EMC vs. DEM
EMC (Global X Emerging Markets Great Consumer ETF) and DEM (WisdomTree Emerging Markets Equity Income Fund) are both exchange-traded funds - EMC is a Emerging Markets Equities fund actively managed by Global X, while DEM is a Dividend fund tracking the WisdomTree Emerging Markets Equity Income Index. EMC is actively managed, while DEM is passively managed. Over the past 3 years, EMC returned 13.10%/yr vs 17.15%/yr for DEM. Their correlation of 0.80 means they have usually moved in the same direction. EMC charges 0.75%/yr vs 0.63%/yr for DEM.
Performance
EMC vs. DEM - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EMC having a 17.02% return and DEM slightly higher at 17.69%.
EMC
- 1D
- 1.19%
- 1M
- -1.41%
- 6M
- 8.04%
- YTD
- 17.02%
- 1Y
- 25.57%
- 3Y*
- 13.10%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.64%
DEM
- 1D
- 0.52%
- 1M
- 1.12%
- 6M
- 10.61%
- YTD
- 17.69%
- 1Y
- 25.38%
- 3Y*
- 17.15%
- 5Y*
- 10.09%
- 10Y*
- 9.05%
- ALL TIME*
- 4.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.16M | $9.32M | $10.88M | |
| $303.53K | $204.31K | $229.90K |
EMC vs. DEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EMC Global X Emerging Markets Great Consumer ETF | 17.02% | 18.91% | 3.75% | 1.62% |
DEM WisdomTree Emerging Markets Equity Income Fund | 17.69% | 21.29% | 4.46% | 13.59% |
Correlation
The correlation between EMC and DEM is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (All Time) Calculated using the full available price history since May 15, 2023 | 0.80 |
The correlation between EMC and DEM has been stable across timeframes, ranging from 0.80 to 0.80 - a consistent structural relationship.
EMC vs. DEM - Sectors Allocation Comparison
Sectors
EMC
DEM
Technology
Financial Services
Consumer Cyclical
Communication Services
Industrials
Basic Materials
Energy
Consumer Defensive
Healthcare
Real Estate
Utilities
-
Technology
EMC
DEM
Financial Services
EMC
DEM
Consumer Cyclical
EMC
DEM
Communication Services
EMC
DEM
Industrials
EMC
DEM
Basic Materials
EMC
DEM
Energy
EMC
DEM
Consumer Defensive
EMC
DEM
Healthcare
EMC
DEM
Real Estate
EMC
DEM
Utilities
EMC
-
DEM
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Return for Risk
EMC vs. DEM — Risk / Return Rank
EMC
DEM
EMC vs. DEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Emerging Markets Great Consumer ETF (EMC) and WisdomTree Emerging Markets Equity Income Fund (DEM). 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.
| EMC | DEM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.31 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 3.23 | -1.38 |
| Martin ratioReturn relative to average drawdown | 5.44 | 9.72 | -4.28 |
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Drawdowns
EMC vs. DEM - Drawdown Comparison
The maximum EMC drawdown since its inception was -18.38%, smaller than the maximum DEM drawdown of -51.85%. Use the drawdown chart below to compare losses from any high point for EMC and DEM.
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Drawdown Indicators
| EMC | DEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -51.85% | +33.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -7.89% | -6.00% |
Max Drawdown (3Y)Largest decline over 3 years | -18.38% | -15.64% | -2.74% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.18% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.79% | — |
Current DrawdownCurrent decline from peak | -8.19% | -3.06% | -5.13% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -12.82% | +8.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 2.62% | +2.09% |
Volatility
EMC vs. DEM - Volatility Comparison
Global X Emerging Markets Great Consumer ETF (EMC) has a higher volatility of 9.28% compared to WisdomTree Emerging Markets Equity Income Fund (DEM) at 5.13%. This indicates that EMC's price experiences larger fluctuations and is considered to be riskier than DEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMC | DEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.28% | 5.13% | +4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 22.22% | 13.19% | +9.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 15.02% | +9.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 15.61% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.72% | 17.86% | +1.86% |
EMC vs. DEM - Expense Ratio Comparison
EMC has a 0.75% expense ratio, which is higher than DEM's 0.63% expense ratio.
Dividends
EMC vs. DEM - Dividend Comparison
EMC's dividend yield for the trailing twelve months is around 0.58%, less than DEM's 4.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEM WisdomTree Emerging Markets Equity Income Fund | 4.16% | 4.88% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% |
EMC Global X Emerging Markets Great Consumer ETF | 0.58% | 0.78% | 1.13% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EMC and DEM have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMC has higher volatility (9.28%) compared to DEM (5.13%). In terms of maximum drawdown, EMC dropped -18.38% vs DEM's -51.85%.
On 3-year performance, DEM leads with 17.15% vs 13.10% for EMC. On fees, DEM is cheaper at 0.63% per year. On volatility, DEM has been the lower-risk option at 5.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DEM has performed better with a 17.15% return vs 13.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DEM is cheaper with a 0.63% expense ratio, compared with 0.75% for EMC.
DEM has the higher dividend yield at 4.16%, compared with 0.58% for EMC.
EMC is categorized as Emerging Markets Equities, while DEM is Dividend. They also come from different issuers: Global X and WisdomTree. Their fees differ too: 0.75% for EMC and 0.63% for DEM.
DEM currently has the higher Sharpe Ratio (1.70 vs 1.05), 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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