
SKT B 0.23%
CPK A 0.23%
CNO A 0.23%
IBTX B 0.23%
PEBO A 0.23%
CTRE D 0.23%
TOWN B 0.23%
CBRL C 0.23%
ENS D 0.22%
IOSP B 0.22%
PRIM A 0.22%
BHE B 0.22%
WTTR B 0.22%
KFY B 0.22%
LBRT D 0.22%
HOPE B 0.22%
HEES B 0.21%
CSGS B 0.21%
WINA B 0.21%
TRMK B 0.21%
SCS C 0.21%
SJW D 0.2%
MAC B 0.2%
ACA A 0.2%
CRGY B 0.2%
BDC B 0.2%
HWKN B 0.2%
CHCO B 0.2%
CWT D 0.2%
MGRC B 0.2%
CABO C 0.19%
OFG B 0.19%
SXC A 0.19%
WKC D 0.19%
CXT B 0.19%
UTL B 0.19%
IRT A 0.19%
ABCB B 0.19%
WAFD B 0.19%
NBTB B 0.19%
MCRI A 0.19%
BANC A 0.19%
ANET C 0.19%
AGM C 0.18%
WABC B 0.18%
TEX D 0.18%
AEIS B 0.18%
MLKN D 0.18%
GES F 0.18%
WMK C 0.18%
KAI A 0.18%
NGVC A 0.18%
NPO A 0.18%
BTU B 0.18%
FCF A 0.17%
HI C 0.17%
BFH B 0.17%
BGC C 0.17%
ULH B 0.17%
PRGS A 0.17%
YOU D 0.17%
CRAI B 0.17%
GHC C 0.17%
SBCF A 0.17%
DK C 0.16%
CCS D 0.16%
CALM A 0.16%
STBA B 0.16%
GABC B 0.16%
BLMN F 0.16%
STC B 0.16%
OCFC B 0.16%
NAVI C 0.16%
LMAT A 0.16%
TPB B 0.16%
CTBI B 0.16%
SXI B 0.16%
JBT B 0.16%
PZZA D 0.16%
ETD C 0.16%
REPX A 0.16%
PSMT C 0.16%
LZB B 0.16%
SAH A 0.16%
KLIC B 0.16%
MLR B 0.15%
OXM D 0.15%
BUSE B 0.15%
WERN C 0.15%
PJT A 0.15%
HSII B 0.15%
EBF F 0.15%
HMN B 0.15%
RNST B 0.15%
MNRO D 0.15%
SRCE B 0.15%
REVG B 0.15%
ACCO C 0.15%
LXP D 0.15%
PFBC B 0.15%
AZZ B 0.15%
JBSS D 0.15%
VBTX B 0.15%
SCVL F 0.14%
VSH D 0.14%
KWR C 0.14%
EGY D 0.14%
KRT A 0.14%
GIC D 0.14%
TNC D 0.14%
VSEC C 0.14%
VHI D 0.14%
HL D 0.14%
BRKL B 0.14%
WSFS A 0.14%
HCKT B 0.14%
TILE B 0.14%
WGO C 0.14%
KFRC D 0.14%
ESE B 0.14%
EGBN B 0.14%
SAFT C 0.13%
DAN D 0.13%
SCL C 0.13%
AIN C 0.13%
PK B 0.13%
USPH B 0.13%
MCS B 0.13%
LKFN B 0.13%
ATEN B 0.13%
HY D 0.13%
BBSI B 0.13%
EPC D 0.13%
PFC A 0.13%
GRC A 0.13%
NBHC B 0.13%
HCC B 0.13%
DEI B 0.12%
BGS F 0.12%
MSEX B 0.12%
FBNC A 0.12%
CSV B 0.12%
EFSC B 0.12%
CFFN B 0.12%
UNF B 0.12%
NNI D 0.12%
SBSI B 0.12%
EMBC C 0.12%
CWH B 0.12%
JOE F 0.12%
RES D 0.12%
NPK B 0.12%
LTC B 0.12%
SYBT B 0.12%
UTZ D 0.12%
ALX D 0.12%
ARCH B 0.12%
RBCAA B 0.12%
EIG B 0.12%
ICFI F 0.12%
ANDE D 0.11%
SPTN D 0.11%
BHLB B 0.11%
SSTK F 0.11%
ARCB C 0.11%
TCBK B 0.11%
PAHC C 0.11%
