EMKT vs. DEM
EMKT (Lazard Emerging Markets Opportunities ETF) and DEM (WisdomTree Emerging Markets Equity Income Fund) are both exchange-traded funds - EMKT is a Emerging Markets Equities fund actively managed by Lazard, while DEM is a Dividend fund tracking the WisdomTree Emerging Markets Equity Income Index. EMKT is actively managed, while DEM is passively managed. Their 0.76 correlation means they have sometimes moved together and sometimes differently. EMKT charges 0.74%/yr vs 0.63%/yr for DEM.
Performance
EMKT vs. DEM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EMKT achieves a 22.96% return, which is significantly higher than DEM's 17.69% return.
EMKT
- 1D
- 0.94%
- 1M
- -0.13%
- 6M
- 13.54%
- YTD
- 22.96%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
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 | |
| $362.94K | $359.48K | $607.32K |
EMKT vs. DEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EMKT Lazard Emerging Markets Opportunities ETF | 22.96% | -1.26% |
DEM WisdomTree Emerging Markets Equity Income Fund | 17.69% | 2.29% |
Correlation
The correlation between EMKT and DEM is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 27, 2025 | 0.76 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EMKT vs. DEM — Risk / Return Rank
EMKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DEM
EMKT vs. DEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Emerging Markets Opportunities ETF (EMKT) 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.
| EMKT | DEM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.23 | — |
| Martin ratioReturn relative to average drawdown | — | 9.72 | — |
Loading charts...
Drawdowns
EMKT vs. DEM - Drawdown Comparison
The maximum EMKT drawdown since its inception was -14.21%, smaller than the maximum DEM drawdown of -51.85%. Use the drawdown chart below to compare losses from any high point for EMKT and DEM.
Loading charts...
Drawdown Indicators
| EMKT | DEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.21% | -51.85% | +37.64% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.89% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.64% | — |
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 | -7.46% | -3.06% | -4.40% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -12.82% | +9.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.62% | — |
Volatility
EMKT vs. DEM - Volatility Comparison
Loading charts...
Volatility by Period
| EMKT | DEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.13% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.19% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 15.02% | +10.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.76% | 15.61% | +10.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.76% | 17.86% | +7.90% |
EMKT vs. DEM - Expense Ratio Comparison
EMKT has a 0.74% expense ratio, which is higher than DEM's 0.63% expense ratio.
Dividends
EMKT vs. DEM - Dividend Comparison
EMKT's dividend yield for the trailing twelve months is around 0.45%, 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% |
EMKT Lazard Emerging Markets Opportunities ETF | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EMKT and DEM have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DEM is cheaper at 0.63% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DEM is cheaper with a 0.63% expense ratio, compared with 0.74% for EMKT.
DEM has the higher dividend yield at 4.16%, compared with 0.45% for EMKT.
EMKT is categorized as Emerging Markets Equities, while DEM is Dividend. They also come from different issuers: Lazard and WisdomTree. Their fees differ too: 0.74% for EMKT and 0.63% for DEM.
Find the right allocation for EMKT and DEM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer