DEM vs. FEMKX
Compare and contrast key facts about WisdomTree Emerging Markets Equity Income Fund (DEM) and Fidelity Emerging Markets (FEMKX).
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. FEMKX is managed by Fidelity. It was launched on Nov 1, 1990.
Performance
DEM vs. FEMKX - Performance Comparison
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DEM vs. FEMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 6.89% | 21.29% | 4.46% | 20.93% | -10.43% | 11.49% | -5.84% | 19.84% | -7.69% | 26.26% |
FEMKX Fidelity Emerging Markets | -2.45% | 31.02% | 7.12% | 15.16% | -27.48% | 1.25% | 32.56% | 33.67% | -18.03% | 46.92% |
Returns By Period
In the year-to-date period, DEM achieves a 6.89% return, which is significantly higher than FEMKX's -2.45% return. Both investments have delivered pretty close results over the past 10 years, with DEM having a 9.12% annualized return and FEMKX not far ahead at 9.57%.
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%
FEMKX
- 1D
- -0.90%
- 1M
- -11.42%
- YTD
- -2.45%
- 6M
- 1.51%
- 1Y
- 29.35%
- 3Y*
- 13.32%
- 5Y*
- 2.59%
- 10Y*
- 9.57%
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DEM vs. FEMKX - Expense Ratio Comparison
DEM has a 0.63% expense ratio, which is lower than FEMKX's 0.88% expense ratio.
Return for Risk
DEM vs. FEMKX — Risk / Return Rank
DEM
FEMKX
DEM vs. FEMKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income Fund (DEM) and Fidelity Emerging Markets (FEMKX). 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 | FEMKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.48 | +0.09 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.03 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.29 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.01 | +0.07 |
Martin ratioReturn relative to average drawdown | 9.47 | 7.64 | +1.83 |
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 | FEMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.48 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.14 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.52 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.29 | -0.10 |
Correlation
The correlation between DEM and FEMKX is 0.81, 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. FEMKX - Dividend Comparison
DEM's dividend yield for the trailing twelve months is around 4.22%, more than FEMKX's 0.05% 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% |
FEMKX Fidelity Emerging Markets | 0.05% | 0.05% | 0.65% | 1.11% | 0.77% | 6.00% | 1.39% | 1.71% | 0.83% | 0.08% | 0.67% | 0.51% |
Drawdowns
DEM vs. FEMKX - Drawdown Comparison
The maximum DEM drawdown since its inception was -51.85%, smaller than the maximum FEMKX drawdown of -71.14%. Use the drawdown chart below to compare losses from any high point for DEM and FEMKX.
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Drawdown Indicators
| DEM | FEMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.85% | -71.14% | +19.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -13.00% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -27.18% | -40.88% | +13.70% |
Max Drawdown (10Y)Largest decline over 10 years | -37.79% | -43.24% | +5.45% |
Current DrawdownCurrent decline from peak | -4.57% | -13.00% | +8.43% |
Average DrawdownAverage peak-to-trough decline | -13.01% | -26.06% | +13.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.42% | -0.93% |
Volatility
DEM vs. FEMKX - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income Fund (DEM) is 7.33%, while Fidelity Emerging Markets (FEMKX) has a volatility of 9.18%. This indicates that DEM experiences smaller price fluctuations and is considered to be less risky than FEMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DEM | FEMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 9.18% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 14.16% | -4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.04% | 19.32% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 18.46% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 18.41% | -0.40% |