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EYLD vs. DGS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EYLD vs. DGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cambria Emerging Shareholder Yield ETF (EYLD) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). The values are adjusted to include any dividend payments, if applicable.

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EYLD vs. DGS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EYLD
Cambria Emerging Shareholder Yield ETF
9.05%29.39%4.72%18.77%-16.10%11.44%10.13%22.00%-13.74%34.90%
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
5.57%21.18%1.13%19.08%-12.35%15.33%4.06%18.90%-16.52%37.47%

Returns By Period

In the year-to-date period, EYLD achieves a 9.05% return, which is significantly higher than DGS's 5.57% return.


EYLD

1D
0.36%
1M
-5.80%
YTD
9.05%
6M
14.95%
1Y
37.97%
3Y*
19.73%
5Y*
8.04%
10Y*

DGS

1D
0.22%
1M
-5.39%
YTD
5.57%
6M
6.72%
1Y
28.44%
3Y*
13.87%
5Y*
7.54%
10Y*
8.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EYLD vs. DGS - Expense Ratio Comparison

EYLD has a 0.65% expense ratio, which is higher than DGS's 0.58% expense ratio.


Return for Risk

EYLD vs. DGS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EYLD
EYLD Risk / Return Rank: 9090
Overall Rank
EYLD Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
EYLD Sortino Ratio Rank: 8989
Sortino Ratio Rank
EYLD Omega Ratio Rank: 9191
Omega Ratio Rank
EYLD Calmar Ratio Rank: 8787
Calmar Ratio Rank
EYLD Martin Ratio Rank: 9090
Martin Ratio Rank

DGS
DGS Risk / Return Rank: 8484
Overall Rank
DGS Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DGS Sortino Ratio Rank: 8585
Sortino Ratio Rank
DGS Omega Ratio Rank: 8383
Omega Ratio Rank
DGS Calmar Ratio Rank: 8585
Calmar Ratio Rank
DGS Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EYLD vs. DGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cambria Emerging Shareholder Yield ETF (EYLD) 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.


EYLDDGSDifference

Sharpe ratio

Return per unit of total volatility

2.06

1.73

+0.33

Sortino ratio

Return per unit of downside risk

2.58

2.32

+0.26

Omega ratio

Gain probability vs. loss probability

1.40

1.33

+0.07

Calmar ratio

Return relative to maximum drawdown

2.87

2.67

+0.20

Martin ratio

Return relative to average drawdown

12.57

9.78

+2.79

EYLD vs. DGS - Sharpe Ratio Comparison

The current EYLD Sharpe Ratio is 2.06, which is comparable to the DGS Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of EYLD and DGS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EYLDDGSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

1.73

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.52

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.21

+0.29

Correlation

The correlation between EYLD and DGS is 0.73, 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

EYLD vs. DGS - Dividend Comparison

EYLD's dividend yield for the trailing twelve months is around 5.55%, more than DGS's 3.48% yield.


TTM20252024202320222021202020192018201720162015
EYLD
Cambria Emerging Shareholder Yield ETF
5.55%5.40%5.16%5.54%6.97%7.27%3.02%4.21%7.87%2.77%0.75%0.00%
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
3.48%3.45%3.36%4.55%5.34%3.98%3.69%3.95%4.24%2.81%3.42%3.28%

Drawdowns

EYLD vs. DGS - Drawdown Comparison

The maximum EYLD drawdown since its inception was -41.82%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for EYLD and DGS.


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Drawdown Indicators


EYLDDGSDifference

Max Drawdown

Largest peak-to-trough decline

-41.82%

-61.83%

+20.01%

Max Drawdown (1Y)

Largest decline over 1 year

-13.59%

-10.99%

-2.60%

Max Drawdown (5Y)

Largest decline over 5 years

-30.26%

-24.86%

-5.40%

Max Drawdown (10Y)

Largest decline over 10 years

-44.08%

Current Drawdown

Current decline from peak

-7.36%

-7.42%

+0.06%

Average Drawdown

Average peak-to-trough decline

-10.43%

-12.68%

+2.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

3.00%

+0.11%

Volatility

EYLD vs. DGS - Volatility Comparison

Cambria Emerging Shareholder Yield ETF (EYLD) has a higher volatility of 8.15% compared to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) at 7.60%. This indicates that EYLD'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.


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Volatility by Period


EYLDDGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.15%

7.60%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

12.89%

11.46%

+1.43%

Volatility (1Y)

Calculated over the trailing 1-year period

18.56%

16.57%

+1.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.10%

14.66%

+3.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.62%

17.25%

+4.37%