- ISIN
- US97717W3152
- CUSIP
- 97717W315
- Issuer
- WisdomTree
- Inception Date
- Jul 13, 2007
- Region
- Emerging Markets (Broad)
- Category
- Emerging Markets Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree Emerging Markets Equity income Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $4B
Share Price Chart
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Performance
DEM Performance Chart
WisdomTree Emerging Markets Equity Income Fund (DEM) is up 18.1% since the beginning of the year. DEM is currently trading at $55 per share. Investors who bought $1,000 worth of DEM shares 5 years ago would now be looking at an investment worth $1,585.
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Returns By Period
WisdomTree Emerging Markets Equity Income Fund (DEM) has returned 18.12% so far this year and 28.27% over the past 12 months. Over the last ten years, DEM has returned 10.52% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
WisdomTree Emerging Markets Equity Income Fund
- 1D
- -1.93%
- 1M
- 1.59%
- YTD
- 18.12%
- 6M
- 18.38%
- 1Y
- 28.27%
- 3Y*
- 18.30%
- 5Y*
- 9.65%
- 10Y*
- 10.52%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
DEM Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, DEM's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.
Historically, 52% of months were positive and 48% were negative. The best month was Apr 2009 with a return of +17.5%, while the worst month was Oct 2008 at -20.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.
On a daily basis, DEM closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +15.4%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.17% | 4.34% | -3.50% | 5.49% | 5.23% | -0.45% | 18.12% | ||||||
| 2025 | 1.83% | 0.02% | 3.04% | -0.26% | 4.26% | 4.82% | -0.49% | 2.20% | 1.58% | -0.09% | 1.48% | 1.21% | 21.29% |
| 2024 | -1.28% | 2.86% | 1.83% | 0.05% | 3.99% | 0.94% | -0.44% | 2.02% | 2.44% | -3.95% | -1.87% | -1.91% | 4.46% |
| 2023 | 8.64% | -4.47% | 2.63% | 1.03% | -2.48% | 4.54% | 6.69% | -5.24% | -0.33% | -2.72% | 6.91% | 5.19% | 20.93% |
| 2022 | 4.16% | -1.84% | -0.36% | -6.74% | 2.08% | -9.28% | -0.65% | -0.41% | -7.22% | -1.20% | 15.62% | -2.92% | -10.43% |
| 2021 | -1.29% | 4.51% | 4.95% | 1.71% | 3.32% | -0.65% | -2.45% | 2.15% | -2.01% | -0.87% | -2.98% | 5.01% | 11.49% |
Benchmark Metrics
WisdomTree Emerging Markets Equity Income Fund has an annualized alpha of -2.03%, beta of 0.94, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.
- This ETF participated in 94.23% of S&P 500 Index downside but only 78.91% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -2.03% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 0.94 and R2 of 0.66, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -2.03%
- Beta
- 0.94
- R²
- 0.66
- Upside Capture
- 78.91%
- Downside Capture
- 94.23%
Expense Ratio
DEM has an expense ratio of 0.63%, placing it in the medium range.
Return for Risk
Risk / Return Rank
DEM ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income Fund (DEM) and compare them to S&P 500 Index.
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.
| DEM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 2.46 | +1.14 |
| Martin ratioReturn relative to average drawdown | 12.31 | 10.92 | +1.39 |
Dividends
Dividend History
WisdomTree Emerging Markets Equity Income Fund provided a 3.82% dividend yield over the last twelve months, with an annual payout of $2.09 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.09 | $2.28 | $2.12 | $2.24 | $3.07 | $2.54 | $1.73 | $2.19 | $1.79 | $1.66 | $1.36 | $1.65 |
Dividend yield | 3.82% | 4.88% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Emerging Markets Equity Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.24 | ||||||
| 2025 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.48 | $2.28 |
| 2024 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $0.20 | $2.12 |
| 2023 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $0.32 | $2.24 |
| 2022 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $1.51 | $0.00 | $0.00 | $0.43 | $3.07 |
| 2021 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.74 | $2.54 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Emerging Markets Equity Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Emerging Markets Equity Income Fund was 51.85%, occurring on Mar 2, 2009. Recovery took 274 trading sessions.
The current WisdomTree Emerging Markets Equity Income Fund drawdown is 2.71%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -51.85%Mar 2009 | 9mo 16d | 1y 1mo | 1y 10moMay 2008 - Apr 2010 |
2016 bear market2016 | -47.04%Jan 2016 | 4y 8mo | 2y | 6y 8moMay 2011 - Jan 2018 |
COVID crash2020 | -37.79%Mar 2020 | 1mo 27d | 12mo 2d | 1y 1moJan 2020 - Mar 2021 |
Bear market2022 | -27.18%Oct 2022 | 8mo 16d | 1y 3mo | 2y 3dFeb 2022 - Feb 2024 |
Rate-hike selloffLate 2018 | -19.03%Oct 2018 | 9mo 3d | 1y 2mo | 1y 11moJan 2018 - Jan 2020 |
Drawdown Indicators
| DEM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.85% | -56.78% | +4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -9.10% | +1.21% |
Max Drawdown (3Y)Largest decline over 3 years | -15.64% | -18.90% | +3.26% |
Max Drawdown (5Y)Largest decline over 5 years | -27.18% | -25.43% | -1.75% |
Max Drawdown (10Y)Largest decline over 10 years | -37.79% | -33.92% | -3.87% |
Current DrawdownCurrent decline from peak | -2.71% | -3.21% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -10.71% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.04% | +0.26% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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