GDE vs. DGS
Compare and contrast key facts about WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS).
GDE and DGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022. DGS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets SmallCap Dividend Index. It was launched on Oct 30, 2007.
Performance
GDE vs. DGS - Performance Comparison
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GDE vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 2.08% | 73.76% | 44.79% | 33.85% | -18.67% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 5.34% | 21.18% | 1.13% | 19.08% | -10.98% |
Returns By Period
In the year-to-date period, GDE achieves a 2.08% return, which is significantly lower than DGS's 5.34% return.
GDE
- 1D
- 5.90%
- 1M
- -13.55%
- YTD
- 2.08%
- 6M
- 14.59%
- 1Y
- 60.26%
- 3Y*
- 44.20%
- 5Y*
- —
- 10Y*
- —
DGS
- 1D
- 2.72%
- 1M
- -6.99%
- YTD
- 5.34%
- 6M
- 6.67%
- 1Y
- 29.07%
- 3Y*
- 13.78%
- 5Y*
- 7.49%
- 10Y*
- 8.94%
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GDE vs. DGS - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is lower than DGS's 0.58% expense ratio.
Return for Risk
GDE vs. DGS — Risk / Return Rank
GDE
DGS
GDE vs. DGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) 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.
| GDE | DGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 1.76 | +0.12 |
Sortino ratioReturn per unit of downside risk | 2.40 | 2.37 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.34 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 2.56 | +0.22 |
Martin ratioReturn relative to average drawdown | 10.98 | 9.49 | +1.49 |
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
| GDE | DGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 1.76 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.21 | +0.91 |
Correlation
The correlation between GDE and DGS is 0.62, 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
GDE vs. DGS - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.23%, more than DGS's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.23% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.49% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
Drawdowns
GDE vs. DGS - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for GDE and DGS.
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Drawdown Indicators
| GDE | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -61.83% | +29.82% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -10.99% | -11.67% |
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 | -17.41% | -7.62% | -9.79% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -12.68% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 2.96% | +2.79% |
Volatility
GDE vs. DGS - Volatility Comparison
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a higher volatility of 12.84% compared to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) at 8.48%. This indicates that GDE'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
| GDE | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.84% | 8.48% | +4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 25.23% | 11.46% | +13.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.26% | 16.59% | +15.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.19% | 14.66% | +11.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.19% | 17.25% | +8.94% |