EMIF vs. DGRE
Compare and contrast key facts about iShares Emerging Markets Infrastructure ETF (EMIF) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE).
EMIF and DGRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EMIF is a passively managed fund by iShares that tracks the performance of the S&P Emerging Markets Infrastructure Index. It was launched on Jun 16, 2009. DGRE is an actively managed fund by WisdomTree. It was launched on Aug 1, 2013.
Performance
EMIF vs. DGRE - Performance Comparison
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EMIF vs. DGRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMIF iShares Emerging Markets Infrastructure ETF | 6.16% | 33.90% | 1.21% | 5.67% | -12.59% | 3.76% | -19.98% | 16.36% | -13.70% | 20.70% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 6.00% | 27.47% | 3.63% | 18.46% | -21.86% | 2.55% | 10.85% | 21.12% | -16.36% | 33.61% |
Returns By Period
The year-to-date returns for both stocks are quite close, with EMIF having a 6.16% return and DGRE slightly lower at 6.00%. Over the past 10 years, EMIF has underperformed DGRE with an annualized return of 2.68%, while DGRE has yielded a comparatively higher 7.39% annualized return.
EMIF
- 1D
- 1.91%
- 1M
- -8.08%
- YTD
- 6.16%
- 6M
- 12.77%
- 1Y
- 39.99%
- 3Y*
- 13.95%
- 5Y*
- 6.54%
- 10Y*
- 2.68%
DGRE
- 1D
- 3.90%
- 1M
- -9.64%
- YTD
- 6.00%
- 6M
- 16.05%
- 1Y
- 38.54%
- 3Y*
- 15.78%
- 5Y*
- 4.68%
- 10Y*
- 7.39%
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EMIF vs. DGRE - Expense Ratio Comparison
EMIF has a 0.75% expense ratio, which is higher than DGRE's 0.32% expense ratio.
Return for Risk
EMIF vs. DGRE — Risk / Return Rank
EMIF
DGRE
EMIF vs. DGRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Infrastructure ETF (EMIF) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). 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.
| EMIF | DGRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.41 | 1.97 | +0.44 |
Sortino ratioReturn per unit of downside risk | 3.15 | 2.63 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.38 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.78 | 2.78 | +1.00 |
Martin ratioReturn relative to average drawdown | 13.68 | 12.01 | +1.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMIF | DGRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 1.97 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.27 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.38 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.24 | -0.05 |
Correlation
The correlation between EMIF and DGRE is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EMIF vs. DGRE - Dividend Comparison
EMIF's dividend yield for the trailing twelve months is around 4.67%, more than DGRE's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMIF iShares Emerging Markets Infrastructure ETF | 4.67% | 4.96% | 4.12% | 2.64% | 3.08% | 3.94% | 2.54% | 2.07% | 2.64% | 2.58% | 3.16% | 2.07% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 1.47% | 1.65% | 1.90% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 3.12% | 3.18% | 3.01% |
Drawdowns
EMIF vs. DGRE - Drawdown Comparison
The maximum EMIF drawdown since its inception was -48.02%, which is greater than DGRE's maximum drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for EMIF and DGRE.
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Drawdown Indicators
| EMIF | DGRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.02% | -36.95% | -11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -13.68% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -34.88% | +11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -48.02% | -36.95% | -11.07% |
Current DrawdownCurrent decline from peak | -8.65% | -10.31% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -12.14% | -3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.16% | -0.27% |
Volatility
EMIF vs. DGRE - Volatility Comparison
The current volatility for iShares Emerging Markets Infrastructure ETF (EMIF) is 7.64%, while WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a volatility of 11.19%. This indicates that EMIF experiences smaller price fluctuations and is considered to be less risky than DGRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMIF | DGRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 11.19% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 14.94% | -2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 19.61% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.63% | 17.53% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 19.44% | +1.17% |