DEM vs. AVEM
Compare and contrast key facts about WisdomTree Emerging Markets Equity Income Fund (DEM) and Avantis Emerging Markets Equity ETF (AVEM).
DEM and AVEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DEM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets Equity income Index. It was launched on Jul 13, 2007. AVEM is a passively managed fund by American Century that tracks the performance of the MSCI Emerging Markets Index. It was launched on Sep 17, 2019. Both DEM and AVEM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DEM vs. AVEM - Performance Comparison
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DEM vs. AVEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 6.89% | 21.29% | 4.46% | 20.93% | -10.43% | 11.49% | -5.84% | 9.84% |
AVEM Avantis Emerging Markets Equity ETF | 4.70% | 34.48% | 7.49% | 15.30% | -18.15% | 5.16% | 14.39% | 11.13% |
Returns By Period
In the year-to-date period, DEM achieves a 6.89% return, which is significantly higher than AVEM's 4.70% return.
DEM
- 1D
- 2.73%
- 1M
- -3.50%
- YTD
- 6.89%
- 6M
- 9.69%
- 1Y
- 23.52%
- 3Y*
- 15.42%
- 5Y*
- 8.66%
- 10Y*
- 9.12%
AVEM
- 1D
- 3.60%
- 1M
- -9.09%
- YTD
- 4.70%
- 6M
- 9.02%
- 1Y
- 37.57%
- 3Y*
- 18.51%
- 5Y*
- 6.97%
- 10Y*
- —
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DEM vs. AVEM - Expense Ratio Comparison
DEM has a 0.63% expense ratio, which is higher than AVEM's 0.33% expense ratio.
Return for Risk
DEM vs. AVEM — Risk / Return Rank
DEM
AVEM
DEM vs. AVEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income Fund (DEM) and Avantis Emerging Markets Equity ETF (AVEM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DEM | AVEM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.89 | -0.31 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.48 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.82 | -0.75 |
Martin ratioReturn relative to average drawdown | 9.47 | 11.10 | -1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DEM | AVEM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.89 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.39 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.51 | -0.32 |
Correlation
The correlation between DEM and AVEM is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DEM vs. AVEM - Dividend Comparison
DEM's dividend yield for the trailing twelve months is around 4.22%, more than AVEM's 2.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 4.22% | 4.88% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% |
AVEM Avantis Emerging Markets Equity ETF | 2.41% | 2.45% | 3.17% | 3.06% | 2.77% | 2.61% | 1.60% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DEM vs. AVEM - Drawdown Comparison
The maximum DEM drawdown since its inception was -51.85%, which is greater than AVEM's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for DEM and AVEM.
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Drawdown Indicators
| DEM | AVEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.85% | -36.05% | -15.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -13.13% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -27.18% | -34.00% | +6.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.79% | — | — |
Current DrawdownCurrent decline from peak | -4.57% | -10.00% | +5.43% |
Average DrawdownAverage peak-to-trough decline | -13.01% | -10.30% | -2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.34% | -0.85% |
Volatility
DEM vs. AVEM - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income Fund (DEM) is 7.33%, while Avantis Emerging Markets Equity ETF (AVEM) has a volatility of 10.36%. This indicates that DEM experiences smaller price fluctuations and is considered to be less risky than AVEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DEM | AVEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 10.36% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 14.72% | -4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.04% | 20.03% | -4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 17.87% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 20.37% | -2.36% |