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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEM or FEMKX.
Key characteristics
| DEM | FEMKX | |
|---|---|---|
| YTD Return | 6.64% | 6.37% |
| 1Y Return | 20.60% | 15.69% |
| 3Y Return (Ann) | 5.61% | -4.37% |
| 5Y Return (Ann) | 5.44% | 5.84% |
| 10Y Return (Ann) | 3.76% | 6.13% |
| Sharpe Ratio | 1.56 | 1.16 |
| Daily Std Dev | 13.69% | 13.77% |
| Max Drawdown | -51.85% | -71.06% |
| Current Drawdown | 0.00% | -20.08% |
Correlation
The correlation between DEM and FEMKX is 0.82, 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.
Performance
DEM vs. FEMKX - Performance Comparison
The year-to-date returns for both stocks are quite close, with DEM having a 6.64% return and FEMKX slightly lower at 6.37%. Over the past 10 years, DEM has underperformed FEMKX with an annualized return of 3.76%, while FEMKX has yielded a comparatively higher 6.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
DEM vs. FEMKX - Risk-Adjusted Performance 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.
Dividends
DEM vs. FEMKX - Dividend Comparison
DEM's dividend yield for the trailing twelve months is around 5.47%, more than FEMKX's 1.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 5.47% | 5.49% | 8.62% | 5.87% | 4.21% | 4.79% | 4.47% | 3.67% | 3.63% | 5.21% | 5.51% | 4.10% |
FEMKX Fidelity Emerging Markets | 1.04% | 1.11% | 0.77% | 6.00% | 1.39% | 1.71% | 0.83% | 0.58% | 0.67% | 0.51% | 1.24% | 0.08% |
Drawdowns
DEM vs. FEMKX - Drawdown Comparison
The maximum DEM drawdown since its inception was -51.85%, smaller than the maximum FEMKX drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for DEM and FEMKX. For additional features, visit the drawdowns tool.
Volatility
DEM vs. FEMKX - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income Fund (DEM) is 4.26%, while Fidelity Emerging Markets (FEMKX) has a volatility of 4.99%. 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.