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
Loading charts...
Returns By Period
In the year-to-date period, EMKT achieves a 25.98% return, which is significantly higher than DGS's 12.72% return.
EMKT
- 1D
- 0.48%
- 1M
- 3.85%
- YTD
- 25.98%
- 6M
- 26.41%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGS
- 1D
- -0.11%
- 1M
- -0.86%
- YTD
- 12.72%
- 6M
- 13.00%
- 1Y
- 21.27%
- 3Y*
- 15.54%
- 5Y*
- 7.56%
- 10Y*
- 9.85%
EMKT vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EMKT Lazard Emerging Markets Opportunities ETF | 25.98% | -1.26% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 12.72% | 1.21% |
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 27, 2025 | 0.81 |
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. DGS — Risk / Return Rank
EMKT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
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 | DGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.12 | — |
| Martin ratioReturn relative to average drawdown | — | 6.97 | — |
Loading charts...
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.
Loading charts...
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 | -5.18% | -3.44% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -3.11% | -12.55% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.06% | — |
Volatility
EMKT vs. DGS - Volatility Comparison
Loading charts...
Volatility by Period
| EMKT | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.78% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.72% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 16.87% | +7.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.64% | 15.18% | +9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.64% | 17.33% | +7.31% |
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's dividend yield for the trailing twelve months is around 0.44%, less than DGS's 3.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.26% | 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 | 0.44% | 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 3.26%, compared with 0.44% for EMKT.
They also come from different issuers: Lazard and WisdomTree. Their fees differ too: 0.74% for EMKT and 0.58% for DGS.
Find the right allocation for EMKT and DGS
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