HLIO B 0.11%
SMP B 0.11%
EPAC B 0.11%
PLOW D 0.11%
MTX B 0.11%
TR B 0.11%
LYTS B 0.11%
ASIX A 0.11%
DCOM A 0.11%
WASH C 0.11%
FBK B 0.11%
MRTN C 0.1%
CTS C 0.1%
ASTE B 0.1%
CNXN C 0.1%
HTH B 0.1%
HTBK A 0.1%
NSSC D 0.1%
SWBI C 0.1%
LNN B 0.1%
CAL D 0.1%
ALG B 0.1%
DNUT D 0.1%
SPOK C 0.1%
RYI C 0.1%
CDRE D 0.1%
AKR B 0.1%
FCPT C 0.1%
UE C 0.1%
DIN C 0.1%
MTRN C 0.1%
GTY B 0.1%
HAYN C 0.1%
HBT B 0.09%
CMCO B 0.09%
WEYS C 0.09%
SHYF C 0.09%
RNGR B 0.09%
THFF B 0.09%
CPF A 0.09%
FCBC B 0.09%
CASH A 0.09%
FISI A 0.09%
MBWM B 0.09%
HFWA B 0.09%
NVEC C 0.09%
JACK D 0.09%
FBMS B 0.09%
DBRG F 0.09%
LGTY D 0.09%
MATW C 0.09%
LMNR B 0.09%
CNMD C 0.09%
HBNC B 0.09%
KW B 0.09%
EE A 0.09%
BHRB B 0.09%
NMRK B 0.09%
RUSHB B 0.08%
WNC C 0.08%
NX C 0.08%
DRH B 0.08%
ITIC B 0.08%
GCMG B 0.08%
SD D 0.08%
ARKO C 0.08%
VLGEA B 0.08%
TRAK B 0.08%
METC C 0.08%
RGR F 0.08%
MPX B 0.08%
BELFB C 0.08%
SCHL D 0.08%
HSTM B 0.08%
VSTS C 0.08%
TRST A 0.08%
RDUS C 0.08%
MCBS B 0.08%
EXPI C 0.08%
UWMC D 0.08%
HPK B 0.08%
MSB B 0.08%
LOB B 0.08%
HAFC A 0.08%
EVTC B 0.08%
ROIC A 0.08%
MYE F 0.08%
ODC C 0.08%
PKOH B 0.08%
YORW D 0.08%
NATH C 0.08%
SHO C 0.08%
HVT D 0.08%
BRY F 0.08%
NUS D 0.07%
CLB B 0.07%
VRE B 0.07%
PLPC B 0.07%
SGC C 0.07%
HTLD B 0.07%
JBGS D 0.07%
MLAB D 0.07%
XHR B 0.07%
UMH C 0.07%
ESRT C 0.07%
IBCP B 0.07%
GTN F 0.07%
CNOB B 0.07%
UVE B 0.07%
NIC B 0.07%
IMMR C 0.07%
GWRS B 0.07%
TRS B 0.07%
AAT B 0.07%
MBIN D 0.07%
PKE B 0.07%
ALEX C 0.07%
IVT B 0.07%
BY B 0.07%
CVGW D 0.07%
OFLX D 0.06%
ATNI F 0.06%
CCNE B 0.06%
NRIM A 0.06%
GNE D 0.06%
MSBI B 0.06%
FFIC B 0.06%
NFBK B 0.06%
ARTNA D 0.06%
AMAL B 0.06%
MOV C 0.06%
KELYA F 0.06%
PEB D 0.06%
QCRH A 0.06%
RGP F 0.06%
KRNY B 0.06%
KOP C 0.06%
CMP C 0.06%
DEA D 0.06%
CAC B 0.06%
RLJ C 0.06%
MMI B 0.06%
NEWT B 0.06%
IMKTA C 0.06%
CTO B 0.05%
OBK B 0.05%
SMBK B 0.05%
EML D 0.05%
FLIC B 0.05%
ESCA C 0.05%
WTI F 0.05%
IIIN C 0.05%
DBI F 0.05%
NRC F 0.05%
ALRS D 0.05%
MGPI F 0.05%
BFS C 0.05%
BFC B 0.05%
PGC C 0.05%
BSRR B 0.05%
EPM A 0.05%
SLP D 0.05%
BSIG A 0.05%
CSR B 0.05%
RGCO C 0.05%
JOUT D 0.05%
