DGSE.L vs. VYMI
Compare and contrast key facts about WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) and Vanguard International High Dividend Yield ETF (VYMI).
DGSE.L and VYMI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGSE.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI Emerging Markets SMID NR USD. It was launched on Nov 19, 2014. VYMI is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US High Dividend Yield Index. It was launched on Feb 25, 2016. Both DGSE.L and VYMI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGSE.L or VYMI.
Key characteristics
| DGSE.L | VYMI | |
|---|---|---|
| YTD Return | 4.26% | 6.58% |
| 1Y Return | 14.70% | 15.41% |
| 3Y Return (Ann) | 3.91% | 5.32% |
| 5Y Return (Ann) | 4.60% | 7.54% |
| Sharpe Ratio | 1.45 | 1.26 |
| Daily Std Dev | 10.51% | 12.00% |
| Max Drawdown | -35.43% | -40.00% |
| Current Drawdown | -0.54% | 0.00% |
Correlation
The correlation between DGSE.L and VYMI is 0.65, 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.
Performance
DGSE.L vs. VYMI - Performance Comparison
In the year-to-date period, DGSE.L achieves a 4.26% return, which is significantly lower than VYMI's 6.58% 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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DGSE.L vs. VYMI - Expense Ratio Comparison
DGSE.L has a 0.54% expense ratio, which is higher than VYMI's 0.22% expense ratio.
Risk-Adjusted Performance
DGSE.L vs. VYMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) and Vanguard International High Dividend Yield ETF (VYMI). 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
DGSE.L vs. VYMI - Dividend Comparison
DGSE.L has not paid dividends to shareholders, while VYMI's dividend yield for the trailing twelve months is around 4.77%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSE.L WisdomTree Emerging Markets SmallCap Dividend UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VYMI Vanguard International High Dividend Yield ETF | 4.77% | 4.58% | 4.70% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% |
Drawdowns
DGSE.L vs. VYMI - Drawdown Comparison
The maximum DGSE.L drawdown since its inception was -35.43%, smaller than the maximum VYMI drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for DGSE.L and VYMI. For additional features, visit the drawdowns tool.
Volatility
DGSE.L vs. VYMI - Volatility Comparison
WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) has a higher volatility of 3.88% compared to Vanguard International High Dividend Yield ETF (VYMI) at 3.68%. This indicates that DGSE.L's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.