EMKT vs. DGS
EMKT (Lazard Emerging Markets Opportunities ETF) and DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) are both Emerging Markets Diversified funds. EMKT is actively managed, while DGS is passively managed. Their correlation of 0.81 suggests significant overlap in exposure. EMKT charges 0.74%/yr vs 0.58%/yr for DGS.
Performance
EMKT vs. DGS - Performance Comparison
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Returns By Period
In the year-to-date period, EMKT achieves a 30.02% return, which is significantly higher than DGS's 14.53% return.
EMKT
- 1D
- -1.45%
- 1M
- 11.71%
- YTD
- 30.02%
- 6M
- 31.86%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGS
- 1D
- -1.37%
- 1M
- 2.58%
- YTD
- 14.53%
- 6M
- 15.57%
- 1Y
- 27.26%
- 3Y*
- 16.17%
- 5Y*
- 7.85%
- 10Y*
- 9.93%
EMKT vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EMKT Lazard Emerging Markets Opportunities ETF | 30.02% | -1.29% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 14.53% | 0.86% |
Correlation
The correlation between EMKT and DGS is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 28, 2025 | 0.81 |
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Return for Risk
EMKT vs. DGS — Risk / Return Rank
EMKT
DGS
EMKT vs. DGS - 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 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| EMKT | DGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.76 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.53 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.33 | 0.23 | +2.10 |
Drawdowns
EMKT vs. DGS - Drawdown Comparison
The maximum EMKT drawdown since its inception was -14.21%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for EMKT and DGS.
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Drawdown Indicators
| EMKT | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.21% | -61.83% | +47.62% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.06% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.31% | — |
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 | -1.45% | -1.40% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -3.04% | -12.59% | +9.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.98% | — |
Volatility
EMKT vs. DGS - Volatility Comparison
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Volatility by Period
| EMKT | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.24% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 15.56% | +6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.46% | 14.87% | +7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 17.32% | +5.14% |
EMKT vs. DGS - Expense Ratio Comparison
EMKT has a 0.74% expense ratio, which is higher than DGS's 0.58% expense ratio.
Dividends
EMKT vs. DGS - Dividend Comparison
EMKT has not paid dividends to shareholders, while DGS's dividend yield for the trailing twelve months is around 3.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.21% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
EMKT Lazard Emerging Markets Opportunities ETF | 0.00% | 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 DGS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGS is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGS is cheaper with a 0.58% expense ratio, compared with 0.74% for EMKT.
DGS has the higher dividend yield at 3.21%, compared with 0.00% for EMKT.
They also come from different issuers: Lazard and WisdomTree. Their fees differ too: 0.74% for EMKT and 0.58% for DGS.
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