EDOG vs. DGS
EDOG (ALPS Emerging Sector Dividend Dogs ETF) and DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) are both exchange-traded funds - EDOG is a Emerging Markets Equities fund tracking the S-Network Emerging Sector Dividend Dogs Index, while DGS is a Emerging Markets Diversified fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index. Both are passively managed. Over the past 10 years, EDOG returned 6.36%/yr vs 10.20%/yr for DGS. A 0.80 correlation means they provide meaningful diversification when combined. EDOG charges 0.60%/yr vs 0.58%/yr for DGS.
Performance
EDOG vs. DGS - Performance Comparison
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Returns By Period
In the year-to-date period, EDOG achieves a 1.88% return, which is significantly lower than DGS's 16.30% return. Over the past 10 years, EDOG has underperformed DGS with an annualized return of 6.36%, while DGS has yielded a comparatively higher 10.20% annualized return.
EDOG
- 1D
- -0.37%
- 1M
- -0.54%
- YTD
- 1.88%
- 6M
- 1.63%
- 1Y
- 17.58%
- 3Y*
- 10.68%
- 5Y*
- 5.11%
- 10Y*
- 6.36%
DGS
- 1D
- -0.18%
- 1M
- 2.28%
- YTD
- 16.30%
- 6M
- 17.62%
- 1Y
- 28.60%
- 3Y*
- 16.75%
- 5Y*
- 8.53%
- 10Y*
- 10.20%
EDOG vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EDOG ALPS Emerging Sector Dividend Dogs ETF | 1.88% | 22.59% | 1.70% | 11.58% | -10.50% | 11.71% | 7.99% | 13.26% | -16.52% | 20.42% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 16.30% | 21.18% | 1.13% | 19.08% | -12.35% | 15.33% | 4.06% | 18.90% | -16.52% | 37.47% |
Correlation
The correlation between EDOG and DGS is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2014 | 0.80 |
The correlation between EDOG and DGS has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.
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Return for Risk
EDOG vs. DGS — Risk / Return Rank
EDOG
DGS
EDOG vs. DGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Emerging Sector Dividend Dogs ETF (EDOG) and WisdomTree Emerging Markets SmallCap Dividend 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.
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.
| EDOG | DGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.86 | -1.21 |
| Martin ratioReturn relative to average drawdown | 4.40 | 9.43 | -5.02 |
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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.
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Drawdown Indicators
| EDOG | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.29% | -61.83% | +17.54% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -10.06% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -15.29% | -19.31% | +4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -24.86% | -1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -44.08% | -0.21% |
Current DrawdownCurrent decline from peak | -9.33% | -0.38% | -8.95% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -12.56% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 3.04% | +0.96% |
Volatility
EDOG vs. DGS - Volatility Comparison
The current volatility for ALPS Emerging Sector Dividend Dogs ETF (EDOG) is 4.06%, while WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has a volatility of 7.20%. This indicates that EDOG experiences smaller price fluctuations and is considered to be less risky than DGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EDOG | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 7.20% | -3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 14.41% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.08% | 16.63% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.42% | 15.13% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 17.39% | +0.11% |
EDOG vs. DGS - Expense Ratio Comparison
EDOG has a 0.60% expense ratio, which is higher than DGS's 0.58% expense ratio.
Dividends
EDOG vs. DGS - Dividend Comparison
EDOG's dividend yield for the trailing twelve months is around 5.05%, more than DGS's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.16% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
EDOG ALPS Emerging Sector Dividend Dogs ETF | 5.05% | 4.50% | 6.55% | 6.53% | 5.07% | 4.11% | 2.60% | 4.93% | 5.37% | 2.89% | 2.97% | 4.55% |
Frequently Asked Questions
EDOG and DGS have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGS has higher volatility (7.20%) compared to EDOG (4.06%). In terms of maximum drawdown, EDOG dropped -44.29% vs DGS's -61.83%.
On 10-year performance, DGS leads with 10.20% vs 6.36% for EDOG. On fees, DGS is cheaper at 0.58% per year. On volatility, EDOG has been the lower-risk option at 4.06%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, DGS has performed better with a 10.20% return vs 6.36%. 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 0.60% for EDOG.
EDOG has the higher dividend yield at 5.05%, compared with 3.16% for DGS.
EDOG is categorized as Emerging Markets Equities, while DGS is Emerging Markets Diversified. EDOG tracks S-Network Emerging Sector Dividend Dogs Index, while DGS tracks WisdomTree Emerging Markets SmallCap Dividend Index. They also come from different issuers: SS&C and WisdomTree. Their fees differ too: 0.60% for EDOG and 0.58% for DGS.
DGS currently has the higher Sharpe Ratio (1.73 vs 1.10), 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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