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DESvsJPSVETF Comparison
WisdomTree U.S. SmallCap Dividend Fund (DES) belongs to the US High Dividend segment. JPMorgan Active Small Cap Value ETF (JPSV) is part of the US Small Cap Value segment. DES's top 3 sector exposures are Financials, Consumer Discretionary and Industrials. In contrast, JPSV's top sector exposures are Financials, Industrials and Consumer Discretionary. DES is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.74% for JPSV. DES is up 6.72% year-to-date (YTD) with -$14M in YTD flows. JPSV performs worse with 2.02% YTD performance, and +$608K in YTD flows. Run a side-by-side ETF comparison of DES and JPSV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DES vs JPSV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DES JPSV | -4.97%-5.27% | +3.29%-0.95% | +6.72%+2.02% | +14.22%+8.77% | +38.79%+30.98% | +27.37%n/a |
| Flows | DES JPSV | -$2M+$311K | -$25M+$315K | -$14M+$608K | -$134M+$2M | -$347M+$12M | -$156M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DES JPSV | +15.49%+13.89% | +20.17%+19.66% | +19.47%+18.12% | +19.63%n/a |
| Max drawdown | DES JPSV | -5.34%-5.82% | -14.25%-13.05% | -25.25%-22.76% | -25.25%n/a |
| Max drawdown duration | DES JPSV | 17d31d | 98d46d | 435d437d | 435dn/a |
DES | JPSV | |
Last sale 3/11/2026 at 1:30 PM | $35.62 | $59.12 |
| Previous close 03/11/2026 | $35.75 | $59.38 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DES | JPSV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DES | JPSV | |
|---|---|---|
| Last price | $35.62 | $59.12 |
| 1D performance | -0.36% | -0.44% |
| AuM | $1.93 B | $24.24 M |
| E/R | 0.38% | 0.74% |
DES | JPSV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | J.P. Morgan Asset Management |
| Benchmark | WisdomTree U.S. SmallCap Dividend Index | - |
| N° of holdings | 1078 | 102 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 16, 2006 | March 7, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the DES and JPSV ETFs performed in 2026?
As of March 11, 2026, DES is up 6.72% year-to-date (YTD), while JPSV has returned 2.02%. That puts DES better performer ahead so far this year.
Which ETF is attracting more investor money: DES or JPSV?
Year-to-date, the DES ETF saw -$14M in flows, compared to +$608K for JPSV.
Which ETF is more volatile: DES or JPSV?
Over the past year, DES had a volatility of 20.17%, while JPSV experienced 19.66%.
Which ETF is bigger: DES or JPSV?
As of March 11, 2026, DES holds $1.93 B in assets under management (AUM), while JPSV manages $24.24 M.
What sectors do the DES and JPSV ETFs invest in?
DES leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, JPSV focuses on Financials, Industrials and Consumer Discretionary.
What are the top holdings of the DES ETF and JPSV ETF?
DES top holdings include TFS FINANCIAL, EPR PROPERTIES and CAL MAINE FOODS. JPSV holds in its top three: OLD NATL BANCORP, SELECTIVE INSURANCE GROUP and DONNELLEY FINANCIAL SOLUTIONS.
Which ETF is more diversified: DES or JPSV?
DES holds 1141 securities with 12.38% of its assets in the top 15. JPSV has 112 securities and a top 15 weight of 20.79%.
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