DGS vs. WAESX
Compare and contrast key facts about WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) and Wasatch Emerging Markets Select Fund (WAESX).
DGS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets SmallCap Dividend Index. It was launched on Oct 30, 2007. WAESX is managed by Wasatch. It was launched on Dec 12, 2012.
Performance
DGS vs. WAESX - Performance Comparison
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DGS vs. WAESX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 5.34% | 21.18% | 1.13% | 19.08% | -12.35% | 15.33% | 4.06% | 18.90% | -16.52% | 37.47% |
WAESX Wasatch Emerging Markets Select Fund | -8.40% | 10.56% | -0.12% | 17.52% | -37.38% | 21.34% | 48.36% | 28.05% | -11.50% | 37.66% |
Returns By Period
In the year-to-date period, DGS achieves a 5.34% return, which is significantly higher than WAESX's -8.40% return. Over the past 10 years, DGS has outperformed WAESX with an annualized return of 8.94%, while WAESX has yielded a comparatively lower 6.88% annualized return.
DGS
- 1D
- 2.72%
- 1M
- -6.99%
- YTD
- 5.34%
- 6M
- 6.67%
- 1Y
- 29.07%
- 3Y*
- 13.78%
- 5Y*
- 7.49%
- 10Y*
- 8.94%
WAESX
- 1D
- -1.30%
- 1M
- -9.29%
- YTD
- -8.40%
- 6M
- -4.85%
- 1Y
- 3.86%
- 3Y*
- 2.87%
- 5Y*
- -2.08%
- 10Y*
- 6.88%
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DGS vs. WAESX - Expense Ratio Comparison
DGS has a 0.58% expense ratio, which is lower than WAESX's 1.32% expense ratio.
Return for Risk
DGS vs. WAESX — Risk / Return Rank
DGS
WAESX
DGS vs. WAESX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) and Wasatch Emerging Markets Select Fund (WAESX). 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.
| DGS | WAESX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 0.17 | +1.60 |
Sortino ratioReturn per unit of downside risk | 2.37 | 0.36 | +2.01 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.04 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.56 | 0.02 | +2.55 |
Martin ratioReturn relative to average drawdown | 9.49 | 0.05 | +9.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGS | WAESX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 0.17 | +1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | -0.10 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.35 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.21 | 0.00 |
Correlation
The correlation between DGS and WAESX is 0.70, 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.
Dividends
DGS vs. WAESX - Dividend Comparison
DGS's dividend yield for the trailing twelve months is around 3.49%, while WAESX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.49% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
WAESX Wasatch Emerging Markets Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGS vs. WAESX - Drawdown Comparison
The maximum DGS drawdown since its inception was -61.83%, which is greater than WAESX's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for DGS and WAESX.
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Drawdown Indicators
| DGS | WAESX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -45.85% | -15.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -11.18% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.86% | -45.85% | +20.99% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -45.85% | +1.77% |
Current DrawdownCurrent decline from peak | -7.62% | -30.21% | +22.59% |
Average DrawdownAverage peak-to-trough decline | -12.68% | -16.56% | +3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.32% | -0.36% |
Volatility
DGS vs. WAESX - Volatility Comparison
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has a higher volatility of 8.48% compared to Wasatch Emerging Markets Select Fund (WAESX) at 7.41%. This indicates that DGS's price experiences larger fluctuations and is considered to be riskier than WAESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGS | WAESX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.48% | 7.41% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 12.10% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 17.95% | -1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 19.89% | -5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 19.54% | -2.29% |