DGS vs. IBIC
DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - DGS is a Emerging Markets Diversified fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, DGS returned 23.97% vs 4.42% for IBIC. At a 0.04 correlation, their price movements are largely independent. DGS charges 0.58%/yr vs 0.10%/yr for IBIC.
Performance
DGS vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, DGS achieves a 12.85% return, which is significantly higher than IBIC's 2.43% return.
DGS
- 1D
- -2.97%
- 1M
- -0.76%
- YTD
- 12.85%
- 6M
- 13.23%
- 1Y
- 23.97%
- 3Y*
- 15.58%
- 5Y*
- 7.67%
- 10Y*
- 9.87%
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGS vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 12.85% | 21.18% | 1.13% | 6.25% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between DGS and IBIC is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.21 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.04 |
The correlation between DGS and IBIC shifts across timeframes, from -0.21 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DGS vs. IBIC — Risk / Return Rank
DGS
IBIC
DGS vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGS | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.56 | ||
| Sortino ratioReturn per unit of downside risk | -6.98 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 2.22 | -0.96 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 16.56 | -14.17 |
| Martin ratioReturn relative to average drawdown | 7.88 | 58.67 | -50.79 |
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Drawdowns
DGS vs. IBIC - Drawdown Comparison
The maximum DGS drawdown since its inception was -61.83%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for DGS and IBIC.
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Drawdown Indicators
| DGS | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -0.90% | -60.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -0.27% | -9.79% |
Max Drawdown (3Y)Largest decline over 3 years | -19.31% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.86% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | — | — |
Current DrawdownCurrent decline from peak | -3.33% | -0.08% | -3.25% |
Average DrawdownAverage peak-to-trough decline | -12.56% | -0.10% | -12.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 0.08% | +2.97% |
Volatility
DGS vs. IBIC - Volatility Comparison
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has a higher volatility of 7.86% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that DGS's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGS | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 0.17% | +7.69% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 0.67% | +14.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 0.89% | +15.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 1.56% | +13.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 1.56% | +15.77% |
DGS vs. IBIC - Expense Ratio Comparison
DGS has a 0.58% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
DGS vs. IBIC - Dividend Comparison
DGS's dividend yield for the trailing twelve months is around 3.26%, less than IBIC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.26% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.58% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DGS and IBIC have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGS has higher volatility (7.86%) compared to IBIC (0.17%). In terms of maximum drawdown, DGS dropped -61.83% vs IBIC's -0.90%.
On 1-year performance, DGS leads with 23.97% vs 4.42% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DGS has performed better with a 23.97% return vs 4.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.58% for DGS.
IBIC has the higher dividend yield at 3.58%, compared with 3.26% for DGS.
DGS is categorized as Emerging Markets Diversified, while IBIC is Inflation-Protected Bonds. DGS tracks WisdomTree Emerging Markets SmallCap Dividend Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.58% for DGS and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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