EMC vs. DGS
EMC (Global X Emerging Markets Great Consumer ETF) and DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) are both exchange-traded funds - EMC is a Emerging Markets Equities fund actively managed by Global X, while DGS is a Dividend fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index. EMC is actively managed, while DGS is passively managed. Over the past 3 years, EMC returned 13.10%/yr vs 12.33%/yr for DGS. Their correlation of 0.82 means they have usually moved in the same direction. EMC charges 0.75%/yr vs 0.58%/yr for DGS.
Performance
EMC vs. DGS - Performance Comparison
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Returns By Period
In the year-to-date period, EMC achieves a 17.02% return, which is significantly higher than DGS's 9.26% return.
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%
DGS
- 1D
- 1.02%
- 1M
- -4.08%
- 6M
- 1.74%
- YTD
- 9.26%
- 1Y
- 16.78%
- 3Y*
- 12.33%
- 5Y*
- 6.77%
- 10Y*
- 8.04%
- ALL TIME*
- 4.68%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.65M | $2.61M | $2.99M | |
| $303.53K | $204.31K | $229.90K |
EMC vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EMC Global X Emerging Markets Great Consumer ETF | 17.02% | 18.91% | 3.75% | 1.62% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 9.26% | 21.18% | 1.13% | 14.74% |
Correlation
The correlation between EMC and DGS is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (All Time) Calculated using the full available price history since May 15, 2023 | 0.82 |
The correlation between EMC and DGS has been stable across timeframes, ranging from 0.82 to 0.82 - a consistent structural relationship.
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Return for Risk
EMC vs. DGS — Risk / Return Rank
EMC
DGS
EMC vs. DGS - 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 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.
| EMC | DGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.68 | +0.17 |
| Martin ratioReturn relative to average drawdown | 5.44 | 4.93 | +0.51 |
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Drawdowns
EMC vs. DGS - Drawdown Comparison
The maximum EMC drawdown since its inception was -18.38%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for EMC and DGS.
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Drawdown Indicators
| EMC | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -61.83% | +43.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -10.06% | -3.83% |
Max Drawdown (3Y)Largest decline over 3 years | -18.38% | -19.31% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.08% | — |
Current DrawdownCurrent decline from peak | -8.19% | -6.41% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -12.51% | +8.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 3.41% | +1.30% |
Volatility
EMC vs. DGS - Volatility Comparison
Global X Emerging Markets Great Consumer ETF (EMC) has a higher volatility of 9.28% compared to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) at 5.64%. This indicates that EMC'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.
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Volatility by Period
| EMC | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.28% | 5.64% | +3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 22.22% | 15.50% | +6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 17.44% | +7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 15.34% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.72% | 17.35% | +2.37% |
EMC vs. DGS - Expense Ratio Comparison
EMC has a 0.75% expense ratio, which is higher than DGS's 0.58% expense ratio.
Dividends
EMC vs. DGS - Dividend Comparison
EMC's dividend yield for the trailing twelve months is around 0.58%, less than DGS's 3.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.92% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
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 DGS have a correlation of 0.82, 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 DGS (5.64%). In terms of maximum drawdown, EMC dropped -18.38% vs DGS's -61.83%.
On 3-year performance, EMC leads with 13.10% vs 12.33% for DGS. On fees, DGS is cheaper at 0.58% per year. On volatility, DGS has been the lower-risk option at 5.64%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, EMC has performed better with a 13.10% return vs 12.33%. 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 0.75% for EMC.
DGS has the higher dividend yield at 3.92%, compared with 0.58% for EMC.
EMC is categorized as Emerging Markets Equities, while DGS is Dividend. They also come from different issuers: Global X and WisdomTree. Their fees differ too: 0.75% for EMC and 0.58% for DGS.
EMC currently has the higher Sharpe Ratio (1.05 vs 0.97), 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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