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WisdomTree Emerging Markets SmallCap Divdend Fund ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717W2816

CUSIP

97717W281

Inception Date

Oct 30, 2007

Region

Emerging Markets (Broad)

Leveraged

1x

Index Tracked

WisdomTree Emerging Markets SmallCap Dividend Index

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

DGS has an expense ratio of 0.63%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

WisdomTree Emerging Markets SmallCap Divdend Fund (DGS) returned 6.66% year-to-date (YTD) and 3.57% over the past 12 months. Over the past 10 years, DGS returned 5.09% annually, underperforming the S&P 500 benchmark at 10.77%.


DGS

YTD

6.66%

1M

12.33%

6M

5.26%

1Y

3.57%

5Y*

12.24%

10Y*

5.09%

^GSPC (Benchmark)

YTD

0.08%

1M

9.75%

6M

-1.63%

1Y

12.74%

5Y*

15.66%

10Y*

10.77%

*Annualized

Monthly Returns

The table below presents the monthly returns of DGS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.96%0.19%-0.32%2.53%5.19%6.66%
2024-3.10%2.75%2.43%0.04%1.41%1.00%0.58%2.07%2.83%-4.71%-1.06%-2.77%1.13%
20237.05%-4.10%1.65%0.83%-1.13%3.97%7.03%-3.94%-1.69%-4.71%8.01%5.83%19.08%
2022-0.36%-0.51%1.87%-5.67%-0.46%-8.68%0.78%-0.42%-9.35%-0.95%13.87%-1.35%-12.35%
2021-1.55%5.62%3.59%4.45%0.82%2.29%-0.95%2.58%-2.23%-2.19%-1.93%4.32%15.33%
2020-7.49%-5.79%-20.58%10.08%3.38%5.29%5.51%2.96%-0.96%-0.75%11.40%5.45%4.06%
201910.50%0.17%1.81%1.49%-6.04%6.22%-1.42%-4.03%1.18%2.69%-0.18%6.16%18.90%
20186.96%-4.28%1.22%-3.33%-1.09%-6.49%2.31%-3.24%-1.54%-10.10%5.46%-2.49%-16.51%
20176.39%4.23%3.48%0.74%1.28%1.14%4.33%3.06%1.06%0.59%0.26%5.93%37.47%
2016-5.36%3.01%10.53%2.20%-4.82%6.61%7.10%0.00%2.26%-1.68%-4.56%0.46%15.37%
20150.72%2.81%-1.03%5.67%-2.63%-3.83%-7.31%-8.95%-1.00%4.07%-2.24%-2.92%-16.32%
2014-6.42%4.75%3.37%0.99%1.02%1.86%0.29%3.53%-6.09%-1.64%-1.12%-3.42%-3.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DGS is 24, meaning it’s performing worse than 76% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DGS is 2424
Overall Rank
The Sharpe Ratio Rank of DGS is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of DGS is 2323
Sortino Ratio Rank
The Omega Ratio Rank of DGS is 2323
Omega Ratio Rank
The Calmar Ratio Rank of DGS is 2626
Calmar Ratio Rank
The Martin Ratio Rank of DGS is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Divdend Fund (DGS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

WisdomTree Emerging Markets SmallCap Divdend Fund Sharpe ratios as of May 14, 2025 (values are recalculated daily):

  • 1-Year: 0.23
  • 5-Year: 0.81
  • 10-Year: 0.28
  • All Time: 0.17

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of WisdomTree Emerging Markets SmallCap Divdend Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

WisdomTree Emerging Markets SmallCap Divdend Fund provided a 3.20% dividend yield over the last twelve months, with an annual payout of $1.67 per share.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.67$1.64$2.27$2.35$2.10$1.76$1.89$1.78$1.46$1.34$1.15$1.38

Dividend yield

3.20%3.36%4.55%5.34%3.98%3.69%3.95%4.24%2.81%3.42%3.28%3.20%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree Emerging Markets SmallCap Divdend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.08$0.00$0.00$0.08
2024$0.00$0.00$0.05$0.00$0.00$0.68$0.00$0.00$0.61$0.00$0.00$0.31$1.64
2023$0.00$0.00$0.12$0.00$0.00$0.92$0.00$0.00$0.78$0.00$0.00$0.46$2.27
2022$0.00$0.00$0.14$0.00$0.00$1.07$0.00$0.00$0.83$0.00$0.00$0.31$2.35
2021$0.00$0.00$0.11$0.00$0.00$0.76$0.00$0.00$0.65$0.00$0.00$0.59$2.10
2020$0.00$0.00$0.06$0.00$0.00$0.58$0.00$0.00$0.63$0.00$0.00$0.49$1.76
2019$0.00$0.00$0.10$0.00$0.00$0.66$0.00$0.00$0.75$0.00$0.00$0.38$1.89
2018$0.00$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.83$0.00$0.00$0.31$1.78
2017$0.00$0.00$0.00$0.00$0.00$0.56$0.00$0.00$0.68$0.00$0.00$0.23$1.46
2016$0.00$0.00$0.00$0.00$0.00$0.42$0.00$0.00$0.68$0.00$0.00$0.24$1.34
2015$0.00$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.66$0.00$0.00$0.11$1.15
2014$0.09$0.00$0.00$0.45$0.00$0.00$0.58$0.00$0.00$0.25$1.38

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 SmallCap Divdend 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 SmallCap Divdend Fund was 61.83%, occurring on Nov 20, 2008. Recovery took 453 trading sessions.

The current WisdomTree Emerging Markets SmallCap Divdend Fund drawdown is 3.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.83%Nov 1, 2007267Nov 20, 2008453Sep 10, 2010720
-44.08%Jan 29, 2018541Mar 23, 2020230Feb 19, 2021771
-35.8%May 9, 2013681Jan 21, 2016371Jul 12, 20171052
-30.83%May 2, 2011108Oct 3, 2011398May 6, 2013506
-24.86%Sep 14, 2021281Oct 24, 2022295Dec 27, 2023576

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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