DGRE vs. EMXC
Compare and contrast key facts about WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and iShares MSCI Emerging Markets ex China ETF (EMXC).
DGRE and EMXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRE is an actively managed fund by WisdomTree. It was launched on Aug 1, 2013. EMXC is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Jul 19, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRE or EMXC.
Key characteristics
| DGRE | EMXC | |
|---|---|---|
| YTD Return | 2.27% | 1.08% |
| 1Y Return | 17.73% | 16.90% |
| 3Y Return (Ann) | -3.09% | -0.58% |
| 5Y Return (Ann) | 2.89% | 4.74% |
| Sharpe Ratio | 1.14 | 1.17 |
| Daily Std Dev | 13.70% | 12.89% |
| Max Drawdown | -36.95% | -42.80% |
| Current Drawdown | -11.65% | -6.75% |
Correlation
The correlation between DGRE and EMXC is 0.83, 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
DGRE vs. EMXC - Performance Comparison
In the year-to-date period, DGRE achieves a 2.27% return, which is significantly higher than EMXC's 1.08% 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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DGRE vs. EMXC - Expense Ratio Comparison
DGRE has a 0.32% expense ratio, which is lower than EMXC's 0.49% expense ratio.
Risk-Adjusted Performance
DGRE vs. EMXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and iShares MSCI Emerging Markets ex China ETF (EMXC). 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
DGRE vs. EMXC - Dividend Comparison
DGRE's dividend yield for the trailing twelve months is around 2.18%, more than EMXC's 1.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 2.18% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 2.09% | 3.18% | 3.01% | 2.45% | 0.57% |
EMXC iShares MSCI Emerging Markets ex China ETF | 1.81% | 1.83% | 2.85% | 1.78% | 1.45% | 3.25% | 2.62% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGRE vs. EMXC - Drawdown Comparison
The maximum DGRE drawdown since its inception was -36.95%, smaller than the maximum EMXC drawdown of -42.80%. Use the drawdown chart below to compare losses from any high point for DGRE and EMXC. For additional features, visit the drawdowns tool.
Volatility
DGRE vs. EMXC - Volatility Comparison
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a higher volatility of 3.99% compared to iShares MSCI Emerging Markets ex China ETF (EMXC) at 3.77%. This indicates that DGRE's price experiences larger fluctuations and is considered to be riskier than EMXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.