FF D 0.05%
ALTG C 0.05%
EVC C 0.05%
UTMD F 0.05%
FMBH B 0.05%
ZEUS C 0.05%
HBB F 0.05%
DHIL A 0.05%
LAKE B 0.04%
CIVB B 0.04%
CASS B 0.04%
TIPT B 0.04%
RCKY F 0.04%
OPY B 0.04%
NBN B 0.04%
CLAR D 0.04%
HOFT C 0.04%
GSBC B 0.04%
ARC A 0.04%
TWIN F 0.04%
RM D 0.04%
DGICA A 0.04%
AMTB B 0.04%
SMBC B 0.04%
SVC F 0.04%
SHBI A 0.04%
SAVE D 0.04%
FMNB B 0.04%
RELL B 0.04%
HURC C 0.04%
SHEN F 0.04%
ORRF B 0.04%
OSBC A 0.04%
WSR A 0.04%
MEI D 0.04%
BSVN B 0.04%
CBL A 0.04%
FSBC B 0.04%
HCI C 0.04%
HQI B 0.04%
NTST D 0.04%
EQBK A 0.04%
NC B 0.04%
RICK C 0.04%
ALCO D 0.04%
CHCT C 0.03%
NECB B 0.03%
CLDT B 0.03%
FSBW B 0.03%
PSTL D 0.03%
CSPI C 0.03%
CZNC B 0.03%
BSET B 0.03%
SPFI B 0.03%
ACU B 0.03%
BHB B 0.03%
GNTY A 0.03%
AROW B 0.03%
AHH D 0.03%
BRT B 0.03%
OLP B 0.03%
TSQ D 0.03%
HONE B 0.03%
GMRE F 0.03%
AMRK F 0.03%
PHX A 0.03%
LCUT F 0.03%
PLYM F 0.03%
BMRC B 0.03%
UFCS B 0.03%
WTBA B 0.03%
FRST B 0.03%
UNTY B 0.02%
RRBI A 0.02%
SSBK B 0.02%
SGA F 0.02%
CBNK B 0.02%
III C 0.02%
RMR F 0.02%
VOC C 0.02%
LAND F 0.02%
FBIZ B 0.02%
PKST D 0.02%
FRBA C 0.02%
DHC F 0.02%
ISTR B 0.02%
FPI B 0.02%
CATO D 0.02%
FDBC C 0.01%
INBK B 0.01%
MBCN B 0.01%
OBT C 0.01%
PLBC A 0.01%
PINE C 0.01%
FNWB C 0.0%
DES Underweight 61 Positions Relative to IYR
Symbol Grade Weight
PLD D -7.78%
AMT D -6.8%
EQIX A -6.31%
WELL A -4.84%
SPG B -4.14%
DLR B -4.14%
PSA D -3.95%
O D -3.69%
CCI D -3.38%
CBRE B -2.94%
EXR D -2.61%
IRM D -2.52%
VICI C -2.48%
AVB B -2.44%
CSGP D -2.19%
VTR C -1.97%
EQR B -1.88%
SBAC D -1.78%
WY D -1.69%
ESS B -1.45%
INVH D -1.44%
MAA B -1.38%
KIM A -1.26%
ARE D -1.23%
SUI D -1.1%
DOC D -1.1%
GLPI C -1.01%
UDR B -1.0%
ELS C -0.99%
CPT B -0.96%
JLL D -0.93%
HST C -0.91%
WPC D -0.91%
REG B -0.9%
AMH D -0.89%
BXP D -0.86%
LAMR D -0.83%
CUBE D -0.82%
Z A -0.82%
OHI C -0.77%
NLY C -0.74%
REXR F -0.69%
BRX A -0.65%
FRT B -0.64%
EGP F -0.63%
NNN D -0.58%
ADC B -0.57%
AGNC D -0.56%
FR C -0.52%
VNO B -0.51%
STAG F -0.5%
HR C -0.48%
STWD C -0.46%
COLD D -0.43%
RITM C -0.42%
KRC C -0.31%
RYN D -0.3%
ZG A -0.29%
LINE F -0.28%
HHH B -0.18%
SEG B -0.02%
Compare ETFs