DGS vs. NDIV
DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) and NDIV (Amplify Natural Resources Dividend Income ETF) are both exchange-traded funds - DGS is a Dividend fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index, while NDIV is a Energy Equities fund tracking the EQM Natural Resources Dividend Income Index. Both are passively managed. Over the past 3 years, DGS returned 11.49%/yr vs 15.74%/yr for NDIV. Their 0.43 correlation means their historical movements had little consistent relationship. DGS charges 0.58%/yr vs 0.59%/yr for NDIV.
Performance
DGS vs. NDIV - Performance Comparison
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Returns By Period
In the year-to-date period, DGS achieves a 8.16% return, which is significantly lower than NDIV's 33.67% return.
DGS
- 1D
- 0.00%
- 1M
- -5.05%
- 6M
- 0.93%
- YTD
- 8.16%
- 1Y
- 15.60%
- 3Y*
- 11.49%
- 5Y*
- 6.78%
- 10Y*
- 8.21%
- ALL TIME*
- 4.63%
NDIV
- 1D
- 1.10%
- 1M
- 8.05%
- 6M
- 18.09%
- YTD
- 33.67%
- 1Y
- 33.78%
- 3Y*
- 15.74%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.57M | $2.59M | $2.98M | |
| $359.17K | $364.93K | $506.10K |
DGS vs. NDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 8.16% | 21.18% | 1.13% | 19.08% | -0.56% |
NDIV Amplify Natural Resources Dividend Income ETF | 33.67% | 2.85% | 6.18% | 15.52% | 1.50% |
Correlation
The correlation between DGS and NDIV is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Aug 24, 2022 | 0.43 |
Over the past year, the correlation between DGS and NDIV has dropped to 0.10 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
DGS vs. NDIV — Risk / Return Rank
DGS
NDIV
DGS vs. NDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) and Amplify Natural Resources Dividend Income ETF (NDIV). 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 | NDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.63 | -1.09 |
| Martin ratioReturn relative to average drawdown | 4.58 | 6.50 | -1.92 |
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Drawdowns
DGS vs. NDIV - Drawdown Comparison
The maximum DGS drawdown since its inception was -61.83%, which is greater than NDIV's maximum drawdown of -19.73%. Use the drawdown chart below to compare losses from any high point for DGS and NDIV.
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Drawdown Indicators
| DGS | NDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -19.73% | -42.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -11.56% | +1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -19.31% | -19.73% | +0.42% |
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 | -7.35% | -3.34% | -4.01% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -4.31% | -8.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 4.69% | -1.30% |
Volatility
DGS vs. NDIV - Volatility Comparison
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has a higher volatility of 5.55% compared to Amplify Natural Resources Dividend Income ETF (NDIV) at 5.04%. This indicates that DGS's price experiences larger fluctuations and is considered to be riskier than NDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGS | NDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.04% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 15.52% | 13.65% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.41% | 19.52% | -2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.33% | 20.88% | -5.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.34% | 20.88% | -3.54% |
DGS vs. NDIV - Expense Ratio Comparison
DGS has a 0.58% expense ratio, which is lower than NDIV's 0.59% expense ratio.
Dividends
DGS vs. NDIV - Dividend Comparison
DGS's dividend yield for the trailing twelve months is around 3.96%, less than NDIV's 7.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.96% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
NDIV Amplify Natural Resources Dividend Income ETF | 7.68% | 5.64% | 5.88% | 7.37% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DGS and NDIV have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGS has higher volatility (5.55%) compared to NDIV (5.04%). In terms of maximum drawdown, DGS dropped -61.83% vs NDIV's -19.73%.
On 3-year performance, NDIV leads with 15.74% vs 11.49% for DGS. On fees, DGS is cheaper at 0.58% per year. On volatility, NDIV has been the lower-risk option at 5.04%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, NDIV has performed better with a 15.74% return vs 11.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGS is cheaper with a 0.58% expense ratio, compared with 0.59% for NDIV.
NDIV has the higher dividend yield at 7.68%, compared with 3.96% for DGS.
DGS is categorized as Dividend, while NDIV is Energy Equities. DGS tracks WisdomTree Emerging Markets SmallCap Dividend Index, while NDIV tracks EQM Natural Resources Dividend Income Index. They also come from different issuers: WisdomTree and Amplify. Their fees differ too: 0.58% for DGS and 0.59% for NDIV.
NDIV currently has the higher Sharpe Ratio (1.56 vs 0.89), 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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