DGSD.L vs. 3USL.L
DGSD.L (WisdomTree Emerging Markets SmallCap Dividend UCITS ETF USD (Dist)) and 3USL.L (WisdomTree S&P 500 3x Daily Leveraged GB) are both exchange-traded funds - DGSD.L is a Emerging Markets Equities fund tracking the WisdomTree Emerging Markets Smallcap Dividend UCITS Index, while 3USL.L is a Leveraged Equities fund tracking the S&P 500 Net Total Returns Index. Both are passively managed. Over the past 10 years, DGSD.L returned 8.37%/yr vs 27.42%/yr for 3USL.L. A 0.62 correlation means they provide meaningful diversification when combined. DGSD.L charges 0.54%/yr vs 0.75%/yr for 3USL.L.
Performance
DGSD.L vs. 3USL.L - Performance Comparison
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Returns By Period
In the year-to-date period, DGSD.L achieves a 9.94% return, which is significantly lower than 3USL.L's 22.59% return. Over the past 10 years, DGSD.L has underperformed 3USL.L with an annualized return of 8.37%, while 3USL.L has yielded a comparatively higher 27.42% annualized return.
DGSD.L
- 1D
- 0.15%
- 1M
- -3.93%
- 6M
- 6.06%
- YTD
- 9.94%
- 1Y
- 14.79%
- 3Y*
- 12.72%
- 5Y*
- 6.57%
- 10Y*
- 8.37%
3USL.L
- 1D
- 0.64%
- 1M
- -1.12%
- 6M
- 21.60%
- YTD
- 22.59%
- 1Y
- 53.10%
- 3Y*
- 42.60%
- 5Y*
- 19.75%
- 10Y*
- 27.42%
DGSD.L vs. 3USL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSD.L WisdomTree Emerging Markets SmallCap Dividend UCITS ETF USD (Dist) | 9.94% | 18.93% | 2.14% | 19.83% | -11.18% | 12.82% | 5.94% | 15.75% | -15.06% | 34.26% |
3USL.L WisdomTree S&P 500 3x Daily Leveraged GB | 22.59% | 28.97% | 63.99% | 70.50% | -57.35% | 101.78% | 7.90% | 97.95% | -26.23% | 66.85% |
Correlation
The correlation between DGSD.L and 3USL.L is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2014 | 0.62 |
The correlation between DGSD.L and 3USL.L has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.
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Return for Risk
DGSD.L vs. 3USL.L — Risk / Return Rank
DGSD.L
3USL.L
DGSD.L vs. 3USL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend UCITS ETF USD (Dist) (DGSD.L) and WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L). 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.
| DGSD.L | 3USL.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.09 | -0.49 |
| Martin ratioReturn relative to average drawdown | 4.73 | 7.85 | -3.11 |
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Drawdowns
DGSD.L vs. 3USL.L - Drawdown Comparison
The maximum DGSD.L drawdown since its inception was -43.76%, smaller than the maximum 3USL.L drawdown of -76.72%. Use the drawdown chart below to compare losses from any high point for DGSD.L and 3USL.L.
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Drawdown Indicators
| DGSD.L | 3USL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.76% | -76.72% | +32.96% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -25.29% | +15.99% |
Max Drawdown (3Y)Largest decline over 3 years | -19.87% | -48.69% | +28.82% |
Max Drawdown (5Y)Largest decline over 5 years | -25.55% | -63.46% | +37.91% |
Max Drawdown (10Y)Largest decline over 10 years | -43.76% | -76.72% | +32.96% |
Current DrawdownCurrent decline from peak | -3.93% | -3.82% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -14.68% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 6.75% | -3.60% |
Volatility
DGSD.L vs. 3USL.L - Volatility Comparison
The current volatility for WisdomTree Emerging Markets SmallCap Dividend UCITS ETF USD (Dist) (DGSD.L) is 5.60%, while WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) has a volatility of 8.83%. This indicates that DGSD.L experiences smaller price fluctuations and is considered to be less risky than 3USL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGSD.L | 3USL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 8.83% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 27.74% | -14.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 35.86% | -20.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 47.63% | -32.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 48.40% | -32.03% |
DGSD.L vs. 3USL.L - Expense Ratio Comparison
DGSD.L has a 0.54% expense ratio, which is lower than 3USL.L's 0.75% expense ratio.
Dividends
DGSD.L vs. 3USL.L - Dividend Comparison
DGSD.L's dividend yield for the trailing twelve months is around 3.18%, while 3USL.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3USL.L WisdomTree S&P 500 3x Daily Leveraged GB | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGSD.L WisdomTree Emerging Markets SmallCap Dividend UCITS ETF USD (Dist) | 3.18% | 2.90% | 4.95% | 3.38% | 4.16% | 2.95% | 2.77% | 3.15% | 3.18% | 1.18% | 1.52% | 3.39% |
Frequently Asked Questions
DGSD.L and 3USL.L have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGSD.L is cheaper at 0.54% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGSD.L is cheaper with a 0.54% expense ratio, compared with 0.75% for 3USL.L.
DGSD.L is categorized as Emerging Markets Equities, while 3USL.L is Leveraged Equities. DGSD.L tracks WisdomTree Emerging Markets Smallcap Dividend UCITS Index, while 3USL.L tracks S&P 500 Net Total Returns Index. Their fees differ too: 0.54% for DGSD.L and 0.75% for 3USL.L.
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