EMEQ vs. DGS
Compare and contrast key facts about Nomura Focused Emerging Markets Equity ETF (EMEQ) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS).
EMEQ and DGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMEQ is an actively managed fund by Nomura. It was launched on Sep 4, 2024. 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.
Performance
EMEQ vs. DGS - Performance Comparison
Loading graphics...
EMEQ vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EMEQ Nomura Focused Emerging Markets Equity ETF | 12.19% | 69.78% | -1.16% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 5.34% | 21.18% | -4.34% |
Returns By Period
In the year-to-date period, EMEQ achieves a 12.19% return, which is significantly higher than DGS's 5.34% return.
EMEQ
- 1D
- 4.30%
- 1M
- -13.54%
- YTD
- 12.19%
- 6M
- 30.58%
- 1Y
- 80.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGS
- 1D
- 2.72%
- 1M
- -6.99%
- YTD
- 5.34%
- 6M
- 6.67%
- 1Y
- 29.07%
- 3Y*
- 13.78%
- 5Y*
- 7.49%
- 10Y*
- 8.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EMEQ vs. DGS - Expense Ratio Comparison
EMEQ has a 0.86% expense ratio, which is higher than DGS's 0.58% expense ratio.
Return for Risk
EMEQ vs. DGS — Risk / Return Rank
EMEQ
DGS
EMEQ vs. DGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Focused Emerging Markets Equity ETF (EMEQ) 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.
| EMEQ | DGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.72 | 1.76 | +0.95 |
Sortino ratioReturn per unit of downside risk | 3.21 | 2.37 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.34 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 4.46 | 2.56 | +1.90 |
Martin ratioReturn relative to average drawdown | 18.19 | 9.49 | +8.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EMEQ | DGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.72 | 1.76 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.83 | 0.21 | +1.62 |
Correlation
The correlation between EMEQ and DGS is 0.76, 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.
Dividends
EMEQ vs. DGS - Dividend Comparison
EMEQ's dividend yield for the trailing twelve months is around 2.46%, less than DGS's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMEQ Nomura Focused Emerging Markets Equity ETF | 2.46% | 2.76% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.49% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
Drawdowns
EMEQ vs. DGS - Drawdown Comparison
The maximum EMEQ drawdown since its inception was -19.99%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for EMEQ and DGS.
Loading graphics...
Drawdown Indicators
| EMEQ | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.99% | -61.83% | +41.84% |
Max Drawdown (1Y)Largest decline over 1 year | -17.91% | -10.99% | -6.92% |
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 | -14.38% | -7.62% | -6.76% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -12.68% | +8.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.96% | +1.44% |
Volatility
EMEQ vs. DGS - Volatility Comparison
Nomura Focused Emerging Markets Equity ETF (EMEQ) has a higher volatility of 17.37% compared to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) at 8.48%. This indicates that EMEQ'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.
Loading graphics...
Volatility by Period
| EMEQ | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.37% | 8.48% | +8.89% |
Volatility (6M)Calculated over the trailing 6-month period | 23.87% | 11.46% | +12.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.84% | 16.59% | +13.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.51% | 14.66% | +12.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.51% | 17.25% | +10.26% |