DEM vs. MFEM
Compare and contrast key facts about WisdomTree Emerging Markets Equity Income Fund (DEM) and PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM).
DEM and MFEM 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. MFEM is a passively managed fund by PIMCO that tracks the performance of the RAFI Dynamic Multi-Factor Emerging Market Index. It was launched on Aug 31, 2017. Both DEM and MFEM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DEM or MFEM.
Correlation
The correlation between DEM and MFEM is 0.64, 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. MFEM - Performance Comparison
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Key characteristics
DEM:
0.33
MFEM:
0.19
DEM:
0.62
MFEM:
0.49
DEM:
1.08
MFEM:
1.06
DEM:
0.38
MFEM:
0.23
DEM:
0.99
MFEM:
0.63
DEM:
6.03%
MFEM:
7.13%
DEM:
16.63%
MFEM:
17.13%
DEM:
-51.85%
MFEM:
-42.28%
DEM:
-1.18%
MFEM:
-4.44%
Returns By Period
In the year-to-date period, DEM achieves a 9.59% return, which is significantly higher than MFEM's 5.90% return.
DEM
9.59%
8.12%
8.62%
5.44%
11.92%
4.45%
MFEM
5.90%
8.67%
3.82%
3.25%
11.07%
N/A
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DEM vs. MFEM - Expense Ratio Comparison
DEM has a 0.63% expense ratio, which is higher than MFEM's 0.49% expense ratio.
Risk-Adjusted Performance
DEM vs. MFEM — Risk-Adjusted Performance Rank
DEM
MFEM
DEM vs. MFEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income Fund (DEM) and PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM). 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.
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Dividends
DEM vs. MFEM - Dividend Comparison
DEM's dividend yield for the trailing twelve months is around 5.27%, less than MFEM's 5.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 5.27% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% | 5.51% |
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | 5.66% | 5.89% | 4.01% | 7.01% | 29.96% | 1.70% | 2.37% | 2.99% | 0.21% | 0.00% | 0.00% | 0.00% |
Drawdowns
DEM vs. MFEM - Drawdown Comparison
The maximum DEM drawdown since its inception was -51.85%, which is greater than MFEM's maximum drawdown of -42.28%. Use the drawdown chart below to compare losses from any high point for DEM and MFEM. For additional features, visit the drawdowns tool.
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Volatility
DEM vs. MFEM - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income Fund (DEM) is 3.27%, while PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) has a volatility of 3.75%. This indicates that DEM experiences smaller price fluctuations and is considered to be less risky than MFEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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