DEM vs. DGRE
Compare and contrast key facts about WisdomTree Emerging Markets Equity Income Fund (DEM) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE).
DEM and DGRE 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. DGRE is an actively managed fund by WisdomTree. It was launched on Aug 1, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEM or DGRE.
Correlation
The correlation between DEM and DGRE is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DEM vs. DGRE - Performance Comparison
Key characteristics
DEM:
0.43
DGRE:
0.11
DEM:
0.71
DGRE:
0.28
DEM:
1.09
DGRE:
1.04
DEM:
0.46
DGRE:
0.09
DEM:
1.20
DGRE:
0.24
DEM:
5.95%
DGRE:
8.13%
DEM:
16.65%
DGRE:
18.31%
DEM:
-51.85%
DGRE:
-36.95%
DEM:
-5.65%
DGRE:
-11.07%
Returns By Period
In the year-to-date period, DEM achieves a 4.62% return, which is significantly higher than DGRE's 0.18% return. Over the past 10 years, DEM has outperformed DGRE with an annualized return of 3.88%, while DGRE has yielded a comparatively lower 2.44% annualized return.
DEM
4.62%
-1.78%
-1.00%
6.87%
11.22%
3.88%
DGRE
0.18%
0.17%
-6.02%
1.51%
7.22%
2.44%
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DEM vs. DGRE - Expense Ratio Comparison
DEM has a 0.63% expense ratio, which is higher than DGRE's 0.32% expense ratio.
Risk-Adjusted Performance
DEM vs. DGRE — Risk-Adjusted Performance Rank
DEM
DGRE
DEM vs. DGRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income Fund (DEM) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). 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.
Dividends
DEM vs. DGRE - Dividend Comparison
DEM's dividend yield for the trailing twelve months is around 5.52%, more than DGRE's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 5.52% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% | 5.51% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 1.93% | 1.90% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 2.09% | 3.18% | 3.01% | 2.45% |
Drawdowns
DEM vs. DGRE - Drawdown Comparison
The maximum DEM drawdown since its inception was -51.85%, which is greater than DGRE's maximum drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for DEM and DGRE. For additional features, visit the drawdowns tool.
Volatility
DEM vs. DGRE - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income Fund (DEM) is 9.40%, while WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a volatility of 10.55%. This indicates that DEM experiences smaller price fluctuations and is considered to be less risky than DGRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.