EDOG vs. DGS
Compare and contrast key facts about ALPS Emerging Sector Dividend Dogs ETF (EDOG) and WisdomTree Emerging Markets SmallCap Divdend Fund (DGS).
EDOG and DGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EDOG is a passively managed fund by SS&C that tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. It was launched on Mar 28, 2014. 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. Both EDOG and DGS 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: EDOG or DGS.
Key characteristics
| EDOG | DGS | |
|---|---|---|
| YTD Return | 1.85% | 1.63% |
| 1Y Return | 7.17% | 8.47% |
| 3Y Return (Ann) | 0.23% | 2.17% |
| 5Y Return (Ann) | 5.07% | 6.18% |
| 10Y Return (Ann) | 2.28% | 5.10% |
| Sharpe Ratio | 0.58 | 0.68 |
| Sortino Ratio | 0.89 | 1.01 |
| Omega Ratio | 1.11 | 1.13 |
| Calmar Ratio | 0.76 | 0.97 |
| Martin Ratio | 2.58 | 3.22 |
| Ulcer Index | 2.89% | 2.74% |
| Daily Std Dev | 12.82% | 12.99% |
| Max Drawdown | -44.29% | -61.83% |
| Current Drawdown | -8.34% | -8.61% |
Correlation
The correlation between EDOG and DGS is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EDOG vs. DGS - Performance Comparison
In the year-to-date period, EDOG achieves a 1.85% return, which is significantly higher than DGS's 1.63% return. Over the past 10 years, EDOG has underperformed DGS with an annualized return of 2.28%, while DGS has yielded a comparatively higher 5.10% annualized 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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EDOG vs. DGS - Expense Ratio Comparison
EDOG has a 0.60% expense ratio, which is lower than DGS's 0.63% expense ratio.
Risk-Adjusted Performance
EDOG vs. DGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Emerging Sector Dividend Dogs ETF (EDOG) and WisdomTree Emerging Markets SmallCap Divdend Fund (DGS). 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
EDOG vs. DGS - Dividend Comparison
EDOG's dividend yield for the trailing twelve months is around 4.70%, more than DGS's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDOG ALPS Emerging Sector Dividend Dogs ETF | 4.70% | 6.53% | 5.07% | 4.11% | 2.60% | 4.93% | 5.37% | 2.89% | 2.97% | 4.55% | 3.31% | 0.00% |
DGS WisdomTree Emerging Markets SmallCap Divdend Fund | 3.62% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% | 3.20% | 3.45% |
Drawdowns
EDOG vs. DGS - Drawdown Comparison
The maximum EDOG drawdown since its inception was -44.29%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for EDOG and DGS. For additional features, visit the drawdowns tool.
Volatility
EDOG vs. DGS - Volatility Comparison
ALPS Emerging Sector Dividend Dogs ETF (EDOG) has a higher volatility of 4.24% compared to WisdomTree Emerging Markets SmallCap Divdend Fund (DGS) at 3.50%. This indicates that EDOG's price experiences larger fluctuations and is considered to be riskier than DGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.